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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Principal Financial Group Inc. | 2,253,410 | $42,499 | 12/31/2023 |
YLD | 2,253,410 | $42,499 | 12/31/2023 |
Cyndeo Wealth Partners LLC | 815,965 | $15,634 | 03/31/2024 |
YLD | 815,965 | $15,634 | 03/31/2024 |
David Loasby | 751,304 | $14,088 | 12/31/2023 |
YLD | 751,304 | $14,088 | 12/31/2023 |
Systelligence LLC | 490,480 | $9,398 | 03/31/2024 |
YLD | 490,480 | $9,398 | 03/31/2024 |
Ameritas Investment Partners Inc. | 480,858 | $9,069 | 12/31/2023 |
YLD | 480,858 | $9,069 | 12/31/2023 |
Strategic Planning Group LLC | 459,137 | $8,797 | 03/31/2024 |
YLD | 459,137 | $8,797 | 03/31/2024 |
Cedar Point Capital Partners LLC | 249,749 | $4,710 | 12/31/2023 |
YLD | 249,749 | $4,710 | 12/31/2023 |
Principal Securities Inc. | 235,322 | $4,438 | 12/31/2023 |
YLD | 235,322 | $4,438 | 12/31/2023 |
Envestnet Asset Management Inc. | 149,678 | $2,823 | 12/31/2023 |
YLD | 149,678 | $2,823 | 12/31/2023 |
Fortress Wealth Management Inc. | 143,403 | $2,748 | 03/31/2024 |
YLD | 143,403 | $2,748 | 03/31/2024 |
AJ Advisors LLC | 105,456 | $1,989 | 12/31/2023 |
YLD | 105,456 | $1,989 | 12/31/2023 |
Jane Street Group LLC | 90,055 | $1,698 | 12/31/2023 |
YLD | 90,055 | $1,698 | 12/31/2023 |
LPL Financial LLC | 39,255 | $740 | 12/31/2023 |
YLD | 39,255 | $740 | 12/31/2023 |
Kestra Private Wealth Services LLC | 33,830 | $638 | 12/31/2023 |
YLD | 33,830 | $638 | 12/31/2023 |
Orion Portfolio Solutions LLC | 33,025 | $626 | 12/31/2023 |
YLD | 33,025 | $626 | 12/31/2023 |
Focus Financial Network Inc. ADV | 27,203 | $516 | 12/31/2023 |
YLD | 27,203 | $516 | 12/31/2023 |
Commonwealth Equity Services LLC | 26,187 | $494 | 12/31/2023 |
YLD | 26,187 | $494 | 12/31/2023 |
Ameritas Advisory Services LLC | 25,376 | $480 | 12/31/2023 |
YLD | 25,376 | $480 | 12/31/2023 |
Hobart Private Capital LLC | 22,817 | $437 | 03/31/2024 |
YLD | 22,817 | $437 | 03/31/2024 |
Wright Fund Managment LLC | 21,978 | $415 | 12/31/2023 |
YLD | 21,978 | $415 | 12/31/2023 |
Janney Montgomery Scott LLC | 16,598 | $313 | 12/31/2023 |
YLD | 16,598 | $313 | 12/31/2023 |
Cetera Investment Advisers | 13,373 | $252 | 12/31/2023 |
YLD | 13,373 | $252 | 12/31/2023 |
GTS Securities LLC | 12,758 | $241 | 12/31/2023 |
YLD | 12,758 | $241 | 12/31/2023 |
PSI Advisors LLC | 10,484 | $198 | 12/31/2023 |
YLD | 10,484 | $198 | 12/31/2023 |
Royal Bank of Canada | 9,360 | $177 | 12/31/2023 |
YLD | 9,360 | $177 | 12/31/2023 |
Advisor Group Holdings Inc. | 8,664 | $163 | 12/31/2023 |
YLD | 8,664 | $163 | 12/31/2023 |
Smartleaf Asset Management LLC | 3,792 | $72 | 12/31/2023 |
YLD | 3,792 | $72 | 12/31/2023 |
JPMorgan Chase & Co. | 1,761 | $33 | 12/31/2023 |
YLD | 1,761 | $33 | 12/31/2023 |
ICA Group Wealth Management LLC | 1,600 | $30 | 12/31/2023 |
YLD | 1,600 | $30 | 12/31/2023 |
Comerica Bank | 1,198 | $23 | 12/31/2023 |
YLD | 1,198 | $23 | 12/31/2023 |
LM Advisors LLC | 1,000 | $19 | 12/31/2023 |
YLD | 1,000 | $19 | 12/31/2023 |
Harbour Investments Inc. | 250 | $5 | 12/31/2023 |
YLD | 250 | $5 | 12/31/2023 |
Morgan Stanley | 43 | $1 | 12/31/2023 |
YLD | 43 | $1 | 12/31/2023 |
Wells Fargo & Company MN | 1 | $0 | 12/31/2023 |
YLD | 1 | $0 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
YLD | 0 | $0 | 12/31/2023 |
Tower Research Capital LLC TRC | 4 | $0 | 12/31/2023 |
YLD | 4 | $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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