10 institutions reported holding $365.8M of PRINCIPAL EXCHANGE TRADED FD (LCAP) in SEC 13F filings for 2026-03-31. Largest institutional holders: PRINCIPAL SECURITIES, INC. ($139.7M), ENVESTNET ASSET MANAGEMENT INC ($138.7M), PRINCIPAL FINANCIAL GROUP INC ($84.1M), MORGAN STANLEY ($1.8M), JANE STREET GROUP, LLC ($961,685). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | PRINCIPAL SECURITIES, INC. | $139.7M | 4.8M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $138.7M | 4.8M | Added |
| 3 | PRINCIPAL FINANCIAL GROUP INC | $84.1M | 2.9M | Trimmed |
| 4 | MORGAN STANLEY | $1.8M | 60,484 | Added |
| 5 | JANE STREET GROUP, LLC | $961,685 | 33,173 | Added |
| 6 | Simplicity Wealth,LLC | $456,419 | 15,744 | Trimmed |
| 7 | CoreCap Advisors, LLC | $50,240 | 1,733 | Hold |
| 8 | Pinnacle Bancorp, Inc. | $4,928 | 170 | New |
| 9 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $725 | 25 | New |
| 10 | JPMORGAN CHASE & CO | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31