Latest Period
Q2 2026
Security Snapshot
PRINCIPAL EXCHANGE-TRADED FUNDS - EXCHANGE TRADED PRODUCT (YLD) Institutional Ownership
CUSIP: 74255Y102
13F Institutional Holders and Ownership History from Q3 2015 to Q2 2026
Institutions Reporting
67
Shares (Excl. Options)
26,304,592
Price
$19.08
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- Security type / class
- Equity / EXCHANGE TRADED PRODUCT
- Symbol
- YLD
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 26,304,592
- Total 13F value
- $501,701,510
- Portfolio coverage rank
- 0%
- Share change
- +4,638,367
- Value change
- +$88,524,780
- Number of holders
- 67
- Shares outstanding
- 14,805,169
- SEC-reported price per share
- $18.95
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- YLD - PRINCIPAL EXCHANGE-TRADED FUNDS - EXCHANGE TRADED PRODUCT is tracked under CUSIP 74255Y102.
- 67 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 67 to 67 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $410,017,989 to $501,701,510.
Research use
- 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.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 67 institutions filings for Q2 2026.
Security key
74255Y102
Latest holder period
Q2 2026
13F holders
67
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 74255Y102:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
YLD
| 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 30 Jun 2026, 67 institutional investors reported holding 26,304,592 shares of PRINCIPAL EXCHANGE-TRADED FUNDS - EXCHANGE TRADED PRODUCT (YLD). This represents 178% of the company’s total 14,805,169 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
172%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| PRINCIPAL SECURITIES, INC. | 32% | 4,807,872 | +44% | 1.1% | $91,734,189 |
| ENVESTNET ASSET MANAGEMENT INC | 29% | 4,334,582 | +50% | 0.02% | $82,703,821 |
| PRINCIPAL FINANCIAL GROUP INC | 22% | 3,253,825 | +4.1% | 0.03% | $61,892,068 |
| AMERIPRISE FINANCIAL INC | 14% | 2,086,927 | +39% | 0.01% | $39,824,407 |
| WELLS FARGO & COMPANY/MN | 13% | 1,920,432 | +28% | 0.01% | $36,641,840 |
| LPL Financial LLC | 10% | 1,526,597 | +14% | 0.01% | $29,127,463 |
| Cyndeo Wealth Partners, LLC | 7.5% | 1,112,557 | +3.9% | 1% | $21,227,583 |
| Ameritas Investment Partners, Inc. | 6.4% | 950,578 | +4.4% | 0.48% | $18,137,037 |
| RAYMOND JAMES FINANCIAL INC | 5.8% | 866,006 | +20% | 0% | $16,523,406 |
| BALANCED WEALTH GROUP LLC | 5.8% | 860,404 | +4.5% | 5.2% | $16,416,510 |
| STIFEL FINANCIAL CORP | 3.5% | 518,546 | -0.41% | 0.01% | $9,893,807 |
| McAdam, LLC | 3% | 437,028 | +98% | 0.32% | $8,338,493 |
| ROYAL BANK OF CANADA | 2.5% | 367,334 | -14% | 0% | $7,009,000 |
| Integrated Wealth Concepts LLC | 2.4% | 353,081 | +1% | 0.03% | $6,736,780 |
| BlueStem Wealth Partners, LLC | 2.2% | 330,214 | +11% | 0.63% | $6,300,481 |
| JPMORGAN CHASE & CO | 2.1% | 303,525 | +1.9% | 0% | $5,794,294 |
| US BANCORP \DE\ | 2% | 303,329 | +10% | 0.01% | $5,788,266 |
| OSAIC HOLDINGS, INC. | 1.8% | 260,642 | +140% | 0.01% | $4,973,590 |
| Manske Wealth Management | 1.2% | 174,477 | -1.8% | 0.83% | $3,329,021 |
| NICOLET BANKSHARES INC | 0.97% | 143,202 | -74% | 0.09% | $2,724,471 |
| CreativeOne Wealth, LLC | 0.76% | 112,605 | +62% | 0.05% | $2,148,494 |
| Ameritas Advisory Services, LLC | 0.7% | 104,007 | +60% | 0.04% | $1,984,449 |
| Fifth Third Securities, Inc. | 0.68% | 99,978 | +41% | 0.11% | $1,907,580 |
| IAG Wealth Partners, LLC | 0.59% | 87,776 | +11314% | 0.17% | $1,674,767 |
| Steward Partners Investment Advisory, LLC | 0.53% | 79,159 | +19% | 0.01% | $1,510,350 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
44
Latest
Q2 2026
Rows shown
1-25 of 44
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 26,304,592 | $501,701,510 | +$88,524,780 | $19.08 | 67 |
| 2026 Q1 | 21,650,897 | $410,017,989 | +$39,523,102 | $18.96 | 67 |
| 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 |