PRINCIPAL EXCHANGE TRADED FD (BYRE)
Institutional ownership reported to the SEC as of Q2 2026, across 17 quarters.
7
Reporting holders
$40.6M
Reported value
0.0%
Held as options
-1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| PRINCIPAL SECURITIES, INC. | $17.7M | 649,260 | 0.21% | 11q | +1.6%+$275.5K |
| ENVESTNET ASSET MANAGEMENT INC | $17.4M | 638,252 | 0.00% | 14q | +1.6%+$266.4K |
| PRINCIPAL FINANCIAL GROUP INC | $5.4M | 199,204 | 0.00% | 17q | HELD |
| MORGAN STANLEY | $26.1K | 955 | 0.00% | 3q | -89.0%-$212.1K |
| CoreCap Advisors, LLC | $8.8K | 321 | 0.00% | 6q | HELD |
| UBS Group AG | $2.1K | 78 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $1.2K | 43 | 0.00% | 6q | HELD |
| Virtu Financial LLC | $250 | 9,150 | 0.01% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 7 | $40.6M | 1,488,113 | 1 | 2 | 1 | 0.0% |
| Q1 2026 | 8 | $37.3M | 1,485,443 | 1 | 4 | 0 | 0.0% |
| Q4 2025 | 7 | $32.9M | 1,346,230 | 2 | 2 | 0 | 0.0% |
| Q3 2025 | 5 | $27.7M | 1,096,364 | 0 | 3 | 0 | 0.0% |
| Q2 2025 | 7 | $21.3M | 838,969 | 1 | 2 | 1 | 0.0% |
| Q1 2025 | 7 | $16.9M | 670,581 | 2 | 2 | 0 | 0.0% |
| Q4 2024 | 5 | $16.1M | 654,432 | 1 | 3 | 0 | 0.0% |
| Q3 2024 | 4 | $17.0M | 630,105 | 1 | 2 | 0 | 0.0% |
| Q2 2024 | 4 | $14.2M | 608,754 | 1 | 2 | 0 | 0.0% |
| Q1 2024 | 4 | $13.0M | 560,770 | 0 | 2 | 1 | 0.0% |
| Q4 2023 | 4 | $12.2M | 507,429 | 1 | 1 | 0 | 0.0% |
| Q3 2023 | 2 | $4.8M | 227,813 | 0 | 1 | 0 | 0.0% |
| Q2 2023 | 2 | $5.1M | 224,271 | 0 | 1 | 0 | 0.0% |
| Q1 2023 | 2 | $4.8M | 209,839 | 1 | 0 | 0 | 0.0% |
| Q4 2022 | 1 | $4.5M | 199,204 | 0 | 0 | 0 | 0.0% |
| Q3 2022 | 1 | $4.4M | 199,204 | 0 | 0 | 0 | 0.0% |
| Q2 2022 | 1 | $4.9M | 199,204 | 1 | 0 | 0 | 0.0% |