PRINCIPAL REAL ESTATE ACTIVE OPPORTUNITIES ETF 13F Institutional Holdings

Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.

📥 Inflow (Q1 2026→Q2 2026)

+30,024

5 institutions added · 3 new buys

Est. buy amount ≈ —

📤 Outflow (Q1 2026→Q2 2026)

-9,487

2 institutions reduced · 2 exits

Est. sell amount ≈ —

⚖️ Net Share Change

+20,537

—

Net Buy

💰 Est. Net Value

≈ —

—

est. price —

	Portfolio %	Prev Q %	Rank	Q2 2026 Value	Q2 2026 Shares	Prev Q Value	Prev Q Shares	Shares Change	Action
PRINCIPAL SECURITIES, INC.	0.21%	0.24%	#1	$17.7M	649,260	$16.0M	639,174	+10,086+1.58%	Add
ENVESTNET ASSET MANAGEMENT INC	<0.01%	<0.01%	#3	$17.4M	638,252	$15.8M	628,497	+9,755+1.55%	Add
PRINCIPAL FINANCIAL GROUP INC	<0.01%	<0.01%	#4	$5.4M	199,204	$5.0M	199,204	00.00%	Unchanged
Virtu Financial LLC	0.01%	—	#2	$249,891	9,150	$0	0	+9,150	New Buy
MORGAN STANLEY	<0.01%	—	#7	$26,091	955	$0	0	+955	New Buy
CoreCap Advisors, LLC	<0.01%	<0.01%	#5	$8,767	321	$8,056	321	00.00%	Unchanged
UBS Group AG	<0.01%	—	#8	$2,130	78	$0	0	+78	New Buy
Farther Finance Advisors, LLC	<0.01%	<0.01%	#6	$1,185	43	$1,082	43	00.00%	Unchanged

PRINCIPAL REAL ESTATE ACTIVE OPPORTUNITIES ETF

🧭 Institutional Sector Flow Heatmap