16 institutions reported holding $2.01B of PRINCIPAL EXCHANGE TRADED FD (LCAP) in SEC 13F filings for 2026-06-30. Largest institutional holders: PRINCIPAL FINANCIAL GROUP INC ($1.61B), PRINCIPAL SECURITIES, INC. ($192.3M), ENVESTNET ASSET MANAGEMENT INC ($190.4M), NewEdge Advisors, LLC ($9.0M), AMERIPRISE FINANCIAL INC ($2.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | PRINCIPAL FINANCIAL GROUP INC | $1.61B | 48.6M | Added |
| 2 | PRINCIPAL SECURITIES, INC. | $192.3M | 5.8M | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $190.4M | 5.7M | Added |
| 4 | NewEdge Advisors, LLC | $9.0M | 270,115 | New |
| 5 | AMERIPRISE FINANCIAL INC | $2.2M | 66,357 | New |
| 6 | MORGAN STANLEY | $1.3M | 37,799 | Trimmed |
| 7 | GOLDMAN SACHS GROUP INC | $1.1M | 34,054 | New |
| 8 | LPL Financial LLC | $890,339 | 26,866 | New |
| 9 | Simplicity Wealth,LLC | $543,397 | 16,397 | Added |
| 10 | JANE STREET GROUP, LLC | $434,300 | 13,105 | Trimmed |
| 11 | JPMORGAN CHASE & CO | $136,638 | 4,162 | New |
| 12 | CoreCap Advisors, LLC | $57,432 | 1,733 | Hold |
| 13 | CITIGROUP INC | $17,001 | 513 | New |
| 14 | Integrated Wealth Concepts LLC | $15,907 | 480 | New |
| 15 | Pinnacle Bancorp, Inc. | $7,291 | 220 | Added |
| 16 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1,657 | 50 | Added |
Source: SEC Form 13F filings · as of 2026-06-30