Principal Foc Blue Chip ETFBCHPETF
13F holders, Q1 2026 (March 31)11holders −1
5new positions
6sold out
$32.72avg. 13F price*
At the end of Q1 2026, 11 institutions reported holding Principal Foc Blue Chip ETF (BCHP) in their 13F filings, down 1 from Q4 2025. 5 opened new positions and 6 sold out. The largest holders were Principal Securities, Inc. ($139.2M), Envestnet Asset Management Inc. ($122.7M) and Raymond James Financial Inc. ($9.8M).
- Company
- Principal Foc Blue Chip ETF
- CUSIP
- 74255Y714
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.1M |
| Exits | 6 | $1.9M |
All 13F filers, Q4 2025 → Q1 2026: 812,228 shares bought and 50,953 shares sold, net +761,275 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 11 holders
| Principal Securities, Inc. | 2.04% | Add +9.5% | 4,254,860 | $139.2M |
| Envestnet Asset Management Inc. | 0.03% | Add +11.3% | 3,750,475 | $122.7M |
| Raymond James Financial Inc. | 0.00% | Add +9.1% | 300,487 | $9.8M |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.1% | 104,450 | $3.4M |
| LPL Financial LLC | 0.00% | New | 16,995 | $556K |
| Simplicity Wealth,LLC | 0.02% | Add +8.9% | 13,289 | $435K |
| Susquehanna International Group, LLP | 0.00% | New | 8,870 | $290K |
| Concentrum Wealth Management | 0.07% | New | 7,752 | $254K |
| CoreCap Advisors, LLC | 0.00% | Reduce -4.5% | 1,453 | $48K |
| Morgan Stanley | 0.00% | New | 549 | $18K |
| Wells Fargo & Company | 0.00% | New | 80 | $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.