Principal Exchange-Traded Funds - YLD
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 2,993,080 | 56,793 | 0.03% | 0.03% | 1 | +122,597 | 4.27% | Q4 2025 | Feb 02, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 2,872,059 | 54,583 | 0.84% | 0.68% | 2 | +759,231 | 35.93% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,311,524 | 43,930 | 0.01% | 0.01% | 3 | +695,608 | 43.05% | Q4 2025 | Feb 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,481,231 | 28,151 | 0.01% | 0.0% | 4 | +425,685 | 40.33% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 1,364,591 | 25,934 | 0.01% | 0.01% | 5 | -337,800 | -19.84% | Q4 2025 | Feb 11, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 971,848 | 18,469 | 1.0% | 1.01% | 6 | +38,514 | 4.13% | Q4 2025 | Jan 07, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 880,646 | 16,736 | 0.51% | 0.49% | 7 | +54,542 | 6.6% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 802,117 | 15,244 | 0.0% | 0.0% | 8 | +148,418 | 22.7% | Q4 2025 | Feb 13, 2026 |
| BALANCED WEALTH GROUP LLC | History | New | 712,304 | 13,786 | 5.04% | — | 9 | +712,304 | New | Q4 2025 | Jan 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 711,668 | 13,525 | 0.0% | 0.0% | 10 | -36,469 | -4.87% | Q4 2025 | Feb 18, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | Reduced | 433,302 | 8,269 | 0.56% | 0.81% | 11 | -106,235 | -19.69% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 427,200 | 8,119 | 0.0% | — | 12 | +427,200 | New | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 419,751 | 7,977 | 0.09% | 0.07% | 13 | +24,389 | 6.17% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 374,215 | 7,111 | 0.0% | 0.0% | 14 | -101,233 | -21.29% | Q4 2025 | Feb 11, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 305,262 | 5,801 | 0.01% | 0.0% | 15 | +217,252 | 246.85% | Q4 2025 | Feb 13, 2026 |
| BlueStem Wealth Partners, LLC | History | Added to | 280,193 | 5,325 | 0.59% | 0.6% | 16 | +12,428 | 4.64% | Q4 2025 | Feb 06, 2026 |
| US BANCORP \DE\ | History | Reduced | 258,261 | 4,908 | 0.01% | 0.01% | 17 | -18,320 | -6.62% | Q4 2025 | Jan 30, 2026 |
| McAdam, LLC | History | Added to | 196,604 | 3,736 | 0.17% | 0.16% | 18 | +25,351 | 14.8% | Q4 2025 | Feb 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 194,512 | 3,696 | 0.01% | 0.02% | 19 | -17,200 | -8.12% | Q4 2025 | Feb 06, 2026 |
| Manske Wealth Management | History | Reduced | 178,331 | 3,389 | 1.0% | 1.06% | 20 | -20 | -0.01% | Q4 2025 | Feb 03, 2026 |
| Cedar Point Capital Partners, LLC | History | Added to | 161,106 | 3,061 | 1.95% | 2.0% | 21 | +4,423 | 2.82% | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | New | 157,285 | 2,989 | 0.0% | — | 22 | +157,285 | New | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 138,056 | 2,624 | 0.0% | 0.0% | 23 | +39,753 | 40.44% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 113,474 | 2,156 | 0.0% | 0.0% | 24 | +33,779 | 42.39% | Q4 2025 | Feb 12, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | Added to | 107,017 | 2,033 | 0.56% | 0.06% | 25 | +96,436 | 911.41% | Q4 2025 | Jan 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 104,189 | 1,980 | 0.0% | — | 26 | +104,189 | New | Q4 2025 | Mar 25, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 91,635 | 1,741 | 0.01% | 0.02% | 27 | -129,235 | -58.51% | Q4 2025 | Feb 18, 2026 |
| AJ Advisors, LLC | History | Reduced | 74,021 | 1,406 | 0.52% | 0.71% | 28 | -14,948 | -16.8% | Q4 2025 | Jan 21, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 63,107 | 1,199 | 0.19% | 0.17% | 29 | +7,486 | 13.46% | Q4 2025 | Feb 09, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 61,850 | 1,175 | 0.08% | 0.08% | 30 | +3,855 | 6.65% | Q4 2025 | Jan 23, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 61,569 | 1,170 | 0.04% | 0.04% | 31 | +28,988 | 88.97% | Q4 2025 | Feb 04, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 58,968 | 1,120 | 0.08% | 0.07% | 32 | +16,493 | 38.83% | Q4 2025 | Jan 21, 2026 |
| Private Advisor Group, LLC | History | Added to | 44,325 | 842 | 0.0% | 0.0% | 33 | +3,675 | 9.04% | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 39,917 | 758 | 0.03% | 0.04% | 34 | +8,279 | 26.17% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 38,499 | 732 | 0.0% | 0.0% | 35 | +3,158 | 8.94% | Q4 2025 | Feb 05, 2026 |
| CITADEL ADVISORS LLC | History | New | 38,418 | 730 | 0.0% | — | 36 | +38,418 | New | Q4 2025 | Feb 17, 2026 |
| Hobart Private Capital, LLC | History | Reduced | 36,608 | 695 | 0.14% | 0.21% | 37 | -15,768 | -30.11% | Q4 2025 | Jan 27, 2026 |
