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 6 institutions that hold shares in the stock, with a total of 1.1 Million shares, which have been reported (via 13F filing form) to have a value of $27.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
452,742
shares
|
$11.3 Million
0.19% of portfolio
|
Q3 2025
Added 39.33%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
444,054
shares
|
$11 Million
0.0% of portfolio
|
Q3 2025
Added 41.27%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Nov 04, 2025 Q3 2025 |
199,204
shares
|
$4.95 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
321
shares
|
$7,983
0.0% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
43
shares
|
$1,069
0.0% of portfolio
|
Q3 2025
Added 2.38%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|