Principal Foc Blue Chip ETFBCHPETF

13F holders, Q1 2025 (March 31)
8holders +3
3new positions
0sold out
$33.00avg. 13F price*

At the end of Q1 2025, 8 institutions reported holding Principal Foc Blue Chip ETF (BCHP) in their 13F filings, up 3 from Q4 2024. 3 opened new positions and 0 sold out. The largest holders were Envestnet Asset Management Inc. ($71.3M), Principal Securities, Inc. ($63.3M) 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions3$441K
Exits0$0

All 13F filers, Q4 2024 → Q1 2025: 737,173 shares bought, net +737,173 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 8 holders

Envestnet Asset Management Inc. 0.02% Add +48.0% 2,210,365 $71.3M
Principal Securities, Inc. 1.42% Add +0.1% 1,861,102 $63.3M
Principal Financial Group Inc. 0.00% No change 198,099 $6.4M
Commonwealth Equity Services, LLC 0.00% Add +14.3% 26,956 $869K
LPL Financial LLC 0.00% New 11,890 $383K
Susquehanna International Group, LLP 0.00% Add +23.4% 11,470 $370K
CoreCap Advisors, LLC 0.00% New 1,529 $49K
UBS Group AG 0.00% New 267 $9K

"% 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.