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Disclosery

YLD PRINCIPAL EXCHANGE TRADED FD

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COM (fund)

66 managers (69 13F filers) reported a position in YLD shares at 2026-03-31, 21,891,450 shares in all. 10 filers opened a position and 10 filers sold out during the quarter.

Managers
66
13F filers
69
New
10
Added
35
Reduced
18
Sold out
10
Shares held by filers
21,891,450

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 holding6,461,929$122M+596,790Timeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,888,222$54.8M+382,186Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,499,097$28.4M0.01%+696,98013F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,499,016$28.4M0.01%+17,78513F-HR/ATimelineGroup
LPL Financial LLC1,340,035$25.4M0.01%-24,55613F-HRTimeline
Cyndeo Wealth Partners, LLC1,070,783$20.3M1.07%+98,93513F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding975,059$18.5M+32,844Timeline
BALANCED WEALTH GROUP LLC823,074$15.6M5.59%+110,77013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC721,957$13.7M<0.01%+10,28913F-HRTimelineGroup
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC554,974$10.5M0.39%+491,86713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP520,676$9.87M0.01%+215,41413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA428,934$8.13M<0.01%+1,73413F-HRTimelineGroup
Integrated Wealth Concepts LLC349,575$6.63M0.05%-70,17613F-HRTimeline
BlueStem Wealth Partners, LLC297,854$5.65M0.63%+17,66113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO297,729$5.58M<0.01%-76,48613F-HR/ATimelineGroup
US BANCORP \DE\in group US BANCORP \DE\274,526$5.21M0.01%+16,26513F-HRTimelineGroup
MLG Wealth Management DBA Pine Grove Fi…240,538$4.57M0.53%-55,51413F-HRTimeline
McAdam, LLC221,169$4.19M0.19%+24,56513F-HRTimeline
Manske Wealth Management177,732$3.37M0.94%-59913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC126,241$2.39M<0.01%+12,76713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.108,485$2.06M<0.01%-29,57113F-HRTimelineGroup
NewEdge Advisors, LLC81,604$1.55M0.01%-10,03113F-HR/ATimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding74,300$1.41M+12,450Timeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC69,557$1.32M0.03%+59,51413F-HRTimelineGroup
Capital Investment Advisory Services, L…69,280$1.31M0.1%+10,31213F-HRTimeline
Steward Partners Investment Advisory, L…66,577$1.26M0.01%+36,57713F-HRTimeline
Smartleaf Asset Management LLC48,882$916K0.03%+8,96513F-HRTimeline
Private Advisor Group, LLC46,825$888K<0.01%+2,50013F-HRTimeline
Cambridge Investment Research Advisors,…44,150$837K<0.01%+5,65113F-HRTimeline
Hobart Private Capital, LLC36,696$696K0.14%+8813F-HRTimeline
Greenline Wealth Management LLC32,043$608K0.7%-3,39413F-HRTimeline
Atria Investments, Inc30,288$574K0.01%+3,40613F-HRTimeline
Transcendent Capital Group LLC30,244$573K0.26%+16,82513F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…29,716$563K0.02%+3,40613F-HRTimelineGroup
PFG Investments, LLC28,537$541K0.03%-10213F-HRTimeline
Western Wealth Management, LLC27,963$530K0.02%new13F-HR/ATimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC26,130$495K<0.01%-12,28813F-HRTimelineGroup
Independent Advisor Alliance22,802$432K<0.01%new13F-HRTimeline
IFP Advisors, Inc22,424$425K0.01%+4,83713F-HRTimeline
Milestones Private Investment Advisors …21,223$402K0.35%+2,55813F-HRTimeline
DAVENPORT & Co LLC20,904$396K<0.01%-3,96813F-HRTimeline
Mariner, LLCin group Mariner, LLC20,354$386K<0.01%new13F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC19,954$378K<0.01%+85813F-HRTimelineGroup
Stonebridge Financial Group, LLC / MO18,333$348K0.29%+3,23313F-HRTimeline
Prospera Financial Services Inc16,054$304K<0.01%+313F-HRTimeline
Janney Montgomery Scott LLC14,823$281K<0.01%-15013F-HRTimeline
Advisory Services Network, LLC14,752$280K<0.01%-93913F-HRTimeline
Belpointe Asset Management LLC13,083$248K0.01%+30813F-HRTimeline
MML INVESTORS SERVICES, LLC12,654$240K<0.01%-13,97613F-HRTimeline
VERUS CAPITAL PARTNERS, LLC11,676$221K0.02%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP11,463$217K<0.01%-16113F-HRTimelineGroup
Cetera Investment Advisers10,070$191K<0.01%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…8,370$159K0.03%+1,26713F-HRTimeline
Farther Finance Advisors, LLC3,844$72.4K<0.01%-33013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,085$39.3K<0.01%new13F-HRTimeline
Basepoint Wealth LLC1,458$27.6K0.02%new13F-HRTimeline
FIRST COMMUNITY TRUST NA1,337$25.4K0.02%013F-HRTimeline
AE Wealth Management LLC1,243$23.6K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC902$17.1K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC769$14.6K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG264$5K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY101$1.92K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.79$1.5K<0.01%-25013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS10$190<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7$133<0.01%-14713F-HRTimelineGroup
FMR LLCin group FMR LLC15$29<0.01%013F-HRTimelineGroup