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 7 institutions that hold shares in the stock, with a total of 670,220 shares, which have been reported (via 13F filing form) to have a value of $17 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| 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
|
$5.9 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
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
74
shares
|
$1,878
0.0% of portfolio
|
Q4 2024
Added 428.57%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
42
shares
|
$1,065
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1
shares
|
$25
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|