PRINCIPAL EXCHANGE TRADED FD

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YLD·74255Y102·US·ETF·Unknown - Unknown

YLD (PRINCIPAL EXCHANGE TRADED FD) is held by 31 institutional investors as of Q1 2026. Largest holders: PRINCIPAL FINANCIAL GROUP INC ($58.9M), ENVESTNET ASSET MANAGEMENT INC ($54.8M), WELLS FARGO & COMPANY/MN ($28.4M). Net institutional sentiment: Mixed.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (31)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
PRINCIPAL FINANCIAL GROUP INC	Increased	3.1M(+4.4%)	$58.9M	0.0%	+15.13%	31
ENVESTNET ASSET MANAGEMENT INC	Increased	2.9M(+24.9%)	$54.8M	0.0%	+2.57%	36
WELLS FARGO & COMPANY/MN	Increased	1.5M(+86.9%)	$28.4M	0.0%	+1.09%	45
AMERIPRISE FINANCIAL INC	Increased	1.5M(+1.2%)	$28.4M	0.0%	+0.45%	29
LPL Financial LLC	Decreased	1.3M(-1.8%)	$25.4M	0.0%	+6.59%	0
RAYMOND JAMES FINANCIAL INC	Increased	721,957(+1.4%)	$13.7M	0.0%	+5.26%	28
STIFEL FINANCIAL CORP	Increased	520,676(+70.6%)	$9.9M	0.0%	+0.81%	41
ROYAL BANK OF CANADA	Increased	428,934(+0.4%)	$8.1M	0.0%	+4.00%	27
IWIntegrated Wealth Concepts LLC	Decreased	349,575(-16.7%)	$6.6M	0.1%	+4.01%	0
JPMORGAN CHASE & CO	Decreased	297,729(-20.4%)	$5.6M	0.0%	+6.22%	0
US BANCORP \DE\	Increased	274,526(+6.3%)	$5.2M	0.0%	+3.81%	29
COMMONWEALTH EQUITY SERVICES, LLC	Increased	126,241(+11.3%)	$2.4M	0.0%	+4.41%	29
OSAIC HOLDINGS, INC.	Decreased	108,485(-21.4%)	$2.1M	0.0%	+6.15%	0
NewEdge Advisors, LLC	Decreased	81,604(-10.9%)	$1.5M	0.0%	+3.04%	0
Steward Partners Investment Advisory, LLC	Increased	66,577(+121.9%)	$1.3M	0.0%	+0.12%	41
Private Advisor Group, LLC	Increased	46,825(+5.6%)	$887,802	0.0%	+3.14%	26
CITADEL ADVISORS LLC	Decreased	26,130(-32.0%)	$495,425	0.0%	+0.26%	0
DAVENPORT & Co LLC	Decreased	20,904(-15.9%)	$396,334	0.0%	+4.33%	0
Mariner, LLC	New	20,354	$385,905	0.0%	-0.21%	33
Cerity Partners LLC	Increased	19,954(+4.5%)	$378,328	0.0%	+0.24%	25

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer