YLD · Principal Active High Yield ETF ETF
$18.89
-0.01 (-0.05%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 2
Total Value: $4,935,652
Total Shares: 258,682
Institutional Ownership Trend
20 quarters
Holder Concentration
Across 2 13F filers · Δ vs Mar 31, 2026Top Holder
93.0%
−7.0 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
8,695
Highly concentrated−1,305
Quarterly Activity
vs Mar 31, 2026
New
1
Increased
0
Decreased
1
Sold Out
0
Unchanged
0
Holder count:
+1
Institutional value:
+8.2%
Shares held:
+7.5%
Top Buyers
vs Mar 31, 2026No qualifying movers this quarter.
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Small MLG Wealth Management DBA Pine Grove Financial Group | −9 | 240,529 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 18,153 | $346,359 |
Top Sold-Out Positions
vs Mar 31, 2026No fully closed positions this quarter.
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Small MLG Wealth Management DBA Pine Grove Financial Group YLD | $4,589,293 | 92.98% | 240,529 | Shares | 2026-09-02 | |
| Mega CITADEL ADVISORS LLC YLD | $346,359 | 7.02% | 18,153 | Shares | 2026-09-02 |