73 tracked 13F filers disclose a position in YLD as of the latest SEC 13F filings, a combined $448.3M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | PRINCIPAL SECURITIES, INC. | $91.7M | 4.8M | ▲+44% Added · +1.5M sh | Q2 2026 | |
| 2 | PRINCIPAL FINANCIAL GROUP INC | $58.9M | 3.1M | ▲+4.4% Added · +132K sh | Q1 2026 | |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $54.8M | 2.9M | ▲+25% Added · +577K sh | Q1 2026 | |
| 4 | WELLS FARGO & COMPANY/MN | $28.4M | 1.5M | ▲+87% Added · +697K sh | Q1 2026 | |
| 5 | AMERIPRISE FINANCIAL INC | $28.4M | 1.5M | ▲+1.2% Added · +18K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $25.4M | 1.3M | ▼−1.8% Reduced · −25K sh | Q1 2026 | |
| 7 | Cyndeo Wealth Partners, LLC | $21.2M | 1.1M | ▲+3.9% Added · +42K sh | Q2 2026 | |
| 8 | Ameritas Investment Partners, Inc. | $18.1M | 951K | ▲+4.4% Added · +40K sh | Q2 2026 | |
| 9 | BALANCED WEALTH GROUP LLC | $16.4M | 860K | ▲+4.5% Added · +37K sh | Q2 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $13.7M | 722K | ▲+1.4% Added · +10K sh | Q1 2026 | |
| 11 | STIFEL FINANCIAL CORP | $9.9M | 521K | ▲+71% Added · +215K sh | Q1 2026 | |
| 12 | McAdam, LLC | $8.3M | 437K | ▲+98% Added · +216K sh | Q2 2026 | |
| 13 | ROYAL BANK OF CANADA | $8.1M | 429K | ▲+0.4% Added · +2K sh | Q1 2026 | |
| 14 | Integrated Wealth Concepts LLC | $6.7M | 353K | ▲+1.0% Added · +4K sh | Q2 2026 | |
| 15 | BlueStem Wealth Partners, LLC | $6.3M | 330K | ▲+11% Added · +32K sh | Q2 2026 | |
| 16 | JPMORGAN CHASE & CO | $5.6M | 298K | ▼−20% Reduced · −76K sh | Q1 2026 | |
| 17 | US BANCORP \DE\ | $5.2M | 275K | ▲+6.3% Added · +16K sh | Q1 2026 | |
| 18 | MLG Wealth Management DBA Pine Grove Financial Group | $4.6M | 241K | ▼~0% Reduced · −9 sh | Q2 2026 | |
| 19 | Manske Wealth Management | $3.3M | 174K | ▼−1.8% Reduced · −3K sh | Q2 2026 | |
| 20 | NICOLET BANKSHARES INC | $2.7M | 143K | ▼−74% Reduced · −412K sh | Q2 2026 | |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $2.4M | 126K | ▲+11% Added · +13K sh | Q1 2026 | |
| 22 | CreativeOne Wealth, LLC | $2.1M | 113K | ▲+62% Added · +43K sh | Q2 2026 | |
| 23 | OSAIC HOLDINGS, INC. | $2.1M | 108K | ▼−21% Reduced · −30K sh | Q1 2026 | |
| 24 | Ameritas Advisory Services, LLC | $2.0M | 104K | ▲+60% Added · +39K sh | Q2 2026 | |
| 25 | FIFTH THIRD SECURITIES, INC. | $1.9M | 100K | ▲+41% Added · +29K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 2 funds opened a new position in YLD and 16 added to an existing one, while 8 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 32 funds | $6.8B |
| NVIDIA CORPNVDA | 31 funds | $12.4B |
| APPLE INCAAPL | 31 funds | $9.3B |
| MICROSOFT CORPMSFT | 31 funds | $7.7B |
| AMAZON.COM INCAMZN | 31 funds | $6.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 31 funds | $1.4B |
| ALPHABET INC-CL AGOOGL | 30 funds | $4.9B |
| JPMORGAN CHASE & COJPM | 30 funds | $2.7B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 30 funds | $2.2B |
| WALMART INCWMT | 30 funds | $1.4B |
| CISCO SYSTEMS INCCSCO | 30 funds | $714.1M |
| BROADCOM INCAVGO | 29 funds | $4.4B |
Ranked by how many of YLD's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| PREFmc | 130 funds | $1.2B |
| PSCPRIN U S SMALL | 97 funds | $1.8B |
| USMCUSMC | 79 funds | $3.1B |
| YLDthis pagemc | 73 funds | $448.3M |
| PIEQMF Closed and MF Open | 23 funds | $1.6B |
| IGPRNC INVT GRAD | 22 funds | $285.7M |
| PSETQUALITY ETF | 18 funds | $26.6M |
| PYPRNCPL VLU ETF | 17 funds | $263.6M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for YLD
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/YLD/capital-change-brief"
Use Arkolith's capital_change_brief for YLD. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + 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.