Principal RL Est Act Opp ETFBYREETF
13F holders, Q3 2025 (September 30)5holders −2
0new positions
2sold out
$25.28avg. 13F price*
At the end of Q3 2025, 5 institutions reported holding Principal RL Est Act Opp ETF (BYRE) in their 13F filings, down 2 from Q2 2025. 0 opened new positions and 2 sold out. The largest holders were Principal Securities, Inc. ($11.4M), Envestnet Asset Management Inc. ($11.2M) and Principal Financial Group Inc. ($5.0M).
- Company
- Principal RL Est Act Opp ETF
- CUSIP
- 74255Y722
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $3K |
All 13F filers, Q2 2025 → Q3 2025: 257,532 shares bought and 137 shares sold, net +257,395 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Principal Securities, Inc. | 0.19% | Add +39.3% | 452,742 | $11.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +41.3% | 444,054 | $11.2M |
| Principal Financial Group Inc. | 0.00% | No change | 199,204 | $5.0M |
| CoreCap Advisors, LLC | 0.00% | No change | 321 | $8K |
| Farther Finance Advisors, LLC | 0.00% | Add +2.4% | 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.