Principal Exchange-Traded Funds - BYRE
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PRINCIPAL SECURITIES, INC. | History | Added to | 649,260 | 17,731 | 0.21% | 0.24% | 1 | +10,086 | 1.58% | Q2 2026 | Aug 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 638,252 | 17,430 | 0.0% | 0.0% | 2 | +9,755 | 1.55% | Q2 2026 | Sep 23, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 199,204 | 5,440 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Virtu Financial LLC | History | New | 9,150 | 250 | 0.01% | — | 4 | +9,150 | New | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | Reduced | 955 | 26 | 0.0% | 0.0% | 5 | -7,762 | -89.04% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | No change | 321 | 8 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| UBS Group AG | History | New | 78 | 2 | 0.0% | — | 7 | +78 | New | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 43 | 1 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,399 | -100.0% | Q2 2026 | Jul 29, 2026 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -88 | -100.0% | Q2 2026 | Aug 14, 2026 |