PRINCIPAL EXCHANGE TRADED FD (BCHP)
Institutional ownership reported to the SEC as of Q2 2026, across 12 quarters.
15
Reporting holders
$308.6M
Reported value
0.0%
Held as options
+4
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| PRINCIPAL SECURITIES, INC. | $154.1M | 4,261,372 | 1.86% | 11q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $139.0M | 3,842,578 | 0.03% | 11q | +2.5%+$3.3M |
| RAYMOND JAMES FINANCIAL INC | $11.6M | 321,095 | 0.00% | 3q | +6.9%+$745.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | $848.3K | 23,452 | 0.00% | 11q | -77.5%-$2.9M |
| CITADEL ADVISORS LLC | $645.8K | 17,854 | 0.00% | new | NEW |
| LPL Financial LLC | $635.3K | 17,563 | 0.00% | 2q | +3.3%+$20.5K |
| Simplicity Wealth,LLC | $480.3K | 13,280 | 0.02% | 5q | HELD |
| Concentrum Wealth Management | $395.4K | 10,931 | 0.09% | 2q | +41.0%+$115.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $395.1K | 10,923 | 0.00% | 2q | +23.1%+$74.3K |
| JANE STREET GROUP, LLC | $371.4K | 10,267 | 0.00% | new | NEW |
| CoreCap Advisors, LLC | $52.6K | 1,453 | 0.00% | 6q | HELD |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $7.5K | 205 | 0.00% | new | NEW |
| MORGAN STANLEY | $6.8K | 189 | 0.00% | 2q | -65.6%-$13.0K |
| OSAIC HOLDINGS, INC. | $4.6K | 127 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $2.9K | 80 | 0.00% | 2q | -50.0%-$2.9K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 15 | $308.6M | 8,531,369 | 4 | 5 | 3 | 0.0% |
| Q1 2026 | 11 | $276.8M | 8,459,340 | 5 | 5 | 1 | 0.0% |
| Q4 2025 | 12 | $288.5M | 7,697,985 | 5 | 4 | 2 | 0.0% |
| Q3 2025 | 7 | $236.7M | 6,288,853 | 2 | 3 | 2 | 0.0% |
| Q2 2025 | 7 | $182.6M | 4,985,006 | 2 | 3 | 1 | 0.0% |
| Q1 2025 | 7 | $141.7M | 4,294,722 | 3 | 2 | 0 | 0.0% |
| Q4 2024 | 4 | $121.1M | 3,560,922 | 0 | 2 | 1 | 0.0% |
| Q3 2024 | 6 | $114.0M | 3,450,856 | 3 | 2 | 0 | 0.0% |
| Q2 2024 | 4 | $60.2M | 1,871,023 | 1 | 2 | 0 | 0.0% |
| Q1 2024 | 5 | $48.9M | 1,563,569 | 2 | 2 | 0 | 0.0% |
| Q4 2023 | 4 | $40.7M | 1,429,310 | 2 | 0 | 0 | 0.0% |
| Q3 2023 | 1 | $4.9M | 198,099 | 1 | 0 | 0 | 0.0% |