Principal Act Hi YLD ETFYLDETF
13F holders, Q2 2024 (June 30)39holders +2
6new positions
4sold out
$19.05avg. 13F price*
At the end of Q2 2024, 39 institutions reported holding Principal Act Hi YLD ETF (YLD) in their 13F filings, up 2 from Q1 2024. 6 opened new positions and 4 sold out. The largest holders were Principal Financial Group Inc. ($44.1M), Cyndeo Wealth Partners, LLC ($16.0M) and Nicolet Advisory Services, LLC ($14.9M).
- Company
- Principal Act Hi YLD ETF
- CUSIP
- 74255Y102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $16.4M |
| Exits | 4 | $1.1M |
All 13F filers, Q1 2024 → Q2 2024: 1,987,650 shares bought and 192,714 shares sold, net +1,794,936 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 39 holders
| Principal Financial Group Inc. | 0.03% | Add +1.6% | 2,315,177 | $44.1M |
| Cyndeo Wealth Partners, LLC | 1.25% | Add +2.9% | 839,349 | $16.0M |
| Nicolet Advisory Services, LLC | 1.43% | Add +2.5% | 786,043 | $14.9M |
| Strategic Planning Group, LLC | 2.77% | Add +44.8% | 664,805 | $12.7M |
| Redhawk Wealth Advisors, Inc. | 1.66% | New | 568,528 | $10.8M |
| Ameritas Investment Partners, Inc. | 0.37% | Add +7.9% | 565,975 | $10.8M |
| JPMorgan Chase & Co. | 0.00% | Add +294.3% | 540,893 | $10.3M |
| Systelligence, LLC | 2.46% | Reduce -0.9% | 485,859 | $9.3M |
| Principal Securities, Inc. | 0.20% | Add +18.2% | 386,312 | $7.4M |
| LPL Financial LLC | 0.00% | Add +297.1% | 313,717 | $6.0M |
| Cedar Point Capital Partners, LLC | 3.74% | Add +2.8% | 262,462 | $5.0M |
| Legacy CG, LLC | 1.67% | New | 257,082 | $4.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +14.1% | 200,984 | $3.8M |
| Fortress Wealth Management, Inc. | 1.39% | Reduce -0.6% | 142,588 | $2.7M |
| AJ Advisors, LLC | 1.04% | Reduce -2.6% | 98,509 | $1.9M |
| Royal Bank of Canada | 0.00% | Add +622.0% | 58,335 | $1.1M |
| Truist Financial Corp. | 0.00% | Reduce -63.9% | 47,105 | $897K |
| Osaic Holdings, Inc. | 0.00% | Reduce -44.9% | 42,968 | $819K |
| Ameritas Advisory Services, LLC | 0.03% | Add +1.9% | 38,477 | $733K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.9% | 36,763 | $700K |
| Hobart Private Capital, LLC | 0.17% | Add +34.8% | 30,756 | $586K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | New | 29,523 | $562K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -11.4% | 25,085 | $478K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -11.4% | 25,085 | $478K |
| Commonwealth Equity Services, LLC | 0.00% | Add +7.6% | 23,543 | $449K |
| Ocean Park Asset Management, LLC | 0.02% | No change | 21,978 | $419K |
| Equitable Holdings, Inc. | 0.00% | Add +96.8% | 20,956 | $399K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.3% | 20,661 | $394K |
| Cetera Investment Advisers | 0.00% | Add +13.9% | 16,121 | $307K |
| PSI Advisors, LLC | 0.04% | Reduce -29.7% | 7,374 | $140K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -11.6% | 4,793 | $92K |
| Global Retirement Partners, LLC | 0.00% | New | 3,512 | $67K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -8.5% | 2,379 | $45K |
| Comerica Bank | 0.00% | No change | 1,235 | $24K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +3.2% | 1,086 | $21K |
| Harbour Investments, Inc. | 0.00% | No change | 250 | $5K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 4 | $76 |
| FMR LLC | 0.00% | New | 3 | $57 |
| Morgan Stanley | 0.00% | New | 1 | $29 |
"% 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.