| Greenline Wealth Management LLC | History | New | 35,437 | 673 | 0.7% | — | 38 | +35,437 | New | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 30,000 | 570 | 0.0% | 0.0% | 39 | +11,937 | 66.09% | Q4 2025 | Feb 12, 2026 |
| PFG Investments, LLC | History | Added to | 28,639 | 544 | 0.03% | 0.03% | 40 | +1,369 | 5.02% | Q4 2025 | Jan 26, 2026 |
| Atria Investments, Inc | History | Added to | 26,882 | 510 | 0.01% | 0.0% | 41 | +11,202 | 71.44% | Q4 2025 | Feb 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 26,630 | 506 | 0.0% | 0.0% | 42 | -7,765 | -22.58% | Q4 2025 | Feb 13, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 26,310 | 500 | 0.02% | 0.01% | 43 | +9,845 | 59.79% | Q4 2025 | Feb 17, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 24,872 | 472 | 0.0% | 0.0% | 44 | -505 | -1.99% | Q4 2025 | Jan 12, 2026 |
| Cerity Partners LLC | History | New | 19,096 | 362 | 0.0% | — | 45 | +19,096 | New | Q4 2025 | Feb 11, 2026 |
| Milestones Private Investment Advisors LLC | History | Reduced | 18,665 | 354 | 0.24% | 0.26% | 46 | -1,269 | -6.37% | Q4 2025 | Jan 26, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 18,001 | 342 | 0.0% | 0.01% | 47 | -16,085 | -47.19% | Q4 2025 | Jan 29, 2026 |
| IFP Advisors, Inc | History | Added to | 17,587 | 334 | 0.01% | 0.0% | 48 | +12,248 | 229.41% | Q4 2025 | Feb 06, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 16,518 | 313 | 0.02% | 0.03% | 49 | -4,003 | -19.51% | Q4 2025 | Feb 11, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 16,158 | 307 | 0.0% | 0.0% | 50 | -6,435 | -28.48% | Q4 2025 | Feb 17, 2026 |
| Prospera Financial Services Inc | History | New | 16,051 | 305 | 0.01% | — | 51 | +16,051 | New | Q4 2025 | Feb 09, 2026 |
| Advisory Services Network, LLC | History | Added to | 15,691 | 298 | 0.0% | 0.0% | 52 | +6,815 | 76.78% | Q4 2025 | Feb 17, 2026 |
| Stonebridge Financial Group, LLC / MO | History | New | 15,100 | 286 | 0.25% | — | 53 | +15,100 | New | Q4 2025 | Feb 04, 2026 |
| Janney Montgomery Scott LLC | History | No change | 14,973 | 285 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Transcendent Capital Group LLC | History | New | 13,419 | 255 | 0.12% | — | 55 | +13,419 | New | Q4 2025 | Jan 26, 2026 |
| Belpointe Asset Management LLC | History | Added to | 12,775 | 242 | 0.01% | 0.01% | 56 | +428 | 3.47% | Q4 2025 | Jan 27, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 11,624 | 220 | 0.0% | 0.0% | 57 | -12,007 | -50.81% | Q4 2025 | Feb 02, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 10,043 | 190 | 0.0% | 0.01% | 58 | -17,200 | -63.14% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 9,206 | 174 | 0.0% | 0.0% | 59 | -1,055 | -10.28% | Q4 2025 | Feb 13, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 7,103 | 134 | 0.03% | 0.03% | 60 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Global Retirement Partners, LLC | History | Added to | 5,169 | 98 | 0.0% | 0.0% | 61 | +348 | 7.22% | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | New | 4,174 | 79 | 0.0% | — | 62 | +4,174 | New | Q4 2025 | Jan 23, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 3,037 | 57 | 0.02% | 0.04% | 63 | +1,175 | 63.1% | Q4 2025 | Feb 17, 2026 |
| FIRST COMMUNITY TRUST NA | History | Reduced | 1,337 | 25 | 0.02% | 0.03% | 64 | -776 | -36.73% | Q4 2025 | Jan 16, 2026 |
| COMERICA BANK | History | Reduced | 1,260 | 23 | 0.0% | 0.0% | 65 | -27 | -2.1% | Q4 2025 | Jan 29, 2026 |
| CoreCap Advisors, LLC | History | Added to | 902 | 17 | 0.0% | 0.0% | 66 | +340 | 60.5% | Q4 2025 | Jan 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 329 | 6 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 154 | 2 | 0.0% | — | 68 | +154 | New | Q4 2025 | Feb 10, 2026 |
| MORGAN STANLEY | History | Reduced | 101 | 1 | 0.0% | 0.0% | 69 | -50 | -33.11% | Q4 2025 | Feb 13, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -129,837 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -116,414 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tyche Wealth Partners LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -37,976 | -100.0% | Q3 2025 | Nov 04, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,738 | -100.0% | Q3 2025 | Nov 03, 2025 |
| PRIVATE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.01% | — | -5,238 | -100.0% | Q3 2025 | Oct 15, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -1,605 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 10, 2026 |
| FMR LLC | History | Added to | 15 | 0 | — | — | — | +1 | 7.14% | Q4 2025 | Feb 17, 2026 |