BCHP · Principal Focused Blue Chip ETF ETF
$38.28
-0.30 (-0.78%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 12
Total Value: $307,671,382
Total Shares: 8,506,259
Institutional Ownership Trend
12 quarters
Holder Concentration
Across 12 13F filers · Δ vs Mar 31, 2026Top Holder
50.1%
−0.2 pts
Top 5
99.5%
−0.2 pts
Top 10
100.0%
−0.0 pts
HHI
4,565
Highly concentrated+55
Quarterly Activity
vs Mar 31, 2026
New
3
Increased
6
Decreased
2
Sold Out
2
Unchanged
1
Holder count:
+1
Institutional value:
+11.2%
Shares held:
+0.6%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega ENVESTNET ASSET MANAGEMENT INC | +92,103 | 3,842,578 | |
| Mega RAYMOND JAMES FINANCIAL INC | +20,608 | 321,095 | |
| Mid PRINCIPAL SECURITIES, INC. | +6,512 | 4,261,372 | |
| Small Concentrum Wealth Management | +3,179 | 10,931 | |
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP | +2,053 | 10,923 |
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mega MORGAN STANLEY | −360 | 189 | |
| Mid Simplicity Wealth,LLC | −9 | 13,280 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 17,854 | $645,779 | |
| Mega JANE STREET GROUP, LLC | 10,267 | $371,357 | |
| Large OSAIC HOLDINGS, INC. | 127 | $4,593 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large COMMONWEALTH EQUITY SERVICES, LLC | 104,450 | $3,417,604 | |
| Mid CoreCap Advisors, LLC | 1,453 | $47,542 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mid PRINCIPAL SECURITIES, INC. Broker-Dealer | $154,133,825 | 50.10% | 4,261,372 | Shares | 2026-08-04 | |
| Mega ENVESTNET ASSET MANAGEMENT INC | $138,986,046 | 45.17% | 3,842,578 | Shares | 2026-08-03 | |
| Mega RAYMOND JAMES FINANCIAL INC | $11,614,005 | 3.77% | 321,095 | Shares | 2026-08-14 | |
| Mega CITADEL ADVISORS LLC | $645,779 | 0.21% | 17,854 | Shares | 2026-09-02 | |
| Mega LPL Financial LLC | $635,253 | 0.21% | 17,563 | Shares | 2026-08-07 | |
| Mid Simplicity Wealth,LLC | $480,337 | 0.16% | 13,280 | Shares | 2026-08-06 | |
| Small Concentrum Wealth Management | $395,374 | 0.13% | 10,931 | Shares | 2026-08-06 | |
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP | $395,084 | 0.13% | 10,923 | Shares | 2026-08-14 | |
| Mega JANE STREET GROUP, LLC | $371,357 | 0.12% | 10,267 | Shares | 2026-08-14 | |
| Mega MORGAN STANLEY | $6,836 | 0.00% | 189 | Shares | 2026-08-13 | |
| Large OSAIC HOLDINGS, INC. | $4,593 | 0.00% | 127 | Shares | 2026-08-14 | |
| Mega WELLS FARGO & COMPANY/MN | $2,893 | 0.00% | 80 | Shares | 2026-08-14 |