Principal Foc Blue Chip ETFBCHPETF

13F holders, Q4 2024 (December 31)
5holders −2
0new positions
2sold out
$34.01avg. 13F price*

At the end of Q4 2024, 5 institutions reported holding Principal Foc Blue Chip ETF (BCHP) in their 13F filings, down 2 from Q3 2024. 0 opened new positions and 2 sold out. The largest holders were Principal Securities, Inc. ($63.2M), Envestnet Asset Management Inc. ($50.8M) and Principal Financial Group Inc. ($6.7M).

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions0$0
Exits2$43K

All 13F filers, Q3 2024 → Q4 2024: 122,334 shares bought and 7,120 shares sold, net +115,214 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 5 holders

Principal Securities, Inc. 1.42% Add +4.6% 1,859,734 $63.2M
Envestnet Asset Management Inc. 0.02% Add +2.4% 1,493,790 $50.8M
Principal Financial Group Inc. 0.00% No change 198,099 $6.7M
Commonwealth Equity Services, LLC 0.00% Add +27.9% 23,583 $802K
Susquehanna International Group, LLP 0.00% Reduce -38.5% 9,299 $316K

"% 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.