YLD — PRINCIPAL ACTIVE HIGH YIELD ET
As of Q2 2026, 5 SEC-registered investment managers reported holding YLD (PRINCIPAL ACTIVE HIGH YIELD ET) in their latest 13F filings, with a combined reported value of $104.67M across 5.50M shares. That is +18.2% by share count (+844.77K shares) versus the previous quarter, while reported value moved +19.2%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 2 added to existing stakes, 2 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Principal Global Investors history | 3.25M | $61.89M | 0.03% | Add |
| Wells Fargo & Co history | 1.92M | $36.64M | 0.01% | Add |
| JPMorgan Chase & Co history | 303.52K | $5.79M | 0.00% | New |
| Citadel Advisors history | 18.15K | $346.36K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 14 | $27 | 0.00% | Reduce |
Q1 2026 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Principal Global Investors history | 3.13M | $58.92M | 0.03% | Add |
| Wells Fargo & Co history | 1.50M | $28.42M | 0.01% | Add |
| Citadel Advisors history | 26.13K | $495.43K | 0.00% | Reduce |
| UBS Group AG history | 264 | $5.00K | 0.00% | New |
| Morgan Stanley history | 101 | $1.92K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 15 | $29 | 0.00% | Hold |
Q4 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Principal Global Investors history | 2.99M | $56.79M | 0.03% | Add |
| Wells Fargo & Co history | 802.12K | $15.24M | 0.00% | Add |
| JPMorgan Chase & Co history | 374.21K | $7.11M | 0.00% | Reduce |
| Goldman Sachs Group history | 104.19K | $1.98M | 0.00% | New |
| Citadel Advisors history | 38.42K | $730.13K | 0.00% | New |
| Morgan Stanley history | 101 | $1.93K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 15 | $28 | 0.00% | Add |
Q3 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Principal Global Investors history | 2.87M | $55.57M | 0.03% | Add |
| Wells Fargo & Co history | 653.70K | $12.71M | 0.00% | Add |
| JPMorgan Chase & Co history | 475.45K | $9.25M | 0.00% | Add |
| UBS Group AG history | 1.60K | $31.22K | 0.00% | New |
| Morgan Stanley history | 151 | $2.94K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 14 | $28 | 0.00% | Hold |
Q2 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Principal Global Investors history | 2.76M | $53.24M | 0.03% | Add |
| JPMorgan Chase & Co history | 438.30K | $8.49M | 0.00% | Reduce |
| Wells Fargo & Co history | 243.88K | $4.72M | 0.00% | Hold |
| Goldman Sachs Group history | 75.86K | $1.47M | 0.00% | New |
| Morgan Stanley history | 151 | $2.93K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 14 | $263 | 0.00% | Add |
Q1 2025 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Principal Global Investors history | 2.61M | $93.48M | 0.05% | Add |
| JPMorgan Chase & Co history | 620.15K | $11.81M | 0.00% | Add |
| Wells Fargo & Co history | 242.84K | $4.63M | 0.00% | Add |
| Morgan Stanley history | 150 | $2.86K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 12 | $229 | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 303.52K sh · $5.79M
Fully Exited (vs previous quarter)
- UBS Group AG sold 264 sh · $5.00K
- Morgan Stanley sold 101 sh · $1.92K
Fund Position History — shares by quarter (top 10 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Principal Global Investors | 3.25M | 3.13M | 2.99M | 2.87M | 2.76M | 2.61M | 2.53M | 2.34M | 2.32M | 2.28M | 2.25M | 2.20M | 2.20M | 2.20M | 3.05M | 3.04M | 9.49M | 9.49M | 9.49M | — |
| Wells Fargo & Co | 1.92M | 1.50M | 802.12K | 653.70K | 243.88K | 242.84K | 184.74K | — | — | — | 1 | — | 1 | — | — | — | — | — | — | 1 |
| JPMorgan Chase & Co | 303.52K | — | 374.21K | 475.45K | 438.30K | 620.15K | 583.35K | 609.58K | 540.89K | 137.18K | 1.76K | 620 | — | — | — | — | — | — | — | — |
| Citadel Advisors | 18.15K | 26.13K | 38.42K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 16.34K | 176.02K | 187.26K |
| Fidelity Management & Research (FMR) | 14 | 15 | 15 | 14 | 14 | 12 | 2 | 1 | 3 | — | — | — | — | — | — | — | — | — | 2 | — |
| Morgan Stanley | — | 101 | 101 | 151 | 151 | 150 | 1 | — | 1 | — | 43 | — | — | — | — | — | 754 | 754 | 754 | — |
| Goldman Sachs Group | — | — | 104.19K | — | 75.86K | — | — | 271.53K | — | — | — | — | — | — | — | — | — | — | — | — |
| UBS Group AG | — | 264 | — | 1.60K | — | — | — | 562 | — | — | — | 4.14K | 393 | 2.20K | — | 2.77K | 338 | 1.36K | 713 | 54 |
| Bank of America Corp | — | — | — | — | — | — | — | — | — | — | — | 1.55K | — | — | — | — | — | 640 | 640 | 640 |
| PNC Financial Services | — | — | — | — | — | — | — | — | — | 1.10K | — | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details