13F Insight
DOSSIER · 13F Holders · Q2 2026
YLD

PRINCIPAL EXCHANGE TRADED FD

73 institutions still hold PRINCIPAL EXCHANGE TRADED FD as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 74255Y102·73 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$477M
visible holders
Holders
73
filers reporting
Concentration
19.23%
PRINCIPAL SECURITIES, INC. #1
top holder share
AI Holders Summary · Q2 2026

73 institutions reported YLD in Q2 2026. PRINCIPAL SECURITIES, INC. leads at 19.2% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
PRINCIPAL SECURITIES, INC.
CIK 0000012600
$92M4.8M1.10%Q2 202602
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$83M4.3M0.02%Q2 202603
PRINCIPAL FINANCIAL GROUP INC
CIK 0001126328
$62M3.3M0.03%Q2 202604
AMERIPRISE FINANCIAL INC
CIK 0000820027
$40M2.1M0.01%Q2 202605
WELLS FARGO & COMPANY/MN
CIK 0000072971
$37M1.9M0.01%Q2 202606
LPL Financial LLC
CIK 0001403438
$29M1.5M0.01%Q2 202607
Cyndeo Wealth Partners, LLC
CIK 0001950947
$21M1.1M1.00%Q2 202608
Ameritas Investment Partners, Inc.
CIK 0001055980
$18M951K0.48%Q2 202609
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$17M866K0.00%Q2 202610
BALANCED WEALTH GROUP LLC
CIK 0002009783
$16M860K5.19%Q2 202611
STIFEL FINANCIAL CORP
CIK 0000720672
$10M519K0.01%Q2 202612
McAdam, LLC
CIK 0001695490
$8M437K0.32%Q2 202613
ROYAL BANK OF CANADA
CIK 0001000275
$7M367K0.00%Q2 202614
Integrated Wealth Concepts LLC
CIK 0001737109
$7M353K0.04%Q2 202615
BlueStem Wealth Partners, LLC
CIK 0001977465
$6M330K0.63%Q2 202616
JPMORGAN CHASE & CO
CIK 0000019617
$6M304K0.00%Q2 202617
US BANCORP \DE\
CIK 0000036104
$6M303K0.01%Q2 202618
OSAIC HOLDINGS, INC.
CIK 0001677044
$5M261K0.01%Q2 202619
MLG Wealth Management DBA Pine Grove Financial Group
CIK 0002149956
$5M241K0.47%Q2 202620
Manske Wealth Management
CIK 0002095143
$3M174K0.83%Q2 2026
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