Who Owns PRINCIPAL EXCHANGE TRADED FD (YLD)? -- Institutional Holders (2026-06-30)
77 institutions reported holding $501.7M of PRINCIPAL EXCHANGE TRADED FD (YLD) in SEC 13F filings for 2026-06-30. Largest institutional holders: PRINCIPAL SECURITIES, INC. ($91.7M), ENVESTNET ASSET MANAGEMENT INC ($82.7M), PRINCIPAL FINANCIAL GROUP INC ($61.9M), AMERIPRISE FINANCIAL INC ($39.8M), WELLS FARGO & COMPANY/MN ($36.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | PRINCIPAL SECURITIES, INC. | $91.7M | 4.8M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $82.7M | 4.3M | Added |
| 3 | PRINCIPAL FINANCIAL GROUP INC | $61.9M | 3.3M | Added |
| 4 | AMERIPRISE FINANCIAL INC | $39.8M | 2.1M | Added |
| 5 | WELLS FARGO & COMPANY/MN | $36.6M | 1.9M | Added |
| 6 | LPL Financial LLC | $29.1M | 1.5M | Added |
| 7 | Cyndeo Wealth Partners, LLC | $21.2M | 1.1M | Added |
| 8 | Ameritas Investment Partners, Inc. | $18.1M | 950,578 | Added |
| 9 | RAYMOND JAMES FINANCIAL INC | $16.5M | 866,006 | Added |
| 10 | BALANCED WEALTH GROUP LLC | $16.4M | 860,404 | Added |
| 11 | STIFEL FINANCIAL CORP | $9.9M | 518,546 | Trimmed |
| 12 | McAdam, LLC | $8.3M | 437,028 | Added |
| 13 | Royal Bank of Canada | $7.0M | 367,334 | Trimmed |
| 14 | Integrated Wealth Concepts LLC | $6.7M | 353,081 | Added |
| 15 | BlueStem Wealth Partners, LLC | $6.3M | 330,214 | Added |
| 16 | JPMORGAN CHASE & CO | $5.8M | 303,525 | Added |
| 17 | US BANCORP \DE\ | $5.8M | 303,329 | Added |
| 18 | OSAIC HOLDINGS, INC. | $5.0M | 260,642 | Added |
| 19 | Manske Wealth Management | $3.3M | 174,477 | Trimmed |
| 20 | NICOLET BANKSHARES INC | $2.7M | 143,202 | Trimmed |
| 21 | CreativeOne Wealth, LLC | $2.1M | 112,605 | Added |
| 22 | Ameritas Advisory Services, LLC | $2.0M | 104,007 | Added |
| 23 | Fifth Third Securities, Inc. | $1.9M | 99,978 | Added |
| 24 | IAG Wealth Partners, LLC | $1.7M | 87,776 | Added |
| 25 | Steward Partners Investment Advisory, LLC | $1.5M | 79,159 | Added |
Source: SEC Form 13F filings · as of 2026-06-30