Security Snapshot

PRINCIPAL EXCHANGE-TRADED FUNDS - EXCHANGE TRADED PRODUCT (YLD) Institutional Ownership

CUSIP: 74255Y102

13F Institutional Holders and Ownership History from Q3 2015 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

70

Shares (Excl. Options)

20,005,996

Price

$19.00

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Type / Class
Equity / EXCHANGE TRADED PRODUCT
Symbol
YLD
Shares outstanding
14,805,169
Price per share
$18.96
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
20,005,996
Total reported value
$380,409,555
% of total 13F portfolios
0%
Share change
+2,755,985
Value change
+$52,519,282
Number of holders
70
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • YLD - PRINCIPAL EXCHANGE-TRADED FUNDS - EXCHANGE TRADED PRODUCT is tracked under CUSIP 74255Y102.
  • 70 institutions reported positions in Q4 2025.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 70 to 18 between Q4 2025 and Q1 2026.
  • Reported value moved from $380,409,555 to $44,680,987.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 70 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 74255Y102?
CUSIP 74255Y102 identifies YLD - PRINCIPAL EXCHANGE-TRADED FUNDS - EXCHANGE TRADED PRODUCT in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

Significant Owners of PRINCIPAL EXCHANGE-TRADED FUNDS - EXCHANGE TRADED PRODUCT (YLD) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
STRATEGIC PLANNING GROUP, LLC 7.1% $19,930,126 1,051,167 STRATEGIC PLANNING GROUP, LLC 31 Dec 2024

As of 31 Dec 2025, 70 institutional investors reported holding 20,005,996 shares of PRINCIPAL EXCHANGE-TRADED FUNDS - EXCHANGE TRADED PRODUCT (YLD). This represents 135% of the company’s total 14,805,169 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of PRINCIPAL EXCHANGE-TRADED FUNDS - EXCHANGE TRADED PRODUCT (YLD) together control 127% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
PRINCIPAL FINANCIAL GROUP INC 20% 2,993,080 +4.3% 0.03% $56,793,481
PRINCIPAL SECURITIES, INC. 19% 2,872,059 +36% 0.84% $54,583,471
ENVESTNET ASSET MANAGEMENT INC 16% 2,311,524 +43% 0.01% $43,930,511
AMERIPRISE FINANCIAL INC 10% 1,481,231 +40% 0.01% $28,151,008
LPL Financial LLC 9.2% 1,364,591 -20% 0.01% $25,934,049
Cyndeo Wealth Partners, LLC 6.6% 971,848 +4.1% 1% $18,469,966
Ameritas Investment Partners, Inc. 5.9% 880,646 +6.6% 0.51% $16,736,671
WELLS FARGO & COMPANY/MN 5.4% 802,117 +23% 0% $15,244,231
BALANCED WEALTH GROUP LLC 4.8% 712,304 5.1% $13,786,653
RAYMOND JAMES FINANCIAL INC 4.8% 711,668 -4.9% 0% $13,525,241
NICOLET ADVISORY SERVICES, LLC 2.9% 433,302 -20% 0.56% $8,269,580
ROYAL BANK OF CANADA 2.9% 427,200 +9.8% 0% $8,119,000
Integrated Wealth Concepts LLC 2.8% 419,751 +6.2% 0.09% $7,977,370
JPMORGAN CHASE & CO 2.5% 374,215 -21% 0% $7,111,957
STIFEL FINANCIAL CORP 2.1% 305,262 +247% 0.01% $5,801,467
BlueStem Wealth Partners, LLC 1.9% 280,193 +4.6% 0.59% $5,325,073
US BANCORP \DE\ 1.7% 258,261 -6.6% 0.01% $4,908,265
McAdam, LLC 1.3% 196,604 +15% 0.17% $3,736,457
Envestnet Portfolio Solutions, Inc. 1.3% 194,512 -8.1% 0.01% $3,696,700
Manske Wealth Management 1.2% 178,331 -0.01% 1% $3,389,181
Cedar Point Capital Partners, LLC 1.1% 161,106 +2.8% 2% $3,061,816
JANE STREET GROUP, LLC 1.1% 157,285 0% $2,989,201
OSAIC HOLDINGS, INC. 0.93% 138,056 +40% 0% $2,624,767
COMMONWEALTH EQUITY SERVICES, LLC 0.77% 113,474 +42% 0% $2,156,570
ELEVATUS WELATH MANAGEMENT 0.72% 107,017 +911% 0.56% $2,033,850

