Principal Exchange-Traded Funds - YLD

Sector: Funds · Industry: Investment Company
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Quarter snapshot

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Q4 2025 · Q3 2025
Value (USD)
Total reported value ($000)
$380.4M
QoQ value delta ($000)
+$54.51M (+16.73%)
Implied price effect (QoQ)
-2.11%
Shares
Total shares
20,006,011
QoQ shares delta
+3,227,672 (+19.24%)
Total shares held by funds (by quarter)

Market chart (YLD)

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Top holders (Q4 2025)

Top 25 only Full list
Manager Value ($000) Shares % of 13F
PRINCIPAL FINANCIAL GROUP INC 56,793 2,993,080 0.03%
PRINCIPAL SECURITIES, INC. 54,583 2,872,059 0.84%
ENVESTNET ASSET MANAGEMENT INC 43,930 2,311,524 0.01%
AMERIPRISE FINANCIAL INC 28,151 1,481,231 0.01%
LPL Financial LLC 25,934 1,364,591 0.01%
Cyndeo Wealth Partners, LLC 18,469 971,848 1.0%
Ameritas Investment Partners, Inc. 16,736 880,646 0.51%
WELLS FARGO & COMPANY/MN 15,244 802,117 0.0%
BALANCED WEALTH GROUP LLC 13,786 712,304 5.04%
RAYMOND JAMES FINANCIAL INC 13,525 711,668 0.0%
NICOLET ADVISORY SERVICES, LLC 8,269 433,302 0.56%
ROYAL BANK OF CANADA 8,119 427,200 0.0%
Integrated Wealth Concepts LLC 7,977 419,751 0.09%
JPMORGAN CHASE & CO 7,111 374,215 0.0%
STIFEL FINANCIAL CORP 5,801 305,262 0.01%
BlueStem Wealth Partners, LLC 5,325 280,193 0.59%
US BANCORP \DE\ 4,908 258,261 0.01%
McAdam, LLC 3,736 196,604 0.17%
Envestnet Portfolio Solutions, Inc. 3,696 194,512 0.01%
Manske Wealth Management 3,389 178,331 1.0%
Cedar Point Capital Partners, LLC 3,061 161,106 1.95%
JANE STREET GROUP, LLC 2,989 157,285 0.0%
OSAIC HOLDINGS, INC. 2,624 138,056 0.0%
COMMONWEALTH EQUITY SERVICES, LLC 2,156 113,474 0.0%
ELEVATUS WELATH MANAGEMENT 2,033 107,017 0.56%