PRINCIPAL FOC BLUE CHIP ETF BCHP
$36.83
+0.5% 52w: $31.59 – $38.58
Latest 13F among current holders filed 1 month ago (May 15, 2026)
Price — last 12 months
research preview data31.5935.0938.58
Jun 20, 2025 Jul 2, 2026
Institutional holders
11
-1 QoQ
13F value
$276.8M
-4.1% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns BCHP?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 4.3M | $139.2M | 2.0% | +9.5% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 3.8M | $122.7M | 0.0% | +11.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 300.5K | $9.8M | 0.0% | +9.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 104.5K | $3.4M | 0.0% | +3.1% |
| LPL Financial LLC | Bank broker | 17.0K | $556K | 0.0% | New |
| Simplicity Wealth,LLC | Wealth advisor | 13.3K | $435K | 0.0% | +8.9% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 8.9K | $290K | 0.0% | New |
| Concentrum Wealth Management | Other | 7.8K | $254K | 0.1% | New |
| CoreCap Advisors, LLC | Wealth advisor | 1.5K | $48K | 0.0% | -4.5% |
| MORGAN STANLEY | Bank broker | 549 | $18K | 0.0% | New |
| WELLS FARGO & COMPANY/MN | Bank broker | 80 | $3K | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.