PRINCIPAL EXCHANGE TRADED FD

Historical 13F Holders

Symbol
YLD
CUSIP
74255Y102
All holders as of
Q2 2026
Type
Equity
Class
ACTIVE HIGH YL
Reported Value, Excluding Options
Total Filings

13D/G Filers

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Each filer's latest filing for 74255Y102 since 12/18/2024, largest first.

Filer % of Class Filed
Strategic Planning Group, LLC 13G/A 7.1% 2/5/2025
Event 12/31/2024

13F Holders by Quarter

Period Filings Shares, Excl. Options Value, Excl. Options
2026 Q3 9 1.69 M $31.1 M
2026 Q2 71 26.6 M $507 M
2026 Q1 69 21.9 M $415 M
2025 Q4 72 20.3 M $386 M
2025 Q3 69 17.7 M $344 M
2025 Q2 63 13.8 M $266 M
2025 Q1 59 12.5 M $281 M
2024 Q4 54 11.3 M $217 M
2024 Q3 53 10.4 M $202 M
2024 Q2 43 9.43 M $180 M
2024 Q1 40 7.23 M $138 M
2023 Q4 38 6.41 M $121 M
2023 Q3 26 4.58 M $82.7 M
2023 Q2 24 4.64 M $85.1 M
2023 Q1 21 2.76 M $50.5 M
2022 Q4 17 3.64 M $65.0 M
2022 Q3 16 3.41 M $59.1 M
2022 Q2 19 9.77 M $173 M
2022 Q1 20 9.79 M $195 M
2021 Q4 25 10.0 M $209 M
2021 Q3 21 462 k $9.68 M
2021 Q2 21 198 k $8.27 M
2021 Q1 20 236 k $9.63 M
2020 Q4 19 289 k $11.5 M
2020 Q3 20 335 k $12.6 M
2020 Q2 23 491 k $17.7 M
2020 Q1 23 500 k $16.1 M
2019 Q4 23 433 k $17.8 M
2019 Q3 18 324 k $13.0 M
2019 Q2 15 272 k $10.9 M
2019 Q1 12 231 k $9.20 M
2018 Q4 8 141 k $5.36 M
2018 Q3 8 59.0 k $2.41 M
2018 Q2 5 47.5 k $1.91 M
2018 Q1 6 58.6 k $2.34 M
2017 Q4 5 6.63 M $274 M
2017 Q3 7 6.62 M $278 M
2017 Q2 7 6.62 M $276 M
2017 Q1 6 6.57 M $270 M
2016 Q4 8 6.57 M $265 M
2016 Q3 7 6.54 M $266 M
2016 Q2 8 7.32 M $284 M
2016 Q1 4 420 k $13.3 M
2015 Q4 5 323 k $11.9 M
2015 Q3 2 323 k $12.1 M