YLD institutional holders

Principal Active High Yield ETF · 72 reporting institutions · $514.7M reported value

Funds that can replace YLD · YLD return decomposition

Institutional holdings

Institutions reporting YLD, largest first
InstitutionReported positionAdvisors at firmReport period
Principal Securities, Inc.$91.7M1,4632026-06-30
Envestnet Pmc$82.7M602026-06-30
Principal Financial Group Inc$61.9M02026-06-30
Ameriprise Financial Inc$39.8M02026-06-30
Wells Fargo & Company/mn$36.6M02026-06-30
Lpl Financial LLC$29.1M23,4582026-06-30
Cyndeo Wealth Partners$21.2M202026-06-30
Ameritas Investment Partners, Inc.$18.1M72026-06-30
Raymond James Financial Inc$16.5M02026-06-30
Balanced Wealth Group LLC$16.4M52026-06-30
Stifel Financial Corp$9.9M02026-06-30
McAdam LLC$8.3M1352026-06-30
Nicolet Wealth Management$8.3M462025-12-31
Royal Bank of Canada$7M02026-06-30
Integrated Wealth Concepts LLC$6.7M4802026-06-30
Bluestem Wealth Partners, LLC$6.3M172026-06-30
Jpmorgan Chase & Co$5.8M02026-06-30
US Bancorp$5.8M02026-06-30
Mlg Wealth Management Dba Pine Grove Financial Group$5.6M02025-12-31
Osaic Holdings, Inc.$5M02026-06-30
Manske Wealth Management$3.3M102026-06-30
Nicolet Bankshares Inc$2.7M02026-06-30
Creativeone Wealth, LLC$2.1M2212026-06-30
Ameritas Advisory Services, LLC$2M5502026-06-30
Fifth Third Securities, Inc.$1.9M1,0142026-06-30
Iag Wealth Partners, LLC$1.7M172026-06-30
Steward Partners Investment Advisory, LLC$1.5M4812026-06-30
Newedge Advisors$1.5M6012026-06-30
Aj Advisors, LLC$1.5M32026-06-30
Capital Investment Advisory Services, LLC$1.4M1032026-06-30
Private Advisor Group, LLC$1.3M9272026-06-30
Smartleaf Asset Management LLC$933.2K92026-06-30
Greenline Wealth Management LLC$733.4K62026-06-30
Hobart Private Capital, LLC$677.8K122026-06-30
Atria Investments, Inc$665.4K62026-06-30
Gallagher Fiduciary Advisors, LLC$657.4K1262026-06-30
Transcendent Capital Group$630.8K92026-06-30
Pfg Investments, LLC$493.6K02026-06-30
Western Wealth Management, LLC$484.4K1122026-06-30
Ifp Advisors, Inc$449.6K3182026-06-30
Milestones Private Investment Advisors LLC$425.8K22026-06-30
Cerity Partners LLC$367.8K7772026-06-30
Davenport & Co LLC$355.3K3392026-06-30
Citadel Advisors LLC$346.4K02026-06-30
Arete Wealth Advisors, LLC$341.8K1462026-06-30
Stonebridge Financial Group, LLC / Mo$338.5K02026-06-30
Prospera Financial Services, Inc.$306.4K2702026-06-30
Oak Hill Wealth Advisors, LLC$291.8K02025-09-30
Belpointe Asset Management LLC$246.7K1702026-06-30
Commonwealth Equity Services, LLC$240.8K2,8632026-06-30
Verus Capital Partners, LLC$222.8K472026-06-30
Truist Financial Corp$217.5K02026-06-30
Advisory Services Network$210K2532026-06-30
MML Investors Services, LLC$205.5K5,1202026-06-30
Sigma Planning Corp$201.6K4742026-06-30
Allied Private Wealth LLC$192.2K32026-06-30
Ep Wealth Advisors, LLC$118.2K3382026-06-30
Global Retirement Partners LLC$82.2K4912026-06-30
Farther Finance Advisors, LLC$72K3342026-06-30
Fifth Third Bancorp$61.9K02026-06-30
Cape Investment Advisory, Inc.$58.4K352026-06-30
International Assets Investment Management, LLC$39.4K1222026-06-30
First Community Trust NA$25.5K02026-06-30
Comerica Bank$23.9K02025-12-31
Corecap Advisors, LLC$17.2K1182026-06-30
Advisornet Wealth Partners$9.8K582026-06-30
Harbour Investments, Inc.$1.5K2472026-06-30
Cambridge Investment Research Advisors, Inc.$8373,9402026-03-31
Pinnacle Bancorp, Inc.$78202026-06-30
Janney Montgomery Scott LLC$2831,3422026-06-30
Bnp Paribas Financial Markets$19102026-06-30
Fmr LLC$2702026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30