13FBOX
PRINCIPAL ACTIVE HIGH YIELD ETF · 13F 机构持仓分析
期权收益计算器 机构排行
P

PRINCIPAL ACTIVE HIGH YIELD ETF

YLD
持有机构数
68
机构合计市值 (Q2 2026)
$5.02亿
机构合计股数 (Q2 2026)
2,630.5万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+533.8万股
40 · 9 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-68.4万股
29 · 9 清仓 · ≈
⚖️ 净额
+465.4万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$5.02亿
持有机构数
68
新买入
9
加仓
31
减仓
20
清仓
9
持股不变
8
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
信安证券PRINCIPAL SECURITIES, INC.
1.1%0.93%#2$9,173.4万480.8万股$6,325.7万333.6万股+147.2万股+44.11%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.02%0.01%#24$8,270.4万433.5万股$5,476.1万288.8万股+144.6万股+50.08%加仓
信安金融集团PRINCIPAL FINANCIAL GROUP INC
0.03%0.03%#22$6,189.2万325.4万股$5,891.9万312.6万股+12.8万股+4.10%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.01%0.01%#35$3,982.4万208.7万股$2,841.9万149.9万股+58.8万股+39.22%加仓
富国银行WELLS FARGO & COMPANY/MN
0.01%0.01%#41$3,664.2万192.0万股$2,842.3万149.9万股+42.1万股+28.11%加仓
LPL金融LPL Financial LLC
0.01%0.01%#38$2,912.7万152.7万股$2,540.7万134.0万股+18.7万股+13.92%加仓
Cyndeo Wealth Partners, LLC
0.99%1.07%#3$2,122.8万111.3万股$2,030.2万107.1万股+4.2万股+3.90%加仓
Ameritas Investment Partners, Inc.
0.48%0.53%#7$1,813.7万95.1万股$1,725.7万91.0万股+4.0万股+4.44%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#44$1,652.3万86.6万股$1,368.8万72.2万股+14.4万股+19.95%加仓
BALANCED WEALTH GROUP LLC
5.19%5.59%#1$1,641.7万86.0万股$1,560.5万82.3万股+3.7万股+4.54%加仓
Stifel金融STIFEL FINANCIAL CORP
0.01%0.01%#32$989.4万51.9万股$987.2万52.1万股-2,130股-0.41%减仓
McAdam, LLC
0.32%0.19%#10$833.8万43.7万股$419.3万22.1万股+21.6万股+97.60%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#52$700.9万36.7万股$813.3万42.9万股-6.2万股-14.36%减仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.03%0.05%#21$673.7万35.3万股$662.8万35.0万股+3,506股+1.00%加仓
BlueStem Wealth Partners, LLC
0.63%0.63%#5$630.0万33.0万股$564.7万29.8万股+3.2万股+10.86%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#60$579.4万30.4万股$557.9万29.8万股+5,796股+1.95%加仓
美国合众银行US BANCORP \DE\
0.01%0.01%#39$578.8万30.3万股$520.6万27.5万股+2.9万股+10.49%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%<0.01%#42$497.4万26.1万股$205.7万10.8万股+15.2万股+140.26%加仓
Manske Wealth Management
0.83%0.94%#4$332.9万17.4万股$337.0万17.8万股-3,255股-1.83%减仓
NICOLET BANKSHARES INC
0.09%0.39%#17$272.4万14.3万股$1,046.0万55.5万股-41.2万股-74.20%减仓
CreativeOne Wealth, LLC
0.05%0.03%#19$214.8万11.3万股$131.9万7.0万股+4.3万股+61.89%加仓
Ameritas咨询服务Ameritas Advisory Services, LLC
0.04%0.05%#20$198.4万10.4万股$123.0万6.5万股+3.9万股+60.31%加仓
