Principal Act Hi YLD ETFYLDETF
13F holders, Q2 2025 (June 30)61holders +4
10new positions
8sold out
$19.34avg. 13F price*
At the end of Q2 2025, 61 institutions reported holding Principal Act Hi YLD ETF (YLD) in their 13F filings, up 4 from Q1 2025. 10 opened new positions and 8 sold out. The largest holders were Principal Financial Group Inc. ($53.2M), Principal Securities, Inc. ($27.9M) and LPL Financial LLC ($27.4M).
- Company
- Principal Act Hi YLD ETF
- CUSIP
- 74255Y102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $5.8M |
| Exits | 8 | $16.5M |
All 13F filers, Q1 2025 → Q2 2025: 2,136,171 shares bought and 1,117,180 shares sold, net +1,018,991 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 61 holders
| Principal Financial Group Inc. | 0.03% | Add +5.9% | 2,762,539 | $53.2M |
| Principal Securities, Inc. | 0.53% | Add +69.8% | 1,442,664 | $27.9M |
| LPL Financial LLC | 0.01% | Add +1.5% | 1,412,126 | $27.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +69.7% | 1,016,602 | $19.7M |
| Cyndeo Wealth Partners, LLC | 1.08% | Add +0.9% | 937,826 | $18.2M |
| Ameritas Investment Partners, Inc. | 0.47% | Add +5.0% | 774,224 | $15.0M |
| Raymond James Financial Inc. | 0.00% | Add +2.0% | 591,861 | $11.5M |
| Nicolet Advisory Services, LLC | 0.85% | Add +1.2% | 518,895 | $9.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -29.3% | 438,298 | $8.5M |
| Legacy CG, LLC | 1.87% | Reduce -0.2% | 324,134 | $6.3M |
| Royal Bank of Canada | 0.00% | Add +19.8% | 288,276 | $5.6M |
| Integrated Wealth Concepts LLC | 0.05% | Add +5.3% | 276,250 | $5.4M |
| US Bancorp \de | 0.01% | Add +151.4% | 271,307 | $5.3M |
| Wells Fargo & Company | 0.00% | Add +0.4% | 243,881 | $4.7M |
| BlueStem Wealth Partners, LLC | 0.55% | Add +9.6% | 229,537 | $4.4M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +65.7% | 201,350 | $3.9M |
| Manske Wealth Management | 1.09% | Reduce -0.6% | 170,763 | $3.3M |
| Cedar Point Capital Partners, LLC | 2.12% | Reduce -21.3% | 154,979 | $3.0M |
| McAdam, LLC | 0.15% | Add +14.2% | 146,116 | $2.8M |
| NewEdge Advisors, LLC | 0.01% | Add +46.9% | 114,460 | $2.2M |
| AJ Advisors, LLC | 0.82% | New | 94,855 | $1.8M |
| Stifel Financial Corp. | 0.00% | Add +94.4% | 93,394 | $1.8M |
| Mariner, LLC | 0.00% | Add +287.1% | 90,544 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Reduce -10.1% | 83,183 | $1.6M |
| Goldman Sachs Group Inc. | 0.00% | New | 75,864 | $1.5M |
| Ameritas Advisory Services, LLC | 0.06% | Add +5.3% | 62,751 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +216.6% | 60,027 | $1.2M |
| Hobart Private Capital, LLC | 0.23% | Add +1.5% | 52,055 | $1.0M |
| Capital Investment Advisory Services, LLC | 0.08% | Add +22.2% | 47,967 | $929K |
| Nicolet Bankshares Inc. | 0.15% | New | 44,033 | $853K |
| Commonwealth Equity Services, LLC | 0.00% | Add +14.1% | 42,323 | $820K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +1.7% | 38,840 | $752K |
| Smartleaf Asset Management LLC | 0.05% | Add +23.6% | 32,121 | $620K |
| MML Investors Services, LLC | 0.00% | Add +68.8% | 31,181 | $604K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -21.1% | 30,861 | $598K |
| Brueske Advisory Services, LLC | 0.40% | New | 30,075 | $583K |
| Tyche Wealth Partners LLC | 0.10% | New | 25,263 | $489K |
| PFG Investments, LLC | 0.03% | Add +8.2% | 24,844 | $481K |
| Private Advisor Group, LLC | 0.00% | Add +13.8% | 24,800 | $480K |
| Ocean Park Asset Management, LLC | 0.01% | No change | 21,978 | $419K |
| Milestones Private Investment Advisors LLC | 0.30% | — | 20,804 | $403K |
| DAVENPORT & Co LLC | 0.00% | Add +36.4% | 20,708 | $401K |
| Equitable Holdings, Inc. | 0.00% | Add +28.7% | 17,591 | $341K |
| Janney Montgomery Scott LLC | 0.00% | No change | 15,207 | $295K |
| Oak Hill Wealth Advisors, LLC | 0.06% | Reduce -17.1% | 15,002 | $288K |
| Verus Capital Partners, LLC | 0.02% | Add +14.2% | 14,033 | $272K |
| Truist Financial Corp. | 0.00% | Reduce -4.7% | 11,786 | $228K |
| Belpointe Asset Management LLC | 0.01% | New | 11,420 | $221K |
| Kestra Advisory Services, LLC | 0.00% | New | 11,258 | $218K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 5,738 | $111K |
| Private Trust Co. NA | 0.01% | New | 5,238 | $101K |
| Global Retirement Partners, LLC | 0.00% | — | 4,761 | $92K |
| Cape Investment Advisory, Inc. | 0.02% | Add +11.3% | 2,929 | $57K |
| First Community Trust NA | 0.03% | Reduce -50.0% | 2,113 | $41K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 1,309 | $25K |
| Comerica Bank | 0.00% | No change | 1,287 | $25K |
| CoreCap Advisors, LLC | 0.00% | Add +0.5% | 562 | $11K |
| Harbour Investments, Inc. | 0.00% | No change | 329 | $6K |
| Morgan Stanley | 0.00% | Add +0.7% | 151 | $3K |
| Jones Financial Companies LLLP | 0.00% | New | 113 | $2K |
| FMR LLC | 0.00% | Add +16.7% | 14 | $263 |
"% 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.