PRINCIPAL CPTL APPREC S3 ETF (LCAP) Institutional Ownership and Insiders Activity
PRINCIPAL CPTL APPREC S3 ETF (LCAP) is widely held by institutional investors, with 16 firms reporting positions valued at approximately $2.04B based on SEC Form 13F filings for the quarter ended September 30, 2026.
Principal Financial Group Inc is the largest disclosed holder, reporting approximately $1.64B in LCAP holdings in its latest filing.
Institutional ownership remains highly concentrated, with Principal Financial Group Inc representing the majority of disclosed value.
Institutional Holders
16
Total Reported Value
$2.04B
Largest Holder
Principal Financial Group Inc
Largest Position
$1.64B
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
6
Funds Exiting Positions
2
Top Institutional Owners
View allInvestorReported Balance
- Principal Financial Group Inc$1.64B
- Principal Securities, Inc.$192.35M
- Envestnet Asset Management Inc$190.45M
- Newedge Advisors, Llc$8.95M
- Ameriprise Financial Inc$2.20M