BCHP · Principal Focused Blue Chip ETF
$39.00
-0.23 (-0.60%)
At close · Aug 14
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: 7
Total Value: $13,040,547
Total Shares: 360,535
Institutional Ownership Trend
12 quarters
Holder Concentration
Across 7 13F filers · Δ vs Mar 31, 2026Top Holder
89.1%
+38.8 pts
Top 5
99.9%
+0.3 pts
Top 10
100.0%
+0.0 pts
HHI
7,974
Highly concentrated+3,464
Quarterly Activity
vs Mar 31, 2026
New
3
Increased
2
Decreased
1
Sold Out
7
Unchanged
1
Holder count:
-4
Institutional value:
-95.3%
Shares held:
-95.7%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega RAYMOND JAMES FINANCIAL INC | +20,608 | 321,095 | |
| 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 |
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 |
|---|---|---|---|
| Mid PRINCIPAL SECURITIES, INC. | 4,254,860 | $139,219,019 | |
| Mega ENVESTNET ASSET MANAGEMENT INC | 3,750,475 | $122,715,542 | |
| Large COMMONWEALTH EQUITY SERVICES, LLC | 104,450 | $3,417,604 | |
| Mega LPL Financial LLC | 16,995 | $556,076 | |
| Mid Simplicity Wealth,LLC | 13,289 | $434,816 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega RAYMOND JAMES FINANCIAL INC | $11,614,005 | 89.06% | 321,095 | Shares | 2026-08-14 | |
| Mega CITADEL ADVISORS LLC | $645,779 | 4.95% | 17,854 | Shares | 2026-08-14 | |
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP | $395,084 | 3.03% | 10,923 | Shares | 2026-08-14 | |
| Mega JANE STREET GROUP, LLC | $371,357 | 2.85% | 10,267 | Shares | 2026-08-14 | |
| Mega MORGAN STANLEY | $6,836 | 0.05% | 189 | Shares | 2026-08-13 | |
| Large OSAIC HOLDINGS, INC. | $4,593 | 0.04% | 127 | Shares | 2026-08-14 | |
| Mega WELLS FARGO & COMPANY/MN | $2,893 | 0.02% | 80 | Shares | 2026-08-14 |