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Disclosery

BCHP PRINCIPAL EXCHANGE TRADED FD

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FOCU BLUE CH ETF (fund)

9 managers (10 13F filers) reported a position in BCHP shares at 2025-06-30, 5,022,212 shares in all. 3 filers opened a position and 2 filers sold out during the quarter.

Managers
9
13F filers
10
New
3
Added
4
Reduced
1
Sold out
2
Shares held by filers
5,022,212

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding2,812,142$103M+752,941Timeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC2,143,784$78.5M0.02%-66,58113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC29,936$1.1M<0.01%+2,98013F-HRTimeline
Simplicity Wealth,LLC13,844$507K0.02%new13F-HRTimeline
LPL Financial LLC12,922$473K<0.01%+1,03213F-HRTimeline
MML INVESTORS SERVICES, LLC7,270$266K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC1,682$61.6K<0.01%+15313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC632$23.1K<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.