Q1 2025 13F Holders as of 3/31/2025
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Type / Class
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Equity / FOCUSED BLUE CHI
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Number of holders
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8
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Total 13F shares, excl. options
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4.32M
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Shares change
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+737K
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Total reported value, excl. options
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$143M
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Value change
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+$23.8M
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Number of buys
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7
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Price
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$32.24
Significant Holders of PRINCIPAL EXCHANGE TRADED FD - FOCUSED BLUE CHI (BCHP) as of Q1 2025
8 filings reported holding BCHP - PRINCIPAL EXCHANGE TRADED FD - FOCUSED BLUE CHI as of Q1 2025.
PRINCIPAL EXCHANGE TRADED FD - FOCUSED BLUE CHI (BCHP) has 8 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.32M shares
.
Largest 8 shareholders include ENVESTNET ASSET MANAGEMENT INC (2.21M shares), PRINCIPAL SECURITIES, INC. (1.86M shares), PRINCIPAL FINANCIAL GROUP INC (198K shares), COMMONWEALTH EQUITY SERVICES, LLC (27K shares), LPL Financial LLC (11.9K shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (11.5K shares), CoreCap Advisors, LLC (1.53K shares), and UBS Group AG (267 shares).
This table shows the top 8 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.