DaveManuel.com · Institutional Ownership · Who Owns It
PRINCIPAL FOC BLU CHI (BCHP)
Institutional ownership reported to the SEC as of Q2 2026, across 13 quarters.
15
Reporting holders
$308.6M
Reported value
0.0%
Calls
0.0%
Puts
+4
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| PRINCIPAL SECURITIES, INC. | $154.1M | 4,261,372 | 1.86% | 11q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $139.0M | 3,842,578 | 0.03% | 11q | +2.5%+$3.3M |
| RAYMOND JAMES FINANCIAL INC | $11.6M | 321,095 | 0.00% | 3q | +6.9%+$745.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | $848.3K | 23,452 | 0.00% | 11q | -77.5%-$2.9M |
| CITADEL ADVISORS LLC | $645.8K | 17,854 | 0.00% | new | NEW |
| LPL Financial LLC | $635.3K | 17,563 | 0.00% | 2q | +3.3%+$20.5K |
| Simplicity Wealth,LLC | $480.3K | 13,280 | 0.02% | 5q | HELD |
| Concentrum Wealth Management | $395.4K | 10,931 | 0.09% | 2q | +41.0%+$115.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $395.1K | 10,923 | 0.00% | 2q | +23.1%+$74.3K |
| JANE STREET GROUP, LLC | $371.4K | 10,267 | 0.00% | new | NEW |
| CoreCap Advisors, LLC | $52.6K | 1,453 | 0.00% | 6q | HELD |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $7.5K | 205 | 0.00% | new | NEW |
| MORGAN STANLEY | $6.8K | 189 | 0.00% | 2q | -65.6%-$13.0K |
| OSAIC HOLDINGS, INC. | $4.6K | 127 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $2.9K | 80 | 0.00% | 2q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 2 | $549.7K | 14,669 | 0 | 1 | 1 | 0.0% |
| Q2 2026 | 15 | $308.6M | 8,531,369 | 4 | 5 | 2 | 0.0% |
| Q1 2026 | 11 | $276.8M | 8,459,260 | 5 | 5 | 1 | 0.0% |
| Q4 2025 | 12 | $288.5M | 7,697,985 | 5 | 4 | 2 | 0.0% |
| Q3 2025 | 8 | $240.4M | 6,386,925 | 2 | 4 | 2 | 0.0% |
| Q2 2025 | 9 | $184.0M | 5,022,212 | 3 | 4 | 1 | 0.0% |
| Q1 2025 | 8 | $142.6M | 4,321,678 | 3 | 3 | 0 | 0.0% |
| Q4 2024 | 5 | $121.9M | 3,584,505 | 0 | 3 | 1 | 0.0% |
| Q3 2024 | 7 | $114.7M | 3,469,291 | 3 | 3 | 0 | 0.0% |
| Q2 2024 | 6 | $60.8M | 1,889,536 | 1 | 3 | 0 | 0.0% |
| Q1 2024 | 7 | $49.2M | 1,574,360 | 2 | 3 | 0 | 0.0% |
| Q4 2023 | 6 | $41.0M | 1,437,735 | 4 | 0 | 0 | 0.0% |
| Q3 2023 | 1 | $4.9M | 198,099 | 1 | 0 | 0 | 0.0% |