Principal Act Hi YLD ETFYLDETF
13F holders, Q3 2024 (September 30)50holders +11
13new positions
2sold out
$19.53avg. 13F price*
At the end of Q3 2024, 50 institutions reported holding Principal Act Hi YLD ETF (YLD) in their 13F filings, up 11 from Q2 2024. 13 opened new positions and 2 sold out. The largest holders were Principal Financial Group Inc. ($45.7M), Strategic Planning Group, LLC ($19.5M) and Cyndeo Wealth Partners, LLC ($16.9M).
- Company
- Principal Act Hi YLD ETF
- CUSIP
- 74255Y102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $11.7M |
| Exits | 2 | $10.8M |
All 13F filers, Q2 2024 → Q3 2024: 1,945,665 shares bought and 1,081,795 shares sold, net +863,870 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 50 holders
| Principal Financial Group Inc. | 0.03% | Add +1.2% | 2,342,546 | $45.7M |
| Strategic Planning Group, LLC | 3.85% | Add +50.2% | 998,813 | $19.5M |
| Cyndeo Wealth Partners, LLC | 1.18% | Add +3.0% | 864,409 | $16.9M |
| Principal Securities, Inc. | 0.35% | Add +89.4% | 731,823 | $14.3M |
| Ameritas Investment Partners, Inc. | 0.39% | Add +8.3% | 613,078 | $12.0M |
| JPMorgan Chase & Co. | 0.00% | Add +12.7% | 609,578 | $11.9M |
| Nicolet Advisory Services, LLC | 0.98% | Reduce -32.1% | 534,036 | $10.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +157.2% | 517,002 | $10.1M |
| Systelligence, LLC | 2.33% | Reduce -1.0% | 481,186 | $9.4M |
| LPL Financial LLC | 0.00% | Add +24.4% | 390,241 | $7.6M |
| Goldman Sachs Group Inc. | 0.00% | New | 271,526 | $5.3M |
| Legacy CG, LLC | 1.63% | Reduce -0.5% | 255,706 | $5.0M |
| Cedar Point Capital Partners, LLC | 2.57% | Reduce -26.9% | 191,808 | $3.7M |
| AJ Advisors, LLC | 0.96% | Reduce -3.0% | 95,508 | $1.9M |
| KOM Wealth Management Group, LLC | 1.44% | New | 88,506 | $1.7M |
| Jane Street Group, LLC | 0.00% | New | 81,073 | $1.6M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +135.9% | 69,657 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Add +61.7% | 69,487 | $1.4M |
| McAdam, LLC | 0.07% | New | 62,644 | $1.2M |
| Fortress Wealth Management, Inc. | 0.40% | Reduce -70.9% | 41,453 | $810K |
| Hobart Private Capital, LLC | 0.20% | Add +30.8% | 40,212 | $785K |
| Ameritas Advisory Services, LLC | 0.03% | Add +0.4% | 38,628 | $754K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +1.8% | 37,409 | $731K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +45.8% | 36,563 | $714K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +45.8% | 36,563 | $714K |
| Stifel Financial Corp. | 0.00% | New | 27,936 | $546K |
| PFG Investments, LLC | 0.03% | New | 22,290 | $435K |
| Ocean Park Asset Management, LLC | 0.02% | No change | 21,978 | $429K |
| Janney Montgomery Scott LLC | 0.00% | No change | 20,661 | $404K |
| Royal Bank of Canada | 0.00% | Reduce -67.2% | 19,121 | $373K |
| Equitable Holdings, Inc. | 0.00% | Reduce -9.4% | 18,980 | $371K |
| Truist Financial Corp. | 0.00% | Reduce -61.9% | 17,944 | $350K |
| Cetera Investment Advisers | 0.00% | Reduce -1.6% | 15,860 | $310K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -35.1% | 15,287 | $299K |
| Western Wealth Management, LLC | 0.02% | New | 15,031 | $294K |
| MML Investors Services, LLC | 0.00% | New | 13,771 | $269K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 10,138 | $198K |
| Smartleaf Asset Management LLC | 0.02% | Add +40.0% | 6,710 | $132K |
| Global Retirement Partners, LLC | 0.00% | Add +70.6% | 5,991 | $117K |
| PSI Advisors, LLC | 0.03% | Reduce -21.0% | 5,824 | $114K |
| First Community Trust NA | 0.07% | New | 4,225 | $83K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +122.0% | 2,411 | $47K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 2,379 | $46K |
| Cape Investment Advisory, Inc. | 0.01% | New | 1,862 | $36K |
| Comerica Bank | 0.00% | Add +1.5% | 1,254 | $24K |
| UBS Group AG | 0.00% | New | 562 | $11K |
| Harbour Investments, Inc. | 0.00% | No change | 250 | $5K |
| Johnson Financial Group, Inc. | 0.00% | New | 221 | $4K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 4 | $78 |
| FMR LLC | 0.00% | Reduce -66.7% | 1 | $20 |
"% 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.