4 institutions reported holding $1.1M of PRINCIPAL MIDCAP INSTITUTIONAL (PCBIX) in SEC 13F filings for 2026-03-31. Largest institutional holders: MOODY LYNN & LIEBERSON, LLC ($901,498), OAKWORTH CAPITAL, INC. ($208,931), McIlrath & Eck, LLC ($4,897), Garton & Associates Financial Advisors LLC ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | MOODY LYNN & LIEBERSON, LLC | $901,498 | 23,680 | Hold |
| 2 | OAKWORTH CAPITAL, INC. | $208,931 | 5,488 | Hold |
| 3 | McIlrath & Eck, LLC | $4,897 | 129 | New |
| 4 | Garton & Associates Financial Advisors LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31