Principal Act Hi YLD ETFYLDETF
13F holders, Q1 2024 (March 31)37holders
$19.15avg. 13F price*
At the end of Q1 2024, 37 institutions reported holding Principal Act Hi YLD ETF (YLD) in their 13F filings. The largest holders were Principal Financial Group Inc. ($43.7M), Cyndeo Wealth Partners, LLC ($15.6M) and Nicolet Advisory Services, LLC ($14.6M).
- Company
- Principal Act Hi YLD ETF
- CUSIP
- 74255Y102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $3.2M |
| Exits | 2 | $20K |
Ownership 37 holders
| Principal Financial Group Inc. | 0.03% | Add +1.1% | 2,279,053 | $43.7M |
| Cyndeo Wealth Partners, LLC | 1.30% | Add +0.5% | 815,965 | $15.6M |
| Nicolet Advisory Services, LLC | 1.48% | Add +2.1% | 766,963 | $14.6M |
| Ameritas Investment Partners, Inc. | 0.34% | Add +9.0% | 524,331 | $10.0M |
| Systelligence, LLC | 2.46% | Reduce -0.1% | 490,480 | $9.4M |
| Strategic Planning Group, LLC | 2.20% | Add +34.6% | 459,137 | $8.8M |
| Principal Securities, Inc. | 0.20% | Add +38.9% | 326,841 | $6.3M |
| Cedar Point Capital Partners, LLC | 3.71% | Add +2.2% | 255,321 | $4.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +17.7% | 176,209 | $3.4M |
| Fortress Wealth Management, Inc. | 1.42% | Add +9.7% | 143,403 | $2.7M |
| JPMorgan Chase & Co. | 0.00% | Add +7689.7% | 137,176 | $2.6M |
| Truist Financial Corp. | 0.00% | New | 130,303 | $2.5M |
| AJ Advisors, LLC | 1.07% | Reduce -4.1% | 101,168 | $1.9M |
| LPL Financial LLC | 0.00% | Add +101.3% | 79,004 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Add +800.5% | 78,021 | $1.5M |
| Jane Street Group, LLC | 0.00% | Reduce -53.5% | 41,919 | $803K |
| Ameritas Advisory Services, LLC | 0.03% | Add +48.8% | 37,751 | $720K |
| Kestra Private Wealth Services, LLC | 0.02% | Add +7.7% | 36,434 | $698K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -14.3% | 28,304 | $542K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -14.3% | 28,304 | $542K |
| Hobart Private Capital, LLC | 0.13% | New | 22,817 | $437K |
| Ocean Park Asset Management, LLC | 0.02% | No change | 21,978 | $421K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -16.5% | 21,875 | $419K |
| Janney Montgomery Scott LLC | 0.00% | Add +24.1% | 20,598 | $395K |
| Cetera Investment Advisers | 0.00% | Add +5.9% | 14,157 | $271K |
| GTS Securities LLC | 0.01% | Reduce -11.8% | 11,256 | $216K |
| Equitable Holdings, Inc. | 0.00% | New | 10,650 | $204K |
| PSI Advisors, LLC | 0.07% | No change | 10,484 | $201K |
| Royal Bank of Canada | 0.00% | Reduce -13.7% | 8,080 | $155K |
| Smartleaf Asset Management LLC | 0.02% | Add +42.9% | 5,420 | $104K |
| GPS Wealth Strategies Group, LLC | 0.01% | New | 2,600 | $50K |
| ICA Group Wealth Management, LLC | 0.01% | Add +6.3% | 1,700 | $33K |
| Comerica Bank | 0.00% | Add +3.1% | 1,235 | $24K |
| PNC Financial Services Group, Inc. | 0.00% | New | 1,097 | $21K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 1,052 | $20K |
| Harbour Investments, Inc. | 0.00% | No change | 250 | $5K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 4 | $77 |
"% 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.