PRINCIPAL CPTL APPREC S3 ETF LCAP
$33.13
-0.3% 52w: $25.91 – $33.38
Latest 13F among current holders filed 1 month ago (May 15, 2026)
Price — last 12 months
research preview data25.9129.6533.38
Jun 20, 2025 Jul 2, 2026
Institutional holders
9
+1 QoQ
13F value
$365.8M
+37.6% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns LCAP?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 4.8M | $139.7M | 2.0% | +64.0% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 4.8M | $138.7M | 0.0% | +63.3% |
| PRINCIPAL FINANCIAL GROUP INC | Diversified mechanical | 2.9M | $84.1M | 0.0% | -6.3% |
| MORGAN STANLEY | Bank broker | 60.5K | $1.8M | 0.0% | +9120.1% |
| JANE STREET GROUP, LLC | Market maker | 33.2K | $962K | 0.0% | +162.3% |
| Simplicity Wealth,LLC | Wealth advisor | 15.7K | $456K | 0.0% | -0.3% |
| CoreCap Advisors, LLC | Wealth advisor | 1.7K | $50K | 0.0% | Held |
| Pinnacle Bancorp, Inc. | Other | 170 | $5K | 0.0% | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 25 | $725 | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.