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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+3,506+1.0%353,081$6.74MQ2 2026Sep 09, 2026
Citadel Advisors LlcSell-7,977-30.5%18,153$346.36KQ2 2026Sep 02, 2026
Ameriprise Financial IncBuy+2,086,9272,086,927$39.82MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+421,335+28.1%1,920,432$36.64MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+152,157+140.3%260,642$4.97MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+144,049+20.0%866,006$16.52MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-61,600-14.4%367,334$7.01MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+39,129+60.3%104,007$1.98MQ2 2026Aug 14, 2026
Gallagher Fiduciary Advisors, LlcBuy+4,737+15.9%34,453$657.37KQ2 2026Aug 14, 2026
Western Wealth Management, LlcSell-2,577-9.2%25,386$484.36KQ2 2026Aug 14, 2026
Cerity Partners LlcSell-675-3.4%19,279$367.84KQ2 2026Aug 14, 2026
Creativeone Wealth, LlcBuy+43,048+61.9%112,605$2.15MQ2 2026Aug 13, 2026
Ameritas Investment Partners, Inc.Buy+40,397+4.4%950,578$18.14MQ2 2026Aug 13, 2026
Arete Wealth Advisors, LlcBuy+17,91517,915$341.82KQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+12,582+18.9%79,159$1.51MQ2 2026Aug 13, 2026
Fmr LlcSell-1-6.7%14$27.00Q2 2026Aug 13, 2026
Jpmorgan Chase & CoBuy+303,525303,525$5.79MQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+78,07178,071$1.49MQ2 2026Aug 12, 2026
Us Bancorp \De\Buy+28,803+10.5%303,329$5.79MQ2 2026Aug 12, 2026
Ep Wealth Advisors, LlcBuy+6,1956,195$118.20KQ2 2026Aug 12, 2026
Advisory Services Network, LlcSell-3,747-25.4%11,005$209.97KQ2 2026Aug 12, 2026
Stifel Financial CorpSell-2,130-0.4%518,546$9.89MQ2 2026Aug 12, 2026
Nicolet Bankshares IncSell-411,772-74.2%143,202$2.72MQ2 2026Aug 11, 2026
Bluestem Wealth Partners, LlcBuy+32,360+10.9%330,214$6.30MQ2 2026Aug 11, 2026
Balanced Wealth Group LlcBuy+37,330+4.5%860,404$16.42MQ2 2026Aug 10, 2026
Lpl Financial LlcBuy+186,562+13.9%1,526,597$29.13MQ2 2026Aug 07, 2026
Sigma Planning CorpBuy+10,56710,567$201.62KQ2 2026Aug 07, 2026
Mml Investors Services, LlcSell-1,886-14.9%10,768$205.46KQ2 2026Aug 07, 2026
Iag Wealth Partners, LlcBuy+87,007+11314.3%87,776$1.67MQ2 2026Aug 06, 2026
Verus Capital Partners, LlcBuy+11,67611,676$222.78KQ2 2026Aug 06, 2026
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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.