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 8 institutions that hold shares in the stock, with a total of 838,969 shares, which have been reported (via 13F filing form) to have a value of $20.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
324,938
shares
|
$8.08 Million
0.16% of portfolio
|
Q2 2025
Added 39.66%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
314,327
shares
|
$7.81 Million
0.0% of portfolio
|
Q2 2025
Added 31.94%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
199,204
shares
|
$4.95 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
321
shares
|
$7,980
0.0% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
136
shares
|
$3,380
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
42
shares
|
$1,044
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1
shares
|
$24
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|