Principal Act Hi YLD ETFYLDETF
13F holders, Q1 2025 (March 31)57holders +4
13new positions
8sold out
$22.55avg. 13F price*
At the end of Q1 2025, 57 institutions reported holding Principal Act Hi YLD ETF (YLD) in their 13F filings, up 4 from Q4 2024. 13 opened new positions and 8 sold out. The largest holders were Principal Financial Group Inc. ($93.5M), LPL Financial LLC ($26.5M) and Cyndeo Wealth Partners, LLC ($17.7M).
- Company
- Principal Act Hi YLD ETF
- CUSIP
- 74255Y102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $25.4M |
| Exits | 8 | $27.4M |
All 13F filers, Q4 2024 → Q1 2025: 2,893,145 shares bought and 1,757,690 shares sold, net +1,135,455 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 57 holders
| Principal Financial Group Inc. | 0.05% | Add +3.1% | 2,607,556 | $93.5M |
| LPL Financial LLC | 0.01% | Add +120.5% | 1,391,583 | $26.5M |
| Cyndeo Wealth Partners, LLC | 1.16% | Add +5.6% | 929,537 | $17.7M |
| Principal Securities, Inc. | 0.36% | Add +0.1% | 849,822 | $16.3M |
| Ameritas Investment Partners, Inc. | 0.48% | Add +14.1% | 737,476 | $14.0M |
| JPMorgan Chase & Co. | 0.00% | Add +6.3% | 620,152 | $11.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +9.8% | 599,008 | $11.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -6.8% | 580,302 | $11.1M |
| Nicolet Advisory Services, LLC | 0.94% | Reduce -5.5% | 512,621 | $9.4M |
| Empowered Funds, LLC | 0.11% | New | 403,415 | $7.6M |
| Legacy CG, LLC | 2.00% | Add +27.4% | 324,764 | $6.2M |
| Integrated Wealth Concepts LLC | 0.06% | New | 262,430 | $5.0M |
| Systelligence, LLC | 1.20% | Reduce -45.2% | 262,354 | $5.0M |
| Wells Fargo & Company | 0.00% | Add +31.4% | 242,837 | $4.6M |
| Royal Bank of Canada | 0.00% | Add +102.9% | 240,680 | $4.6M |
| BlueStem Wealth Partners, LLC | 0.54% | New | 209,376 | $4.0M |
| Cedar Point Capital Partners, LLC | 2.52% | Add +0.3% | 196,825 | $3.7M |
| Manske Wealth Management | 1.24% | Add +0.3% | 171,855 | $3.3M |
| McAdam, LLC | 0.15% | Add +29.9% | 127,910 | $2.4M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | New | 121,497 | $2.3M |
| Jane Street Group, LLC | 0.00% | Add +373.7% | 120,189 | $2.3M |
| US Bancorp \de | 0.00% | New | 107,924 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Add +12.8% | 92,534 | $1.8M |
| NewEdge Advisors, LLC | 0.01% | New | 77,899 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | New | 64,126 | $1.2M |
| Ameritas Advisory Services, LLC | 0.05% | Add +8.3% | 59,587 | $1.1M |
| Hobart Private Capital, LLC | 0.24% | Reduce -24.1% | 51,289 | $977K |
| Stifel Financial Corp. | 0.00% | Add +30.3% | 48,053 | $915K |
| Capital Investment Advisory Services, LLC | 0.07% | Add +376.5% | 39,250 | $748K |
| CreativeOne Wealth, LLC | 0.02% | New | 39,118 | $745K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.3% | 38,197 | $728K |
| Commonwealth Equity Services, LLC | 0.00% | Add +32.4% | 37,086 | $706K |
| Smartleaf Asset Management LLC | 0.05% | Add +133.9% | 25,996 | $496K |
| Mariner, LLC | 0.00% | Add +77.3% | 23,390 | $446K |
| PFG Investments, LLC | 0.03% | Reduce -0.3% | 22,967 | $438K |
| Ocean Park Asset Management, LLC | 0.01% | No change | 21,978 | $419K |
| Private Advisor Group, LLC | 0.00% | New | 21,800 | $415K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +67.3% | 18,961 | $361K |
| MML Investors Services, LLC | 0.00% | Add +16.9% | 18,477 | $352K |
| Oak Hill Wealth Advisors, LLC | 0.08% | Add +66.5% | 18,107 | $345K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -6.5% | 15,207 | $290K |
| DAVENPORT & Co LLC | 0.00% | New | 15,181 | $289K |
| Equitable Holdings, Inc. | 0.00% | Reduce -35.1% | 13,669 | $260K |
| Truist Financial Corp. | 0.00% | Reduce -6.5% | 12,364 | $236K |
| Verus Capital Partners, LLC | 0.02% | New | 12,292 | $234K |
| Fortress Wealth Management, Inc. | 0.10% | Reduce -59.4% | 10,278 | $196K |
| PSI Advisors, LLC | 0.04% | No change | 5,824 | $111K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +81.9% | 5,738 | $109K |
| First Community Trust NA | 0.07% | No change | 4,225 | $80K |
| Cape Investment Advisory, Inc. | 0.02% | Add +22.6% | 2,632 | $50K |
| Cwm, LLC | 0.00% | No change | 2,128 | $41K |
| Comerica Bank | 0.00% | Add +2.6% | 1,287 | $25K |
| CoreCap Advisors, LLC | 0.00% | New | 559 | $11K |
| Harbour Investments, Inc. | 0.00% | No change | 329 | $6K |
| Morgan Stanley | 0.00% | Add +14900.0% | 150 | $3K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 41 | $781 |
| FMR LLC | 0.00% | Add +500.0% | 12 | $229 |
"% 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.