Q1 2025 13F Holders as of 3/31/2025
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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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57
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Total 13F shares, excl. options
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12M
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Shares change
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+893K
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Total reported value, excl. options
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$229M
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Value change
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+$16.8M
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Number of buys
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40
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Number of sells
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-17
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Price
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$19.05
Significant Holders of PRINCIPAL EXCHANGE-TRADED FUNDS - EXCHANGE TRADED PRODUCT (YLD) as of Q1 2025
64 filings reported holding YLD - PRINCIPAL EXCHANGE-TRADED FUNDS - EXCHANGE TRADED PRODUCT as of Q1 2025.
PRINCIPAL EXCHANGE-TRADED FUNDS - EXCHANGE TRADED PRODUCT (YLD) has 57 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 12M shares
of 14.8M outstanding shares and own 81.24% of the company stock.
Largest 10 shareholders include PRINCIPAL FINANCIAL GROUP INC (2.32M shares), LPL Financial LLC (1.39M shares), Cyndeo Wealth Partners, LLC (930K shares), PRINCIPAL SECURITIES, INC. (850K shares), Ameritas Investment Partners, Inc. (737K shares), JPMORGAN CHASE & CO (620K shares), ENVESTNET ASSET MANAGEMENT INC (599K shares), RAYMOND JAMES FINANCIAL INC (580K shares), NICOLET ADVISORY SERVICES, LLC (513K shares), and Empowered Funds, LLC (403K shares).
This table shows the top 57 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.