Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / EXCHANGE TRADED PRODUCT
-
Shares outstanding
-
14,805,169
-
Total 13F shares
-
13,490,242
-
Share change
-
+1,299,423
-
Total reported value
-
$260,920,183
-
Price per share
-
$19.37
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Number of holders
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61
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Value change
-
+$25,451,269
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Number of buys
-
45
-
Number of sells
-
18
Institutional Holders of PRINCIPAL EXCHANGE-TRADED FUNDS - EXCHANGE TRADED PRODUCT (YLD) as of Q2 2025
As of 30 Jun 2025 PRINCIPAL EXCHANGE-TRADED FUNDS - EXCHANGE TRADED PRODUCT (YLD) had 61 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 13,490,242 shares of stock of the company.
Largest 10 holders included PRINCIPAL FINANCIAL GROUP INC, PRINCIPAL SECURITIES, INC., LPL Financial LLC, ENVESTNET ASSET MANAGEMENT INC, Cyndeo Wealth Partners, LLC, Ameritas Investment Partners, Inc., RAYMOND JAMES FINANCIAL INC, NICOLET ADVISORY SERVICES, LLC, JPMORGAN CHASE & CO, and Legacy CG, LLC.
This table shows 61 institutional shareholders of the security as of 30 Jun 2025.
| 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.