PRINCIPAL ACTIVE HIGH YIELD (YLD) Institutional Shareholders
PRINCIPAL ACTIVE HIGH YIELD (YLD) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $431.00M in YLD holdings during the latest filing period.
Envestnet Asset Management Inc is currently the largest disclosed institutional shareholder of YLD tracked by InsiderSet, reporting ownership valued at approximately $82.70M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $81.75M, representing an estimated loss of -1.15% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 82% of the total disclosed YLD value among the investors covered in this analysis. Major shareholders include Envestnet Asset Management Inc, Principal Securities, Inc., Principal Financial Group Inc, and several other long-term asset managers with concentrated positions in PRINCIPAL ACTIVE HIGH YIELD (YLD).
This page ranks the largest institutional YLD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
68
Total Reported Value
$431.00M
Largest Holder
Envestnet Asset Management Inc
Largest Position
$82.70M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
79
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 0.02% | 4,334,582 | $82,703,821 | $81,750,217 | -$953,604 | -1.15% | |
| Principal Securities, Inc. | 0.93% | 3,336,359 | $63,257,368 | $62,923,731 | -$333,637 | -0.53% | |
| Principal Financial Group Inc | 0.03% | 3,125,570 | $58,918,832 | $58,948,250 | +$29,418 | +0.05% | |
| Wells Fargo & Company/Mn | 0.01% | 1,499,097 | $28,422,881 | $28,272,969 | -$149,912 | -0.53% | |
| Ameriprise Financial Inc | 0.01% | 1,499,016 | $28,418,803 | $28,271,442 | -$147,361 | -0.52% | |
| Lpl Financial Llc | 0.01% | 1,340,035 | $25,407,060 | $25,273,060 | -$134,000 | -0.53% | |
| Cyndeo Wealth Partners, Llc | 1.00% | 1,112,557 | $21,227,583 | $20,982,825 | -$244,758 | -1.15% | |
| Ameritas Investment Partners, Inc. | 0.53% | 910,181 | $17,257,023 | $17,166,014 | -$91,009 | -0.53% | |
| Balanced Wealth Group Llc | 5.59% | 823,074 | $15,605,480 | $15,523,176 | -$82,304 | -0.53% | |
| Raymond James Financial Inc | 0.00% | 721,957 | $13,688,309 | $13,616,109 | -$72,200 | -0.53% | |
| Nicolet Bankshares Inc | 0.39% | 554,974 | $10,459,757 | $10,466,810 | +$7,053 | +0.07% | |
| Stifel Financial Corp | 0.01% | 520,676 | $9,871,990 | $9,819,949 | -$52,041 | -0.53% | |
| Royal Bank Of Canada | 0.00% | 428,934 | $8,133,000 | $8,089,695 | -$43,305 | -0.53% | |
| Integrated Wealth Concepts Llc | 0.05% | 349,575 | $6,627,942 | $6,592,985 | -$34,958 | -0.53% | |
| Bluestem Wealth Partners, Llc | 0.63% | 297,854 | $5,647,303 | $5,617,526 | -$29,777 | -0.53% | |
| Us Bancorp \De\ | 0.01% | 274,526 | $5,205,707 | $5,177,560 | -$28,147 | -0.54% | |
| Mcadam, Llc | 0.19% | 221,169 | $4,193,364 | $4,171,247 | -$22,117 | -0.53% | |
| Manske Wealth Management | 0.83% | 174,477 | $3,329,021 | $3,290,636 | -$38,385 | -1.15% | |
| Osaic Holdings, Inc. | 0.00% | 108,485 | $2,056,997 | $2,046,027 | -$10,970 | -0.53% | |
| Fifth Third Securities, Inc. | 0.11% | 99,978 | $1,907,580 | $1,885,585 | -$21,995 | -1.15% | |
| Aj Advisors, Llc | 0.46% | 77,941 | $1,487,110 | $1,469,967 | -$17,143 | -1.15% | |
