Q2 2023 13F Holders as of 6/30/2023
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Type / Class
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Equity / EXCHANGE TRADED PRODUCT
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Shares outstanding
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14.8M
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Number of holders
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21
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Total 13F shares, excl. options
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4.57M
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Shares change
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+1.78M
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Total reported value, excl. options
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$83.9M
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Value change
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+$32.7M
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Number of buys
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13
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Number of sells
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-7
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Price
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$18.36
Significant Holders of PRINCIPAL EXCHANGE-TRADED FUNDS - EXCHANGE TRADED PRODUCT (YLD) as of Q2 2023
23 filings reported holding YLD - PRINCIPAL EXCHANGE-TRADED FUNDS - EXCHANGE TRADED PRODUCT as of Q2 2023.
PRINCIPAL EXCHANGE-TRADED FUNDS - EXCHANGE TRADED PRODUCT (YLD) has 21 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.57M shares
of 14.8M outstanding shares and own 30.87% of the company stock.
Largest 10 shareholders include PRINCIPAL FINANCIAL GROUP INC (2.2M shares), Cyndeo Wealth Partners, LLC (780K shares), Systelligence, LLC (409K shares), Ameritas Investment Partners, Inc. (393K shares), Moran Wealth Management, LLC (329K shares), AJ Advisors, LLC (127K shares), Orion Porfolio Solutions, LLC (69.4K shares), Orion Portfolio Solutions, LLC (69.4K shares), Activest Wealth Management (62.7K shares), and ENVESTNET ASSET MANAGEMENT INC (45.4K shares).
This table shows the top 21 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.