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LCAP

PRINCIPAL CPTL APPREC S3 ETF

Who Owns This Stock

Who Owns LCAP

Other65.6%5 holders
Income / Defensive34.4%1 holder

Based on Q4 2025 13F filings + AC behavioral model

8 institutional holders

Top Holders

1.PRINCIPAL SECURITIES, INC.
+265.9%$86826.4B
2.ENVESTNET ASSET MANAGEMENT INC
+275.2%$86568.3B
3.PRINCIPAL FINANCIAL GROUP INC
+578.0%$79759.2B
0.0%$11764.2B
5.Simplicity Wealth,LLC
$466.6B
6.JANE STREET GROUP, LLC
$373.5B
7.CoreCap Advisors, LLC
$51.2B
8.Morgan Stanley IM
$19.4B
9.JPMORGAN CHASE & CO
$3.5B

Institutional Pressure

Market Regime:Strong Risk-Off (-0.62)
SELLINGBUYING
Neutral
Other(65.6%)
Income / Defensive(34.4%)
Inflows (flight to yield)
Dealer / Bank(0.0%)
Facilitating

Updated daily · Based on Q4 2025 filings + AC behavioral model

Market data provided by TradingView and Finnhub.