LCAP PRINCIPAL EXCHANGE TRADED FD
FollowCMN (fund)
3 managers (4 13F filers) reported a position in LCAP shares at 2025-09-30, 1,984,600 shares in all. 1 filer opened a position and 2 filers sold out during the quarter.
- Managers
- 3
- 13F filers
- 4
- New
- 1
- Added
- 2
- Reduced
- 0
- Sold out
- 2
- Shares held by filers
- 1,984,600
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, Q3 2025
Filers in the available 13F reports with a share position at 2025-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding | 1,201,470 | $34.9M | +401,445 | Timeline
| |
| ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC | 781,130 | $22.7M | 0.01% | +372,855 | 13F-HRTimelineGroup |
| MORGAN STANLEYin group MORGAN STANLEY | 2,000 | $58K | <0.01% | new | 13F-HR/ATimelineGroup |