Latest Period
Q1 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 Q1 2026
Institutions Reporting
67
Shares (Excl. Options)
21,650,897
Price
$18.96
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- Security type / class
- Equity / EXCHANGE TRADED PRODUCT
- Symbol
- YLD
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 21,650,897
- Total 13F value
- $410,017,989
- Portfolio coverage rank
- 0%
- Share change
- +2,084,632
- Value change
- +$39,431,298
- Number of holders
- 67
- Shares outstanding
- 14,805,169
- SEC-reported price per share
- $19.01
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 Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 70 to 67 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $380,409,555 to $410,017,989.
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 Q1 2026.
Security key
74255Y102
Latest holder period
Q1 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 31 Mar 2026, 67 institutional investors reported holding 21,650,897 shares of PRINCIPAL EXCHANGE-TRADED FUNDS - EXCHANGE TRADED PRODUCT (YLD). This represents 146% 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
141%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| PRINCIPAL SECURITIES, INC. | 23% | 3,336,359 | +16% | 0.93% | $63,257,368 |
| PRINCIPAL FINANCIAL GROUP INC | 21% | 3,125,570 | +4.4% | 0.03% | $58,918,832 |
| ENVESTNET ASSET MANAGEMENT INC | 20% | 2,888,222 | +25% | 0.01% | $54,760,695 |
| WELLS FARGO & COMPANY/MN | 10% | 1,499,097 | +87% | 0.01% | $28,422,881 |
| AMERIPRISE FINANCIAL INC | 10% | 1,499,016 | +1.2% | 0.01% | $28,418,803 |
| LPL Financial LLC | 9.1% | 1,340,035 | -1.8% | 0.01% | $25,407,060 |
| Cyndeo Wealth Partners, LLC | 7.2% | 1,070,783 | +10% | 1.1% | $20,302,053 |
| Ameritas Investment Partners, Inc. | 6.1% | 910,181 | +3.4% | 0.53% | $17,257,023 |
| BALANCED WEALTH GROUP LLC | 5.6% | 823,074 | +16% | 5.6% | $15,605,480 |
| RAYMOND JAMES FINANCIAL INC | 4.9% | 721,957 | +1.4% | 0% | $13,688,309 |
| NICOLET BANKSHARES INC | 3.7% | 554,974 | +779% | 0.39% | $10,459,757 |
| STIFEL FINANCIAL CORP | 3.5% | 520,676 | +71% | 0.01% | $9,871,990 |
| ROYAL BANK OF CANADA | 2.9% | 428,934 | +0.41% | 0% | $8,133,000 |
| Integrated Wealth Concepts LLC | 2.4% | 349,575 | -17% | 0.05% | $6,627,942 |
| BlueStem Wealth Partners, LLC | 2% | 297,854 | +6.3% | 0.63% | $5,647,303 |
| JPMORGAN CHASE & CO | 2% | 297,729 | -20% | 0% | $5,579,443 |
| US BANCORP \DE\ | 1.9% | 274,526 | +6.3% | 0.01% | $5,205,707 |
| McAdam, LLC | 1.5% | 221,169 | +12% | 0.19% | $4,193,364 |
| Manske Wealth Management | 1.2% | 177,732 | -0.34% | 0.94% | $3,369,799 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.85% | 126,241 | +11% | 0% | $2,393,540 |
| OSAIC HOLDINGS, INC. | 0.73% | 108,485 | -21% | 0% | $2,056,997 |
| NewEdge Advisors, LLC | 0.55% | 81,604 | -11% | 0.01% | $1,547,201 |
| Fifth Third Securities, Inc. | 0.48% | 71,052 | +15% | 0.09% | $1,347,146 |
| CreativeOne Wealth, LLC | 0.47% | 69,557 | +593% | 0.03% | $1,318,797 |
| Capital Investment Advisory Services, LLC | 0.47% | 69,280 | +17% | 0.1% | $1,313,549 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
43
Latest
Q1 2026
Rows shown
1-25 of 43
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 21,650,897 | $410,017,989 | +$39,431,298 | $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 |
| 2020 Q1 | 500,120 | $16,148,000 | +$853,179 | $32.29 | 21 |