Who owns LCAP?
Principal Capital Appreciation Select ETF · Principal
16 institutions reported holding LCAP, worth $2.0B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of LCAP
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Principal Financial Group Inc. | Des Moines, IA | $1.6B | 48,561,966 | +45,660,110 shares |
| Principal Securities, Inc. | Des Moines, IA | $192.3M | 5,804,126 | +984,957 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $190.4M | 5,746,819 | +961,846 shares |
| NewEdge Advisors, LLC | New Orleans, LA | $9.0M | 270,115 | New position |
| Ameriprise Financial Inc. | Minneapolis, MN | $2.2M | 66,357 | New position |
| Morgan Stanley | New York, NY | $1.3M | 37,799 | −22,685 shares |
| Goldman Sachs Group Inc. | New York, NY | $1.1M | 34,054 | New position |
| LPL Financial LLC | Fort Mill, SC | $890K | 26,866 | New position |
| Simplicity Wealth,LLC | Summit, NJ | $543K | 16,397 | +653 shares |
| Jane Street Group, LLC | New York, NY | $434K | 13,105 | −20,068 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns LCAP?
16 institutional managers reported holding LCAP in Form 13F filings for June 30, 2026, worth $2.0B in total. The largest reported position was held by Principal Financial Group Inc., at $1.6B.
Did institutions buy or sell LCAP last quarter?
Reported 13F value rose 449.4% from March 31, 2026, which includes price moves as well as buying and selling. 7 firms reported a new position and 0 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is LCAP ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.