Principal Capital Appreciation Select ETF (LCAP)

ETF ยท Cboe BZX

Principal Capital Appreciation Select ETF (LCAP) is an exchange-traded fund listed on Cboe BZX, where it has traded since March 25, 2025.

Type
Exchange-traded fund
Listed On
Cboe BZX
Listed Since
March 25, 2025

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 16 institutions reported holding LCAP, with 60.6 million shares worth $2.0 billion in aggregate. The largest reported holder was Principal Financial Group, with 48.6 million shares worth $1.6 billion. Of the 5 largest holders listed below, 2 opened new positions in LCAP and 3 added shares during the quarter.

InstitutionSharesValueQuarter change
Principal Financial Group48,561,966$1.6BAdded 1573.48%
Principal Securities5,804,126$192MAdded 20.44%
Envestnet Asset Management5,746,819$190MAdded 20.1%
Newedge Advisors270,115$9MNew position
Ameriprise Financial66,357$2MNew position

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is LCAP?

Principal Capital Appreciation Select ETF (LCAP) is an exchange-traded fund listed on Cboe BZX, where it has traded since March 25, 2025.

Who are the largest institutional holders of LCAP?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of LCAP were Principal Financial Group, Principal Securities and Envestnet Asset Management.

How many institutions own LCAP?

16 institutions reported a position in LCAP for the quarter ended June 30, 2026, worth $2.0 billion in total.

Did institutions buy or sell LCAP last quarter?

Of the 5 largest reported holders, 2 opened new positions in LCAP and 3 added shares during the quarter. Every reported holder and its change is on the SentiSense ownership page for LCAP.

Every reported institutional holder, plus insider and congressional trades in LCAP, on SentiSense.