9 institutions reported holding $37.3M of PRINCIPAL EXCHANGE TRADED FD (BYRE) in SEC 13F filings for 2026-03-31. Largest institutional holders: PRINCIPAL SECURITIES, INC. ($16.0M), ENVESTNET ASSET MANAGEMENT INC ($15.8M), PRINCIPAL FINANCIAL GROUP INC ($5.0M), COMMONWEALTH EQUITY SERVICES, LLC ($235,860), MORGAN STANLEY ($218,756). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | PRINCIPAL SECURITIES, INC. | $16.0M | 639,174 | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $15.8M | 628,497 | Added |
| 3 | PRINCIPAL FINANCIAL GROUP INC | $5.0M | 199,204 | Hold |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $235,860 | 9,399 | Added |
| 5 | MORGAN STANLEY | $218,756 | 8,717 | Added |
| 6 | CoreCap Advisors, LLC | $8,056 | 321 | Hold |
| 7 | Royal Bank of Canada | $2,000 | 88 | New |
| 8 | Farther Finance Advisors, LLC | $1,082 | 43 | Hold |
| 9 | Virtu Financial LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31