YLD Institutional Ownership & Shareholders
PRINCIPAL ACTIVE HIGH YIELD (YLD) is currently held by 63 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $501.08M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Principal Securities, Inc. is currently the largest disclosed institutional shareholder of YLD tracked by InsiderSet, reporting ownership valued at approximately $91.73M 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 $88.37M, representing an estimated loss of -3.67% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 83% of the total disclosed YLD value among the investors covered in this analysis. Major shareholders include Principal Securities, Inc., Envestnet Asset Management 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
63
Total Reported Value
$501.08M
Largest Holder
Principal Securities, Inc.
Largest Position
$91.73M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
84
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Principal Securities, Inc. | 1.10% | 4,807,872 | $91,734,189 | $88,368,687 | -$3,365,502 | -3.67% | |
| Envestnet Asset Management Inc | 0.02% | 4,334,582 | $82,703,821 | $79,669,617 | -$3,034,204 | -3.67% | |
| Principal Financial Group Inc | 0.03% | 3,253,825 | $61,892,068 | $59,805,304 | -$2,086,765 | -3.37% | |
| Ameriprise Financial Inc | 0.01% | 2,086,927 | $39,824,407 | $38,357,718 | -$1,466,689 | -3.68% | |
| Wells Fargo & Company/Mn | 0.01% | 1,920,432 | $36,641,840 | $35,297,540 | -$1,344,300 | -3.67% | |
| Lpl Financial Llc | 0.01% | 1,526,597 | $29,127,463 | $28,058,853 | -$1,068,610 | -3.67% | |
| Cyndeo Wealth Partners, Llc | 0.99% | 1,183,372 | $21,833,211 | $21,750,377 | -$82,834 | -0.38% | |
| Ameritas Investment Partners, Inc. | 0.48% | 950,578 | $18,137,037 | $17,471,624 | -$665,413 | -3.67% | |
| Raymond James Financial Inc | 0.00% | 866,006 | $16,523,406 | $15,917,190 | -$606,216 | -3.67% | |
| Balanced Wealth Group Llc | 5.19% | 860,404 | $16,416,510 | $15,814,226 | -$602,284 | -3.67% | |
| Stifel Financial Corp | 0.01% | 518,546 | $9,893,807 | $9,530,875 | -$362,932 | -3.67% | |
| Mcadam, Llc | 0.30% | 432,214 | $7,974,356 | $7,944,093 | -$30,263 | -0.38% | |
| Royal Bank Of Canada | 0.00% | 367,334 | $7,009,000 | $6,751,599 | -$257,401 | -3.67% | |
| Integrated Wealth Concepts Llc | 0.04% | 353,081 | $6,736,785 | $6,489,629 | -$247,156 | -3.67% | |
| Bluestem Wealth Partners, Llc | 0.63% | 330,214 | $6,300,481 | $6,069,333 | -$231,148 | -3.67% | |
| Jpmorgan Chase & Co | 0.00% | 303,525 | $5,794,294 | $5,578,790 | -$215,505 | -3.72% | |
| Us Bancorp \De\ | 0.01% | 303,329 | $5,788,266 | $5,575,187 | -$213,079 | -3.68% | |
| Osaic Holdings, Inc. | 0.01% | 260,642 | $4,973,590 | $4,790,600 | -$182,990 | -3.68% | |
| Manske Wealth Management | 0.76% | 176,930 | $3,264,359 | $3,251,973 | -$12,386 | -0.38% | |
| Nicolet Bankshares Inc | 0.09% | 143,202 | $2,724,471 | $2,632,053 | -$92,418 | -3.39% | |
| Creativeone Wealth, Llc | 0.05% | 112,605 | $2,148,494 | $2,069,680 | -$78,814 | -3.67% | |
| Ameritas Advisory Services, Llc | 0.04% | 104,007 | $1,984,449 | $1,911,649 | -$72,800 | -3.67% | |
| Iag Wealth Partners, Llc | 0.17% | 87,776 | $1,674,767 | $1,613,323 | -$61,444 | -3.67% | |
| Fifth Third Securities, Inc. | 0.08% | 83,191 | $1,534,874 | $1,529,051 | -$5,823 | -0.38% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 79,159 | $1,510,350 | $1,454,942 | -$55,408 | -3.67% | |
| Newedge Advisors, Llc | 0.00% | 78,071 | $1,489,592 | $1,434,945 | -$54,647 | -3.67% | |
| Capital Investment Advisory Services, Llc | 0.09% | 72,642 | $1,386,009 | $1,335,160 | -$50,849 | -3.67% | |
