Principal Exchange-Traded Funds - LCAP
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 3,098,287 | 91,523 | 0.05% | 0.01% | 1 | +2,700,040 | 677.98% | Q4 2025 | Feb 02, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 2,939,281 | 86,826 | 1.34% | 0.38% | 2 | +2,136,058 | 265.94% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,930,545 | 86,568 | 0.03% | 0.01% | 3 | +2,149,415 | 275.17% | Q4 2025 | Feb 10, 2026 |
| Simplicity Wealth,LLC | History | New | 15,794 | 466 | 0.03% | — | 4 | +15,794 | New | Q4 2025 | Jan 30, 2026 |
| JANE STREET GROUP, LLC | History | New | 12,645 | 373 | 0.0% | — | 5 | +12,645 | New | Q4 2025 | Feb 12, 2026 |
| CoreCap Advisors, LLC | History | New | 1,733 | 51 | 0.0% | — | 6 | +1,733 | New | Q4 2025 | Jan 13, 2026 |
| MORGAN STANLEY | History | Reduced | 656 | 19 | 0.0% | 0.0% | 7 | -1,344 | -67.2% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | New | 119 | 3 | 0.0% | — | 8 | +119 | New | Q4 2025 | Feb 11, 2026 |