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Data from SEC EDGAR filings: company financials and 13F holdings.

Disclaimer: QW Research is provided for informational and educational purposes only and is not investment advice, a recommendation, or an offer to buy or sell any security. Data is derived from public SEC 13F filings and may be incomplete, delayed, or inaccurate. Do not make investment decisions based on this content. QW Research does not share in any profits and accepts no liability for any losses or decisions made using this information. Past performance does not predict future results.

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LCAP — Fundamentals, Valuation & Ownership | QW Research

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Principal Capital Appreciation Select ETF (LCAP)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Ownership

—

of shares outstanding · 9 funds hold it

Ownership Change

—

vs last quarter

Crowding

69ᵗʰ pctl

more crowded than 69% of tracked stocks

Institutional Value

$365.8M

total position value across all 13F filers

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Institutional Holders

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Conviction-Weighted Ownership

Median weight: 0.00%Avg weight: 0.24%Max: 2.05%High conviction (>1%): 1

PRINCIPAL SECURITIES,

ENVESTNET ASSET MANAGEMENT

PRINCIPAL FINANCIAL GROUP

JANE STREET GROUP,

Simplicity Wealth,LLC

CoreCap Advisors,

Pinnacle Bancorp,

NORTHWESTERN MUTUAL WEALTH MANAGEMENT

Institutional Trends (5 Quarters)

No trend data available for this metric.

Crowding AnalysisModerate

Holders9of 5,944

Avg: 68

Uncrowded69th percentileCrowded

Institutional Activity

Buy/Sell Ratio2x

39th percentile

6 buying3 selling

+2

New

-1

Closed

+3.6M

Net shares

Ownership Concentration

Top 5: 99.9%Top 10: 100.0%

PRINCIPAL SECURITIES,38.2%

ENVESTNET ASSET MANAGEMENT37.9%

PRINCIPAL FINANCIAL GROUP23.0%

MORGAN STANLEY0.5%

JANE STREET GROUP,0.3%

Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

Ownership Map

Top 9 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

No collected fundamentals for a debt & leverage analysis.

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Ownership Map

Top 9 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Crowding AnalysisModerate

Holders9of 5,944

Avg: 68

Uncrowded69th percentileCrowded

Institutional Activity

Buy/Sell Ratio2x

39th percentile

6 buying3 selling

+2

New

-1

Closed

+3.6M

Net shares

Ownership Concentration

Top 5: 99.9%Top 10: 100.0%

PRINCIPAL SECURITIES,38.2%

ENVESTNET ASSET MANAGEMENT37.9%

PRINCIPAL FINANCIAL GROUP23.0%

MORGAN STANLEY0.5%

JANE STREET GROUP,0.3%

Not enough quarter-end price history for a performance view. (Run collect_prices.py for this ticker.)