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Disclosery

YLD PRINCIPAL EXCHANGE TRADED FD

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COM (fund)

57 managers (62 13F filers) reported a position in YLD shares at 2025-06-30, 13,485,400 shares in all. 10 filers opened a position and 8 filers sold out during the quarter.

Managers
57
13F filers
62
New
10
Added
35
Reduced
9
Sold out
8
Shares held by filers
13,485,400

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 holding4,205,203$81.2M+747,825Timeline
LPL Financial LLC1,412,126$27.4M0.01%+20,54313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,217,952$23.6M+497,447Timeline
Cyndeo Wealth Partners, LLC937,826$18.2M1.08%+8,28913F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding836,975$16.2M+39,912Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC591,861$11.5M<0.01%+11,55913F-HRTimelineGroup
NICOLET BANKSHARES INCgroup of 2 filers holding562,928$10.8M+50,307Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO438,298$8.49M<0.01%-181,85413F-HRTimelineGroup
Legacy CG, LLC324,134$6.28M1.87%-63013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA288,276$5.58M<0.01%+47,59613F-HR/ATimelineGroup
Integrated Wealth Concepts LLC276,250$5.35M0.05%+13,82013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\271,307$5.26M0.01%+163,38313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN243,881$4.72M<0.01%+1,04413F-HRTimelineGroup
BlueStem Wealth Partners, LLC229,537$4.45M0.55%+20,16113F-HRTimeline
Manske Wealth Management170,763$3.31M1.09%-1,09213F-HRTimeline
Cedar Point Capital Partners, LLC154,979$3M2.12%-41,84613F-HRTimeline
McAdam, LLC146,116$2.83M0.15%+18,20613F-HRTimeline
NewEdge Advisors, LLC114,460$2.22M0.01%+36,56113F-HRTimeline
AJ Advisors, LLC94,855$1.84M0.82%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP93,394$1.81M<0.01%+45,34113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC90,544$1.75M<0.01%+67,15413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.83,183$1.61M<0.01%-9,35113F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC75,864$1.47M<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…60,027$1.16M<0.01%+41,06613F-HRTimeline
Hobart Private Capital, LLC52,055$1.01M0.23%+76613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding50,098$970K+11,901Timeline
Capital Investment Advisory Services, L…47,967$929K0.08%+8,71713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC42,323$820K<0.01%+5,23713F-HRTimeline
Smartleaf Asset Management LLC32,121$620K0.05%+6,12513F-HRTimeline
MML INVESTORS SERVICES, LLC31,181$604K<0.01%+12,70413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC30,861$598K0.02%-8,25713F-HRTimelineGroup
Brueske Advisory Services, LLC30,075$583K0.4%new13F-HRTimeline
Tyche Wealth Partners LLC25,263$489K0.1%new13F-HRTimeline
PFG Investments, LLC24,844$481K0.03%+1,87713F-HRTimeline
Private Advisor Group, LLC24,800$480K<0.01%+3,00013F-HRTimeline
Ocean Park Asset Management, LLC21,978$419K0.01%013F-HRTimeline
Milestones Private Investment Advisors …20,804$403K0.3%13F-HRTimeline
DAVENPORT & Co LLC20,708$401K<0.01%+5,52713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.17,591$341K<0.01%+3,92213F-HRTimelineGroup
Janney Montgomery Scott LLC15,207$295K<0.01%013F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC15,002$288K0.06%-3,10513F-HRTimeline
VERUS CAPITAL PARTNERS, LLC14,033$272K0.02%+1,74113F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP11,786$228K<0.01%-57813F-HRTimelineGroup
Belpointe Asset Management LLC11,420$221K0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC5,738$111K0.01%013F-HRTimeline
PRIVATE TRUST CO NA5,238$101K0.01%new13F-HRTimeline
Global Retirement Partners, LLC4,761$92.2K<0.01%13F-HRTimeline
Cape Investment Advisory, Inc.2,929$56.7K0.02%+29713F-HRTimeline
FIRST COMMUNITY TRUST NA2,113$40.9K0.03%-2,11213F-HRTimeline
Steward Partners Investment Advisory, L…1,309$25.4K<0.01%new13F-HRTimeline
COMERICA BANK1,287$24.9K<0.01%013F-HRTimeline
CoreCap Advisors, LLC562$10.9K<0.01%+313F-HRTimeline
HARBOUR INVESTMENTS, INC.329$6.37K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY151$2.93K<0.01%+113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP113$2.18K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC14$263<0.01%+213F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.