BCHP Institutional Ownership & Shareholders
PRINCIPAL FOC BLUE CHIP ETF (BCHP) is currently held by 15 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $308.63M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Principal Securities, Inc. is currently the largest disclosed institutional shareholder of BCHP tracked by InsiderSet, reporting ownership valued at approximately $154.13M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $157.16M, representing an estimated gain of +1.96% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed BCHP value among the investors covered in this analysis. Major shareholders include Principal Securities, Inc., Envestnet Asset Management Inc, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in PRINCIPAL FOC BLUE CHIP ETF (BCHP).
This page ranks the largest institutional BCHP shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
15
Total Reported Value
$308.63M
Largest Holder
Principal Securities, Inc.
Largest Position
$154.13M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
20
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Principal Securities, Inc. | 1.86% | 4,261,372 | $154,133,817 | $157,159,399 | +$3,025,582 | +1.96% | |
| Envestnet Asset Management Inc | 0.03% | 3,842,578 | $138,986,033 | $141,714,277 | +$2,728,244 | +1.96% | |
| Raymond James Financial Inc | 0.00% | 321,095 | $11,614,006 | $11,841,984 | +$227,978 | +1.96% | |
| Commonwealth Equity Services, Llc | 0.00% | 23,739 | $889,661 | $875,494 | -$14,167 | -1.59% | |
| Citadel Advisors Llc | 0.00% | 17,854 | $645,779 | $658,456 | +$12,677 | +1.96% | |
| Lpl Financial Llc | 0.00% | 17,563 | $635,254 | $647,723 | +$12,469 | +1.96% | |
| Simplicity Wealth,Llc | 0.01% | 13,067 | $489,702 | $481,911 | -$7,791 | -1.59% | |
| Concentrum Wealth Management | 0.09% | 10,931 | $395,374 | $403,135 | +$7,761 | +1.96% | |
| Susquehanna International Group, Llp | 0.00% | 10,923 | $395,085 | $402,840 | +$7,755 | +1.96% | |
| Jane Street Group, Llc | 0.00% | 10,267 | $371,357 | $378,647 | +$7,290 | +1.96% | |
| Corecap Advisors, Llc | 0.00% | 1,602 | $60,037 | $59,082 | -$955 | -1.59% | |
| Morgan Stanley | 0.00% | 189 | $6,836 | $6,970 | +$134 | +1.96% | |
| Osaic Holdings, Inc. | 0.00% | 127 | $4,594 | $4,684 | +$90 | +1.95% | |
| Wells Fargo & Company/Mn | 0.00% | 80 | $2,894 | $2,950 | +$56 | +1.95% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 6,992 | $262 | $257,865 | +$257,603 | +98321.74% |
Frequently asked questions about BCHP
Who are the largest institutional holders of BCHP?
The largest institutional holders of BCHP reported in the latest SEC Form 13F filings include Principal Securities, Inc., Envestnet Asset Management Inc, Raymond James Financial Inc, Commonwealth Equity Services, Llc, and Citadel Advisors Llc. InsiderSet ranks institutional holders by their latest reported BCHP position.
What is BCHP institutional ownership?
This page tracks BCHP positions reported by institutional investment managers through SEC Form 13F. PRINCIPAL FOC BLUE CHIP ETF (BCHP) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BCHP?
InsiderSet currently tracks 15 institutional managers reporting BCHP holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BCHP shareholders.
How much BCHP stock do institutions own?
Institutional investment managers disclosed approximately $308.63M in BCHP holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BCHP institutional ownership last updated?
The latest BCHP institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BCHP holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BCHP position after the reporting date.
Are institutions buying or selling BCHP?
Institutional buying and selling can be analyzed by comparing BCHP positions across consecutive 13F reporting periods. InsiderSet's BCHP Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BCHP ownership changes.
How has BCHP institutional ownership changed over time?
InsiderSet tracks BCHP institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.