Principal Act Hi YLD ETFYLDETF
13F holders, Q3 2025 (September 30)68holders +7
11new positions
4sold out
$19.42avg. 13F price*
At the end of Q3 2025, 68 institutions reported holding Principal Act Hi YLD ETF (YLD) in their 13F filings, up 7 from Q2 2025. 11 opened new positions and 4 sold out. The largest holders were Principal Financial Group Inc. ($55.6M), Principal Securities, Inc. ($41.1M) and LPL Financial LLC ($33.1M).
- Company
- Principal Act Hi YLD ETF
- CUSIP
- 74255Y102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $25.4M |
| Exits | 4 | $8.2M |
All 13F filers, Q2 2025 → Q3 2025: 4,234,760 shares bought and 510,222 shares sold, net +3,724,538 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 68 holders
| Principal Financial Group Inc. | 0.03% | Add +3.9% | 2,870,483 | $55.6M |
| Principal Securities, Inc. | 0.68% | Add +46.5% | 2,112,828 | $41.1M |
| LPL Financial LLC | 0.01% | Add +20.6% | 1,702,391 | $33.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +59.0% | 1,615,916 | $31.4M |
| Ameriprise Financial Inc. | 0.00% | New | 1,055,546 | $20.5M |
| Cyndeo Wealth Partners, LLC | 1.01% | Reduce -0.5% | 933,334 | $18.2M |
| Ameritas Investment Partners, Inc. | 0.49% | Add +6.7% | 826,104 | $16.1M |
| Raymond James Financial Inc. | 0.00% | Add +26.4% | 748,137 | $14.6M |
| Wells Fargo & Company | 0.00% | Add +168.0% | 653,699 | $12.7M |
| Nicolet Advisory Services, LLC | 0.81% | Add +4.0% | 539,537 | $10.4M |
| JPMorgan Chase & Co. | 0.00% | Add +8.5% | 475,448 | $9.2M |
| Integrated Wealth Concepts LLC | 0.07% | Add +43.1% | 395,362 | $7.7M |
| Royal Bank of Canada | 0.00% | Add +34.9% | 388,996 | $7.6M |
| US Bancorp \de | 0.01% | Add +1.9% | 276,581 | $5.4M |
| BlueStem Wealth Partners, LLC | 0.60% | Add +16.6% | 267,765 | $5.2M |
| NewEdge Advisors, LLC | 0.02% | Add +93.0% | 220,870 | $4.3M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +5.2% | 211,712 | $4.1M |
| Manske Wealth Management | 1.06% | Add +4.4% | 178,351 | $3.5M |
| McAdam, LLC | 0.16% | Add +17.2% | 171,253 | $3.3M |
| Cedar Point Capital Partners, LLC | 2.00% | Add +1.1% | 156,683 | $3.0M |
| Diversify Advisory Services, LLC | 0.08% | New | 129,837 | $2.5M |
| Mariner, LLC | 0.00% | Add +28.6% | 116,414 | $2.3M |
| Osaic Holdings, Inc. | 0.00% | Add +18.2% | 98,303 | $1.9M |
| AJ Advisors, LLC | 0.71% | Reduce -6.2% | 88,969 | $1.7M |
| Stifel Financial Corp. | 0.00% | Reduce -5.8% | 88,010 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +88.3% | 79,695 | $1.6M |
| Fifth Third Securities, Inc. | 0.08% | New | 57,995 | $1.1M |
| Nicolet Bankshares Inc. | 0.17% | Add +26.3% | 55,621 | $1.1M |
| Hobart Private Capital, LLC | 0.21% | Add +0.6% | 52,376 | $1.0M |
| Capital Investment Advisory Services, LLC | 0.07% | Reduce -11.4% | 42,475 | $826K |
| Private Advisor Group, LLC | 0.00% | Add +63.9% | 40,650 | $791K |
| Tyche Wealth Partners LLC | 0.13% | Add +50.3% | 37,976 | $739K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -41.1% | 35,341 | $687K |
| MML Investors Services, LLC | 0.00% | Add +10.3% | 34,395 | $669K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -12.2% | 34,086 | $663K |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -48.1% | 32,581 | $634K |
| Brueske Advisory Services, LLC | 0.34% | Add +6.9% | 32,143 | $625K |
| Smartleaf Asset Management LLC | 0.04% | Reduce -1.5% | 31,638 | $615K |
| PFG Investments, LLC | 0.03% | Add +9.8% | 27,270 | $530K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -11.7% | 27,243 | $530K |
| DAVENPORT & Co LLC | 0.00% | Add +22.6% | 25,377 | $494K |
| Truist Financial Corp. | 0.00% | Add +100.5% | 23,631 | $460K |
| Equitable Holdings, Inc. | 0.00% | Add +28.4% | 22,593 | $439K |
| Milestones Private Investment Advisors LLC | 0.26% | Reduce -4.2% | 19,934 | $388K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1279.9% | 18,063 | $351K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | New | 16,465 | $320K |
| Atria Investments, Inc | 0.00% | New | 15,680 | $305K |
| Verus Capital Partners, LLC | 0.02% | Add +11.7% | 15,679 | $305K |
| Oak Hill Wealth Advisors, LLC | 0.05% | No change | 15,002 | $292K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.5% | 14,973 | $291K |
| Belpointe Asset Management LLC | 0.01% | Add +8.1% | 12,347 | $240K |
| Elevatus Welath Management | 0.06% | New | 10,581 | $206K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -8.9% | 10,261 | $200K |
| Advisory Services Network, LLC | 0.00% | New | 8,876 | $173K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | New | 7,103 | $138K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 5,738 | $112K |
| IFP Advisors, Inc | 0.00% | New | 5,339 | $104K |
| Private Trust Co. NA | 0.01% | No change | 5,238 | $102K |
| Global Retirement Partners, LLC | 0.00% | Add +1.3% | 4,821 | $94K |
| First Community Trust NA | 0.03% | No change | 2,113 | $41K |
| Cape Investment Advisory, Inc. | 0.04% | Reduce -36.4% | 1,862 | $36K |
| UBS Group AG | 0.00% | New | 1,605 | $31K |
| Comerica Bank | 0.00% | No change | 1,287 | $25K |
| CoreCap Advisors, LLC | 0.00% | No change | 562 | $11K |
| Harbour Investments, Inc. | 0.00% | No change | 329 | $6K |
| Kings Path Partners LLC | 0.00% | New | 300 | $6K |
| Morgan Stanley | 0.00% | No change | 151 | $3K |
| FMR LLC | 0.00% | No change | 14 | $28 |
"% 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.