Who owns BCHP (BCHP)
Which tracked institutional funds hold BCHP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BCHP company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on BCHP is one-sided between 2025-Q4 and 2026-Q1: 1 added or opened and 6 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
BCHP’s largest tracked holder by dollar value, PRINCIPAL SECURITIES, INC., sizes it at 2.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BCHP divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 11 tracked filers holding BCHP, 10 increased or opened the position and 7 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in BCHP between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 1
- LPL Financial LLC$556K
Full exits 2
- Next Level Private LLC$1M
- CITADEL ADVISORS LLC$519K
Largest trims
- PRINCIPAL SECURITIES, INC.$6M
- ENVESTNET ASSET MANAGEMENT INC$4M
- RAYMOND JAMES FINANCIAL INC$493K
- COMMONWEALTH EQUITY SERVICES, LLC$379K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| PRINCIPAL SECURITIES, INC. added | 4,254,860 | $139M | 48.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 3,750,475 | $123M | 42.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 300,487 | $10M | 3.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 104,450 | $3M | 1.2% | 2026-Q1 |
| LPL Financial LLC added | 16,995 | $556K | 0.2% | 2026-Q1 |
| Simplicity Wealth,LLC added | 13,289 | $435K | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 8,870 | $290K | 0.1% | 2026-Q1 |
| Concentrum Wealth Management new | 7,752 | $254K | 0.1% | 2026-Q1 |
| CoreCap Advisors, LLC trimmed | 1,453 | $48K | 0.0% | 2026-Q1 |
| MORGAN STANLEY new | 549 | $18K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN new | 80 | $3K | 0.0% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC | 198,099 | $7M | 2.5% | 2025-Q2 stale |
| Next Level Private LLC new | 28,387 | $1M | 0.4% | 2025-Q4 stale |
| CITADEL ADVISORS LLC trimmed | 13,858 | $519K | 0.2% | 2025-Q4 stale |
| MML INVESTORS SERVICES, LLC | 5,770 | $216K | 0.1% | 2025-Q4 stale |
| Kestra Advisory Services, LLC new | 2,638 | $99K | 0.0% | 2025-Q4 stale |
| UBS Group AG added | 267 | $9K | 0.0% | 2025-Q1 stale |
| OSAIC HOLDINGS, INC. new | 127 | $5K | 0.0% | 2025-Q4 stale |
| ASSETMARK, INC new | 104 | $4K | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.