Principal Exchange-Traded Funds - BCHP
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PRINCIPAL SECURITIES, INC. | History | Added to | 3,886,459 | 145,664 | 2.25% | 2.1% | 1 | +504,431 | 14.92% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 3,370,164 | 126,313 | 0.04% | 0.03% | 2 | +522,821 | 18.36% | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 275,467 | 10,324 | 0.0% | — | 3 | +275,467 | New | Q4 2025 | Feb 18, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 101,289 | 3,796 | 0.01% | 0.0% | 4 | +3,217 | 3.28% | Q4 2025 | Feb 12, 2026 |
| Next Level Private LLC | History | New | 28,387 | 1,063 | 0.28% | — | 5 | +28,387 | New | Q4 2025 | Jan 07, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 13,858 | 519 | 0.0% | 0.0% | 6 | -4,935 | -26.26% | Q4 2025 | Feb 17, 2026 |
| Simplicity Wealth,LLC | History | Added to | 12,200 | 457 | 0.03% | 0.03% | 7 | +538 | 4.61% | Q4 2025 | Jan 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 5,770 | 216 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | New | 2,638 | 98 | 0.0% | — | 9 | +2,638 | New | Q4 2025 | Feb 13, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,522 | 57 | 0.0% | 0.0% | 10 | -347 | -18.57% | Q4 2025 | Jan 13, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 127 | 4 | 0.0% | — | 11 | +127 | New | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | New | 104 | 3 | 0.0% | — | 12 | +104 | New | Q4 2025 | Jan 23, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -21,388 | -100.0% | Q3 2025 | Nov 14, 2025 |