Principal Act Hi YLD ETFYLDETF
13F holders, Q1 2026 (March 31)69holders −3
10new positions
10sold out
1famous investor
$18.94avg. 13F price*
At the end of Q1 2026, 69 institutions reported holding Principal Act Hi YLD ETF (YLD) in their 13F filings, down 3 from Q4 2025. 10 opened new positions and 10 sold out. The largest holders were Principal Securities, Inc. ($63.3M), Principal Financial Group Inc. ($58.9M) and Envestnet Asset Management Inc. ($54.8M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $1.7M |
| Exits | 10 | $16.1M |
All 13F filers, Q4 2025 → Q1 2026: 3,181,130 shares bought and 1,147,170 shares sold, net +2,033,960 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 69 holders
| Principal Securities, Inc. | 0.93% | Add +16.2% | 3,336,359 | $63.3M |
| Principal Financial Group Inc. | 0.03% | Add +4.4% | 3,125,570 | $58.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +24.9% | 2,888,222 | $54.8M |
| Wells Fargo & Company | 0.01% | Add +86.9% | 1,499,097 | $28.4M |
| Ameriprise Financial Inc. | 0.01% | Add +1.2% | 1,499,016 | $28.4M |
| LPL Financial LLC | 0.01% | Reduce -1.8% | 1,340,035 | $25.4M |
| Cyndeo Wealth Partners, LLC | 1.07% | Add +10.2% | 1,070,783 | $20.3M |
| Ameritas Investment Partners, Inc. | 0.53% | Add +3.4% | 910,181 | $17.3M |
| Balanced Wealth Group LLC | 5.59% | Add +15.6% | 823,074 | $15.6M |
| Raymond James Financial Inc. | 0.00% | Add +1.4% | 721,957 | $13.7M |
| Nicolet Bankshares Inc. | 0.39% | Add +779.4% | 554,974 | $10.5M |
| Stifel Financial Corp. | 0.01% | Add +70.6% | 520,676 | $9.9M |
| Royal Bank of Canada | 0.00% | Add +0.4% | 428,934 | $8.1M |
| Integrated Wealth Concepts LLC | 0.05% | Reduce -16.7% | 349,575 | $6.6M |
| BlueStem Wealth Partners, LLC | 0.63% | Add +6.3% | 297,854 | $5.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -20.4% | 297,729 | $5.6M |
| US Bancorp \de | 0.01% | Add +6.3% | 274,526 | $5.2M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.53% | Reduce -18.8% | 240,538 | $4.6M |
| McAdam, LLC | 0.19% | Add +12.5% | 221,169 | $4.2M |
| Manske Wealth Management | 0.94% | Reduce -0.3% | 177,732 | $3.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +11.3% | 126,241 | $2.4M |
| Osaic Holdings, Inc. | 0.00% | Reduce -21.4% | 108,485 | $2.1M |
| NewEdge Advisors, LLC | 0.01% | Reduce -10.9% | 81,604 | $1.5M |
| Fifth Third Securities, Inc. | 0.09% | Add +14.9% | 71,052 | $1.3M |
| CreativeOne Wealth, LLC | 0.03% | Add +592.6% | 69,557 | $1.3M |
| Capital Investment Advisory Services, LLC | 0.10% | Add +17.5% | 69,280 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +121.9% | 66,577 | $1.3M |
| Ameritas Advisory Services, LLC | 0.05% | Add +5.4% | 64,878 | $1.2M |
| Smartleaf Asset Management LLC | 0.03% | Add +22.5% | 48,882 | $916K |
| Private Advisor Group, LLC | 0.00% | Add +5.6% | 46,825 | $888K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +14.7% | 44,150 | $837K |
| Hobart Private Capital, LLC | 0.14% | Add +0.2% | 36,696 | $696K |
| Greenline Wealth Management LLC | 0.70% | Reduce -9.6% | 32,043 | $608K |
| Atria Investments, Inc | 0.01% | Add +12.7% | 30,288 | $574K |
| Transcendent Capital Group LLC | 0.26% | Add +125.4% | 30,244 | $573K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Add +12.9% | 29,716 | $563K |
| PFG Investments, LLC | 0.03% | Reduce -0.4% | 28,537 | $541K |
| Western Wealth Management, LLC | 0.02% | New | 27,963 | $530K |
| Citadel Advisors | 0.00% | Reduce -32.0% | 26,130 | $495K |
| Independent Advisor Alliance | 0.00% | New | 22,802 | $432K |
| IFP Advisors, Inc | 0.01% | Add +27.5% | 22,424 | $425K |
| Milestones Private Investment Advisors LLC | 0.35% | Add +13.7% | 21,223 | $402K |
| DAVENPORT & Co LLC | 0.00% | Reduce -15.9% | 20,904 | $396K |
| Mariner, LLC | 0.00% | New | 20,354 | $386K |
| Cerity Partners LLC | 0.00% | Add +4.5% | 19,954 | $378K |
| Stonebridge Financial Group, LLC / MO | 0.29% | Add +21.4% | 18,333 | $348K |
| Prospera Financial Services Inc | 0.00% | Add +0.0% | 16,054 | $304K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.0% | 14,823 | $281K |
| Advisory Services Network, LLC | 0.00% | Reduce -6.0% | 14,752 | $280K |
| Belpointe Asset Management LLC | 0.01% | Add +2.4% | 13,083 | $248K |
| MML Investors Services, LLC | 0.00% | Reduce -52.5% | 12,654 | $240K |
| Verus Capital Partners, LLC | 0.02% | No change | 11,676 | $221K |
| Truist Financial Corp. | 0.00% | Reduce -1.4% | 11,463 | $217K |
| Cetera Investment Advisers | 0.00% | New | 10,070 | $191K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | Add +17.8% | 8,370 | $159K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -7.9% | 3,844 | $72K |
| Fifth Third Bancorp | 0.00% | New | 3,248 | $62K |
| International Assets Investment Management, LLC | 0.00% | New | 2,085 | $39K |
| Basepoint Wealth LLC | 0.02% | New | 1,458 | $28K |
| First Community Trust NA | 0.02% | No change | 1,337 | $25K |
| AE Wealth Management LLC | 0.00% | New | 1,243 | $24K |
| CoreCap Advisors, LLC | 0.00% | No change | 902 | $17K |
| IAG Wealth Partners, LLC | 0.00% | New | 769 | $15K |
| UBS Group AG | 0.00% | New | 264 | $5K |
| Morgan Stanley | 0.00% | No change | 101 | $2K |
| Harbour Investments, Inc. | 0.00% | Reduce -76.0% | 79 | $1K |
| BNP Paribas Financial Markets | 0.00% | No change | 10 | $190 |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -95.5% | 7 | $133 |
| FMR LLC | 0.00% | No change | 15 | $29 |
"% 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.