Principal Act Hi Yld ETF
$18.83-1.1%
+$91.4M
Net Activity
+21.71% total shares
Institutions Holding
69
Popularity Rank
#5410
Avg Weight
0.19%
Total Value
$506.3M
69 institutions currently hold YLD, with 40 net buyers and 31 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
31
Net Buying Institutions
40
Top 5 by Value
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Across its top 20 institutional holders, YLD's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 7/100, avg. turnover score 24/100).
YLD ranks #5410 out of 37501 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
YLD is a top-conviction position for Balanced Wealth Group LLC — at 5.2% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in YLD belongs to Principal Securities, Inc., but the position matters far more to Balanced Wealth Group LLC, who has 5.2% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Envestnet Asset Management Inc has added to its YLD position for two straight quarters, increasing it by $38.8M to reach $82.7M today.
Ken Griffin has trimmed its YLD position for two straight quarters, cutting it by $383.8K while still holding $346.4K.
YLD is down 1.1% today, but institutions show net buying of $91.4M this quarter — a divergence between today's price move and the underlying institutional flow.
+$103.4M
Total Buy Value
$13.1M
Total Sell Value
40
Net Buyers
31
Net Sellers
YLD
Q2 2026
Top 5 Institutional Movers
+$28.5M
+$27.9M
+$11.4M
+$8.2M
-$7.7M
YLD does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
74255Y102
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3229 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2971 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,923
Total reported value
$485.0B
Held by 4923 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,839
Total reported value
$1.5T
Held by 4839 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,763
Total reported value
$1.2T
Held by 4763 institutions — one of the most-tracked stocks on AlphaSMO
Access YLD's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/YLDCLI
npx alphasmo stocks get YLD