DOSSIER · 13F Holders · Q2 2026
YLD

PRINCIPAL EXCHANGE TRADED FD

70 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 74255Y102·70 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$492M
visible holders
Holders
70
filers reporting
Concentration
18.66%
PRINCIPAL SECURITIES, INC. #1
top holder share
AI Holders Summary · Q2 2026

70 institutions reported YLD in Q2 2026. PRINCIPAL SECURITIES, INC. leads at 18.7% 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 2026
02
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$83M4.3M0.02%Q2 2026
03
PRINCIPAL FINANCIAL GROUP INC
CIK 0001126328
$62M3.4M0.03%Q3 2026
04
LPL Financial LLC
CIK 0001403438
$41M2.2M0.01%Q3 2026
05
AMERIPRISE FINANCIAL INC
CIK 0000820027
$40M2.1M0.01%Q2 2026
06
WELLS FARGO & COMPANY/MN
CIK 0000072971
$37M1.9M0.01%Q2 2026
07
Cyndeo Wealth Partners, LLC
CIK 0001950947
$22M1.2M0.99%Q3 2026
08
Ameritas Investment Partners, Inc.
CIK 0001055980
$18M951K0.48%Q2 2026
09
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$17M866K0.00%Q2 2026
10
BALANCED WEALTH GROUP LLC
CIK 0002009783
$16M897K5.05%Q3 2026
11
STIFEL FINANCIAL CORP
CIK 0000720672
$10M519K0.01%Q2 2026
12
McAdam, LLC
CIK 0001695490
$8M432K0.30%Q3 2026
13
ROYAL BANK OF CANADA
CIK 0001000275
$7M367K0.00%Q2 2026
14
MLG Wealth Management DBA Pine Grove Financial Group
CIK 0002149956
$7M378K0.68%Q3 2026
15
Integrated Wealth Concepts LLC
CIK 0001737109
$7M353K0.04%Q2 2026
16
BlueStem Wealth Partners, LLC
CIK 0001977465
$6M330K0.63%Q2 2026
17
JPMORGAN CHASE & CO
CIK 0000019617
$6M304K0.00%Q2 2026
18
US BANCORP \DE\
CIK 0000036104
$6M308K0.01%Q3 2026
19
OSAIC HOLDINGS, INC.
CIK 0001677044
$5M261K0.01%Q2 2026
20
Manske Wealth Management
CIK 0002095143
$3M177K0.76%Q3 2026
Page 1 of 4
50 more holders available. Log in →