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