CITADEL ADVISORS LLC BCHP PRINCIPAL EXCHANGE TRADED FD

Ownership history in CITADEL ADVISORS LLC  ·  4 quarters on record

AI Ownership Summary

CITADEL ADVISORS LLC reported PRINCIPAL EXCHANGE TRADED FD (BCHP) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. The latest visible filing shows BCHP at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BCHP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CITADEL ADVISORS LLC's position in PRINCIPAL EXCHANGE TRADED FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

BCHP was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CITADEL ADVISORS LLC held BCHP — position size vs. price
% of Fund (quarterly)    BCHP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 17,854 +3,996 +28.8% 0.00% $646K 2026-08-14 $39.00
2025 Q4 REDUCED 26.3% -12.7% 13,858 -4,935 -26.3% 0.00% $519K 2026-02-17 $34.50
2025 Q3 ADDED 18,793 +5,700 +43.5% 0.00% $707K 2025-11-14 $37.32
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About CITADEL ADVISORS LLC and BCHP

These are the practical questions this page is built to answer before you even open the full history table.

How long has CITADEL ADVISORS LLC reported owning BCHP?

CITADEL ADVISORS LLC reported BCHP across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported BCHP position in CITADEL ADVISORS LLC's portfolio?

The largest reported portfolio weight for BCHP was 0.00% in 2025 Q3.

What is the latest reported BCHP position on this page?

The most recent filing on this page is 2026 Q2, when CITADEL ADVISORS LLC reported 17,854 shares, equal to 0.00% of portfolio, with an estimated market value of $646K.

What does the chart on this BCHP ownership page compare?

The chart compares CITADEL ADVISORS LLC's quarterly BCHP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CITADEL ADVISORS LLC time their BCHP position?

Based on 13F filing dates vs. subsequent BCHP price moves, CITADEL ADVISORS LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on BCHP relative to SPY over the holding period was -13.5%.

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