CUSIP 74255Y680CAP APPRECIATIONLCAPQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
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8 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Principal Financial Group Inc | 3.10M | $91.52M | +2.70M | Added |
| 2 | Principal Securities, Inc. | 2.94M | $86.83M | +2.14M | Added |
| 3 | Envestnet Asset Management Inc | 2.93M | $86.57M | +2.15M | Added |
| 4 | Simplicity Wealth,LLC | 15.8K | $466.6K |
| +15.8K |
| New |
| 5 | Jane Street Group, LLC | 12.6K | $373.5K | +12.6K | New |
| 6 | Corecap Advisors, LLC | 1.7K | $51.2K | +1.7K | New |
| 7 | Morgan Stanley | 656 | $19.4K | −1.3K | Reduced |
| 8 | Jpmorgan Chase & Co | 119 | $3.5K | +119 | New |