Principal RL Est Act Opp ETFBYREETF
13F holders, Q2 2025 (June 30)7holders −1
1new positions
2sold out
$25.41avg. 13F price*
At the end of Q2 2025, 7 institutions reported holding Principal RL Est Act Opp ETF (BYRE) in their 13F filings, down 1 from Q1 2025. 1 opened new positions and 2 sold out. The largest holders were Principal Securities, Inc. ($8.3M), Envestnet Asset Management Inc. ($8.0M) and Principal Financial Group Inc. ($5.1M).
- Company
- Principal RL Est Act Opp ETF
- CUSIP
- 74255Y722
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $3K |
| Exits | 2 | $249K |
All 13F filers, Q1 2025 → Q2 2025: 168,502 shares bought and 9,778 shares sold, net +158,724 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Principal Securities, Inc. | 0.16% | Add +39.7% | 324,938 | $8.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +31.9% | 314,327 | $8.0M |
| Principal Financial Group Inc. | 0.00% | No change | 199,204 | $5.1M |
| CoreCap Advisors, LLC | 0.00% | Reduce -3.0% | 321 | $8K |
| Raymond James Financial Inc. | 0.00% | New | 136 | $3K |
| Farther Finance Advisors, LLC | 0.00% | No change | 42 | $1K |
| Morgan Stanley | 0.00% | No change | 1 | $31 |
"% 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.