Institutional Holders of PRINCIPAL EXCHANGE-TRADED FUNDS - EXCHANGE TRADED PRODUCT (YLD) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 2,356,619 $44,680,987 +$1,047,510 $18.96 18
2025 Q4 20,005,996 $380,409,555 +$52,519,282 $19.00 70
2025 Q3 17,214,466 $334,387,790 +$72,383,688 $19.45 66
2025 Q2 13,490,242 $260,920,183 +$25,451,281 $19.37 61
2025 Q1 12,199,275 $231,923,725 +$16,836,285 $19.05 58
2024 Q4 11,312,367 $216,986,764 +$15,942,967 $19.18 52
2024 Q3 9,750,146 $190,394,781 +$17,157,494 $19.53 50
2024 Q2 8,886,275 $169,248,516 +$34,186,868 $19.05 38
2024 Q1 7,091,340 $135,771,746 +$13,550,454 $19.16 37
2023 Q4 6,411,184 $120,844,603 +$18,240,836 $18.86 35
2023 Q3 4,583,432 $82,748,395 -$1,120,761 $18.05 23
2023 Q2 4,639,556 $85,127,088 +$33,369,195 $18.36 22
2023 Q1 2,758,974 $50,515,397 -$16,174,334 $18.31 17
2022 Q4 3,642,849 $65,024,005 +$4,214,362 $17.85 14
2022 Q3 3,406,832 $59,073,000 -$110,431,319 $17.34 13
2022 Q2 9,774,796 $173,454,000 -$442,709 $17.75 16
2022 Q1 9,793,080 $195,274,000 -$4,732,908 $19.94 17
2021 Q4 10,032,377 $208,974,000 +$199,342,236 $20.83 20
2021 Q3 462,319 $9,676,948 +$5,403,048 $20.93 17
2021 Q2 197,907 $8,266,739 -$1,578,683 $41.75 18
2021 Q1 236,003 $9,629,006 -$1,970,620 $40.78 18
2020 Q4 279,630 $11,100,000 -$2,176,997 $39.70 16
2020 Q3 334,630 $12,620,000 -$5,710,884 $37.71 19
2020 Q2 491,359 $17,749,000 -$228,322 $36.12 22
2020 Q1 500,120 $16,148,000 +$853,179 $32.29 21
2019 Q4 433,117 $17,754,000 +$1,498,675 $41.00 21
2019 Q3 323,822 $13,015,000 +$2,074,018 $40.19 17
2019 Q2 272,220 $10,915,000 +$1,648,345 $40.04 14
2019 Q1 231,076 $9,199,000 +$3,752,181 $39.81 11
2018 Q4 141,421 $5,363,000 +$3,055,500 $37.93 7
2018 Q3 59,037 $2,405,000 +$471,240 $40.72 7
2018 Q2 47,471 $1,912,000 -$444,534 $40.26 5
2018 Q1 58,594 $2,339,580 -$271,396,829 $39.91 6
2017 Q4 6,632,628 $273,785,068 +$574,136 $41.27 5
2017 Q3 6,618,305 $277,666,314 -$7,230 $41.92 7
2017 Q2 6,618,474 $275,791,210 +$270,719,083 $41.67 7
2017 Q1 6,570,864 $270,324,000 +$23,454 $41.14 6
2016 Q4 6,570,312 $264,591,000 +$1,195,263 $40.26 7
2016 Q3 6,540,614 $265,612,000 -$30,265,838 $40.61 7
2016 Q2 7,320,771 $284,342,000 +$268,033,106 $38.85 8
2016 Q1 419,837 $13,273,000 +$1,218,170 $37.44 4
2015 Q4 323,087 $11,895,000 +$2,930 $36.82 5
2015 Q3 323,000 $12,074,000 +$12,074,000 $37.38 2
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