Skip to content
Disclosery

YLD PRINCIPAL EXCHANGE TRADED FD

Follow

COM (fund)

65 managers (68 13F filers) reported a position in YLD shares at 2026-06-30, 26,304,606 shares in all. 7 filers opened a position and 9 filers sold out during the quarter.

Managers
65
13F filers
68
New
7
Added
31
Reduced
20
Sold out
9
Shares held by filers
26,304,606

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding8,061,697$154M+1,599,768Timeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC4,334,582$82.7M0.02%+1,446,36013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,086,927$39.8M0.01%+587,91113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,920,432$36.6M0.01%+421,33513F-HRTimelineGroup
LPL Financial LLC1,526,597$29.1M0.01%+186,56213F-HRTimeline
Cyndeo Wealth Partners, LLC1,112,557$21.2M1%+41,77413F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding1,054,585$20.1M+79,526Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC866,006$16.5M<0.01%+144,04913F-HRTimelineGroup
BALANCED WEALTH GROUP LLC860,404$16.4M5.19%+37,33013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP518,546$9.89M0.01%-2,13013F-HRTimelineGroup
McAdam, LLC437,028$8.34M0.32%+215,85913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA367,334$7.01M<0.01%-61,60013F-HRTimelineGroup
Integrated Wealth Concepts LLC353,081$6.74M0.03%+3,50613F-HRTimeline
BlueStem Wealth Partners, LLC330,214$6.3M0.63%+32,36013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO303,525$5.79M<0.01%+5,79613F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\303,329$5.79M0.01%+28,80313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.260,642$4.97M0.01%+152,15713F-HRTimelineGroup
Manske Wealth Management174,477$3.33M0.83%-3,25513F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC143,202$2.72M0.09%-411,77213F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC112,605$2.15M0.05%+43,04813F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding103,220$1.97M+28,920Timeline
IAG Wealth Partners, LLC87,776$1.67M0.17%+87,00713F-HRTimeline
Steward Partners Investment Advisory, L…79,159$1.51M0.01%+12,58213F-HRTimeline
NewEdge Advisors, LLC78,071$1.49M<0.01%-3,53313F-HRTimeline
AJ Advisors, LLC77,941$1.49M0.46%new13F-HRTimeline
Capital Investment Advisory Services, L…72,642$1.39M0.09%+3,36213F-HRTimeline
Private Advisor Group, LLC70,647$1.35M0.01%+23,82213F-HRTimeline
Cambridge Investment Research Advisors,…48,975$934K<0.01%+4,82513F-HR/ATimeline
Smartleaf Asset Management LLC48,882$933K0.03%013F-HRTimeline
Greenline Wealth Management LLC38,439$733K0.6%+6,39613F-HRTimeline
Hobart Private Capital, LLC35,522$678K0.12%-1,17413F-HRTimeline
Atria Investments, Inc34,876$665K0.01%+4,58813F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…34,453$657K0.02%+4,73713F-HRTimelineGroup
Transcendent Capital Group LLC33,060$631K0.25%+2,81613F-HRTimeline
PFG Investments, LLC25,872$494K0.02%-2,66513F-HRTimeline
Western Wealth Management, LLC25,386$484K0.02%-2,57713F-HRTimeline
IFP Advisors, Inc23,566$450K0.01%+1,14213F-HRTimeline
Milestones Private Investment Advisors …22,314$426K0.34%+1,09113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC19,279$368K<0.01%-67513F-HRTimelineGroup
DAVENPORT & Co LLC18,624$355K<0.01%-2,28013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,153$346K<0.01%-7,97713F-HRTimelineGroup
Arete Wealth Advisors, LLC17,915$342K0.02%new13F-HR/ATimeline
Stonebridge Financial Group, LLC / MO17,742$339K0.22%-59113F-HRTimeline
Prospera Financial Services Inc16,059$306K<0.01%+513F-HRTimeline
Janney Montgomery Scott LLC14,823$283K<0.01%013F-HRTimeline
Belpointe Asset Management LLC12,928$247K0.01%-15513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC12,620$241K<0.01%-113,62113F-HRTimeline
VERUS CAPITAL PARTNERS, LLC11,676$223K0.01%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP11,397$217K<0.01%-6613F-HRTimelineGroup
Advisory Services Network, LLC11,005$210K<0.01%-3,74713F-HRTimeline
MML INVESTORS SERVICES, LLC10,768$205K<0.01%-1,88613F-HRTimeline
Sigma Planning Corp10,567$202K0.01%new13F-HRTimeline
Allied Private Wealth LLC10,159$192K0.12%13F-HRTimeline
EP Wealth Advisors, LLC6,195$118K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC4,308$82.2K<0.01%13F-HRTimeline
Farther Finance Advisors, LLC3,775$72K<0.01%-6913F-HRTimeline
Cape Investment Advisory, Inc.3,059$58.4K0.02%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,085$39.4K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA1,337$25.5K0.01%013F-HRTimeline
CoreCap Advisors, LLC902$17.2K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc515$9.83K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.79$1.51K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.41$782<0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS10$191<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC14$27<0.01%-113F-HRTimelineGroup