13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
LCAP

PRINCIPAL EXCHANGE TRADED FD

10 institutions still hold PRINCIPAL EXCHANGE TRADED FD as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 74255Y680·10 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 4.3%
vs prior quarter
13F value held
$366M
78.0% inst. owned
of float
Holders
10
+23 QoQ
filers reporting
Activity
+42 / −6
+783 added · −712 reduced
this quarter
Concentration
38.19%
PRINCIPAL SECURITIES, INC. #1
top holder share
AI Holders Summary · Q1 2026

10 institutions reported LCAP in Q1 2026. PRINCIPAL SECURITIES, INC. leads at 38.2% of the visible book. +23 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
PRINCIPAL SECURITIES, INC.
CIK 0000012600
$140M4.8M2.05%Q1 202602
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$139M4.8M0.04%Q1 202603
PRINCIPAL FINANCIAL GROUP INC
CIK 0001126328
$84M2.9M0.04%Q1 202604
MORGAN STANLEY
CIK 0000895421
$2M60K0.00%Q1 202605
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$961,68533K0.00%Q1 202606
Simplicity Wealth,LLC
CIK 0001913243
$456,41916K0.03%Q1 202607
CoreCap Advisors, LLC
CIK 0001902501
$50,2402K0.00%Q1 202608
Pinnacle Bancorp, Inc.
CIK 0001703383
$4,9281700.00%Q1 202609
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$725250.00%Q1 202610
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025