13FBOX
PRINCIPAL EXCHANGE TRADED FD · 13F Institutional Holdings
Options Calculator Rankings
P

PRINCIPAL EXCHANGE TRADED FD

BCHP
Institutions
15
Combined AUM (Q2 2026)
$308.6M
Combined Shares (Q2 2026)
8.5M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+153,665
11 · 5 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-81,007
2 · 0 Exit · ≈
⚖️ Net
+72,658
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$308.6M
Institutions
15
New Buys
5
Adds
6
Reduces
2
Exits
0
Unchanged
2
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
PRINCIPAL SECURITIES, INC.
1.86%2.04%#1$154.1M4.3M$139.2M4.3M+6,512+0.15%Add
ENVESTNET ASSET MANAGEMENT INC
0.03%0.03%#3$139.0M3.8M$122.7M3.8M+92,103+2.46%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#5$11.6M321,095$9.8M300,487+20,608+6.86%Add
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#7$848,27623,452$3.4M104,450-80,998-77.55%Reduce
CITADEL ADVISORS LLC
<0.01%#10$645,77917,854$00+17,854New Buy
LPL Financial LLC
<0.01%<0.01%#9$635,25417,563$556,07616,995+568+3.34%Add
Simplicity Wealth,LLC
0.02%0.02%#4$480,33813,280$434,81613,289-9-0.07%Reduce
Concentrum Wealth Management
0.09%0.07%#2$395,37410,931$253,6457,752+3,179+41.01%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#12$395,08510,923$290,2268,870+2,053+23.15%Add
JANE STREET GROUP, LLC
<0.01%#11$371,35710,267$00+10,267New Buy
CoreCap Advisors, LLC
<0.01%<0.01%#6$52,5551,453$47,5421,45300.00%Unchanged
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
<0.01%#8$7,511205$00+205New Buy
MORGAN STANLEY
<0.01%#15$6,836189$00+189New Buy
OSAIC HOLDINGS, INC.
<0.01%#13$4,594127$00+127New Buy
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#14$2,89480$2,6188000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow