PRINCIPAL ACT HI YLD ETF YLD
$18.95
+0.2% 52w: $17.78 – $19.00
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data17.7818.3919.00
Jun 20, 2025 Jul 2, 2026
Institutional holders
68
-3 QoQ
13F value
$410.0M
+7.8% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns YLD?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 3.3M | $63.3M | 0.9% | +16.2% |
| PRINCIPAL FINANCIAL GROUP INC | Diversified mechanical | 3.1M | $58.9M | 0.0% | +4.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 2.9M | $54.8M | 0.0% | +24.9% |
| WELLS FARGO & COMPANY/MN | Bank broker | 1.5M | $28.4M | 0.0% | +86.9% |
| AMERIPRISE FINANCIAL INC | Bank broker | 1.5M | $28.4M | 0.0% | +1.2% |
| LPL Financial LLC | Bank broker | 1.3M | $25.4M | 0.0% | -1.8% |
| Cyndeo Wealth Partners, LLC | Other | 1.1M | $20.3M | 1.1% | +10.2% |
| Ameritas Investment Partners, Inc. | Diversified mechanical | 910.2K | $17.3M | 0.5% | +3.4% |
| BALANCED WEALTH GROUP LLC | Wealth advisor | 823.1K | $15.6M | 5.6% | +15.6% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 722.0K | $13.7M | 0.0% | +1.4% |
| NICOLET BANKSHARES INC | Wealth advisor | 555.0K | $10.5M | 0.4% | +779.4% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 520.7K | $9.9M | 0.0% | +70.6% |
| ROYAL BANK OF CANADA | Bank broker | 428.9K | $8.1M | 0.0% | +0.4% |
| Integrated Wealth Concepts LLC | Wealth advisor | 349.6K | $6.6M | 0.1% | -16.7% |
| BlueStem Wealth Partners, LLC | Wealth advisor | 297.9K | $5.6M | 0.6% | +6.3% |
| JPMORGAN CHASE & CO | Bank broker | 297.7K | $5.6M | 0.0% | -20.4% |
| US BANCORP \DE\ | Wealth advisor | 274.5K | $5.2M | 0.0% | +6.3% |
| McAdam, LLC | Wealth advisor | 221.2K | $4.2M | 0.2% | +12.5% |
| Manske Wealth Management | Other | 177.7K | $3.4M | 0.9% | -0.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 126.2K | $2.4M | 0.0% | +11.3% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 108.5K | $2.1M | 0.0% | -21.4% |
| NewEdge Advisors, LLC | Diversified mechanical | 81.6K | $1.5M | 0.0% | -10.9% |
| Fifth Third Securities, Inc. | Wealth advisor | 71.1K | $1.3M | 0.1% | +14.9% |
| CreativeOne Wealth, LLC | Wealth advisor | 69.6K | $1.3M | 0.0% | +592.6% |
| Capital Investment Advisory Services, LLC | Wealth advisor | 69.3K | $1.3M | 0.1% | +17.5% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 66.6K | $1.3M | 0.0% | +121.9% |
| Ameritas Advisory Services, LLC | Wealth advisor | 64.9K | $1.2M | 0.0% | +5.4% |
| Smartleaf Asset Management LLC | Wealth advisor | 48.9K | $916K | 0.0% | +22.5% |
| Private Advisor Group, LLC | Wealth advisor | 46.8K | $888K | 0.0% | +5.6% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 44.1K | $837K | 0.0% | +14.7% |
| Hobart Private Capital, LLC | Wealth advisor | 36.7K | $696K | 0.1% | +0.2% |
| Greenline Wealth Management LLC | Wealth advisor | 32.0K | $608K | 0.7% | -9.6% |
| Atria Investments, Inc | Wealth advisor | 30.3K | $574K | 0.0% | +12.7% |
| Transcendent Capital Group LLC | Wealth advisor | 30.2K | $573K | 0.3% | +125.4% |
| Gallagher Fiduciary Advisors, LLC | Other | 29.7K | $563K | 0.0% | +12.9% |
| PFG Investments, LLC | Diversified mechanical | 28.5K | $541K | 0.0% | -0.4% |
| Western Wealth Management, LLC | Wealth advisor | 28.0K | $530K | 0.0% | New |
| CITADEL ADVISORS LLC | Multistrat pod | 26.1K | $495K | 0.0% | -32.0% |
| Independent Advisor Alliance | Wealth advisor | 22.8K | $432K | 0.0% | New |
| IFP Advisors, Inc | Wealth advisor | 22.4K | $425K | 0.0% | +27.5% |
| Milestones Private Investment Advisors LLC | Wealth advisor | 21.2K | $402K | 0.4% | +13.7% |
| DAVENPORT & Co LLC | Diversified mechanical | 20.9K | $396K | 0.0% | -16.0% |
| Mariner, LLC | Diversified mechanical | 20.4K | $386K | 0.0% | New |
| Cerity Partners LLC | Diversified mechanical | 20.0K | $378K | 0.0% | +4.5% |
| Stonebridge Financial Group, LLC / MO | Other | 18.3K | $348K | 0.3% | +21.4% |
| Prospera Financial Services Inc | Diversified mechanical | 16.1K | $304K | 0.0% | 0.0% |
| Janney Montgomery Scott LLC | Diversified mechanical | 14.8K | $281K | 0.0% | -1.0% |
| Advisory Services Network, LLC | Diversified mechanical | 14.8K | $280K | 0.0% | -6.0% |
| Belpointe Asset Management LLC | Wealth advisor | 13.1K | $248K | 0.0% | +2.4% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 12.7K | $240K | 0.0% | -52.5% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.