LCAP
Principal Capital Appreciation Select ETF · Financial Services · Asset Management
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +30.0% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Principal Financial Group Inc | 48.56M | +1573.5% | $1.61B | 0.8% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Envestnet Asset Management Inc | 5.75M | +20.1% | $190.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Ameriprise Financial Inc | 66.36K | New | $2.20M | 0.0% | New | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 37.80K | -37.5% | $1.25M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Goldman Sachs Group ✦ | 34.05K | New | $1.13M | 0.0% | New | 1 | SEC ↗ |
| 6 | LPL Financial LLC | 26.87K | New | $890,339 | 0.0% | New | 1 | SEC ↗ |
| 7 | Jane Street Group, Llc | 13.11K | -60.5% | $434,300 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 4.16K | New | $136,638 | 0.0% | New | 1 | SEC ↗ |
| 9 | Citigroup Inc | 513 | New | $17,001 | 0.0% | New | 1 | SEC ↗ |
| 10 | Northwestern Mutual Wealth… | 50 | +100.0% | $1,657 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Ameriprise Financial Inc | $2.20M | 0.0% |
| Goldman Sachs Group | $1.13M | 0.0% |
| LPL Financial LLC | $890,339 | 0.0% |
| JPMorgan Chase | $136,638 | 0.0% |
| Citigroup Inc | $17,001 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 9 holders, 12.62M shares, $365.78M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.