13FBOX
PRINCIPAL EXCHANGE TRADED FD · 13F Institutional Holdings
Options Calculator Rankings
P

PRINCIPAL EXCHANGE TRADED FD

LCAP
Institutions
16
Combined AUM (Q2 2026)
$2.01B
Combined Shares (Q2 2026)
60.6M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+48.0M
14 · 7 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-20,068
1 · 0 Exit · ≈
⚖️ Net
+48.0M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$2.01B
Institutions
16
New Buys
7
Adds
7
Reduces
1
Exits
0
Unchanged
1
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
PRINCIPAL FINANCIAL GROUP INC
0.79%0.04%#2$1.61B48.6M$84.1M2.9M+45.7M+1,573.48%Add
PRINCIPAL SECURITIES, INC.
2.32%2.05%#1$192.3M5.8M$139.7M4.8M+984,957+20.44%Add
ENVESTNET ASSET MANAGEMENT INC
0.04%0.04%#3$190.4M5.7M$138.7M4.8M+961,846+20.10%Add
NewEdge Advisors, LLC
0.03%#4$9.0M270,115$00+270,115New Buy
AMERIPRISE FINANCIAL INC
<0.01%#8$2.2M66,357$00+66,357New Buy
MORGAN STANLEY
<0.01%<0.01%#12$1.3M37,799$58,0142,000+35,799+1,789.95%Add
GOLDMAN SACHS GROUP INC
<0.01%#10$1.1M34,054$00+34,054New Buy
LPL Financial LLC
<0.01%#9$890,33926,866$00+26,866New Buy
Simplicity Wealth,LLC
0.02%0.03%#5$543,39716,397$456,41915,744+653+4.15%Add
JANE STREET GROUP, LLC
<0.01%<0.01%#13$434,30013,105$961,68533,173-20,068-60.49%Reduce
JPMORGAN CHASE & CO
<0.01%#14$136,6384,162$00+4,162New Buy
CoreCap Advisors, LLC
<0.01%<0.01%#7$57,4321,733$50,2401,73300.00%Unchanged
CITIGROUP INC
<0.01%#15$17,001513$00+513New Buy
Integrated Wealth Concepts LLC
<0.01%#11$15,907480$00+480New Buy
Pinnacle Bancorp, Inc.
<0.01%<0.01%#6$7,291220$4,928170+50+29.41%Add
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#16$1,65750$72525+25+100.00%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow