Institutional Ownership
Principal Exchange Traded Fd
CUSIP 74255Y680CAP APPRECIATIONLCAPQ1 2026
Institutional Holders
9
13F filers
Shares Held
12.62M
Aggregate institutional
Institutional Value
$365.78M
Q1 2026
Net New Holders
+1
2 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions2
Increased4
Decreased2
Sold out1
Institutional Holders
9 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Principal Securities, Inc. | 4.82M | $139.71M | +1.88M | Added |
| 2 | Envestnet Asset Management Inc | 4.78M | $138.72M | +1.85M | Added |
| 3 | Principal Financial Group Inc | 2.90M | $84.12M | −196.4K | Reduced |
| 4 | Morgan Stanley | 60.5K | $1.75M | +59.8K | Added |
| 5 | Jane Street Group, LLC | 33.2K | $961.7K | +20.5K | Added |
| 6 | Simplicity Wealth,LLC | 15.7K | $456.4K | −50 | Reduced |
| 7 | Corecap Advisors, LLC | 1.7K | $50.2K | 0 | Held |
| 8 | Pinnacle Bancorp, Inc. | 170 | $4.9K | +170 | New |
| 9 | Northwestern Mutual Wealth Management Co | 25 | $725 | +25 | New |