Principal Foc Blue Chip ETFBCHPETF
13F holders, Q2 2025 (June 30)9holders +1
3new positions
2sold out
$36.63avg. 13F price*
At the end of Q2 2025, 9 institutions reported holding Principal Foc Blue Chip ETF (BCHP) in their 13F filings, up 1 from Q1 2025. 3 opened new positions and 2 sold out. The largest holders were Principal Securities, Inc. ($95.7M), Envestnet Asset Management Inc. ($78.5M) and Principal Financial Group Inc. ($7.3M).
- Company
- Principal Foc Blue Chip ETF
- CUSIP
- 74255Y714
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $796K |
| Exits | 2 | $378K |
All 13F filers, Q1 2025 → Q2 2025: 778,852 shares bought and 78,318 shares sold, net +700,534 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Principal Securities, Inc. | 1.80% | Add +40.5% | 2,614,043 | $95.7M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -3.0% | 2,143,784 | $78.5M |
| Principal Financial Group Inc. | 0.00% | No change | 198,099 | $7.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +11.1% | 29,936 | $1.1M |
| Simplicity Wealth,LLC | 0.02% | New | 13,844 | $507K |
| LPL Financial LLC | 0.00% | Add +8.7% | 12,922 | $473K |
| MML Investors Services, LLC | 0.00% | New | 7,270 | $266K |
| CoreCap Advisors, LLC | 0.00% | Add +10.0% | 1,682 | $62K |
| Raymond James Financial Inc. | 0.00% | New | 632 | $23K |
"% 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.