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Funds Holding YLD

On this page, we present all of the funds holding YLD from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding YLD, with a link to that fund's top holdings. The next columns indicate the amount of YLD stock held by each of the funds holding YLD, followed by the YLD position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 35 funds holding YLD within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Principal Financial Group Inc.. For more details on the positions held by Principal Financial Group Inc. (or by any of the other funds holding YLD), click the fund name in the "Holder" column of the funds-holding-YLD table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Principal Financial Group Inc.2,253,410$42,499 12/31/2023
     YLD2,253,410$42,499 12/31/2023
Cyndeo Wealth Partners LLC815,965$15,634 03/31/2024
     YLD815,965$15,634 03/31/2024
David Loasby751,304$14,088 12/31/2023
     YLD751,304$14,088 12/31/2023
Systelligence LLC490,480$9,398 03/31/2024
     YLD490,480$9,398 03/31/2024
Ameritas Investment Partners Inc.480,858$9,069 12/31/2023
     YLD480,858$9,069 12/31/2023
Strategic Planning Group LLC459,137$8,797 03/31/2024
     YLD459,137$8,797 03/31/2024
Cedar Point Capital Partners LLC249,749$4,710 12/31/2023
     YLD249,749$4,710 12/31/2023
Principal Securities Inc.235,322$4,438 12/31/2023
     YLD235,322$4,438 12/31/2023
Envestnet Asset Management Inc.149,678$2,823 12/31/2023
     YLD149,678$2,823 12/31/2023
Fortress Wealth Management Inc.143,403$2,748 03/31/2024
     YLD143,403$2,748 03/31/2024
AJ Advisors LLC105,456$1,989 12/31/2023
     YLD105,456$1,989 12/31/2023
Jane Street Group LLC90,055$1,698 12/31/2023
     YLD90,055$1,698 12/31/2023
LPL Financial LLC39,255$740 12/31/2023
     YLD39,255$740 12/31/2023
Kestra Private Wealth Services LLC33,830$638 12/31/2023
     YLD33,830$638 12/31/2023
Orion Portfolio Solutions LLC33,025$626 12/31/2023
     YLD33,025$626 12/31/2023
Focus Financial Network Inc. ADV27,203$516 12/31/2023
     YLD27,203$516 12/31/2023
Commonwealth Equity Services LLC26,187$494 12/31/2023
     YLD26,187$494 12/31/2023
Ameritas Advisory Services LLC25,376$480 12/31/2023
     YLD25,376$480 12/31/2023
Hobart Private Capital LLC22,817$437 03/31/2024
     YLD22,817$437 03/31/2024
Wright Fund Managment LLC21,978$415 12/31/2023
     YLD21,978$415 12/31/2023
Janney Montgomery Scott LLC16,598$313 12/31/2023
     YLD16,598$313 12/31/2023
Cetera Investment Advisers13,373$252 12/31/2023
     YLD13,373$252 12/31/2023
GTS Securities LLC12,758$241 12/31/2023
     YLD12,758$241 12/31/2023
PSI Advisors LLC10,484$198 12/31/2023
     YLD10,484$198 12/31/2023
Royal Bank of Canada9,360$177 12/31/2023
     YLD9,360$177 12/31/2023
Advisor Group Holdings Inc.8,664$163 12/31/2023
     YLD8,664$163 12/31/2023
Smartleaf Asset Management LLC3,792$72 12/31/2023
     YLD3,792$72 12/31/2023
JPMorgan Chase & Co.1,761$33 12/31/2023
     YLD1,761$33 12/31/2023
ICA Group Wealth Management LLC1,600$30 12/31/2023
     YLD1,600$30 12/31/2023
Comerica Bank1,198$23 12/31/2023
     YLD1,198$23 12/31/2023
LM Advisors LLC1,000$19 12/31/2023
     YLD1,000$19 12/31/2023
Harbour Investments Inc.250$5 12/31/2023
     YLD250$5 12/31/2023
Morgan Stanley43$1 12/31/2023
     YLD43$1 12/31/2023
Wells Fargo & Company MN1$0 12/31/2023
     YLD1$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     YLD0$0 12/31/2023
Tower Research Capital LLC TRC 4$0 12/31/2023
     YLD4$0 12/31/2023

See Summary: Institutional Holders of YLD
See Details: Top 10 Hedge Funds Holding YLD
Also See: YLD Holdings Changes

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