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Principal RL EST ACT OPP ETF (BYRE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Principal Financial Group Inc
UNCHANGED
Shares199,204 from 199,204
Change0 (0%)
Value$5.1M (-$322.9K)
Filed 2026-11-02
CoreCap Advisors, LLC
UNCHANGED
Shares321 from 321
Change0 (0%)
Value$8.2K (-$521)
Filed 2026-10-08
Farther Finance Advisors, LLC
INCREASED
Shares44 from 43
Change+1 (+2%)
Value$1.1K (-$60)
Filed 2026-10-08
UBS Group AG
CLOSED
Shares0 from 78
Change-78 (-100%)
Value$0 (-$2.1K)
Filed 2026-11-10
Principal Securities, Inc.
N/A
Shares— from 649,260
Change-649,260 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 638,252
Change-638,252 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 9,150
Change-9,150 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 955
Change-955 (-100%)
Value—
Status
Principal Financial Group Inc
UNCHANGED199,204199,20400%$5.4M$5.1M-$322.9K2026-11-02
CoreCap Advisors, LLC
UNCHANGED32132100%$8.8K$8.2K-$5212026-10-08
Farther Finance Advisors, LLC
INCREASED4443+1+2%$1.2K$1.1K-$602026-10-08
UBS Group AG
CLOSED078-78-100%$2.1K$0-$2.1K2026-11-10
Principal Securities, Inc.
N/A—649,260-649,260-100%$17.7M———
Envestnet Asset Management Inc
N/A—638,252-638,252-100%$17.4M———
Virtu Financial LLC
N/A—9,150-9,150-100%$250.0K———
Morgan Stanley
N/A—955-955-100%$26.1K———
Showing 8 of 8 institutions