Principal Act Hi YLD ETFYLDETF
13F holders, Q4 2024 (December 31)53holders +3
5new positions
5sold out
$19.18avg. 13F price*
At the end of Q4 2024, 53 institutions reported holding Principal Act Hi YLD ETF (YLD) in their 13F filings, up 3 from Q3 2024. 5 opened new positions and 5 sold out. The largest holders were Principal Financial Group Inc. ($48.5M), Strategic Planning Group, LLC ($20.2M) 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $495K |
| Exits | 5 | $7.5M |
All 13F filers, Q3 2024 → Q4 2024: 1,321,994 shares bought and 494,629 shares sold, net +827,365 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 53 holders
| Principal Financial Group Inc. | 0.03% | Add +8.0% | 2,529,582 | $48.5M |
| Strategic Planning Group, LLC | 3.70% | Add +5.2% | 1,051,167 | $20.2M |
| Cyndeo Wealth Partners, LLC | 1.14% | Add +1.9% | 880,460 | $16.9M |
| Principal Securities, Inc. | 0.37% | Add +16.0% | 849,222 | $16.3M |
| Ameritas Investment Partners, Inc. | 0.40% | Add +5.4% | 646,289 | $12.4M |
| LPL Financial LLC | 0.00% | Add +61.7% | 631,078 | $12.1M |
| Raymond James Financial Inc. | 0.00% | — | 622,344 | $11.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.3% | 583,350 | $11.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.5% | 545,457 | $10.5M |
| Nicolet Advisory Services, LLC | 0.96% | Add +1.6% | 542,704 | $10.4M |
| Systelligence, LLC | 2.27% | Reduce -0.5% | 478,880 | $9.2M |
| KOM Wealth Management Group, LLC | 3.94% | Add +214.7% | 278,513 | $5.3M |
| Legacy CG, LLC | 1.50% | Reduce -0.3% | 254,928 | $4.9M |
| Cedar Point Capital Partners, LLC | 2.55% | Add +2.3% | 196,176 | $3.8M |
| Wells Fargo & Company | 0.00% | Add +0.0% | 184,737 | $3.5M |
| Manske Wealth Management | 1.30% | — | 171,295 | $3.3M |
| Royal Bank of Canada | 0.00% | Add +520.4% | 118,634 | $2.3M |
| McAdam, LLC | 0.10% | Add +57.1% | 98,431 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Add +18.1% | 82,066 | $1.6M |
| Hobart Private Capital, LLC | 0.32% | Add +68.0% | 67,551 | $1.3M |
| Ameritas Advisory Services, LLC | 0.04% | Add +42.4% | 55,014 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.01% | Add +1.8% | 38,078 | $730K |
| Stifel Financial Corp. | 0.00% | Add +32.0% | 36,868 | $707K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -0.9% | 36,239 | $695K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -0.9% | 36,239 | $695K |
| Commonwealth Equity Services, LLC | 0.00% | Add +83.3% | 28,021 | $537K |
| Jane Street Group, LLC | 0.00% | Reduce -68.7% | 25,370 | $487K |
| Fortress Wealth Management, Inc. | 0.24% | Reduce -39.0% | 25,285 | $485K |
| PFG Investments, LLC | 0.03% | Add +3.4% | 23,043 | $442K |
| Ocean Park Asset Management, LLC | 0.01% | No change | 21,978 | $422K |
| Equitable Holdings, Inc. | 0.00% | Add +11.0% | 21,068 | $404K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -21.3% | 16,257 | $312K |
| MML Investors Services, LLC | 0.00% | Add +14.7% | 15,799 | $303K |
| Western Wealth Management, LLC | 0.02% | Add +4.6% | 15,722 | $302K |
| Truist Financial Corp. | 0.00% | Reduce -26.3% | 13,227 | $254K |
| Mariner, LLC | 0.00% | New | 13,193 | $253K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +11.8% | 11,331 | $217K |
| Smartleaf Asset Management LLC | 0.02% | Add +65.7% | 11,115 | $213K |
| Oak Hill Wealth Advisors, LLC | 0.05% | — | 10,875 | $209K |
| TFB Advisors LLC | 0.06% | New | 10,185 | $195K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +241.6% | 8,237 | $158K |
| Global Retirement Partners, LLC | 0.00% | Add +16.5% | 6,979 | $134K |
| PSI Advisors, LLC | 0.03% | No change | 5,824 | $112K |
| First Community Trust NA | 0.06% | No change | 4,225 | $81K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +32.6% | 3,154 | $60K |
| Cape Investment Advisory, Inc. | 0.02% | Add +15.3% | 2,147 | $41K |
| Cwm, LLC | 0.00% | New | 2,128 | $41K |
| Comerica Bank | 0.00% | No change | 1,254 | $24K |
| Harbour Investments, Inc. | 0.00% | Add +31.6% | 329 | $6K |
| Assetmark, Inc. | 0.00% | New | 313 | $6K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 4 | $77 |
| FMR LLC | 0.00% | Add +100.0% | 2 | $38 |
| Morgan Stanley | 0.00% | New | 1 | $32 |
"% 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.