5 institutions reported holding $294.0M of PRINCIPAL EXCHANGE TRADED FD (BCHP) in SEC 13F filings for 2026-06-30. Largest institutional holders: PRINCIPAL SECURITIES, INC. ($154.1M), ENVESTNET ASSET MANAGEMENT INC ($139.0M), COMMONWEALTH EQUITY SERVICES, LLC ($848,276), CoreCap Advisors, LLC ($52,555), INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC ($7,511). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | PRINCIPAL SECURITIES, INC. | $154.1M | 4.3M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $139.0M | 3.8M | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $848,276 | 23,452 | Trimmed |
| 4 | CoreCap Advisors, LLC | $52,555 | 1,453 | Hold |
| 5 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $7,511 | 205 | New |
Source: SEC Form 13F filings · as of 2026-06-30