Q3 2024 13F Holders as of 9/30/2024
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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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49
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Total 13F shares, excl. options
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9.71M
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Shares change
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+852K
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Total reported value, excl. options
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$190M
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Value change
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+$16.9M
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Number of buys
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31
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Number of sells
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-15
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Price
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$19.53
Significant Holders of PRINCIPAL EXCHANGE-TRADED FUNDS - EXCHANGE TRADED PRODUCT (YLD) as of Q3 2024
50 filings reported holding YLD - PRINCIPAL EXCHANGE-TRADED FUNDS - EXCHANGE TRADED PRODUCT as of Q3 2024.
PRINCIPAL EXCHANGE-TRADED FUNDS - EXCHANGE TRADED PRODUCT (YLD) has 49 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 9.71M shares
of 14.8M outstanding shares and own 65.61% of the company stock.
Largest 10 shareholders include PRINCIPAL FINANCIAL GROUP INC (2.34M shares), STRATEGIC PLANNING GROUP, LLC (999K shares), Cyndeo Wealth Partners, LLC (864K shares), PRINCIPAL SECURITIES, INC. (732K shares), Ameritas Investment Partners, Inc. (613K shares), JPMORGAN CHASE & CO (610K shares), NICOLET ADVISORY SERVICES, LLC (534K shares), ENVESTNET ASSET MANAGEMENT INC (517K shares), Systelligence, LLC (481K shares), and LPL Financial LLC (390K shares).
This table shows the top 49 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.