Principal Act Hi YLD ETFYLDETF
13F holders, Q4 2025 (December 31)72holders +4
10new positions
7sold out
1famous investor
$19.01avg. 13F price*
At the end of Q4 2025, 72 institutions reported holding Principal Act Hi YLD ETF (YLD) in their 13F filings, up 4 from Q3 2025. 10 opened new positions and 7 sold out. The largest holders were Principal Financial Group Inc. ($56.8M), Principal Securities, Inc. ($54.6M) and Envestnet Asset Management Inc. ($43.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Principal Act Hi YLD ETF
- CUSIP
- 74255Y102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $20.5M |
| Exits | 7 | $5.7M |
All 13F filers, Q3 2025 → Q4 2025: 3,929,352 shares bought and 1,141,513 shares sold, net +2,787,839 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 72 holders
| Principal Financial Group Inc. | 0.03% | Add +4.3% | 2,993,080 | $56.8M |
| Principal Securities, Inc. | 0.84% | Add +35.9% | 2,872,059 | $54.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +43.0% | 2,311,524 | $43.9M |
| Ameriprise Financial Inc. | 0.01% | Add +40.3% | 1,481,231 | $28.2M |
| LPL Financial LLC | 0.01% | Reduce -19.8% | 1,364,591 | $25.9M |
| Cyndeo Wealth Partners, LLC | 1.00% | Add +4.1% | 971,848 | $18.5M |
| Ameritas Investment Partners, Inc. | 0.51% | Add +6.6% | 880,646 | $16.7M |
| Wells Fargo & Company | 0.00% | Add +22.7% | 802,117 | $15.2M |
| Balanced Wealth Group LLC | 5.04% | New | 712,304 | $13.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -4.9% | 711,668 | $13.5M |
| Nicolet Advisory Services, LLC | 0.56% | Reduce -19.7% | 433,302 | $8.3M |
| Royal Bank of Canada | 0.00% | Add +9.8% | 427,200 | $8.1M |
| Integrated Wealth Concepts LLC | 0.09% | Add +6.2% | 419,751 | $8.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -21.3% | 374,215 | $7.1M |
| Stifel Financial Corp. | 0.01% | Add +246.8% | 305,262 | $5.8M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.68% | — | 296,052 | $5.6M |
| BlueStem Wealth Partners, LLC | 0.59% | Add +4.6% | 280,193 | $5.3M |
| US Bancorp \de | 0.01% | Reduce -6.6% | 258,261 | $4.9M |
| McAdam, LLC | 0.17% | Add +14.8% | 196,604 | $3.7M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -8.1% | 194,512 | $3.7M |
| Manske Wealth Management | 1.00% | Reduce -0.0% | 178,331 | $3.4M |
| Cedar Point Capital Partners, LLC | 1.95% | Add +2.8% | 161,106 | $3.1M |
| Jane Street Group, LLC | 0.00% | New | 157,285 | $3.0M |
| Osaic Holdings, Inc. | 0.00% | Add +40.4% | 138,056 | $2.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +42.4% | 113,474 | $2.2M |
| Elevatus Welath Management | 0.56% | Add +911.4% | 107,017 | $2.0M |
| Goldman Sachs Group Inc. | 0.00% | New | 104,189 | $2.0M |
| NewEdge Advisors, LLC | 0.01% | Reduce -58.5% | 91,635 | $1.7M |
| AJ Advisors, LLC | 0.52% | Reduce -16.8% | 74,021 | $1.4M |
| Nicolet Bankshares Inc. | 0.19% | Add +13.5% | 63,107 | $1.2M |
| Fifth Third Securities, Inc. | 0.08% | Add +6.7% | 61,850 | $1.2M |
| Ameritas Advisory Services, LLC | 0.04% | Add +89.0% | 61,569 | $1.2M |
| Capital Investment Advisory Services, LLC | 0.08% | Add +38.8% | 58,968 | $1.1M |
| Private Advisor Group, LLC | 0.00% | Add +9.0% | 44,325 | $842K |
| Smartleaf Asset Management LLC | 0.03% | Add +26.2% | 39,917 | $758K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +8.9% | 38,499 | $732K |
| Citadel Advisors | 0.00% | New | 38,418 | $730K |
| Hobart Private Capital, LLC | 0.14% | Reduce -30.1% | 36,608 | $696K |
| Greenline Wealth Management LLC | 0.70% | — | 35,437 | $673K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +66.1% | 30,000 | $570K |
| PFG Investments, LLC | 0.03% | Add +5.0% | 28,639 | $544K |
| Atria Investments, Inc | 0.01% | Add +71.4% | 26,882 | $511K |
| MML Investors Services, LLC | 0.00% | Reduce -22.6% | 26,630 | $506K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Add +59.8% | 26,310 | $500K |
| DAVENPORT & Co LLC | 0.00% | Reduce -2.0% | 24,872 | $473K |
| Cerity Partners LLC | 0.00% | New | 19,096 | $363K |
| Milestones Private Investment Advisors LLC | 0.24% | Reduce -6.4% | 18,665 | $355K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -47.2% | 18,001 | $342K |
| IFP Advisors, Inc | 0.01% | Add +229.4% | 17,587 | $334K |
| Equitable Holdings, Inc. | 0.00% | Reduce -28.5% | 16,158 | $307K |
| Prospera Financial Services Inc | 0.01% | New | 16,051 | $305K |
| Advisory Services Network, LLC | 0.00% | Add +76.8% | 15,691 | $298K |
| Stonebridge Financial Group, LLC / MO | 0.25% | — | 15,100 | $287K |
| Janney Montgomery Scott LLC | 0.00% | No change | 14,973 | $285K |
| Transcendent Capital Group LLC | 0.12% | New | 13,419 | $255K |
| Belpointe Asset Management LLC | 0.01% | Add +3.5% | 12,775 | $243K |
| Verus Capital Partners, LLC | 0.01% | Reduce -25.5% | 11,676 | $222K |
| Truist Financial Corp. | 0.00% | Reduce -50.8% | 11,624 | $221K |
| CreativeOne Wealth, LLC | 0.00% | Reduce -63.1% | 10,043 | $191K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -10.3% | 9,206 | $175K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | No change | 7,103 | $135K |
| Global Retirement Partners, LLC | 0.00% | Add +7.2% | 5,169 | $98K |
| Farther Finance Advisors, LLC | 0.00% | New | 4,174 | $79K |
| Cape Investment Advisory, Inc. | 0.02% | Add +63.1% | 3,037 | $58K |
| First Community Trust NA | 0.02% | Reduce -36.7% | 1,337 | $25K |
| Comerica Bank | 0.00% | Reduce -2.1% | 1,260 | $24K |
| CoreCap Advisors, LLC | 0.00% | Add +60.5% | 902 | $17K |
| Harbour Investments, Inc. | 0.00% | No change | 329 | $6K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 154 | $3K |
| Morgan Stanley | 0.00% | Reduce -33.1% | 101 | $2K |
| BNP Paribas Financial Markets | 0.00% | New | 10 | $190 |
| FMR LLC | 0.00% | Add +7.1% | 15 | $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.