Vault-13

PRINCIPAL EXCHANGE TRADED FD BCHP

FOCUSED BLUE CHI · ETP · CUSIP 74255Y714

11 institutional holders -1 vs Q4 2025
8,459,2608.5m shares reported held*
$276.8mreported value*
5 new 5 added 1 reduced 6 sold out net bought ≈ $24.9m (+761.3k 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 ≈ $32.72.

Trends to Q1 2026

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: 12Q1 26: 1111Q3 23Q1 24Q3 24Q1 25Q3 25Q1 26
Numbers
QuarterHolders
Q3 20232
Q4 20237
Q1 20248
Q2 20247
Q3 20248
Q4 20246
Q1 20259
Q2 202510
Q3 20258
Q4 202512
Q1 202611

Buyers vs sellers

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

Bought or addedCut or sold out
10010Q2 24: 4 bought or addedQ2 24: 2 cut or sold outQ3 24: 6 bought or addedQ3 24: 1 cut or sold outQ3 24Q4 24: 3 bought or addedQ4 24: 3 cut or sold outQ1 25: 7 bought or addedQ1 25: 0 cut or sold outQ1 25Q2 25: 7 bought or addedQ2 25: 3 cut or sold outQ3 25: 6 bought or addedQ3 25: 5 cut or sold outQ3 25Q4 25: 9 bought or addedQ4 25: 3 cut or sold outQ1 26: 10 bought or addedQ1 26: 7 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 202442
Q3 202461
Q4 202433
Q1 202570
Q2 202573
Q3 202565
Q4 202593
Q1 2026107

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +380,311+380.3k
PRINCIPAL SECURITIES, INC. Added +368,401+368.4k
RAYMOND JAMES FINANCIAL INC Added +25,020+25.0k
LPL Financial LLC New +16,995+17.0k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +8,870+8.9k
Concentrum Wealth Management New +7,752+7.8k
COMMONWEALTH EQUITY SERVICES, LLC Added +3,161+3.2k
Simplicity Wealth,LLC Added +1,089+1.1k
MORGAN STANLEY New +549+549
WELLS FARGO & COMPANY/MN New +80+80

Biggest sellers

Next Level Private LLC Sold out -28,387-28.4k
CITADEL ADVISORS LLC Sold out -13,858-13.9k
MML INVESTORS SERVICES, LLC Sold out -5,770-5.8k
Kestra Advisory Services, LLC Sold out -2,638-2.6k
OSAIC HOLDINGS, INC. Sold out -127-127
ASSETMARK, INC Sold out -104-104
CoreCap Advisors, LLC Reduced -69-69

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 PRINCIPAL SECURITIES, INC. 2.04% of their portfolio DES MOINES, IA 4,254,8604.3m $139.2m $139.2m 2.04% Added +368.4k +368,401
2 ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio Berwyn, PA 3,750,4753.8m $122.7m $122.7m 0.03% Added +380.3k +380,311
3 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 300,487300.5k $9.8m $9.8m 0.00% Added +25.0k +25,020
4 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 104,450104.5k $3.4m $3.4m 0.00% Added +3.2k +3,161
5 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 16,99517.0k $556.1k $556.1k 0.00% New
6 Simplicity Wealth,LLC 0.02% of their portfolio SUMMIT, NJ 13,28913.3k $434.8k $434.8k 0.02% Added +1.1k +1,089
7 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 8,8708.9k $290.2k $290.2k 0.00% New
8 Concentrum Wealth Management 0.07% of their portfolio SAN JOSE, CA 7,7527.8k $253.6k $253.6k 0.07% New
9 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 1,4531.5k $47.5k $47.5k 0.00% Reduced -69 -69
10 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 549549 $18.0k $18.0k 0.00% New
11 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 8080 $2.6k $2.6k 0.00% New