Vault-13

PRINCIPAL EXCHANGE TRADED FD BCHP

FOCUSED BLUE CHI · ETP · CUSIP 74255Y714

15 institutional holders +4 vs Q1 2026
8,531,3698.5m shares reported held*
$308.6mreported value*
4 new 6 added 3 reduced 0 sold out net bought ≈ $2.6m (+72.1k 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 ≈ $36.17.

Trends to Q2 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: 11Q2 26: 1515Q3 23Q2 24Q1 25Q4 25Q2 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
Q2 202615

Buyers vs sellers

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

Bought or addedCut or sold out
10010Q3 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 25Q1 26: 10 bought or addedQ1 26: 7 cut or sold outQ2 26: 10 bought or addedQ2 26: 3 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202461
Q4 202433
Q1 202570
Q2 202573
Q3 202565
Q4 202593
Q1 2026107
Q2 2026103

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +92,103+92.1k
RAYMOND JAMES FINANCIAL INC Added +20,608+20.6k
CITADEL ADVISORS LLC New +17,854+17.9k
JANE STREET GROUP, LLC New +10,267+10.3k
PRINCIPAL SECURITIES, INC. Added +6,512+6.5k
Concentrum Wealth Management Added +3,179+3.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +2,053+2.1k
LPL Financial LLC Added +568+568
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC New +205+205
OSAIC HOLDINGS, INC. New +127+127

Biggest sellers

COMMONWEALTH EQUITY SERVICES, LLC Reduced -80,998-81.0k
MORGAN STANLEY Reduced -360-360
Simplicity Wealth,LLC Reduced -9-9

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 PRINCIPAL SECURITIES, INC. 1.86% of their portfolio DES MOINES, IA 4,261,3724.3m $154.1m $154.1m 1.86% Added +6.5k +6,512
2 ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio Berwyn, PA 3,842,5783.8m $139.0m $139.0m 0.03% Added +92.1k +92,103
3 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 321,095321.1k $11.6m $11.6m 0.00% Added +20.6k +20,608
4 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 23,45223.5k $848.3k $848.3k 0.00% Reduced -81.0k -80,998
5 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 17,85417.9k $645.8k $645.8k 0.00% New
6 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 17,56317.6k $635.3k $635.3k 0.00% Added +568 +568
7 Simplicity Wealth,LLC 0.02% of their portfolio SUMMIT, NJ 13,28013.3k $480.3k $480.3k 0.02% Reduced -9 -9
8 Concentrum Wealth Management 0.09% of their portfolio SAN JOSE, CA 10,93110.9k $395.4k $395.4k 0.09% Added +3.2k +3,179
9 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 10,92310.9k $395.1k $395.1k 0.00% Added +2.1k +2,053
10 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 10,26710.3k $371.4k $371.4k 0.00% New
11 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 1,4531.5k $52.6k $52.6k 0.00% Unchanged
12 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio ORLANDO, FL 205205 $7.5k $7.5k 0.00% New
13 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 189189 $6.8k $6.8k 0.00% Reduced -360 -360
14 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 127127 $4.6k $4.6k 0.00% New
15 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 8080 $2.9k $2.9k 0.00% Unchanged