PRINCIPAL ACTIVE HIGH YIELD (YLD) Institutional Ownership Changes & 13F Activity
PRINCIPAL ACTIVE HIGH YIELD (YLD). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Wells Fargo & Company/Mn, Nicolet Bankshares Inc, Jpmorgan Chase & Co, and Lpl Financial Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +3,506 | +1.0% | 353,081 | $6.74M | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Sell | -7,977 | -30.5% | 18,153 | $346.36K | Q2 2026 | Sep 02, 2026 |
| Ameriprise Financial Inc | Buy | +2,086,927 | — | 2,086,927 | $39.82M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +421,335 | +28.1% | 1,920,432 | $36.64M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +152,157 | +140.3% | 260,642 | $4.97M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +144,049 | +20.0% | 866,006 | $16.52M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -61,600 | -14.4% | 367,334 | $7.01M | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +39,129 | +60.3% | 104,007 | $1.98M | Q2 2026 | Aug 14, 2026 |
| Gallagher Fiduciary Advisors, Llc | Buy | +4,737 | +15.9% | 34,453 | $657.37K | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, Llc | Sell | -2,577 | -9.2% | 25,386 | $484.36K | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Sell | -675 | -3.4% | 19,279 | $367.84K | Q2 2026 | Aug 14, 2026 |
| Creativeone Wealth, Llc | Buy | +43,048 | +61.9% | 112,605 | $2.15M | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | Buy | +40,397 | +4.4% | 950,578 | $18.14M | Q2 2026 | Aug 13, 2026 |
| Arete Wealth Advisors, Llc | Buy | +17,915 | — | 17,915 | $341.82K | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +12,582 | +18.9% | 79,159 | $1.51M | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Sell | -1 | -6.7% | 14 | $27.00 | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +303,525 | — | 303,525 | $5.79M | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +78,071 | — | 78,071 | $1.49M | Q2 2026 | Aug 12, 2026 |
| Us Bancorp \De\ | Buy | +28,803 | +10.5% | 303,329 | $5.79M | Q2 2026 | Aug 12, 2026 |
| Ep Wealth Advisors, Llc | Buy | +6,195 | — | 6,195 | $118.20K | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, Llc | Sell | -3,747 | -25.4% | 11,005 | $209.97K | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Sell | -2,130 | -0.4% | 518,546 | $9.89M | Q2 2026 | Aug 12, 2026 |
| Nicolet Bankshares Inc | Sell | -411,772 | -74.2% | 143,202 | $2.72M | Q2 2026 | Aug 11, 2026 |
| Bluestem Wealth Partners, Llc | Buy | +32,360 | +10.9% | 330,214 | $6.30M | Q2 2026 | Aug 11, 2026 |
| Balanced Wealth Group Llc | Buy | +37,330 | +4.5% | 860,404 | $16.42M | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +186,562 | +13.9% | 1,526,597 | $29.13M | Q2 2026 | Aug 07, 2026 |
| Sigma Planning Corp | Buy | +10,567 | — | 10,567 | $201.62K | Q2 2026 | Aug 07, 2026 |
| Mml Investors Services, Llc | Sell | -1,886 | -14.9% | 10,768 | $205.46K | Q2 2026 | Aug 07, 2026 |
| Iag Wealth Partners, Llc | Buy | +87,007 | +11314.3% | 87,776 | $1.67M | Q2 2026 | Aug 06, 2026 |
| Verus Capital Partners, Llc | Buy | +11,676 | — | 11,676 | $222.78K | Q2 2026 | Aug 06, 2026 |
Frequently asked questions about YLD activity
Which institutional owners are buying YLD?
Institutional owners buying YLD include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in YLD activity?
"Buy" means an investor increased their reported position in YLD compared to the prior reporting period. This reflects growing exposure to PRINCIPAL ACTIVE HIGH YIELD (YLD) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in YLD increasing?
Institutional interest in YLD can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.