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LCAP PRINCIPAL EXCHANGE TRADED FD

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CMN (fund)

15 managers (16 13F filers) reported a position in LCAP shares at 2026-06-30, 60,584,762 shares in all. 7 filers opened a position and 0 filers sold out during the quarter.

Managers
15
13F filers
16
New
7
Added
6
Reduced
2
Sold out
0
Shares held by filers
60,584,762

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding54,366,092$1.8B+46,645,067Timeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC5,746,819$190M0.04%+961,84613F-HRTimelineGroup
NewEdge Advisors, LLC270,115$8.95M0.03%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC66,357$2.2M<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY37,799$1.25M<0.01%-22,68513F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC34,054$1.13M<0.01%new13F-HRTimelineGroup
LPL Financial LLC26,866$890K<0.01%new13F-HRTimeline
Simplicity Wealth,LLC16,397$543K0.02%+65313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC13,105$434K<0.01%-20,06813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,162$137K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC1,733$57.4K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC513$17K<0.01%new13F-HRTimelineGroup
Integrated Wealth Concepts LLC480$15.9K<0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.220$7.29K<0.01%+5013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…50$1.66K<0.01%+2513F-HRTimelineGroup