17 institutions reported holding $276.8M of PRINCIPAL EXCHANGE TRADED FD (BCHP) in SEC 13F filings for 2026-03-31. Largest institutional holders: PRINCIPAL SECURITIES, INC. ($139.2M), ENVESTNET ASSET MANAGEMENT INC ($122.7M), RAYMOND JAMES FINANCIAL INC ($9.8M), COMMONWEALTH EQUITY SERVICES, LLC ($3.4M), LPL Financial LLC ($556,076). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | PRINCIPAL SECURITIES, INC. | $139.2M | 4.3M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $122.7M | 3.8M | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $9.8M | 300,487 | Added |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $3.4M | 104,450 | Added |
| 5 | LPL Financial LLC | $556,076 | 16,995 | New |
| 6 | Simplicity Wealth,LLC | $434,816 | 13,289 | Added |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $290,226 | 8,870 | New |
| 8 | Concentrum Wealth Management | $253,645 | 7,752 | New |
| 9 | CoreCap Advisors, LLC | $47,542 | 1,453 | Trimmed |
| 10 | MORGAN STANLEY | $17,963 | 549 | New |
| 11 | WELLS FARGO & COMPANY/MN | $2,618 | 80 | New |
| 12 | ASSETMARK, INC | $0 | 0 | Exited |
| 13 | OSAIC HOLDINGS, INC. | $0 | 0 | Exited |
| 14 | Kestra Advisory Services, LLC | $0 | 0 | Exited |
| 15 | Next Level Private LLC | $0 | 0 | Exited |
| 16 | MML INVESTORS SERVICES, LLC | $0 | 0 | Exited |
| 17 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31