YLD Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Principal Exchange Traded Fd (YLD) following the 2026 Q2 hedge fund 13F filings?

As of today, YLD has moved -0.2% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of -0.4%. Since the quarter end (June 30, 2026), YLD gained -0.8% vs -0.2% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Principal Exchange Traded Fd (YLD)

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

Smart Money Signals — YLD

Based on 66 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their YLD positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

🏔️

At the ownership peak (96% of max)

96% of all-time peak

66 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.

📶

Steady growth — +18% more funds vs a year ago

fund count last 6Q

+10 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 61% buying

46 buying29 selling

Last quarter: 46 funds were net buyers (11 opened a brand new position + 35 added to an existing one). Only 29 were sellers (15 trimmed + 14 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: 11 → 11 → 11 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 38% long-term, 36% new

■ 38% conviction (2yr+) ■ 26% medium ■ 36% new

Of the 66 current holders: 25 (38%) held >2 years, 17 held 1–2 years, and 24 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

13 → 11 → 11 → 11 → 11 new funds/Q

New funds entering each quarter: 11 → 11 → 11 → 11. Consistent flow of new institutional buyers without clear acceleration or slowdown.

📊

Mixed cohorts — 36% veterans, 45% new entrants

■ 36% veterans ■ 18% 1-2yr ■ 45% new

Of 66 current holders: 24 (36%) held 2+ years, 12 held 1–2 years, 30 (45%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds

12 of 66 holders are among the 100 largest funds by AUM, controlling 51% 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.

4.0

out of 10

Moderate Exit Risk

Exit risk score 4.0/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	68	66	3.03%
13F Shares	26M	21M	23.61%
Total Value	$500M	$402M	24.52%
New Positions	12	11	+1
Increased Positions	30	35	-5
Closed Positions	10	15	-5
Reduced Positions	19	15	+4
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

3.03%

13F Shares

26M

21M

23.61%

Total Value

$500M

$402M

24.52%

New Positions

Increased Positions

-5

Closed Positions

-5

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

68 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 YLD holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Balanced Wealth Group LLC	5.19%	860,404	$16.4M
2	Principal Securities, INC.	1.10%	4,807,872	$91.7M
3	Cyndeo Wealth Partners, LLC	1.00%	1,112,557	$21.2M
4	Manske Wealth Management	0.83%	174,477	$3.3M
5	BlueStem Wealth Partners, LLC	0.63%	330,214	$6.3M
6	Greenline Wealth Management LLC	0.60%	38,439	$733K
7	Ameritas Investment Partners, Inc.	0.48%	950,578	$18.1M
8	AJ Advisors, LLC	0.46%	77,941	$1.5M
9	Milestones Private Investment Advisors LLC	0.34%	22,314	$426K
10	McAdam, LLC	0.32%	437,028	$8.3M
11	Transcendent Capital Group LLC	0.25%	33,060	$631K
12	Stonebridge Financial Group, LLC / MO	0.22%	17,742	$339K
13	IAG Wealth Partners, LLC	0.17%	87,776	$1.7M
14	Allied Private Wealth LLC	0.12%	10,159	$192K
15	Hobart Private Capital, LLC	0.12%	35,522	$678K
16	Fifth Third Securities, INC.	0.11%	99,978	$1.9M
17	Nicolet Bankshares Inc	0.09%	143,202	$2.7M
18	Capital Investment Advisory Services, LLC	0.09%	72,642	$1.4M
19	CreativeOne Wealth, LLC	0.05%	112,605	$2.1M
20	Ameritas Advisory Services, LLC	0.04%	104,007	$2.0M
21	Integrated Wealth Concepts LLC	0.03%	353,081	$6.7M
22	Principal Financial Group Inc	0.03%	3,253,825	$61.9M
23	Smartleaf Asset Management LLC	0.03%	48,882	$933K
24	Gallagher Fiduciary Advisors, LLC	0.02%	34,453	$657K
25	Envestnet Asset Management Inc	0.02%	4,334,582	$82.7M

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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their YLD positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for YLD?

More buyers than sellers — 61% buying: Last quarter: 46 funds were net buyers (11 opened a brand new position + 35 added to an existing one). Only 29 were sellers (15 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for YLD holders?

Elite ownership — 51% AUM from top-100 funds: 12 of 66 holders are among the 100 largest funds by AUM, controlling 51% 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 — 38% long-term, 36% new: Of the 66 current holders: 25 (38%) held >2 years, 17 held 1–2 years, and 24 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.

Is it too late to buy Principal Exchange Traded Fd (YLD) following the 2026 Q2 hedge fund 13F filings?

As of today, YLD has moved -0.2% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of -0.4%. Since the quarter end (June 30, 2026), YLD has gained -0.8% vs -0.2% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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Principal Exchange Traded Fd (YLD)

Smart Money Signals — YLD

Selling streak — 1 quarter in a row

At the ownership peak (96% of max)

Steady growth — +18% more funds vs a year ago

More buyers than sellers — 61% buying

Steady new buyers — ~11 new funds per quarter

Mixed — 38% long-term, 36% new

Steady discovery — ~11 new funds/quarter

Mixed cohorts — 36% veterans, 45% new entrants

Elite ownership — 51% AUM from top-100 funds

Institutional Sentiment Summary — YLD

Hedge Fund Ownership: YLD

Market Analysis: YLD

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: YLD

Is It Too Late to Buy Principal Exchange Traded Fd (YLD) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: YLD

Statistics: YLD

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Principal Exchange Traded Fd (YLD)

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