% of shares outstanding is not shown for YLD: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for YLD in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| PRINCIPAL SECURITIES, INC. | 849K | 850K | 1.4M | 2.1M | 2.9M | 3.3M | $63M |
| PRINCIPAL FINANCIAL GROUP INC | 2.5M | 2.6M | 2.8M | 2.9M | 3.0M | 3.1M | $59M |
| ENVESTNET ASSET MANAGEMENT INC | 545K | 599K | 1.0M | 1.6M | 2.3M | 2.9M | $55M |
| WELLS FARGO & COMPANY/MN | 185K | 243K | 244K | 654K | 802K | 1.5M | $28M |
| AMERIPRISE FINANCIAL INC | — | — | — | 1.1M | 1.5M | 1.5M | $28M |
| LPL Financial LLC | 631K | 1.4M | 1.4M | 1.7M | 1.4M | 1.3M | $25M |
| Cyndeo Wealth Partners, LLC | 880K | 930K | 938K | 933K | 972K | 1.1M | $20M |
| Ameritas Investment Partners, Inc. | 646K | 737K | 774K | 826K | 881K | 910K | $17M |
| BALANCED WEALTH GROUP LLC | — | — | — | — | 712K | 823K | $16M |
| RAYMOND JAMES FINANCIAL INC | 622K | 580K | 592K | 748K | 712K | 722K | $14M |
| NICOLET BANKSHARES INC | — | — | 44K | 56K | 63K | 555K | $10M |
| STIFEL FINANCIAL CORP | 37K | 48K | 93K | 88K | 305K | 521K | $10M |
| ROYAL BANK OF CANADA | 119K | 241K | 577K | 389K | 427K | 429K | $8M |
| Integrated Wealth Concepts LLC | — | 262K | 276K | 395K | 420K | 350K | $7M |
| BlueStem Wealth Partners, LLC | — | 209K | 230K | 268K | 280K | 298K | $6M |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| WELLS FARGO & COMPANY/MN | +696,980 | $13M | ADD |
| ENVESTNET ASSET MANAGEMENT INC | +576,698 | $11M | ADD |
| NICOLET BANKSHARES INC | +491,867 | $9M | ADD |
| PRINCIPAL SECURITIES, INC. | +464,300 | $9M | ADD |
| STIFEL FINANCIAL CORP | +215,414 | $4M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| NICOLET ADVISORY SERVICES, LLC | −433,302 | $8M | CLOSE |
| Envestnet Portfolio Solutions, Inc. | −194,512 | $4M | CLOSE |
| Cedar Point Capital Partners, LLC | −161,106 | $3M | CLOSE |
| JANE STREET GROUP, LLC | −157,285 | $3M | CLOSE |
| ELEVATUS WELATH MANAGEMENT | −107,017 | $2M | CLOSE |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 67 | 21,569,308 | — | $408M |
| 2025-Q4 | 71 | 20,006,011 | — | $380M |
| 2025-Q3 | 67 | 17,689,928 | — | $344M |
| 2025-Q2 | 61 | 13,778,518 | — | $267M |
| 2025-Q1 | 58 | 12,481,925 | — | $281M |
| 2024-Q4 | 53 | 11,312,368 | — | $217M |
| 2024-Q3 | 51 | 10,359,724 | — | $202M |
| 2024-Q2 | 40 | 9,427,169 | — | $180M |
| 2024-Q1 | 38 | 7,228,516 | — | $138M |
| 2023-Q4 | 35 | 6,412,988 | — | $121M |
| 2023-Q3 | 24 | 4,583,432 | — | $83M |
| 2023-Q2 | 22 | 4,639,556 | — | $85M |
| 2023-Q1 | 19 | 2,758,978 | — | $51M |
| 2022-Q4 | 15 | 3,642,853 | — | $65M |
| 2022-Q3 | 14 | 3,406,836 | — | $59M |
| 2022-Q2 | 16 | 9,774,796 | — | $173M |
| 2022-Q1 | 17 | 9,793,080 | — | $195M |
| 2021-Q4 | 21 | 10,046,235 | — | $209M |
| 2021-Q3 | 19 | 462,398 | — | $10M |
| 2021-Q2 | 20 | 197,909 | — | $8M |
| 2021-Q1 | 19 | 236,004 | — | $10M |
| 2020-Q4 | 16 | 289,469 | — | $11M |
| 2020-Q3 | 19 | 334,630 | — | $13M |
| 2020-Q2 | 22 | 491,359 | — | $18M |
| 2020-Q1 | 22 | 500,121 | — | $16M |
| 2019-Q4 | 22 | 433,131 | — | $18M |
| 2019-Q3 | 17 | 323,822 | — | $13M |
| 2019-Q2 | 14 | 272,220 | — | $11M |
| 2019-Q1 | 11 | 231,076 | — | $9M |
| 2018-Q4 | 7 | 141,421 | — | $5M |
| 2018-Q3 | 7 | 59,037 | — | $2M |
| 2018-Q2 | 5 | 47,471 | — | $2M |
| 2018-Q1 | 6 | 58,594 | — | $2M |
| 2017-Q4 | 5 | 6,632,628 | — | $274M |
| 2017-Q3 | 7 | 6,618,305 | — | $278M |
| 2017-Q2 | 7 | 6,618,474 | — | $276M |
| 2017-Q1 | 6 | 6,570,864 | — | $270M |
| 2016-Q4 | 7 | 6,570,962 | — | $265M |
| 2016-Q3 | 7 | 6,540,614 | — | $266M |
| 2016-Q2 | 8 | 7,320,771 | — | $284M |
| 2016-Q1 | 4 | 419,837 | — | $13M |
| 2015-Q4 | 5 | 323,087 | — | $12M |
| 2015-Q3 | 2 | 323,000 | — | $12M |
