LCAP institutional holders
PRINCIPAL EXCHANGE TRADED FD · 13F, 2026Q2
| Managers holding | 16 |
|---|---|
| Shares held | 60,584,762 |
| Reported value | $2.0bn |
| Quarter flows | 7 new, 6 added, 2 trimmed, 0 exited |
Top 16 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP INC | 48,561,966 | $1.6bn | 0.8% |
| PRINCIPAL SECURITIES, INC. | 5,804,126 | $192.3m | 2.3% |
| ENVESTNET ASSET MANAGEMENT INC | 5,746,819 | $190.4m | 0.0% |
| NewEdge Advisors, LLC | 270,115 | $9.0m | 0.0% |
| AMERIPRISE FINANCIAL INC | 66,357 | $2.2m | 0.0% |
| MORGAN STANLEY | 37,799 | $1.3m | 0.0% |
| GOLDMAN SACHS GROUP INC | 34,054 | $1.1m | 0.0% |
| LPL Financial LLC | 26,866 | $890,339 | 0.0% |
| Simplicity Wealth,LLC | 16,397 | $543,397 | 0.0% |
| JANE STREET GROUP, LLC | 13,105 | $434,300 | 0.0% |
| JPMORGAN CHASE & CO | 4,162 | $136,638 | 0.0% |
| CoreCap Advisors, LLC | 1,733 | $57,432 | 0.0% |
| CITIGROUP INC | 513 | $17,001 | 0.0% |
| Integrated Wealth Concepts LLC | 480 | $15,907 | 0.0% |
| Pinnacle Bancorp, Inc. | 220 | $7,291 | 0.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 50 | $1,657 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("LCAP"). LCAP price history · All 13F data