13F Insight
DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
BCHP

PRINCIPAL EXCHANGE TRADED FD

14 institutions still hold PRINCIPAL EXCHANGE TRADED FD as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 74255Y714·14 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 2.1%
vs prior quarter
13F value held
$277M
57.0% inst. owned
of float
Holders
14
+66 QoQ
filers reporting
Activity
+77 / −44
+852 added · −716 reduced
this quarter
Concentration
50.20%
PRINCIPAL SECURITIES, INC. #1
top holder share
AI Holders Summary · Q1 2026

14 institutions reported BCHP in Q1 2026. PRINCIPAL SECURITIES, INC. leads at 50.2% of the visible book. +66 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
PRINCIPAL SECURITIES, INC.
CIK 0000012600
$139M4.3M2.04%Q1 202602
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$123M3.8M0.03%Q1 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$10M300K0.00%Q1 202604
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$3M104K0.00%Q1 202605
LPL Financial LLC
CIK 0001403438
$556,07617K0.00%Q1 202606
CITADEL ADVISORS LLC
CIK 0001423053
$519,39814K0.00%Q4 202507
Simplicity Wealth,LLC
CIK 0001913243
$434,81613K0.02%Q1 202608
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$290,2269K0.00%Q1 202609
Concentrum Wealth Management
CIK 0001765387
$253,6458K0.07%Q1 202610
CoreCap Advisors, LLC
CIK 0001902501
$47,5421K0.00%Q1 202611
MORGAN STANLEY
CIK 0000895421
$17,9635490.00%Q1 202612
ASSETMARK, INC
CIK 0001344551
$3,8981040.00%Q4 202513
WELLS FARGO & COMPANY/MN
CIK 0000072971
$2,618800.00%Q1 202614
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025