BCHP Institutional Ownership
Principal Focused Blue Chip ETF
1W: -0.3%
1M: -1.1%
3M: +2.0%
YTD: +1.2%
1Y: +0.2%
3Y: +56.6%
$37.75
+0.28 (+0.74%)
Weekly Expected Move ±2.0%
$36
$37
$38
$39
$39
Overview
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Institutional Ownership — BCHP
15
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
309M
Total Invested
4
New Positions
6
Increased
3
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (19 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | PRINCIPAL SECURITIES, INC. | 4,261,372 | $161M | +6,512 | +0.2% | 11Q | SEC ↗ |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 3,842,578 | $145M | +92,103 | +2.5% | 11Q | SEC ↗ |
| 3 | RAYMOND JAMES FINANCIAL INC | 321,095 | $12M | +20,608 | +6.9% | 3Q | SEC ↗ |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | 23,452 | $885K | -80,998 | -77.5% | 11Q | SEC ↗ |
| 5 | CITADEL ADVISORS LLC NEW | 17,854 | $674K | — | +0.0% | 1Q | SEC ↗ |
| 6 | LPL Financial LLC | 17,563 | $663K | +568 | +3.3% | 2Q | SEC ↗ |
| 7 | Simplicity Wealth,LLC | 13,280 | $501K | -9 | -0.1% | 5Q | SEC ↗ |
| 8 | Concentrum Wealth Management | 10,931 | $413K | +3,179 | +41.0% | 2Q | SEC ↗ |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10,923 | $412K | +2,053 | +23.1% | 2Q | SEC ↗ |
| 10 | JANE STREET GROUP, LLC NEW | 10,267 | $388K | — | +0.0% | 1Q | SEC ↗ |
| 11 | CoreCap Advisors, LLC | 1,453 | $55K | — | +0.0% | 6Q | SEC ↗ |
| 12 | INTERNATIONAL ASSETS INVESTMENT MANAGE NEW | 205 | $8K | — | +0.0% | 1Q | SEC ↗ |
| 13 | MORGAN STANLEY | 189 | $7K | -360 | -65.6% | 2Q | SEC ↗ |
| 14 | OSAIC HOLDINGS, INC. NEW | 127 | $5K | — | +0.0% | 1Q | SEC ↗ |
| 15 | WELLS FARGO & COMPANY/MN | 80 | $3K | — | +0.0% | 2Q | SEC ↗ |
| 16 | Kestra Advisory Services, LLC | 0 | $0K | -2,638 | -100.0% | 1Q | SEC ↗ |
| 17 | ASSETMARK, INC | 0 | $0K | -104 | -100.0% | 1Q | SEC ↗ |
| 18 | MML INVESTORS SERVICES, LLC | 0 | $0K | -5,770 | -100.0% | 3Q | SEC ↗ |
| 19 | Next Level Private LLC | 0 | $0K | -28,387 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| CITADEL ADVISORS LLC | 17,854 | $674K |
| JANE STREET GROUP, LLC | 10,267 | $388K |
| INTERNATIONAL ASSETS INVESTMENT MAN | 205 | $8K |
| OSAIC HOLDINGS, INC. | 127 | $5K |
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Next Level Private LLC | 28,387 | $1M |
| MML INVESTORS SERVICES, LLC | 5,770 | $218K |
| Kestra Advisory Services, LLC | 2,638 | $100K |
| ASSETMARK, INC | 104 | $4K |
Biggest Increases (6)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | +92,103 | +2.5% | 3,842,578 |
| RAYMOND JAMES FINANCIAL INC | +20,608 | +6.9% | 321,095 |
| PRINCIPAL SECURITIES, INC. | +6,512 | +0.2% | 4,261,372 |
| Concentrum Wealth Management | +3,179 | +41.0% | 10,931 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +2,053 | +23.1% | 10,923 |
| LPL Financial LLC | +568 | +3.3% | 17,563 |
Biggest Decreases (3)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | -80,998 | -77.5% | 23,452 |
| MORGAN STANLEY | -360 | -65.6% | 189 |
| Simplicity Wealth,LLC | -9 | -0.1% | 13,280 |