DOSSIER · 13F Holders · Q2 2026
BCHP

PRINCIPAL EXCHANGE TRADED FD

14 institutions still hold PRINCIPAL EXCHANGE TRADED FD as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 74255Y714·14 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$306M
visible holders
Holders
14
filers reporting
Concentration
50.34%
PRINCIPAL SECURITIES, INC. #1
top holder share
AI Holders Summary · Q2 2026

14 institutions reported BCHP in Q2 2026. PRINCIPAL SECURITIES, INC. leads at 50.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
PRINCIPAL SECURITIES, INC.
CIK 0000012600
$154M4.3M1.86%Q2 2026
02
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$139M3.8M0.03%Q2 2026
03
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$10M300K0.00%Q1 2026
04
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$848K23K0.00%Q2 2026
05
LPL Financial LLC
CIK 0001403438
$635K18K0.00%Q2 2026
06
CITADEL ADVISORS LLC
CIK 0001423053
$519K14K0.00%Q4 2025
07
Simplicity Wealth,LLC
CIK 0001913243
$480K13K0.02%Q2 2026
08
Concentrum Wealth Management
CIK 0001765387
$395K11K0.09%Q2 2026
09
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$290K9K0.00%Q1 2026
10
CoreCap Advisors, LLC
CIK 0001902501
$53K1K0.00%Q2 2026
11
MORGAN STANLEY
CIK 0000895421
$18K5490.00%Q1 2026
12
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
CIK 0001818604
$8K2050.00%Q2 2026
13
WELLS FARGO & COMPANY/MN
CIK 0000072971
$3K800.00%Q1 2026
14
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025
Insiders at PRINCIPAL EXCHANGE TRADED FD
Seymour Mary F