Q3 2025 13F Holders as of 9/30/2025
-
Type / Class
-
Equity / EXCHANGE TRADED PRODUCT
-
Shares outstanding
-
14.8M
-
Number of holders
-
11
-
Total 13F shares, excl. options
-
1.34M
-
Shares change
-
-249K
-
Total reported value, excl. options
-
$26M
-
Value change
-
-$4.82M
-
Number of buys
-
6
-
Number of sells
-
-4
-
Price
-
$19.45
Significant Holders of PRINCIPAL EXCHANGE-TRADED FUNDS - EXCHANGE TRADED PRODUCT (YLD) as of Q3 2025
13 filings reported holding YLD - PRINCIPAL EXCHANGE-TRADED FUNDS - EXCHANGE TRADED PRODUCT as of Q3 2025.
PRINCIPAL EXCHANGE-TRADED FUNDS - EXCHANGE TRADED PRODUCT (YLD) has 11 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.34M shares
of 14.8M outstanding shares and own 9.04% of the company stock.
Largest 10 shareholders include Cyndeo Wealth Partners, LLC (933K shares), Cedar Point Capital Partners, LLC (157K shares), COMMONWEALTH EQUITY SERVICES, LLC (79.7K shares), Fifth Third Securities, Inc. (58K shares), Hobart Private Capital, LLC (52.4K shares), DAVENPORT & Co LLC (25.4K shares), Milestones Private Investment Advisors LLC (19.9K shares), PRIVATE TRUST CO NA (5.24K shares), Global Retirement Partners, LLC (4.82K shares), and FIRST COMMUNITY TRUST NA (2.11K shares).
This table shows the top 11 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.