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Disclosery

BCHP PRINCIPAL EXCHANGE TRADED FD

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FOCU BLUE CH ETF (fund)

8 managers (9 13F filers) reported a position in BCHP shares at 2025-03-31, 4,321,678 shares in all. 3 filers opened a position and 0 filers sold out during the quarter.

Managers
8
13F filers
9
New
3
Added
4
Reduced
0
Sold out
0
Shares held by filers
4,321,678

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC2,210,365$71.3M0.02%+716,57513F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding2,059,201$69.7M+1,368Timeline
COMMONWEALTH EQUITY SERVICES, LLC26,956$869K<0.01%+3,37313F-HRTimeline
LPL Financial LLC11,890$383K<0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,470$370K<0.01%+2,17113F-HRTimelineGroup
CoreCap Advisors, LLC1,529$49.3K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG267$8.61K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.