YLD

PRINCIPAL ACT HI YLD ETF
USCUSIP 74255Y102
Institutional Owners
24
13F Value Held
$123.5M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)16 adding · 8 trimming
Insider net (180d)+$0
Price history not yet available for YLD.

Top institutional holders

24 13F filers
#FundPosition valueSharesLast moveAs of
1PRINCIPAL SECURITIES, INC.
$63.3M
3.34MAddedQ1 2026
2Cyndeo Wealth Partners, LLC
$20.3M
1.07MAddedQ1 2026
3Ameritas Investment Partners, Inc.
$17.3M
910.2KAddedQ1 2026
4Integrated Wealth Concepts LLC
$6.6M
349.6KReducedQ1 2026
5McAdam, LLC
$4.2M
221.2KAddedQ1 2026
6NewEdge Advisors, LLC
$1.5M
81.6KNewQ1 2026
7NICOLET BANKSHARES INC
$1.4M
73.8KAddedQ1 2026
8CreativeOne Wealth, LLC
$1.3M
69.6KAddedQ1 2026
9Steward Partners Investment Advisory, LLC
$1.3M
66.6KAddedQ1 2026
10Ameritas Advisory Services, LLC
$1.2M
64.9KAddedQ1 2026
11Smartleaf Asset Management LLC
$916K
48.9KAddedQ1 2026
12Private Advisor Group, LLC
$888K
46.8KAddedQ1 2026
13Atria Investments, Inc
$574K
30.3KAddedQ1 2026
14Gallagher Fiduciary Advisors, LLC
$563K
29.7KAddedQ1 2026
15CITADEL ADVISORS LLC
$495K
26.1KReducedQ1 2026
16IFP Advisors, Inc
$425K
22.4KNewQ1 2026
17DAVENPORT & Co LLC
$396K
20.9KReducedQ1 2026
18Prospera Financial Services Inc
$304K
16.1KAddedQ1 2026
19Advisory Services Network, LLC
$298K
15.7KNewQ4 2025
20MML INVESTORS SERVICES, LLC
$240K
12.7KReducedQ1 2026

Fund activity — latest quarter

Opened (NEW)
3
funds
Added
13
funds
Reduced
4
funds
Exited
4
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Funds that own YLD also own

CompanyCo-held byCombined value
NVIDIA CORPORATION COMNVDA24 funds$8.5B
ISHARES TRIVV24 funds$7.8B
APPLE INC COMAAPL24 funds$7.5B
AMAZON COM INC COMAMZN24 funds$5.2B
MICROSOFT CORP COMMSFT24 funds$4.9B
ALPHABET INC CAP STK CL AGOOGL24 funds$3.4B
TATE STR SPDR S&P 500 ETF TSPY24 funds$3.1B
META PLATFORMS INC CL AMETA24 funds$2.9B
BROADCOM INC COMAVGO24 funds$2.9B
JPMORGAN CHASE &COJPM24 funds$2.7B
INVESCO QQQ TRUST ETFQQQ24 funds$2.6B
BERKSHIRE HATHAWAY INC DEL CL B NEWBRK/B24 funds$2.4B

Ranked by how many of YLD's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for YLD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.