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 | 573,727 | 14,033 | 0.22% | 0.19% | 1 | +120,985 | 26.72% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 564,378 | 13,804 | 0.0% | 0.0% | 2 | +120,324 | 27.1% | Q4 2025 | Feb 10, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 199,204 | 4,872 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Virtu Financial LLC | History | New | 10,675 | 261 | 0.01% | — | 4 | +10,675 | New | Q4 2025 | Feb 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 8,556 | 209 | 0.0% | — | 5 | +8,556 | New | Q4 2025 | Feb 12, 2026 |
| CoreCap Advisors, LLC | History | No change | 321 | 7 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 43 | 1 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| MORGAN STANLEY | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 13, 2026 |