Vault-13

PRINCIPAL EXCHANGE TRADED FD BYRE

REAL ESTATE ACTI · ETP · CUSIP 74255Y722

8 institutional holders +0 vs Q1 2026
1,497,2631.5m shares reported held*
$40.9mreported value*
2 new 2 added 1 reduced 2 sold out net bought ≈ $322.8k (+11.8k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $27.31.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0510Q3 22: 2Q4 22: 2Q1 23: 3Q2 23: 3Q3 23: 3Q4 23: 6Q1 24: 5Q2 24: 6Q3 24: 6Q4 24: 6Q1 25: 9Q2 25: 8Q3 25: 5Q4 25: 8Q1 26: 8Q2 26: 88Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 20222
Q4 20222
Q1 20233
Q2 20233
Q3 20233
Q4 20236
Q1 20245
Q2 20246
Q3 20246
Q4 20246
Q1 20259
Q2 20258
Q3 20255
Q4 20258
Q1 20268
Q2 20268

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
505Q3 24: 4 bought or addedQ3 24: 1 cut or sold outQ4 24: 4 bought or addedQ4 24: 1 cut or sold outQ4 24Q1 25: 5 bought or addedQ1 25: 0 cut or sold outQ2 25: 3 bought or addedQ2 25: 3 cut or sold outQ2 25Q3 25: 3 bought or addedQ3 25: 2 cut or sold outQ4 25: 5 bought or addedQ4 25: 0 cut or sold outQ4 25Q1 26: 5 bought or addedQ1 26: 1 cut or sold outQ2 26: 4 bought or addedQ2 26: 3 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202441
Q4 202441
Q1 202550
Q2 202533
Q3 202532
Q4 202550
Q1 202651
Q2 202643

Biggest buyers

PRINCIPAL SECURITIES, INC. Added +10,086+10.1k
ENVESTNET ASSET MANAGEMENT INC Added +9,755+9.8k
Virtu Financial LLC New +9,150+9.2k
UBS Group AG New +78+78

Biggest sellers

COMMONWEALTH EQUITY SERVICES, LLC Sold out -9,399-9.4k
MORGAN STANLEY Reduced -7,762-7.8k
ROYAL BANK OF CANADA Sold out -88-88

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 PRINCIPAL SECURITIES, INC. 0.21% of their portfolio DES MOINES, IA 649,260649.3k $17.7m $17.7m 0.21% Added +10.1k +10,086
2 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 638,252638.3k $17.4m $17.4m 0.00% Added +9.8k +9,755
3 PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio DES MOINES, IA 199,204199.2k $5.4m $5.4m 0.00% Unchanged
4 Virtu Financial LLC 0.01% of their portfolio New York, NY 9,1509.2k $250.0k $250.0k 0.01% New
5 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 955955 $26.1k $26.1k 0.00% Reduced -7.8k -7,762
6 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 321321 $8.8k $8.8k 0.00% Unchanged
7 UBS Group AG 0.00% of their portfolio ZURICH, V8 7878 $2.1k $2.1k 0.00% New
8 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 4343 $1.2k $1.2k 0.00% Unchanged