Principal Act Hi YLD ETFYLDETF
13F holders, Q2 2026 (June 30)69holders
7new positions
9sold out
1famous investor
$19.07avg. 13F price*
At the end of Q2 2026, 69 institutions reported holding Principal Act Hi YLD ETF (YLD) in their 13F filings, unchanged from Q1 2026. 7 opened new positions and 9 sold out. The largest holders were Principal Securities, Inc. ($91.7M), Envestnet Asset Management Inc. ($82.7M) and Principal Financial Group Inc. ($61.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Principal Act Hi YLD ETF
- CUSIP
- 74255Y102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $2.2M |
| Exits | 9 | $1.2M |
All 13F filers, Q1 2026 → Q2 2026: 5,323,676 shares bought and 684,458 shares sold, net +4,639,218 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 69 holders
| Principal Securities, Inc. | 1.10% | Add +44.1% | 4,807,872 | $91.7M |
| Envestnet Asset Management Inc. | 0.02% | Add +50.1% | 4,334,582 | $82.7M |
| Principal Financial Group Inc. | 0.03% | Add +4.1% | 3,253,825 | $61.9M |
| Ameriprise Financial Inc. | 0.01% | Add +39.2% | 2,086,927 | $39.8M |
| Wells Fargo & Company | 0.01% | Add +28.1% | 1,920,432 | $36.6M |
| LPL Financial LLC | 0.01% | Add +13.9% | 1,526,597 | $29.1M |
| Cyndeo Wealth Partners, LLC | 1.00% | Add +3.9% | 1,112,557 | $21.2M |
| Ameritas Investment Partners, Inc. | 0.48% | Add +4.4% | 950,578 | $18.1M |
| Raymond James Financial Inc. | 0.00% | Add +19.9% | 866,006 | $16.5M |
| Balanced Wealth Group LLC | 5.19% | Add +4.5% | 860,404 | $16.4M |
| Stifel Financial Corp. | 0.01% | Reduce -0.4% | 518,546 | $9.9M |
| McAdam, LLC | 0.32% | Add +97.6% | 437,028 | $8.3M |
| Royal Bank of Canada | 0.00% | Reduce -14.4% | 367,334 | $7.0M |
| Integrated Wealth Concepts LLC | 0.04% | Add +1.0% | 353,081 | $6.7M |
| BlueStem Wealth Partners, LLC | 0.63% | Add +10.9% | 330,214 | $6.3M |
| JPMorgan Chase & Co. | 0.00% | Add +1.9% | 303,525 | $5.8M |
| US Bancorp \de | 0.01% | Add +10.5% | 303,329 | $5.8M |
| Osaic Holdings, Inc. | 0.01% | Add +140.3% | 260,642 | $5.0M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.47% | Reduce 0.0% | 240,529 | $4.6M |
| Manske Wealth Management | 0.83% | Reduce -1.8% | 174,477 | $3.3M |
| Nicolet Bankshares Inc. | 0.09% | Reduce -74.2% | 143,202 | $2.7M |
| CreativeOne Wealth, LLC | 0.05% | Add +61.9% | 112,605 | $2.1M |
| Ameritas Advisory Services, LLC | 0.04% | Add +60.3% | 104,007 | $2.0M |
| Fifth Third Securities, Inc. | 0.11% | Add +40.7% | 99,978 | $1.9M |
| IAG Wealth Partners, LLC | 0.17% | Add +11314.3% | 87,776 | $1.7M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +18.9% | 79,159 | $1.5M |
| NewEdge Advisors, LLC | 0.00% | Reduce -4.3% | 78,071 | $1.5M |
| AJ Advisors, LLC | 0.46% | New | 77,941 | $1.5M |
| Capital Investment Advisory Services, LLC | 0.09% | Add +4.8% | 72,642 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Add +50.9% | 70,647 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +10.9% | 48,975 | $934K |
| Smartleaf Asset Management LLC | 0.03% | No change | 48,882 | $933K |
| Greenline Wealth Management LLC | 0.60% | Add +20.0% | 38,439 | $733K |
| Hobart Private Capital, LLC | 0.12% | Reduce -3.2% | 35,522 | $678K |
| Atria Investments, Inc | 0.01% | Add +15.2% | 34,876 | $665K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Add +15.9% | 34,453 | $657K |
| Transcendent Capital Group LLC | 0.25% | Add +9.3% | 33,060 | $631K |
| PFG Investments, LLC | 0.02% | Reduce -9.3% | 25,872 | $494K |
| Western Wealth Management, LLC | 0.02% | Reduce -9.2% | 25,386 | $484K |
| IFP Advisors, Inc | 0.01% | Add +5.1% | 23,566 | $450K |
| Milestones Private Investment Advisors LLC | 0.34% | Add +5.1% | 22,314 | $426K |
| Cerity Partners LLC | 0.00% | Reduce -3.4% | 19,279 | $368K |
| DAVENPORT & Co LLC | 0.00% | Reduce -10.9% | 18,624 | $355K |
| Citadel Advisors | 0.00% | Reduce -30.5% | 18,153 | $346K |
| Arete Wealth Advisors, LLC | 0.02% | New | 17,915 | $342K |
| Stonebridge Financial Group, LLC / MO | 0.23% | Reduce -3.2% | 17,742 | $339K |
| Prospera Financial Services Inc | 0.00% | Add +0.0% | 16,059 | $306K |
| Janney Montgomery Scott LLC | 0.00% | No change | 14,823 | $283K |
| Belpointe Asset Management LLC | 0.01% | Reduce -1.2% | 12,928 | $247K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -90.0% | 12,620 | $241K |
| Verus Capital Partners, LLC | 0.01% | No change | 11,676 | $223K |
| Truist Financial Corp. | 0.00% | Reduce -0.6% | 11,397 | $217K |
| Advisory Services Network, LLC | 0.00% | Reduce -25.4% | 11,005 | $210K |
| MML Investors Services, LLC | 0.00% | Reduce -14.9% | 10,768 | $205K |
| Sigma Planning Corp | 0.01% | New | 10,567 | $202K |
| Allied Private Wealth LLC | 0.12% | — | 10,159 | $192K |
| EP Wealth Advisors, LLC | 0.00% | New | 6,195 | $118K |
| Global Retirement Partners, LLC | 0.00% | — | 4,308 | $82K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -1.8% | 3,775 | $72K |
| Fifth Third Bancorp | 0.00% | Reduce -0.2% | 3,242 | $62K |
| Cape Investment Advisory, Inc. | 0.02% | New | 3,059 | $58K |
| International Assets Investment Management, LLC | 0.00% | No change | 2,085 | $39K |
| First Community Trust NA | 0.01% | No change | 1,337 | $26K |
| CoreCap Advisors, LLC | 0.00% | No change | 902 | $17K |
| AdvisorNet Financial, Inc | 0.00% | New | 515 | $10K |
| Harbour Investments, Inc. | 0.00% | No change | 79 | $2K |
| Pinnacle Bancorp, Inc. | 0.00% | New | 41 | $782 |
| BNP Paribas Financial Markets | 0.00% | No change | 10 | $191 |
| FMR LLC | 0.00% | Reduce -6.7% | 14 | $27 |
"% of holder's portfolio" is YLD's weight in each manager's 13F, not the share of Principal Act Hi YLD ETF the manager owns.