15 institutions reported holding $308.6M of PRINCIPAL EXCHANGE TRADED FD (BCHP) in SEC 13F filings for 2026-06-30. Largest institutional holders: PRINCIPAL SECURITIES, INC. ($154.1M), ENVESTNET ASSET MANAGEMENT INC ($139.0M), RAYMOND JAMES FINANCIAL INC ($11.6M), COMMONWEALTH EQUITY SERVICES, LLC ($848,276), CITADEL ADVISORS LLC ($645,779). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | PRINCIPAL SECURITIES, INC. | $154.1M | 4.3M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $139.0M | 3.8M | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $11.6M | 321,095 | Added |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $848,276 | 23,452 | Trimmed |
| 5 | CITADEL ADVISORS LLC | $645,779 | 17,854 | New |
| 6 | LPL Financial LLC | $635,254 | 17,563 | Added |
| 7 | Simplicity Wealth,LLC | $480,338 | 13,280 | Trimmed |
| 8 | Concentrum Wealth Management | $395,374 | 10,931 | Added |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $395,085 | 10,923 | Added |
| 10 | JANE STREET GROUP, LLC | $371,357 | 10,267 | New |
| 11 | CoreCap Advisors, LLC | $52,555 | 1,453 | Hold |
| 12 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $7,511 | 205 | New |
| 13 | MORGAN STANLEY | $6,836 | 189 | Trimmed |
| 14 | OSAIC HOLDINGS, INC. | $4,594 | 127 | New |
| 15 | WELLS FARGO & COMPANY/MN | $2,894 | 80 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30