Q3 2025 13F Holders as of 9/30/2025
-
Type / Class
-
Equity / EXCHANGE TRADED PRODUCT
-
Shares outstanding
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14.8M
-
Number of holders
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65
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Total 13F shares, excl. options
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17.2M
-
Shares change
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+3.73M
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Total reported value, excl. options
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$334M
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Value change
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+$72.4M
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Number of buys
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45
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Number of sells
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-16
-
Price
-
$19.45
Significant Holders of PRINCIPAL EXCHANGE-TRADED FUNDS - EXCHANGE TRADED PRODUCT (YLD) as of Q3 2025
69 filings reported holding YLD - PRINCIPAL EXCHANGE-TRADED FUNDS - EXCHANGE TRADED PRODUCT as of Q3 2025.
PRINCIPAL EXCHANGE-TRADED FUNDS - EXCHANGE TRADED PRODUCT (YLD) has 65 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 17.2M shares
.
Largest 10 shareholders include PRINCIPAL FINANCIAL GROUP INC (2.87M shares), PRINCIPAL SECURITIES, INC. (2.11M shares), LPL Financial LLC (1.7M shares), ENVESTNET ASSET MANAGEMENT INC (1.62M shares), AMERIPRISE FINANCIAL INC (1.06M shares), Cyndeo Wealth Partners, LLC (933K shares), Ameritas Investment Partners, Inc. (826K shares), RAYMOND JAMES FINANCIAL INC (748K shares), WELLS FARGO & COMPANY/MN (654K shares), and NICOLET ADVISORY SERVICES, LLC (540K shares).
This table shows the top 65 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.