ETF Holders

Who owns BCHP?

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Principal Focused Blue Chip ETF · Principal

15 institutions reported holding BCHP, worth $308.6M, in Form 13F filings for June 30, 2026.

13F holders
15
Institutional value
$308.6M
Change from prior quarter
+11.5%
+$31.8M, with price moves
New and sold-out firms
4 / 0
6 added, 3 trimmed

Top 10 institutional holders of BCHP

FirmLocationValueSharesChange
Principal Securities, Inc.Des Moines, IA$154.1M4,261,372+6,512 shares
Envestnet Asset Management Inc.Berwyn, PA$139.0M3,842,578+92,103 shares
Raymond James Financial Inc.St. Petersburg, FL$11.6M321,095+20,608 shares
Commonwealth Equity Services, LLCWaltham, MA$848K23,452−80,998 shares
Citadel Advisors LLCMiami, FL$646K17,854New position
LPL Financial LLCFort Mill, SC$635K17,563+568 shares
Simplicity Wealth,LLCSummit, NJ$480K13,280−9 shares
Concentrum Wealth ManagementSan Jose, CA$395K10,931+3,179 shares
Susquehanna International Group, LLPBala Cynwyd, PA$395K10,923+2,053 shares
Jane Street Group, LLCNew York, NY$371K10,267New position
5 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns BCHP?

15 institutional managers reported holding BCHP in Form 13F filings for June 30, 2026, worth $308.6M in total. The largest reported position was held by Principal Securities, Inc., at $154.1M.

Did institutions buy or sell BCHP last quarter?

Reported 13F value rose 11.5% from March 31, 2026, which includes price moves as well as buying and selling. 4 firms reported a new position and 0 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is BCHP ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.