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Disclosery

YLD PRINCIPAL EXCHANGE TRADED FD

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COM (fund)

55 managers (58 13F filers) reported a position in YLD shares at 2025-03-31, 12,440,844 shares in all. 13 filers opened a position and 7 filers sold out during the quarter.

Managers
55
13F filers
58
New
13
Added
30
Reduced
9
Sold out
7
Shares held by filers
12,440,844

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 holding3,457,378$110M+78,574Timeline
LPL Financial LLC1,391,583$26.5M0.01%+760,50513F-HRTimeline
Cyndeo Wealth Partners, LLC929,537$17.7M1.16%+49,07713F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding797,063$15.2M+95,760Timeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding720,505$13.7M+175,048Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO620,152$11.8M<0.01%+36,80213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC580,302$11.1M<0.01%-42,04213F-HRTimelineGroup
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC512,621$9.44M0.94%-30,08313F-HRTimelineGroup
Empowered Funds, LLC403,415$7.64M0.11%new13F-HRTimeline
Legacy CG, LLC324,764$6.19M2%+69,83613F-HRTimeline
Integrated Wealth Concepts LLC262,430$5M0.06%new13F-HRTimeline
Systelligence, LLC262,354$5M1.2%-216,52613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN242,837$4.63M<0.01%+58,10013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA240,680$4.58M<0.01%+122,04613F-HR/ATimelineGroup
BlueStem Wealth Partners, LLC209,376$3.99M0.54%new13F-HRTimeline
Cedar Point Capital Partners, LLC196,825$3.75M2.52%+64913F-HRTimeline
Manske Wealth Management171,855$3.27M1.24%+56013F-HRTimeline
McAdam, LLC127,910$2.44M0.15%+29,47913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC120,189$2.29M<0.01%+94,81913F-HR/ATimelineGroup
US BANCORP \DE\in group US BANCORP \DE\107,924$2.06M<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.92,534$1.76M<0.01%+10,46813F-HRTimelineGroup
NewEdge Advisors, LLC77,899$1.48M0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…64,126$1.22M<0.01%new13F-HRTimelineGroup
Hobart Private Capital, LLC51,289$977K0.24%-16,26213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP48,053$915K<0.01%+11,18513F-HRTimelineGroup
Capital Investment Advisory Services, L…39,250$748K0.07%+31,01313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC39,118$745K0.02%new13F-HRTimelineGroup
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC38,197$728K0.01%+11913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC37,086$706K<0.01%+9,06513F-HRTimeline
Smartleaf Asset Management LLC25,996$496K0.05%+14,88113F-HRTimeline
Mariner, LLCin group Mariner, LLC23,390$446K<0.01%+10,19713F-HRTimelineGroup
PFG Investments, LLC22,967$438K0.03%-7613F-HRTimeline
Ocean Park Asset Management, LLC21,978$419K0.01%013F-HRTimeline
Private Advisor Group, LLC21,800$415K<0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…18,961$361K<0.01%+7,63013F-HRTimeline
MML INVESTORS SERVICES, LLC18,477$352K<0.01%+2,67813F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC18,107$345K0.08%+7,23213F-HRTimeline
Janney Montgomery Scott LLC15,207$290K<0.01%-1,05013F-HRTimeline
DAVENPORT & Co LLC15,181$289K<0.01%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.13,669$260K<0.01%-7,39913F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP12,364$236K<0.01%-86313F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC12,292$234K0.02%new13F-HR/ATimeline
Fortress Wealth Management, Inc.10,278$196K0.1%-15,00713F-HRTimeline
PSI Advisors, LLC5,824$111K0.04%013F-HRTimeline
GPS Wealth Strategies Group, LLC5,738$109K0.01%+2,58413F-HRTimeline
FIRST COMMUNITY TRUST NA4,225$80.5K0.07%013F-HRTimeline
Cape Investment Advisory, Inc.2,632$50.1K0.02%+48513F-HRTimeline
CWM, LLCin group CWM, LLC2,128$41K<0.01%013F-HRTimelineGroup
COMERICA BANK1,287$24.5K<0.01%+3313F-HRTimeline
CoreCap Advisors, LLC559$10.6K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.329$6.27K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY150$2.86K<0.01%+14913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…41$781<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC12$229<0.01%+1013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.