Principal RL Est Act Opp ETFBYREETF
13F holders, Q1 2026 (March 31)8holders
1new positions
1sold out
$25.09avg. 13F price*
At the end of Q1 2026, 8 institutions reported holding Principal RL Est Act Opp ETF (BYRE) in their 13F filings, unchanged from Q4 2025. 1 opened new positions and 1 sold out. The largest holders were Principal Securities, Inc. ($16.0M), Envestnet Asset Management Inc. ($15.8M) 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $2K |
| Exits | 1 | $261K |
All 13F filers, Q4 2025 → Q1 2026: 139,213 shares bought and 10,675 shares sold, net +128,538 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Principal Securities, Inc. | 0.24% | Add +11.4% | 639,174 | $16.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +11.4% | 628,497 | $15.8M |
| Principal Financial Group Inc. | 0.00% | No change | 199,204 | $5.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +9.8% | 9,399 | $236K |
| Morgan Stanley | 0.00% | Add +871600.0% | 8,717 | $219K |
| CoreCap Advisors, LLC | 0.00% | No change | 321 | $8K |
| Royal Bank of Canada | 0.00% | New | 88 | $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.