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 | 639,174 | 16,040 | 0.24% | 0.22% | 1 | +65,447 | 11.41% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 628,497 | 15,772 | 0.0% | 0.0% | 2 | +64,119 | 11.36% | Q1 2026 | May 04, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 199,204 | 4,999 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 9,399 | 235 | 0.0% | 0.0% | 4 | +843 | 9.85% | Q1 2026 | Apr 27, 2026 |
| MORGAN STANLEY | History | Added to | 8,717 | 218 | 0.0% | — | 5 | +8,716 | 871600.0% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | No change | 321 | 8 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| ROYAL BANK OF CANADA | History | New | 88 | 2 | 0.0% | — | 7 | +88 | New | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | No change | 43 | 1 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,675 | -100.0% | Q1 2026 | May 14, 2026 |