YLD · Insider trading · 13F holders · Congress trades
Principal Exchange Traded Fd (YLD)
Who is buying and selling YLD: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 10
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
YLD at a glance
- No open-market insider purchases or sales of YLD were filed in the last 90 days.
- 10 13F filers hold YLD among their 50 largest positions, worth $173.8M combined. The biggest bets by portfolio weight are Balanced Wealth Group LLC (5.2%), Principal Securities, Inc. (1.1%) and Cyndeo Wealth Partners, LLC (1.0%). In their latest 13Fs, 0 managers opened a new position and 5 added to one.
- No member of Congress has disclosed a trade in YLD.
YLD insider trading
No open-market insider purchases or sales of YLD were filed in the last 90 days.
Who owns YLD? Hedge funds and superinvestors
10 13F filers hold YLD among their 50 largest positions, worth $173.8M combined. The biggest bets by portfolio weight are Balanced Wealth Group LLC (5.2%), Principal Securities, Inc. (1.1%) and Cyndeo Wealth Partners, LLC (1.0%). In their latest 13Fs, 0 managers opened a new position and 5 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Principal Securities, Inc.Wealth manager | 1.1% | $91.7M | 4,807,872 | +44.1% shares | Q2 2026 |
| Cyndeo Wealth Partners, LLCWealth manager | 1.0% | $21.8M | 1,183,372 | +6.4% shares | Q3 2026 |
| Ameritas Investment Partners, Inc.Institutional asset manager | 0.5% | $18.1M | 950,578 | +4.4% shares | Q2 2026 |
| Balanced Wealth Group LLCWealth manager | 5.2% | $16.4M | 860,404 | +4.5% shares | Q2 2026 |
| McAdam, LLCWealth manager | 0.3% | $8.0M | 432,214 | -1.1% shares | Q3 2026 |
| MLG Wealth Management DBA Pine Grove Financial GroupWealth manager | 0.7% | $7.0M | 377,944 | +57.1% shares | Q3 2026 |
| BlueStem Wealth Partners, LLCWealth manager | 0.6% | $6.3M | 330,214 | +10.9% shares | Q2 2026 |
| Manske Wealth ManagementWealth manager | 0.8% | $3.3M | 176,930 | +1.4% shares | Q3 2026 |
| Greenline Wealth Management LLCWealth manager | 0.6% | $733K | 38,439 | +20.0% shares | Q2 2026 |
| Milestones Private Investment Advisors LLCWealth manager | 0.3% | $421K | 22,844 | +2.4% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 5, Q2 2026: 5). Screen YLD in the grand portfolio →
YLD stock trades by members of Congress
No member of Congress has disclosed a trade in YLD.
YLD questions and answers
Are insiders buying YLD stock?
No open-market insider purchases or sales of YLD were filed in the last 90 days.
Which hedge funds own YLD?
10 13F filers hold YLD among their 50 largest positions, worth $173.8M combined. The biggest bets by portfolio weight are Balanced Wealth Group LLC (5.2%), Principal Securities, Inc. (1.1%) and Cyndeo Wealth Partners, LLC (1.0%). In their latest 13Fs, 0 managers opened a new position and 5 added to one.
Has Congress traded YLD?
No member of Congress has disclosed a trade in YLD.
Who is the largest holder of YLD?
Among 13F filers, Principal Securities, Inc. reports the largest YLD position, $91.7M (4,807,872 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Balanced Wealth Group LLC's: 5.2% of its portfolio.
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