LCAP Institutional Ownership
Principal Capital Appreciation Select ETF
1W: +0.2%
1M: +1.7%
3M: +1.7%
YTD: +14.5%
1Y: +16.5%
$34.02
+0.19 (+0.56%)
Weekly Expected Move ±1.3%
$33
$34
$34
$34
$35
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Institutional Ownership — LCAP
16
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
7
New Positions
6
Increased
2
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (16 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | PRINCIPAL FINANCIAL GROUP INC | 48,561,966 | 1.7B | +45,660,110 | +1573.5% | 6Q | SEC ↗ |
| 2 | PRINCIPAL SECURITIES, INC. | 5,804,126 | $197M | +984,957 | +20.4% | 5Q | SEC ↗ |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 5,746,819 | $196M | +961,846 | +20.1% | 5Q | SEC ↗ |
| 4 | NewEdge Advisors, LLC NEW | 270,115 | $9M | — | +0.0% | 1Q | SEC ↗ |
| 5 | AMERIPRISE FINANCIAL INC NEW | 66,357 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 6 | MORGAN STANLEY | 37,799 | $1M | -22,685 | -37.5% | 4Q | SEC ↗ |
| 7 | GOLDMAN SACHS GROUP INC NEW | 34,054 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 8 | LPL Financial LLC NEW | 26,866 | $914K | — | +0.0% | 1Q | SEC ↗ |
| 9 | Simplicity Wealth,LLC | 16,397 | $558K | +653 | +4.1% | 3Q | SEC ↗ |
| 10 | JANE STREET GROUP, LLC | 13,105 | $446K | -20,068 | -60.5% | 3Q | SEC ↗ |
| 11 | JPMORGAN CHASE & CO NEW | 4,162 | $142K | — | +0.0% | 1Q | SEC ↗ |
| 12 | CoreCap Advisors, LLC | 1,733 | $59K | — | +0.0% | 3Q | SEC ↗ |
| 13 | CITIGROUP INC NEW | 513 | $17K | — | +0.0% | 1Q | SEC ↗ |
| 14 | Integrated Wealth Concepts LLC NEW | 480 | $16K | — | +0.0% | 1Q | SEC ↗ |
| 15 | Pinnacle Bancorp, Inc. | 220 | $7K | +50 | +29.4% | 2Q | SEC ↗ |
| 16 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 50 | $2K | +25 | +100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (7)
| Holder | Shares | Value |
|---|---|---|
| NewEdge Advisors, LLC | 270,115 | $9M |
| AMERIPRISE FINANCIAL INC | 66,357 | $2M |
| GOLDMAN SACHS GROUP INC | 34,054 | $1M |
| LPL Financial LLC | 26,866 | $914K |
| JPMORGAN CHASE & CO | 4,162 | $142K |
| CITIGROUP INC | 513 | $17K |
| Integrated Wealth Concepts LLC | 480 | $16K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (6)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP INC | +45,660,110 | +1573.5% | 48,561,966 |
| PRINCIPAL SECURITIES, INC. | +984,957 | +20.4% | 5,804,126 |
| ENVESTNET ASSET MANAGEMENT INC | +961,846 | +20.1% | 5,746,819 |
| Simplicity Wealth,LLC | +653 | +4.1% | 16,397 |
| Pinnacle Bancorp, Inc. | +50 | +29.4% | 220 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +25 | +100.0% | 50 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | -22,685 | -37.5% | 37,799 |
| JANE STREET GROUP, LLC | -20,068 | -60.5% | 13,105 |