FIFTH THIRD SECURITIES, INC.
0.11%0.09%#16$190.8万10.0万股$134.7万7.1万股+2.9万股+40.71%加仓
IAG Wealth Partners, LLC
0.17%<0.01%#13$167.5万8.8万股$1.5万769股+8.7万股+11,314.30%加仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.01%0.01%#36$151.0万7.9万股$126.2万6.7万股+1.3万股+18.90%加仓
NewEdge顾问NewEdge Advisors, LLC
<0.01%0.01%#46$149.0万7.8万股$154.7万8.2万股-3,533股-4.33%减仓
AJ Advisors, LLC
0.46%#8$148.7万7.8万股$00股+7.8万股新买入
Capital Investment Advisory Services, LLC
0.09%0.1%#18$138.6万7.3万股$131.4万6.9万股+3,362股+4.85%加仓
Private Advisor集团Private Advisor Group, LLC
0.01%<0.01%#40$134.8万7.1万股$88.8万4.7万股+2.4万股+50.87%加仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#48$93.4万4.9万股$83.7万4.4万股+4,825股+10.93%加仓
Smartleaf 资产管理Smartleaf Asset Management LLC
0.03%0.03%#23$93.3万4.9万股$91.6万4.9万股00.00%持仓不变
Greenline Wealth Management LLC
0.6%0.7%#6$73.3万3.8万股$60.8万3.2万股+6,396股+19.96%加仓
Hobart Private Capital, LLC
0.12%0.14%#15$67.8万3.6万股$69.6万3.7万股-1,174股-3.20%减仓
Atria投资Atria Investments, Inc
0.01%0.01%#37$66.5万3.5万股$57.4万3.0万股+4,588股+15.15%加仓
Gallagher Fiduciary 顾问Gallagher Fiduciary Advisors, LLC
0.02%0.01%#25$65.7万3.4万股$56.3万3.0万股+4,737股+15.94%加仓
Transcendent Capital Group LLC
0.25%0.26%#11$63.1万3.3万股$57.3万3.0万股+2,816股+9.31%加仓
PFG 投资PFG Investments, LLC
0.02%0.03%#26$49.4万2.6万股$54.1万2.9万股-2,665股-9.34%减仓
Western 财富管理Western Wealth Management, LLC
0.02%0.02%#27$48.4万2.5万股$53.0万2.8万股-2,577股-9.22%减仓
IFP顾问IFP Advisors, Inc
0.01%0.01%#33$45.0万2.4万股$42.5万2.2万股+1,142股+5.09%加仓
Milestones Private Investment Advisors LLC
0.34%0.35%#9$42.6万2.2万股$40.2万2.1万股+1,091股+5.14%加仓
Cerity合伙人Cerity Partners LLC
<0.01%<0.01%#58$36.8万1.9万股$37.8万2.0万股-675股-3.38%减仓
Davenport公司DAVENPORT & Co LLC
<0.01%<0.01%#49$35.5万1.9万股$39.6万2.1万股-2,280股-10.91%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#65$34.6万1.8万股$49.5万2.6万股-7,977股-30.53%减仓
Arete Wealth 顾问Arete Wealth Advisors, LLC
0.01%#31$34.4万1.8万股$00股+1.8万股新买入
Stonebridge Financial Group, LLC / MO
0.22%0.29%#12$33.9万1.8万股$34.8万1.8万股-591股-3.22%减仓
繁荣金融服务Prospera Financial Services Inc
<0.01%<0.01%#45$30.6万1.6万股$30.4万1.6万股+5股+0.03%加仓
Janney Montgomery Scott LLC
<0.01%<0.01%#54$28.3万1.5万股$28.1万1.5万股00.00%持仓不变
Belpointe 资产管理Belpointe Asset Management LLC
0.01%0.01%#34$24.7万1.3万股$24.8万1.3万股-155股-1.18%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#61$24.1万1.3万股$239.4万12.6万股-11.4万股-90.00%减仓
VERUS CAPITAL PARTNERS, LLC
0.01%0.02%#29$22.3万1.2万股$22.1万1.2万股00.00%持仓不变

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