Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PRINCIPAL EXCHANGE TRADED FD (YLD)

67 + Investors. Track Smart Money conviction in YLD. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
2Q ▲
Buyers last Q
64%

Smart Money Signals — YLD

Based on 67 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added YLD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
67 hedge funds hold YLD right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +37% more funds vs a year ago

fund count last 6Q
+18 new funds entered over the past year (+37% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 64% buying

44 buying25 selling
Last quarter: 44 funds were net buyers (11 opened a brand new position + 33 added to an existing one). Only 25 were sellers (19 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 13 → 9 → 10 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 39% long-term, 31% new

■ 39% conviction (2yr+) ■ 30% medium ■ 31% new
Of the 67 current holders: 26 (39%) held >2 years, 20 held 1–2 years, and 21 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
➡️

Steady discovery — ~11 new funds/quarter

7 → 13 → 9 → 10 → 11 new funds/Q
New funds entering each quarter: 13 → 9 → 10 → 11. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 31% veterans, 42% new entrants

■ 31% veterans ■ 27% 1-2yr ■ 42% new
Of 67 current holders: 21 (31%) held 2+ years, 18 held 1–2 years, 28 (42%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
10 of 67 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in YLD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — YLD

In 2025 Q4, 44 hedge funds were net buyers of YLD (11 opened a new position, 33 added to an existing one), while 25 reduced or exited (19 trimmed, 6 sold completely) — a 64% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 50% of total institutional value in YLD is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 67.

Hedge Fund Ownership: YLD

How many hedge funds hold YLD — quarterly history vs. share price
Quarterly hedge fund ownership of YLD vs. share price

Market Analysis: YLD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: YLD

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 1 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: YLD
2026 Q1 Stats Unlock in 7 days 67 + Investors

Track Smart Money conviction in YLD. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 67 62 8.06%
13F Shares 20M 17M 16.64%
Total Value $377M $330M 14.19%
New Positions 11 10 +1
Increased Positions 33 33 -
Closed Positions 6 4 +2
Reduced Positions 19 12 +7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: YLD

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

67 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in YLD. Verified SEC 13F-HR filings.

Top 25 institutional holders of YLD — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 BALANCED WEALTH GROUP LLC 5.59% 823,074 $15.6M
2 Cyndeo Wealth Partners, LLC 1.07% 1,070,783 $20.3M
3 Manske Wealth Management 0.94% 177,732 $3.4M
4 BlueStem Wealth Partners, LLC 0.63% 297,854 $5.6M
5 Milestones Private Investment Advisors LLC 0.35% 21,223 $402K
6 Stonebridge Financial Group, LLC / MO 0.29% 18,333 $348K
7 Transcendent Capital Group LLC 0.26% 30,244 $573K
8 McAdam, LLC 0.19% 221,169 $4.2M
9 Hobart Private Capital, LLC 0.14% 36,696 $696K
10 Capital Investment Advisory Services, LLC 0.10% 69,280 $1.3M
11 FIFTH THIRD SECURITIES, INC. 0.09% 71,052 $1.3M
12 Ameritas Advisory Services, LLC 0.05% 64,878 $1.2M
13 PRINCIPAL FINANCIAL GROUP INC 0.03% 3,125,570 $58.9M
14 Annis Gardner Whiting Capital Advisors, LLC 0.03% 8,370 $159K
15 PFG Investments, LLC 0.03% 28,537 $541K
16 FIRST COMMUNITY TRUST NA 0.02% 1,337 $25K
17 Basepoint Wealth LLC 0.02% 1,458 $28K
18 ENVESTNET ASSET MANAGEMENT INC 0.01% 2,888,222 $54.8M
19 STIFEL FINANCIAL CORP 0.01% 520,676 $9.9M
20 Belpointe Asset Management LLC 0.01% 13,083 $248K
21 IFP Advisors, Inc 0.01% 22,424 $425K
22 LPL Financial LLC 0.01% 1,340,035 $25.4M
23 Steward Partners Investment Advisory, LLC 0.01% 66,577 $1.3M
24 Atria Investments, Inc 0.01% 30,288 $574K
25 WELLS FARGO & COMPANY/MN 0.01% 1,499,097 $28.4M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — PRINCIPAL EXCHANGE TRADED FD (YLD)

What does the Smart Money Trend signal show for YLD?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added YLD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for YLD?

More buyers than sellers — 64% buying: Last quarter: 44 funds were net buyers (11 opened a brand new position + 33 added to an existing one). Only 25 were sellers (19 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for YLD holders?

Elite ownership — 50% AUM from top-100 funds: 10 of 67 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in YLD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held YLD?

Mixed — 39% long-term, 31% new: Of the 67 current holders: 26 (39%) held >2 years, 20 held 1–2 years, and 21 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.