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T. Rowe Price Capital Appreciation Equity ETF (TCAF) Institutional Ownership

T. Rowe Price Capital Appreciation Equity ETF logo
$33.18 -0.54 (-1.60%)
As of 05/21/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for T. Rowe Price Capital Appreciation Equity ETF (NYSEARCA:TCAF)

Number of
Institutional Buyers
(last 12 months)
227
Total
Institutional Inflows
(last 12 months)
$1.87B
Number of
Institutional Sellers
(last 12 months)
55
Total
Institutional Outflows
(last 12 months)
$82.74M
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TCAF Institutional Buying and Selling by Quarter

T. Rowe Price Capital Appreciation Equity ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025 National Wealth Management Group LLC317,222$10.24M6.7%+5.6%0.251%
5/15/2025 Royal Bank of Canada1,846,509$59.61M0.0%+16.3%1.461%
5/15/2025 MAI Capital Management51,594$1.67M0.0%+25.8%0.041%
5/15/2025 Certior Financial Group LLC197,571$6.38M5.2%+32.0%0.156%
5/15/2025 Baird Financial Group Inc.2,530,422$81.68M0.2%+6.2%2.003%
5/14/2025 Per Stirling Capital Management LLC.38,113$1.23M0.2%+45.2%0.030%
5/14/2025 WCG Wealth Advisors LLC96,274$3.11M0.2%+27.5%0.076%
5/14/2025 NCM Capital Management LLC149,902$4.84M2.2%+16.6%0.119%
5/14/2025 McCarthy Asset Management Inc.547,088$17.66M12.8%-1.6%0.433%
5/14/2025 Comerica Bank61,619$1.99M0.0%+599.3%0.049%
5/14/2025 Northwestern Mutual Wealth Management Co.395,890$12.78M0.0%+86.7%0.313%
5/14/2025 Kestra Advisory Services LLC249,832$8.07M0.0%+359.2%0.198%
5/14/2025 Price T Rowe Associates Inc. MD13,623,067$439.12M0.1%+54,690.3%10.782%
5/14/2025 Capital Analysts LLC152,569$4.93M0.2%+179.7%0.121%
5/14/2025 Level Four Advisory Services LLC892,652$28.82M1.2%+18.3%0.706%
5/13/2025 Raymond James Financial Inc.4,486,289$144.82M0.1%-0.6%3.551%
5/13/2025 Menora Mivtachim Holdings LTD.211,012$6.81M0.0%N/A0.167%
5/13/2025 Nations Financial Group Inc. IA ADV238,536$7.70M0.6%+4.3%0.189%
5/13/2025 Harfst & Associates Inc.124,996$4.04M0.9%+71.6%0.099%
5/13/2025 MSH Capital Advisors LLC21,320$688K0.2%+2.8%0.017%
5/13/2025 HighTower Advisors LLC228,460$7.38M0.0%+17.5%0.181%
5/12/2025 Keeler & Nadler Financial Planning & Wealth Management13,218$425K0.2%N/A0.010%
5/12/2025 Benjamin Edwards Inc.10,134$327K0.0%N/A0.008%
5/12/2025 Founders Financial Alliance LLC7,959$257K0.1%-28.2%0.006%
5/12/2025 Flagship Wealth Advisors LLC16,638$537K0.2%N/A0.013%
5/12/2025 WealthPLAN Partners LLC73,760$2.38M0.3%+7.8%0.058%
5/9/2025 Comprehensive Financial Planning Inc. PA20,435$660K0.6%+726.7%0.016%
5/9/2025 Atria Wealth Solutions Inc.329,688$10.64M0.1%+26.4%0.261%
5/9/2025 Cary Street Partners Financial LLC54,141$1.75M0.1%+3.6%0.043%
5/9/2025 Thoroughbred Financial Services LLC55,440$1.79M0.1%+10.9%0.044%
5/9/2025 Commonwealth Equity Services LLC4,934,474$159.29M0.2%+44.1%3.905%
5/9/2025 Argent Trust Co11,845$382K0.0%N/A0.009%
5/9/2025 Liberty Wealth Management LLC109,757$3.55M0.1%-1.3%0.087%
5/8/2025 IFG Advisory LLC49,535$1.60M0.1%+28.9%0.039%
5/8/2025 Hopwood Financial Services Inc.7,021$227K0.2%+13.8%0.006%
5/8/2025 Harbour Investments Inc.16,541$534K0.0%+108.0%0.013%
5/8/2025 Atlas Wealth LLC41,681$1.35M0.5%-2.2%0.033%
5/8/2025 Mesirow Financial Investment Management Inc.882,550$28.49M0.6%+19.0%0.698%
5/8/2025 Eastern Bank380,732$12.29M0.2%+67.3%0.301%
5/8/2025 Cozad Asset Management Inc.16,043$518K0.1%+42.9%0.013%
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5/7/2025 Frontier Asset Management LLC42,075$1.36M0.4%-14.5%0.033%
