Principal Foc Blue Chip ETFBCHPETF

13F holders, Q2 2024 (June 30)
6holders −1
1new positions
2sold out
$32.17avg. 13F price*

At the end of Q2 2024, 6 institutions reported holding Principal Foc Blue Chip ETF (BCHP) in their 13F filings, down 1 from Q1 2024. 1 opened new positions and 2 sold out. The largest holders were Principal Securities, Inc. ($31.8M), Envestnet Asset Management Inc. ($22.1M) and Principal Financial Group Inc. ($6.4M).

Company
Principal Foc Blue Chip ETF
CUSIP
74255Y714
Latest filing quarter
Q2 2026

History

Number of 13F holders

051015 Q1 2024: 7Q1 2024Q2 2024: 6Q2 2024Q3 2024: 7Q3 2024Q4 2024: 5Q4 2024Q1 2025: 8Q1 2025Q2 2025: 9Q2 2025Q3 2025: 8Q3 2025Q4 2025: 12Q4 2025Q1 2026: 11Q1 2026Q2 2026: 15Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions1$3K
Exits2$4K

All 13F filers, Q1 2024 → Q2 2024: 315,239 shares bought and 142 shares sold, net +315,097 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 6 holders

Principal Securities, Inc. 0.88% Add +23.8% 987,062 $31.8M
Envestnet Asset Management Inc. 0.01% Add +20.8% 685,704 $22.1M
Principal Financial Group Inc. 0.00% No change 198,099 $6.4M
Commonwealth Equity Services, LLC 0.00% Add +72.8% 18,331 $590K
Benjamin F. Edwards & Company, Inc. 0.00% No change 182 $6K
JPMorgan Chase & Co. 0.00% New 79 $3K

"% of holder's portfolio" is BCHP's weight in each manager's 13F, not the share of Principal Foc Blue Chip ETF the manager owns.