Institutional Ownership Principal ETF Principal Real E (BYRE)
This table provides information about the institutional ownership of Principal ETF Principal Real E (BYRE). We have compiled data on the 9 institutions that hold shares in the stock, with a total of 680,245 shares, which have been reported (via 13F filing form) to have a value of $17.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
238,237
shares
|
$6.05 Million
0.0% of portfolio
|
Q1 2025
Added 7.08%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
232,662
shares
|
$5.91 Million
0.13% of portfolio
|
Q4 2024
Added 5.17%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
199,204
shares
|
$5.06 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
9,664
shares
|
$245,465
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
331
shares
|
$8,407
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
104
shares
|
$2,641
0.0% of portfolio
|
Q1 2025
Added 40.54%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
42
shares
|
$1,066
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1
shares
|
$25
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|