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Principal FOC Blue Chip ETF (BCHP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
INCREASED
Shares23,739 from 23,452
Change+287 (+1%)
Value$889.7K (+$41.4K)
Filed 2026-11-02
Simplicity Wealth,LLC
DECREASED
Shares13,067 from 13,280
Change-213 (-2%)
Value$489.7K (+$9.4K)
Filed 2026-10-23
Cambridge Investment Research Advisors, Inc.
NEW
Shares6,992
Change+6,992
Value$262
Filed 2026-11-02
CoreCap Advisors, LLC
INCREASED
Shares1,602 from 1,453
Change+149 (+10%)
Value$60.0K (+$7.5K)
Filed 2026-10-08
International Assets Investment Management, LLC
CLOSED
Shares0 from 205
Change-205 (-100%)
Value$0 (-$7.5K)
Filed 2026-11-02
Principal Securities, Inc.
N/A
Shares— from 4,261,372
Change-4,261,372 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 3,842,578
Change-3,842,578 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 321,095
Change-321,095 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 17,854
Change-17,854 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 17,563
Change-17,563 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 10,931
Change-10,931 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 10,923
Change-10,923 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 10,267
Change-10,267 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 189
Change-189 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 127
Change-127 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 80
Change-80 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
INCREASED23,73923,452+287+1%$848.3K$889.7K+$41.4K2026-11-02
Simplicity Wealth,LLC
DECREASED13,06713,280-213-2%$480.3K$489.7K+$9.4K2026-10-23
Cambridge Investment Research Advisors, Inc.
NEW6,992—+6,992——$262—2026-11-02
CoreCap Advisors, LLC
INCREASED1,6021,453+149+10%$52.6K$60.0K+$7.5K2026-10-08
International Assets Investment Management, LLC
CLOSED0205-205-100%$7.5K$0-$7.5K2026-11-02
Principal Securities, Inc.
N/A—4,261,372-4,261,372-100%$154.1M———
Envestnet Asset Management Inc
N/A—3,842,578-3,842,578-100%$139.0M———
Raymond James Financial Inc
N/A—321,095-321,095-100%$11.6M———
Citadel Advisors LLC
N/A—17,854-17,854-100%$645.8K———
LPL Financial LLC
N/A—17,563-17,563-100%$635.3K———
Concentrum Wealth Management
N/A—10,931-10,931-100%$395.4K———
Susquehanna International Group, LLP
N/A—10,923-10,923-100%$395.1K———
Jane Street Group, LLC
N/A—10,267-10,267-100%$371.4K———
Morgan Stanley
N/A—189-189-100%$6.8K———
Osaic Holdings, Inc.
N/A—127-127-100%$4.6K———
Wells Fargo & Company
N/A—80-80-100%$2.9K———
Showing 16 of 16 institutions