Q1 2024 13F Holders as of 3/31/2024
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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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36
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Total 13F shares, excl. options
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7.06M
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Shares change
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+712K
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Total reported value, excl. options
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$135M
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Value change
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+$13.6M
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Number of buys
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25
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Number of sells
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-9
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Price
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$19.16
Significant Holders of PRINCIPAL EXCHANGE-TRADED FUNDS - EXCHANGE TRADED PRODUCT (YLD) as of Q1 2024
38 filings reported holding YLD - PRINCIPAL EXCHANGE-TRADED FUNDS - EXCHANGE TRADED PRODUCT as of Q1 2024.
PRINCIPAL EXCHANGE-TRADED FUNDS - EXCHANGE TRADED PRODUCT (YLD) has 36 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7.06M shares
of 14.8M outstanding shares and own 47.71% of the company stock.
Largest 10 shareholders include PRINCIPAL FINANCIAL GROUP INC (2.28M shares), Cyndeo Wealth Partners, LLC (816K shares), NICOLET ADVISORY SERVICES, LLC (767K shares), Ameritas Investment Partners, Inc. (524K shares), Systelligence, LLC (490K shares), STRATEGIC PLANNING GROUP, LLC (459K shares), PRINCIPAL SECURITIES, INC. (327K shares), Cedar Point Capital Partners, LLC (255K shares), ENVESTNET ASSET MANAGEMENT INC (176K shares), and Fortress Wealth Management, Inc. (143K shares).
This table shows the top 36 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.