Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / FOCUSED BLUE CHI
-
Number of holders
-
7
-
Total 13F shares, excl. options
-
3,469,291
-
Shares change
-
+1,580,016
-
Total reported value, excl. options
-
$114,658,064
-
Value change
-
+$52,218,808
-
Number of buys
-
6
-
Number of sells
-
-1
-
Price
-
$33.05
Significant Holders of PRINCIPAL EXCHANGE TRADED FD - FOCUSED BLUE CHI (BCHP) as of Q3 2024
8 filings reported holding BCHP - PRINCIPAL EXCHANGE TRADED FD - FOCUSED BLUE CHI as of Q3 2024.
PRINCIPAL EXCHANGE TRADED FD - FOCUSED BLUE CHI (BCHP) has 7 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3,469,291 shares
.
Largest 8 shareholders include PRINCIPAL SECURITIES, INC. (1,777,507 shares), ENVESTNET ASSET MANAGEMENT INC (1,458,831 shares), PRINCIPAL FINANCIAL GROUP INC (198,099 shares), COMMONWEALTH EQUITY SERVICES, LLC (18,435 shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (15,110 shares), BANK OF AMERICA CORP /DE/ (1,251 shares), UBS Group AG (58 shares), and JPMORGAN CHASE & CO (0 shares).
This table shows the top 7 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.