Principal RL Est Act Opp ETFBYREETF
13F holders, Q2 2026 (June 30)8holders
2new positions
2sold out
$27.31avg. 13F price*
At the end of Q2 2026, 8 institutions reported holding Principal RL Est Act Opp ETF (BYRE) in their 13F filings, unchanged from Q1 2026. 2 opened new positions and 2 sold out. The largest holders were Principal Securities, Inc. ($17.7M), Envestnet Asset Management Inc. ($17.4M) and Principal Financial Group Inc. ($5.4M).
- Company
- Principal RL Est Act Opp ETF
- CUSIP
- 74255Y722
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $252K |
| Exits | 2 | $238K |
All 13F filers, Q1 2026 → Q2 2026: 29,069 shares bought and 17,249 shares sold, net +11,820 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Principal Securities, Inc. | 0.21% | Add +1.6% | 649,260 | $17.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.6% | 638,252 | $17.4M |
| Principal Financial Group Inc. | 0.00% | No change | 199,204 | $5.4M |
| Virtu Financial LLC | 0.01% | New | 9,150 | $250K |
| Morgan Stanley | 0.00% | Reduce -89.0% | 955 | $26K |
| CoreCap Advisors, LLC | 0.00% | No change | 321 | $9K |
| UBS Group AG | 0.00% | New | 78 | $2K |
| Farther Finance Advisors, LLC | 0.00% | No change | 43 | $1K |
"% of holder's portfolio" is BYRE's weight in each manager's 13F, not the share of Principal RL Est Act Opp ETF the manager owns.