
Principal Active High Yield is an exchange-traded fund on ARCA. As of Q3 2025, 66 institutional investors hold shares in this ETF, with total holdings valued at $334.4M. PRINCIPAL FINANCIAL GROUP INC is the largest holder with a position valued at $55.6M.
Overview of institutional ownership in YLD as of Q3 2025
Institutions with the largest positions in YLD as of Q3 2025
| Institution | Position Value |
|---|---|
PRINCIPAL FINANCIAL GROUP INC Institution | $55.6M 0.03% of portfolio |
PRINCIPAL SECURITIES, INC. RIA/Wealth | $41.1M 0.69% of portfolio |
L LPL Financial LLC Institution | $33.1M 0.01% of portfolio |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $31.4M 0.01% of portfolio |
AMERIPRISE FINANCIAL INC Institution | $20.5M 0.00% of portfolio |
C Cyndeo Wealth Partners, LLC RIA/Wealth | $18.2M 1.01% of portfolio |
Summit Investment Advisors, Inc. RIA/Wealth | $16.1M 0.49% of portfolio |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $14.6M 0.00% of portfolio |
WELLS FARGO & COMPANY/MN Institution | $12.7M 0.00% of portfolio |
N NICOLET ADVISORY SERVICES, LLC Institution | $10.4M 0.81% of portfolio |
Institutional buying and selling activity for YLD in Q3 2025
| Institution | Net Bought |
|---|---|
AMERIPRISE FINANCIAL INC Institution | +$20.5M +1.1M shares |
PRINCIPAL SECURITIES, INC. RIA/Wealth | +$13.0M +670.2K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$11.7M +599.3K shares |
WELLS FARGO & COMPANY/MN Institution | +$8.0M +409.8K shares |
L LPL Financial LLC Institution | +$5.6M +290.3K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$3.0M +156.3K shares |
Diversify Advisory Services, LLC RIA/Wealth | +$2.5M +129.8K shares |
Integrated Wealth Concepts LLC RIA/Wealth | +$2.3M +119.1K shares |
PRINCIPAL FINANCIAL GROUP INC Institution | +$2.1M +107.9K shares |
Goss Wealth Management LLC RIA/Wealth | +$2.1M +106.4K shares |
| Institution | Net Sold |
|---|---|
Legacy CG, LLC RIA/Wealth | −$6.3M −324.1K shares |
GOLDMAN SACHS GROUP INC Institution | −$1.5M −75.9K shares |
Ameritas Advisory Services, LLC RIA/Wealth | −$586.8K −30.2K shares |
−$480.1K −24.7K shares | |
Wright Fund Managment, LLC Long Only Manager | −$418.7K −22.0K shares |
AJ Advisors, LLC RIA/Wealth | −$114.5K −5.9K shares |
−$106.8K −5.5K shares | |
S STIFEL FINANCIAL CORP Long Only Manager | −$104.7K −5.4K shares |
KESTRA PRIVATE WEALTH SERVICES, LLC RIA/Wealth | −$92.5K −4.8K shares |
C Cyndeo Wealth Partners, LLC RIA/Wealth | −$87.4K −4.5K shares |
Institutions that initiated new positions or completely exited YLD in Q3 2025
| Institution | Position Value |
|---|---|
AMERIPRISE FINANCIAL INC Institution | $20.5M 1.1M shares |
Diversify Advisory Services, LLC RIA/Wealth | $2.5M 129.8K shares |
FIFTH THIRD SECURITIES, INC. RIA/Wealth | $1.1M 58.0K shares |
Gallagher Fiduciary Advisors, LLC Pension/Endowment | $320.2K 16.5K shares |
A ATRIA INVESTMENTS LLC Institution | $305.0K 15.7K shares |
ELEVATUS WELATH MANAGEMENT RIA/Wealth | $205.8K 10.6K shares |
A Advisory Services Network, LLC RIA/Wealth | $172.6K 8.9K shares |
$138.1K 7.1K shares | |
IFP Advisors, Inc RIA/Wealth | $103.8K 5.3K shares |
| Institution | Previous Position |
|---|---|
Legacy CG, LLC RIA/Wealth | $6.3M 324.1K shares |
GOLDMAN SACHS GROUP INC Institution | $1.5M 75.9K shares |
Wright Fund Managment, LLC Long Only Manager | $418.7K 22.0K shares |
J JONES FINANCIAL COMPANIES LLLP Institution | $2.2K 113.0 shares |
Institutions with the largest Call and Put options positions in YLD as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with YLD as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
C Cedar Point Capital Partners, LLC RIA/Wealth | 2.00% $3.0M |
Manske Wealth Management RIA/Wealth | 1.06% $3.5M |
C Cyndeo Wealth Partners, LLC RIA/Wealth | 1.01% $18.2M |
N NICOLET ADVISORY SERVICES, LLC Institution | 0.81% $10.4M |
AJ Advisors, LLC RIA/Wealth | 0.71% $1.7M |
PRINCIPAL SECURITIES, INC. RIA/Wealth | 0.69% $41.1M |
B BlueStem Wealth Partners, LLC RIA/Wealth | 0.60% $5.2M |
Summit Investment Advisors, Inc. RIA/Wealth | 0.49% $16.1M |
B Brueske Advisory Services, LLC Institution | 0.39% $625.2K |
M | 0.26% $387.7K |
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