Q2 2025 13F Holders as of 6/30/2025
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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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60
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Total 13F shares, excl. options
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13.3M
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Shares change
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+1.3M
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Total reported value, excl. options
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$258M
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Value change
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+$25.5M
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Number of buys
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45
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Number of sells
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-17
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Price
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$19.37
Significant Holders of PRINCIPAL EXCHANGE-TRADED FUNDS - EXCHANGE TRADED PRODUCT (YLD) as of Q2 2025
68 filings reported holding YLD - PRINCIPAL EXCHANGE-TRADED FUNDS - EXCHANGE TRADED PRODUCT as of Q2 2025.
PRINCIPAL EXCHANGE-TRADED FUNDS - EXCHANGE TRADED PRODUCT (YLD) has 60 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 13.3M shares
of 14.8M outstanding shares and own 89.97% of the company stock.
Largest 10 shareholders include PRINCIPAL FINANCIAL GROUP INC (2.76M shares), PRINCIPAL SECURITIES, INC. (1.44M shares), LPL Financial LLC (1.41M shares), ENVESTNET ASSET MANAGEMENT INC (1.02M shares), Cyndeo Wealth Partners, LLC (938K shares), Ameritas Investment Partners, Inc. (774K shares), RAYMOND JAMES FINANCIAL INC (592K shares), NICOLET ADVISORY SERVICES, LLC (519K shares), JPMORGAN CHASE & CO (438K shares), and Legacy CG, LLC (324K shares).
This table shows the top 60 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.