| Capital Investment Advisory Services, Llc | 0.09% | 72,642 | $1,386,009 | $1,370,028 | -$15,981 | -1.15% | |
| Private Advisor Group, Llc | 0.01% | 70,647 | $1,347,951 | $1,332,402 | -$15,549 | -1.15% | |
| Creativeone Wealth, Llc | 0.03% | 69,557 | $1,318,797 | $1,311,845 | -$6,952 | -0.53% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 66,577 | $1,262,299 | $1,255,642 | -$6,657 | -0.53% | |
| Ameritas Advisory Services, Llc | 0.05% | 64,878 | $1,230,080 | $1,223,599 | -$6,481 | -0.53% | |
| Smartleaf Asset Management Llc | 0.03% | 48,882 | $916,049 | $921,915 | +$5,866 | +0.64% | |
| Greenline Wealth Management Llc | 0.60% | 38,439 | $733,418 | $724,960 | -$8,458 | -1.15% | |
| Hobart Private Capital, Llc | 0.12% | 35,522 | $677,755 | $669,945 | -$7,810 | -1.15% | |
| Atria Investments, Inc | 0.01% | 34,876 | $665,441 | $657,761 | -$7,680 | -1.15% | |
| Transcendent Capital Group Llc | 0.26% | 30,244 | $573,423 | $570,402 | -$3,021 | -0.53% | |
| Gallagher Fiduciary Advisors, Llc | 0.02% | 29,716 | $563,407 | $560,444 | -$2,963 | -0.53% | |
| Western Wealth Management, Llc | 0.02% | 27,963 | $530,187 | $527,382 | -$2,805 | -0.53% | |
| Citadel Advisors Llc | 0.00% | 26,130 | $495,425 | $492,812 | -$2,613 | -0.53% | |
| Pfg Investments, Llc | 0.02% | 25,872 | $493,639 | $487,946 | -$5,693 | -1.15% | |
| Ifp Advisors, Inc | 0.01% | 23,566 | $449,639 | $444,455 | -$5,184 | -1.15% | |
| Independent Advisor Alliance | 0.00% | 22,802 | $432,333 | $430,046 | -$2,287 | -0.53% | |
| Milestones Private Investment Advisors Llc | 0.34% | 22,314 | $425,751 | $420,842 | -$4,909 | -1.15% | |
| Mariner, Llc | 0.00% | 20,354 | $385,905 | $383,876 | -$2,029 | -0.53% | |
| Cerity Partners Llc | 0.00% | 19,954 | $378,328 | $376,332 | -$1,996 | -0.53% | |
| Davenport & Co Llc | 0.00% | 18,624 | $355,346 | $351,249 | -$4,097 | -1.15% | |
| Stonebridge Financial Group, Llc / Mo | 0.22% | 17,742 | $338,514 | $334,614 | -$3,900 | -1.15% | |
| Prospera Financial Services Inc | 0.00% | 16,059 | $306,416 | $302,873 | -$3,543 | -1.16% | |
| Advisory Services Network, Llc | 0.00% | 14,752 | $279,697 | $278,223 | -$1,474 | -0.53% | |
| Belpointe Asset Management Llc | 0.01% | 12,928 | $246,666 | $243,822 | -$2,844 | -1.15% | |
| Commonwealth Equity Services, Llc | 0.00% | 12,620 | $240,788 | $238,013 | -$2,775 | -1.15% | |
| Mml Investors Services, Llc | 0.00% | 12,654 | $239,912 | $238,654 | -$1,258 | -0.52% | |
| Truist Financial Corp | 0.00% | 11,397 | $217,460 | $214,947 | -$2,513 | -1.16% | |
| Cetera Investment Advisers | 0.00% | 10,070 | $190,927 | $189,920 | -$1,007 | -0.53% | |
| Annis Gardner Whiting Capital Advisors, Llc | 0.03% | 8,370 | $158,696 | $157,858 | -$838 | -0.53% |
Frequently asked questions about YLD
Who owns the most YLD stock?
The largest holders of YLD are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for PRINCIPAL ACTIVE HIGH YIELD (YLD).
Is YLD widely held by superinvestors?
Many widely followed stocks like YLD appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly YLD is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.