Q4 2023 13F Holders as of 12/31/2023
-
Type / Class
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Equity / EXCHANGE TRADED PRODUCT
-
Shares outstanding
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14.8M
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Number of holders
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34
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Total 13F shares, excl. options
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6.38M
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Shares change
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+970K
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Total reported value, excl. options
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$120M
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Value change
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+$18.3M
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Number of buys
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15
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Number of sells
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-14
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Price
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$18.86
Significant Holders of PRINCIPAL EXCHANGE-TRADED FUNDS - EXCHANGE TRADED PRODUCT (YLD) as of Q4 2023
37 filings reported holding YLD - PRINCIPAL EXCHANGE-TRADED FUNDS - EXCHANGE TRADED PRODUCT as of Q4 2023.
PRINCIPAL EXCHANGE-TRADED FUNDS - EXCHANGE TRADED PRODUCT (YLD) has 34 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6.38M shares
of 14.8M outstanding shares and own 43.08% of the company stock.
Largest 10 shareholders include PRINCIPAL FINANCIAL GROUP INC (2.25M shares), Cyndeo Wealth Partners, LLC (812K shares), NICOLET ADVISORY SERVICES, LLC (751K shares), Systelligence, LLC (491K shares), Ameritas Investment Partners, Inc. (481K shares), STRATEGIC PLANNING GROUP, LLC (341K shares), Cedar Point Capital Partners, LLC (250K shares), PRINCIPAL SECURITIES, INC. (235K shares), ENVESTNET ASSET MANAGEMENT INC (150K shares), and Fortress Wealth Management, Inc. (131K shares).
This table shows the top 34 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.