Who Owns Principal Capital Appreciation Select ETF (LCAP)?Hedge Fund & Institutional Holders
Institutional Holders
9
as of Q4 2025
Total Institutional Value
$8600086000797590528.0T
% of Float Held
—
QoQ Change in Holders
+6 / -0
Price History
LCAP — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP INC | New Position | +3.1M | +$91.5M |
| ENVESTNET ASSET MANAGEMENT INC | New Position | +2.9M | +$86.0M |
| Simplicity Wealth,LLC | New Position | +16K | +$466K |
| CoreCap Advisors, LLC | New Position | +2K | +$51K |
| JANE STREET GROUP, LLC | New Position | +13K | +$0 |
| JPMORGAN CHASE & CO | New Position | +119 | +$0 |
| PRINCIPAL SECURITIES, INC. | Increased | +2.1M | +$-23.2B |
LCAP — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| MORGAN STANLEY | Decreased | -1K | -$58.0M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 2,930,545 | $86.0M | 0.03% | Share |
| 2 | PRINCIPAL SECURITIES, INC. | 2,939,281 | $86.0M | 1.33% | Share |
| 3 | PRINCIPAL FINANCIAL GROUP INC | 2,700,040 | $79.8M | 0.04% | Share |
| 4 | PRINCIPAL FINANCIAL GROUP INC | 398,247 | $11.8M | 0.01% | Share |
| 5 | Simplicity Wealth,LLC | 15,794 | $466K | 0.03% | Share |
| 6 | CoreCap Advisors, LLC | 1,733 | $51K | 0.00% | Share |
| 7 | JANE STREET GROUP, LLC | 12,645 | $0 | 0.00% | Share |
| 8 | MORGAN STANLEY | 656 | $0 | 0.00% | Share |
| 9 | JPMORGAN CHASE & CO | 119 | $0 | 0.00% | Share |
LCAP Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 8 | $264.0M | +6 |
| Q3 2025 | 2 | $23.4B | -4 |
| Q2 2025 | 6 | $32.4B | +5 |
| Q1 2025 | 1 | $9.8B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 9 institutional investors hold LCAP (Principal Capital Appreciation Select ETF). The largest holder is ENVESTNET ASSET MANAGEMENT INC with $86.0M in shares. This quarter, 6 institutions opened new positions and 0 closed their positions.
Frequently Asked Questions
How many hedge funds own LCAP?
As of Q4 2025, 9 institutional investors report holding LCAP (Principal Capital Appreciation Select ETF) in their 13F filings.
Who is the largest institutional holder of LCAP?
The largest institutional holder of LCAP is ENVESTNET ASSET MANAGEMENT INC with $86.0M in shares.
Is institutional ownership of LCAP increasing or decreasing?
This quarter, 6 institutions opened new positions in LCAP and 0 closed their positions.