Q4 2024 13F Holders as of 12/31/2024
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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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50
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Total 13F shares, excl. options
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11.1M
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Shares change
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+827K
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Total reported value, excl. options
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$213M
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Value change
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+$15.7M
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Number of buys
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36
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Number of sells
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-13
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Price
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$19.18
Significant Holders of PRINCIPAL EXCHANGE-TRADED FUNDS - EXCHANGE TRADED PRODUCT (YLD) as of Q4 2024
55 filings reported holding YLD - PRINCIPAL EXCHANGE-TRADED FUNDS - EXCHANGE TRADED PRODUCT as of Q4 2024.
PRINCIPAL EXCHANGE-TRADED FUNDS - EXCHANGE TRADED PRODUCT (YLD) has 50 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 11.1M shares
of 14.8M outstanding shares and own 74.93% of the company stock.
Largest 10 shareholders include PRINCIPAL FINANCIAL GROUP INC (2.53M shares), STRATEGIC PLANNING GROUP, LLC (1.05M shares), Cyndeo Wealth Partners, LLC (880K shares), PRINCIPAL SECURITIES, INC. (849K shares), Ameritas Investment Partners, Inc. (646K shares), LPL Financial LLC (631K shares), RAYMOND JAMES FINANCIAL INC (622K shares), JPMORGAN CHASE & CO (583K shares), ENVESTNET ASSET MANAGEMENT INC (545K shares), and NICOLET ADVISORY SERVICES, LLC (543K shares).
This table shows the top 50 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.