PRINCIPAL EXCHANGE TRADED FD

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YLD·74255Y102·US·etf·Unknown - Unknown

ACTIVE HIGH YL

YLD (PRINCIPAL EXCHANGE TRADED FD) is held by 30 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.

30

Holders

Avg rating(6 Elite)

$254.1M

Total Value

52% (36)

Fund Consensus

17 buying - 16 selling

Smart Money Verdict

View all

57Mixed MomentumSingle Source

Institutional (13F)57

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how YLD's score breaks down across 4 SEC sources

Holder Quality

6

★★★★★

Elite

18

★★★★

Strong

9

★★★

Solid

3

★★

Below

0

★

Weak

Held by 30 funds

6 elite

No recent insider, activist, or congressional trades found for this stock

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

Positions (30)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
PRINCIPAL FINANCIAL GROUP INC	Increased	3.1M(+4.4%)	$58.9M	0.0%	+14.88%	31
ENVESTNET ASSET MANAGEMENT INC	Increased	2.9M(+24.9%)	$54.8M	0.0%	+2.35%	36
WELLS FARGO & COMPANY/MN	Increased	1.5M(+86.9%)	$28.4M	0.0%	+0.88%	45
AMERIPRISE FINANCIAL INC	Increased	1.5M(+1.2%)	$28.4M	0.0%	+0.23%	29
LPL Financial LLC	Decreased	1.3M(-1.8%)	$25.4M	0.0%	+6.36%	0
RAYMOND JAMES FINANCIAL INC	Increased	721,957(+1.4%)	$13.7M	0.0%	+5.04%	28
STIFEL FINANCIAL CORP	Increased	520,676(+70.6%)	$9.9M	0.0%	+0.60%	41
ROYAL BANK OF CANADA	Increased	428,934(+0.4%)	$8.1M	0.0%	+3.78%	27
IWIntegrated Wealth Concepts LLC	Decreased	349,575(-16.7%)	$6.6M	0.1%	+3.79%	0
JPMORGAN CHASE & CO	Decreased	297,729(-20.4%)	$5.6M	0.0%	+5.99%	0
US BANCORP \DE\	Increased	274,526(+6.3%)	$5.2M	0.0%	+3.59%	29
COMMONWEALTH EQUITY SERVICES, LLC	Increased	126,241(+11.3%)	$2.4M	0.0%	+4.19%	29
OSAIC HOLDINGS, INC.	Decreased	108,485(-21.4%)	$2.1M	0.0%	+5.92%	0
Steward Partners Investment Advisory, LLC	Increased	66,577(+121.9%)	$1.3M	0.0%	-0.09%	41
Private Advisor Group, LLC	Increased	46,825(+5.6%)	$887,802	0.0%	+2.93%	26
CITADEL ADVISORS LLC	Decreased	26,130(-32.0%)	$495,425	0.0%	+0.05%	0
DAVENPORT & Co LLC	Decreased	20,904(-15.9%)	$396,334	0.0%	+4.11%	0
Mariner, LLC	New	20,354	$385,905	0.0%	-0.42%	33
Cerity Partners LLC	Increased	19,954(+4.5%)	$378,328	0.0%	+0.03%	25
MML INVESTORS SERVICES, LLC	Decreased	12,654(-52.5%)	$239,912	0.0%	+4.57%	0

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

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