Principal RL Est Act Opp ETFBYREETF
13F holders, Q4 2025 (December 31)8holders +3
3new positions
0sold out
$24.46avg. 13F price*
At the end of Q4 2025, 8 institutions reported holding Principal RL Est Act Opp ETF (BYRE) in their 13F filings, up 3 from Q3 2025. 3 opened new positions and 0 sold out. The largest holders were Principal Securities, Inc. ($14.0M), Envestnet Asset Management Inc. ($13.8M) and Principal Financial Group Inc. ($4.9M).
- Company
- Principal RL Est Act Opp ETF
- CUSIP
- 74255Y722
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $470K |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 260,541 shares bought, net +260,541 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Principal Securities, Inc. | 0.22% | Add +26.7% | 573,727 | $14.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +27.1% | 564,378 | $13.8M |
| Principal Financial Group Inc. | 0.00% | No change | 199,204 | $4.9M |
| Virtu Financial LLC | 0.01% | New | 10,675 | $261K |
| Commonwealth Equity Services, LLC | 0.00% | New | 8,556 | $209K |
| CoreCap Advisors, LLC | 0.00% | No change | 321 | $8K |
| Farther Finance Advisors, LLC | 0.00% | No change | 43 | $1K |
| Morgan Stanley | 0.00% | New | 1 | $27 |
"% 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.