Principal Foc Blue Chip ETFBCHPETF

13F holders, Q4 2025 (December 31)
12holders +4
5new positions
1sold out
1famous investor
$37.48avg. 13F price*

At the end of Q4 2025, 12 institutions reported holding Principal Foc Blue Chip ETF (BCHP) in their 13F filings, up 4 from Q3 2025. 5 opened new positions and 1 sold out. The largest holders were Principal Securities, Inc. ($145.7M), Envestnet Asset Management Inc. ($126.3M) and Raymond James Financial Inc. ($10.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

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 2025 → Q4 2025

InstitutionsTotal Value
New Positions5$11.5M
Exits1$805K

All 13F filers, Q3 2025 → Q4 2025: 1,337,730 shares bought and 26,670 shares sold, net +1,311,060 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 12 holders

Principal Securities, Inc. 2.25% Add +14.9% 3,886,459 $145.7M
Envestnet Asset Management Inc. 0.04% Add +18.4% 3,370,164 $126.3M
Raymond James Financial Inc. 0.00% New 275,467 $10.3M
Commonwealth Equity Services, LLC 0.01% Add +3.3% 101,289 $3.8M
Next Level Private LLC 0.28% New 28,387 $1.1M
Citadel Advisors 0.00% Reduce -26.3% 13,858 $519K
Simplicity Wealth,LLC 0.03% Add +4.6% 12,200 $457K
MML Investors Services, LLC 0.00% No change 5,770 $216K
Kestra Advisory Services, LLC 0.00% New 2,638 $99K
CoreCap Advisors, LLC 0.00% Reduce -18.6% 1,522 $57K
Osaic Holdings, Inc. 0.00% New 127 $5K
Assetmark, Inc. 0.00% New 104 $4K

"% 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.