Vault-13

PRINCIPAL EXCHANGE TRADED FD BCHP

FOCUSED BLUE CHI · ETP · CUSIP 74255Y714

12 institutional holders +4 vs Q3 2025
7,697,9857.7m shares reported held*
$288.5mreported value*
5 new 4 added 2 reduced 1 sold out net bought ≈ $49.1m (+1.3m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $37.48.

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

051015Q3 23: 2Q4 23: 7Q1 24: 8Q2 24: 7Q3 24: 8Q4 24: 6Q1 25: 9Q2 25: 10Q3 25: 8Q4 25: 1212Q3 23Q1 24Q3 24Q1 25Q3 25Q4 25
Numbers
QuarterHolders
Q3 20232
Q4 20237
Q1 20248
Q2 20247
Q3 20248
Q4 20246
Q1 20259
Q2 202510
Q3 20258
Q4 202512

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
10010Q1 24: 5 bought or addedQ1 24: 1 cut or sold outQ2 24: 4 bought or addedQ2 24: 2 cut or sold outQ2 24Q3 24: 6 bought or addedQ3 24: 1 cut or sold outQ4 24: 3 bought or addedQ4 24: 3 cut or sold outQ4 24Q1 25: 7 bought or addedQ1 25: 0 cut or sold outQ2 25: 7 bought or addedQ2 25: 3 cut or sold outQ2 25Q3 25: 6 bought or addedQ3 25: 5 cut or sold outQ4 25: 9 bought or addedQ4 25: 3 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 202451
Q2 202442
Q3 202461
Q4 202433
Q1 202570
Q2 202573
Q3 202565
Q4 202593

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +522,821+522.8k
PRINCIPAL SECURITIES, INC. Added +504,431+504.4k
RAYMOND JAMES FINANCIAL INC New +275,467+275.5k
Next Level Private LLC New +28,387+28.4k
COMMONWEALTH EQUITY SERVICES, LLC Added +3,217+3.2k
Kestra Advisory Services, LLC New +2,638+2.6k
Simplicity Wealth,LLC Added +538+538
OSAIC HOLDINGS, INC. New +127+127
ASSETMARK, INC New +104+104

Biggest sellers

SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -21,388-21.4k
CITADEL ADVISORS LLC Reduced -4,935-4.9k
CoreCap Advisors, LLC Reduced -347-347

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 PRINCIPAL SECURITIES, INC. 2.25% of their portfolio DES MOINES, IA 3,886,4593.9m $145.7m $145.7m 2.25% Added +504.4k +504,431
2 ENVESTNET ASSET MANAGEMENT INC 0.04% of their portfolio Berwyn, PA 3,370,1643.4m $126.3m $126.3m 0.04% Added +522.8k +522,821
3 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 275,467275.5k $10.3m $10.3m 0.00% New
4 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 101,289101.3k $3.8m $3.8m 0.01% Added +3.2k +3,217
5 Next Level Private LLC 0.28% of their portfolio HARRISON, NY 28,38728.4k $1.1m $1.1m 0.28% New
6 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 13,85813.9k $519.4k $519.4k 0.00% Reduced -4.9k -4,935
7 Simplicity Wealth,LLC 0.03% of their portfolio SUMMIT, NJ 12,20012.2k $457.3k $457.3k 0.03% Added +538 +538
8 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 5,7705.8k $216.3k $216.3k 0.00% Unchanged
9 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 2,6382.6k $98.9k $98.9k 0.00% New
10 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 1,5221.5k $57.0k $57.0k 0.00% Reduced -347 -347
11 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 127127 $4.8k $4.8k 0.00% New
12 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 104104 $3.9k $3.9k 0.00% New