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Disclosery

YLD PRINCIPAL EXCHANGE TRADED FD

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COM (fund)

67 managers (72 13F filers) reported a position in YLD shares at 2025-12-31, 20,297,221 shares in all. 10 filers opened a position and 8 filers sold out during the quarter.

Managers
67
13F filers
72
New
10
Added
34
Reduced
22
Sold out
8
Shares held by filers
20,297,221

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 holding5,865,139$111M+881,828Timeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,506,036$47.6M+678,408Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,481,231$28.2M0.01%+425,68513F-HRTimelineGroup
LPL Financial LLC1,364,591$25.9M0.01%-337,80013F-HRTimeline
Cyndeo Wealth Partners, LLC971,848$18.5M1%+38,51413F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding942,215$17.9M+83,530Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN802,117$15.2M<0.01%+148,41813F-HRTimelineGroup
BALANCED WEALTH GROUP LLC712,304$13.8M5.04%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC711,668$13.5M<0.01%-36,46913F-HRTimelineGroup
NICOLET BANKSHARES INCgroup of 2 filers holding496,409$9.47M-98,749Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA427,200$8.12M<0.01%+38,20413F-HRTimelineGroup
Integrated Wealth Concepts LLC419,751$7.98M0.09%+24,38913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO374,215$7.11M<0.01%-101,23313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP305,262$5.8M0.01%+217,25213F-HRTimelineGroup
MLG Wealth Management DBA Pine Grove Fi…296,052$5.63M0.68%13F-HRTimeline
BlueStem Wealth Partners, LLC280,193$5.33M0.59%+12,42813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\258,261$4.91M0.01%-18,32013F-HRTimelineGroup
McAdam, LLC196,604$3.74M0.17%+25,35113F-HRTimeline
Manske Wealth Management178,331$3.39M1%-2013F-HRTimeline
Cedar Point Capital Partners, LLC161,106$3.06M1.95%+4,42313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC157,285$2.99M<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.138,056$2.62M<0.01%+39,75313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC113,474$2.16M<0.01%+33,77913F-HRTimeline
ELEVATUS WELATH MANAGEMENT107,017$2.03M0.56%+96,43613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC104,189$1.98M<0.01%new13F-HR/ATimelineGroup
NewEdge Advisors, LLC91,635$1.74M0.01%-129,23513F-HRTimeline
AJ Advisors, LLC74,021$1.41M0.52%-14,94813F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…61,850$1.18M0.08%+3,85513F-HRTimelineGroup
Capital Investment Advisory Services, L…58,968$1.12M0.08%+16,49313F-HRTimeline
Private Advisor Group, LLC44,325$842K<0.01%+3,67513F-HRTimeline
Smartleaf Asset Management LLC39,917$758K0.03%+8,27913F-HRTimeline
Cambridge Investment Research Advisors,…38,499$732K<0.01%+3,15813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC38,418$730K<0.01%new13F-HRTimelineGroup
Hobart Private Capital, LLC36,608$696K0.14%-15,76813F-HRTimeline
Greenline Wealth Management LLC35,437$673K0.7%13F-HRTimeline
Steward Partners Investment Advisory, L…30,000$570K<0.01%+11,93713F-HRTimeline
PFG Investments, LLC28,639$544K0.03%+1,36913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding27,207$517K-17,140Timeline
Atria Investments, Inc26,882$511K0.01%+11,20213F-HRTimeline
MML INVESTORS SERVICES, LLC26,630$506K<0.01%-7,76513F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…26,310$500K0.02%+9,84513F-HRTimelineGroup
DAVENPORT & Co LLC24,872$473K<0.01%-50513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC19,096$363K<0.01%new13F-HRTimelineGroup
Milestones Private Investment Advisors …18,665$355K0.24%-1,26913F-HRTimeline
IFP Advisors, Inc17,587$334K0.01%+12,24813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.16,158$307K<0.01%-6,43513F-HRTimelineGroup
Prospera Financial Services Inc16,051$305K0.01%new13F-HRTimeline
Advisory Services Network, LLC15,691$298K<0.01%+6,81513F-HRTimeline
Stonebridge Financial Group, LLC / MO15,100$287K0.25%13F-HRTimeline
Janney Montgomery Scott LLC14,973$285K<0.01%013F-HRTimeline
Transcendent Capital Group LLC13,419$255K0.12%new13F-HRTimeline
Belpointe Asset Management LLC12,775$243K0.01%+42813F-HRTimeline
VERUS CAPITAL PARTNERS, LLC11,676$222K0.01%-4,00313F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP11,624$221K<0.01%-12,00713F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,043$191K<0.01%-17,20013F-HRTimelineGroup
Annis Gardner Whiting Capital Advisors,…7,103$135K0.03%013F-HRTimeline
Global Retirement Partners, LLC5,169$98.2K<0.01%+34813F-HRTimeline
Farther Finance Advisors, LLC4,174$79.3K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.3,037$57.7K0.02%+1,17513F-HRTimeline
FIRST COMMUNITY TRUST NA1,337$25.4K0.02%-77613F-HRTimeline
COMERICA BANK1,260$23.9K<0.01%-2713F-HRTimeline
CoreCap Advisors, LLC902$17.1K<0.01%+34013F-HRTimeline
HARBOUR INVESTMENTS, INC.329$6.25K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…154$2.93K<0.01%new13F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY101$1.93K<0.01%-5013F-HR/ATimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS10$190<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC15$28<0.01%+113F-HRTimelineGroup