Q2 2024 13F Holders as of 6/30/2024
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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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38
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Total 13F shares, excl. options
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8.86M
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Shares change
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+1.8M
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Total reported value, excl. options
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$169M
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Value change
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+$34.2M
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Number of buys
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25
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Number of sells
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-13
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Price
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$19.05
Significant Holders of PRINCIPAL EXCHANGE-TRADED FUNDS - EXCHANGE TRADED PRODUCT (YLD) as of Q2 2024
41 filings reported holding YLD - PRINCIPAL EXCHANGE-TRADED FUNDS - EXCHANGE TRADED PRODUCT as of Q2 2024.
PRINCIPAL EXCHANGE-TRADED FUNDS - EXCHANGE TRADED PRODUCT (YLD) has 38 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 8.86M shares
of 14.8M outstanding shares and own 59.85% of the company stock.
Largest 10 shareholders include PRINCIPAL FINANCIAL GROUP INC (2.32M shares), Cyndeo Wealth Partners, LLC (839K shares), NICOLET ADVISORY SERVICES, LLC (786K shares), STRATEGIC PLANNING GROUP, LLC (665K shares), Redhawk Wealth Advisors, Inc. (569K shares), Ameritas Investment Partners, Inc. (566K shares), JPMORGAN CHASE & CO (541K shares), Systelligence, LLC (486K shares), PRINCIPAL SECURITIES, INC. (386K shares), and LPL Financial LLC (314K shares).
This table shows the top 38 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.