13F Insight
DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
YLD

PRINCIPAL EXCHANGE TRADED FD

73 institutions still hold PRINCIPAL EXCHANGE TRADED FD as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 74255Y102·73 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 2.8%
vs prior quarter
13F value held
$388M
76.0% inst. owned
of float
Holders
73
-93 QoQ
filers reporting
Activity
+54 / −37
+838 added · −747 reduced
this quarter
Concentration
16.32%
PRINCIPAL SECURITIES, INC. #1
top holder share
AI Holders Summary · Q1 2026

73 institutions reported YLD in Q1 2026. PRINCIPAL SECURITIES, INC. leads at 16.3% of the visible book. -93 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
PRINCIPAL SECURITIES, INC.
CIK 0000012600
$63M3.3M0.93%Q1 202602
PRINCIPAL FINANCIAL GROUP INC
CIK 0001126328
$59M3.1M0.03%Q1 202603
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$55M2.9M0.01%Q1 202604
WELLS FARGO & COMPANY/MN
CIK 0000072971
$28M1.5M0.01%Q1 202605
AMERIPRISE FINANCIAL INC
CIK 0000820027
$28M1.5M0.01%Q1 202606
LPL Financial LLC
CIK 0001403438
$25M1.3M0.01%Q1 202607
Cyndeo Wealth Partners, LLC
CIK 0001950947
$20M1.1M1.07%Q1 202608
Ameritas Investment Partners, Inc.
CIK 0001055980
$17M910K0.53%Q1 202609
BALANCED WEALTH GROUP LLC
CIK 0002009783
$16M823K5.59%Q1 202610
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$14M722K0.00%Q1 202611
NICOLET BANKSHARES INC
CIK 0001174850
$10M555K0.39%Q1 202612
STIFEL FINANCIAL CORP
CIK 0000720672
$10M521K0.01%Q1 202613
ROYAL BANK OF CANADA
CIK 0001000275
$8M429K0.00%Q1 202614
Integrated Wealth Concepts LLC
CIK 0001737109
$7M350K0.05%Q1 202615
BlueStem Wealth Partners, LLC
CIK 0001977465
$6M298K0.63%Q1 202616
JPMORGAN CHASE & CO
CIK 0000019617
$6M298K0.00%Q1 202617
US BANCORP \DE\
CIK 0000036104
$5M275K0.01%Q1 202618
McAdam, LLC
CIK 0001695490
$4M221K0.19%Q1 202619
Manske Wealth Management
CIK 0002095143
$3M178K0.94%Q1 202620
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M126K0.00%Q1 2026
Page 1 of 4
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