Who owns Principal Real Estate Active Opportunities ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of BYRE from SEC Form 13F filings across 8 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 8 institutions disclosed 1.5M shares of Principal Real Estate Active Opportunities ETF worth $40.6M — about 161.7% of shares outstanding; the largest disclosed holder is PRINCIPAL SECURITIES, INC.. Source: SEC Form 13F filings, parsed by EvidInvest.
8
13F holders
$40.6M
value, 2026 filers
161.7%
of shares outstanding (1.5M sh)
2
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of BYRE's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | PRINCIPAL SECURITIES, INC. | 649,260 | $17.7M | 0.2% | 70.1% | +1.6% |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 638,252 | $17.4M | 0.0% | 68.9% | +1.6% |
| 3 | PRINCIPAL FINANCIAL GROUP INC | 199,204 | $5.4M | 0.0% | 21.5% | 0.0% |
| 4 | Virtu Financial LLCNEW | 9,150 | $250 | 0.0% | 1% | new |
| 5 | MORGAN STANLEY | 955 | $26,091 | 0.0% | 0.1% | -89.0% |
| 6 | CoreCap Advisors, LLC | 321 | $8,767 | 0.0% | 0% | 0.0% |
| 7 | UBS Group AGNEW | 78 | $2,130 | 0.0% | 0% | new |
| 8 | Farther Finance Advisors, LLC | 43 | $1,185 | 0.0% | 0% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.