BCHP · Principal Focused Blue Chip ETF · Holdings ETF
$37.73
+0.26 (+0.68%)
At close · Oct 2
Return incl. dividend (before tax)
Volume · Oct 2
10.52K
Avg daily vol (3M)
27.99K
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.
Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.
Holders: 15
Total Value: $308,579,609
Total Shares: 8,531,369
Institutional Ownership Trend
12 quarters
Holder Concentration
Across 15 13F filers · Δ vs Mar 31, 2026Top Holder
49.9%
−0.3 pts
Top 5
99.2%
−0.4 pts
Top 10
100.0%
−0.0 pts
HHI
4,538
Highly concentrated+28
Quarterly Activity
vs Mar 31, 2026
New
4
Increased
6
Decreased
3
Sold Out
0
Unchanged
2
Holder count:
+4
Institutional value:
+11.5%
Shares held:
+0.9%
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 |
|---|---|---|---|
| Large COMMONWEALTH EQUITY SERVICES, LLC | −80,998 | 23,452 | |
| 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 | |
| Mid INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 205 | $7,414 | |
| Large OSAIC HOLDINGS, INC. | 127 | $4,593 |
Top Sold-Out Positions
vs Mar 31, 2026No fully closed positions this quarter.