10 institutions reported holding $40.9M of PRINCIPAL EXCHANGE TRADED FD (BYRE) in SEC 13F filings for 2026-06-30. Largest institutional holders: PRINCIPAL SECURITIES, INC. ($17.7M), ENVESTNET ASSET MANAGEMENT INC ($17.4M), PRINCIPAL FINANCIAL GROUP INC ($5.4M), Virtu Financial LLC ($250,000), MORGAN STANLEY ($26,091). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | PRINCIPAL SECURITIES, INC. | $17.7M | 649,260 | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $17.4M | 638,252 | Added |
| 3 | PRINCIPAL FINANCIAL GROUP INC | $5.4M | 199,204 | Hold |
| 4 | Virtu Financial LLC | $250,000 | 9,150 | New |
| 5 | MORGAN STANLEY | $26,091 | 955 | Trimmed |
| 6 | CoreCap Advisors, LLC | $8,767 | 321 | Hold |
| 7 | UBS Group AG | $2,130 | 78 | New |
| 8 | Farther Finance Advisors, LLC | $1,185 | 43 | Hold |
| 9 | Royal Bank of Canada | $0 | 0 | Exited |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30