DOSSIER · 13F Holders · Q2 2026
LCAP

PRINCIPAL EXCHANGE TRADED FD

12 institutions still hold PRINCIPAL EXCHANGE TRADED FD as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 74255Y680·12 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$2.0B
visible holders
Holders
12
filers reporting
Concentration
80.63%
PRINCIPAL FINANCIAL GROUP INC #1
top holder share
AI Holders Summary · Q2 2026

12 institutions reported LCAP in Q2 2026. PRINCIPAL FINANCIAL GROUP INC leads at 80.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
PRINCIPAL FINANCIAL GROUP INC
CIK 0001126328
$1.6B48.6M0.79%Q2 2026
02
PRINCIPAL SECURITIES, INC.
CIK 0000012600
$192M5.8M2.32%Q2 2026
03
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$190M5.7M0.04%Q2 2026
04
MORGAN STANLEY
CIK 0000895421
$2M60K0.00%Q1 2026
05
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$962K33K0.00%Q1 2026
06
LPL Financial LLC
CIK 0001403438
$890K27K0.00%Q2 2026
07
Simplicity Wealth,LLC
CIK 0001913243
$543K16K0.02%Q2 2026
08
CoreCap Advisors, LLC
CIK 0001902501
$57K2K0.00%Q2 2026
09
CITIGROUP INC
CIK 0000831001
$17K5130.00%Q2 2026
10
Pinnacle Bancorp, Inc.
CIK 0001703383
$7K2200.00%Q2 2026
11
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$725250.00%Q1 2026
12
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025
Insiders at PRINCIPAL EXCHANGE TRADED FD
Lionheart Equities, LlcBarran TrevorSternberg OphirKapadia AmanRapisarda Paul HowardFlowers David J A