| Private Advisor Group, Llc | 0.01% | 70,647 | $1,347,951 | $1,298,492 | -$49,459 | -3.67% | |
| Smartleaf Asset Management Llc | 0.03% | 48,882 | $933,157 | $898,451 | -$34,706 | -3.72% | |
| Atria Investments, Inc | 0.01% | 44,900 | $828,407 | $825,262 | -$3,145 | -0.38% | |
| Transcendent Capital Group Llc | 0.32% | 43,084 | $794,906 | $791,884 | -$3,022 | -0.38% | |
| Greenline Wealth Management Llc | 0.60% | 38,439 | $733,418 | $706,509 | -$26,909 | -3.67% | |
| Gallagher Fiduciary Advisors, Llc | 0.02% | 34,453 | $657,370 | $633,246 | -$24,124 | -3.67% | |
| Hobart Private Capital, Llc | 0.11% | 35,155 | $648,612 | $646,149 | -$2,463 | -0.38% | |
| Davenport & Co Llc | 0.00% | 33,102 | $610,727 | $608,415 | -$2,312 | -0.38% | |
| Pfg Investments, Llc | 0.02% | 25,872 | $493,639 | $475,527 | -$18,112 | -3.67% | |
| Western Wealth Management, Llc | 0.02% | 25,386 | $484,360 | $466,595 | -$17,765 | -3.67% | |
| Ifp Advisors, Inc | 0.01% | 24,715 | $455,992 | $454,262 | -$1,730 | -0.38% | |
| Milestones Private Investment Advisors Llc | 0.34% | 22,844 | $421,472 | $419,873 | -$1,599 | -0.38% | |
| Cerity Partners Llc | 0.00% | 19,279 | $367,844 | $354,348 | -$13,496 | -3.67% | |
| Citadel Advisors Llc | 0.00% | 18,153 | $346,359 | $333,652 | -$12,707 | -3.67% | |
| Arete Wealth Advisors, Llc | 0.02% | 17,915 | $341,818 | $329,278 | -$12,540 | -3.67% | |
| Stonebridge Financial Group, Llc / Mo | 0.22% | 17,742 | $338,514 | $326,098 | -$12,416 | -3.67% | |
| Prospera Financial Services Inc | 0.00% | 16,059 | $306,416 | $295,164 | -$11,252 | -3.67% | |
| Onyx Bridge Wealth Group Llc | 0.03% | 15,807 | $291,634 | $290,533 | -$1,101 | -0.38% | |
| Janney Montgomery Scott Llc | 0.00% | 14,823 | $283,000 | $272,447 | -$10,553 | -3.73% | |
| Belpointe Asset Management Llc | 0.01% | 12,928 | $246,666 | $237,617 | -$9,049 | -3.67% | |
| Commonwealth Equity Services, Llc | 0.00% | 12,620 | $240,788 | $231,956 | -$8,832 | -3.67% | |
| Verus Capital Partners, Llc | 0.01% | 11,676 | $222,778 | $214,605 | -$8,173 | -3.67% | |
| Truist Financial Corp | 0.00% | 11,397 | $217,460 | $209,477 | -$7,983 | -3.67% |
Frequently asked questions about YLD
Who are the largest institutional holders of YLD?
The largest institutional holders of YLD reported in the latest SEC Form 13F filings include Principal Securities, Inc., Envestnet Asset Management Inc, Principal Financial Group Inc, Ameriprise Financial Inc, and Wells Fargo & Company/Mn. InsiderSet ranks institutional holders by their latest reported YLD position.
What is YLD institutional ownership?
This page tracks YLD positions reported by institutional investment managers through SEC Form 13F. PRINCIPAL ACTIVE HIGH YIELD (YLD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own YLD?
InsiderSet currently tracks 63 institutional managers reporting YLD holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of YLD shareholders.
How much YLD stock do institutions own?
Institutional investment managers disclosed approximately $501.08M in YLD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was YLD institutional ownership last updated?
The latest YLD institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional YLD holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its YLD position after the reporting date.
Are institutions buying or selling YLD?
Institutional buying and selling can be analyzed by comparing YLD positions across consecutive 13F reporting periods. InsiderSet's YLD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View YLD ownership changes.
How has YLD institutional ownership changed over time?
InsiderSet tracks YLD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.