5/7/2025 LPL Financial LLC8,790,070$283.74M0.1%+22.8%6.957%
5/7/2025 Cornerstone Advisory LLC547,121$17.54M2.0%-2.5%0.433%
5/7/2025 Nvwm LLC51,638$1.67M0.4%+19.9%0.041%
5/6/2025 Cetera Investment Advisers688,293$22.22M0.0%+46.7%0.545%
5/6/2025 Avantax Advisory Services Inc.28,558$922K0.0%+119.4%0.023%
5/6/2025 Principle Wealth Partners LLC329,088$10.62M0.8%+5.4%0.260%
5/6/2025 Kovack Advisors Inc.6,879$222K0.0%N/A0.005%
5/6/2025 Forge Financial Services LLC251,383$8.11M7.2%+4.2%0.199%
5/6/2025 Wedbush Securities Inc.66,736$2.15M0.1%+32.9%0.053%
5/5/2025 Wealth Alliance LLC18,411$594K0.1%+44.2%0.015%
5/5/2025 Souders Financial Advisors635,221$20.51M2.9%+88.6%0.503%
5/5/2025 WNY Asset Management LLC22,675$732K0.1%-15.4%0.018%
5/5/2025 IFP Advisors Inc22,690$732K0.0%+4,438.0%0.018%
5/5/2025 OneAscent Financial Services LLC11,103$358K0.0%N/A0.009%
5/5/2025 PCG Wealth Advisors LLC19,728$637K0.2%-65.2%0.016%
5/5/2025 Private Advisor Group LLC538,411$17.38M0.1%+17.2%0.426%
5/2/2025 Patton Albertson Miller Group LLC142,135$4.59M0.7%+33.8%0.112%
5/2/2025 Carson Advisory Inc.160,123$5.17M3.5%+7.5%0.127%
5/2/2025 KM Capital Management Ltd.7,560$244K0.1%N/A0.006%
5/2/2025 Fortis Group Advisors LLC341,670$11.03M2.1%-10.3%0.270%
5/2/2025 Mayflower Financial Advisors LLC37,804$1.22M0.2%+5.5%0.030%
5/2/2025 Legacy Capital Wealth Partners LLC49,660$1.60M0.3%N/A0.039%
5/2/2025 Apollon Financial LLC18,410$594K0.1%+37.4%0.015%
5/2/2025 Sigma Planning Corp79,469$2.57M0.1%+311.6%0.063%
5/1/2025 MTM Investment Management LLC213,093$6.90M2.7%+23.0%0.169%
5/1/2025 CWM LLC48,234$1.56M0.0%+10.1%0.038%
5/1/2025 V2 Financial group LLC154,431$4.99M3.2%-3.7%0.122%
5/1/2025 Financial Security Advisor Inc.174,996$5.65M1.4%+5.5%0.139%
5/1/2025 PYA Waltman Capital LLC702,848$22.69M7.1%+18.9%0.556%
5/1/2025 Grant GrossMendelsohn LLC248,089$7.88M4.4%-9.2%0.196%
5/1/2025 American Financial Advisors LLC14,941$482K0.1%N/A0.012%
5/1/2025 ADE LLC488,892$15.78M9.1%+631.0%0.387%
4/30/2025 Seamount Financial Group Inc.44,743$1.44M1.0%+15.4%0.035%
4/30/2025 Arcus Capital Partners LLC432,257$13.95M5.6%+38.1%0.342%
4/30/2025 Allworth Financial LP264,510$8.36M0.0%+0.1%0.209%
4/30/2025 Axxcess Wealth Management LLC8,095$261K0.0%-7.1%0.006%
4/30/2025 OMNI 360 Wealth Inc.29,017$937K0.5%-38.2%0.023%
4/30/2025 Stratos Wealth Partners LTD.87,704$2.83M0.0%+8.6%0.069%
4/30/2025 Stratos Wealth Advisors LLC156,139$5.04M0.3%+24.1%0.124%
4/29/2025 Envestnet Asset Management Inc.344,715$11.13M0.0%+47.6%0.273%
4/29/2025 Concurrent Investment Advisors LLC31,237$1.01M0.0%+10.7%0.025%
4/29/2025 Macroview Investment Management LLC16,200$523K0.5%+7.4%0.013%
4/29/2025 Bank of New York Mellon Corp1,826,524$58.96M0.0%+82.0%1.446%
4/29/2025 World Investment Advisors207,530$6.70M0.2%+28.8%0.164%
4/29/2025 Capital Investment Advisory Services LLC63,251$2.04M0.2%+12.3%0.050%
4/29/2025 Strategic Blueprint LLC15,391$497K0.0%-32.2%0.012%
4/29/2025 OneDigital Investment Advisors LLC795,594$25.68M0.3%+55.4%0.630%
4/29/2025 4J Wealth Management LLC251,658$8.12M6.4%+1.8%0.199%
4/29/2025 Silver Oak Securities Incorporated11,422$368K0.0%-19.1%0.009%
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4/29/2025 Onyx Bridge Wealth Group LLC264,670$8.54M1.2%+17.8%0.209%
4/28/2025 D.A. Davidson & CO.312,395$10.08M0.1%+146.0%0.247%
4/28/2025 Gutierrez Wealth Advisory LLC12,606$407K0.3%+13.8%0.010%
4/28/2025 Strategic Financial Concepts LLC97,733$3.16M0.6%+4.6%0.077%
4/28/2025 Weaver Consulting Group45,669$1.47M0.4%+1.6%0.036%
4/28/2025 DAVENPORT & Co LLC92,214$2.98M0.0%+20.2%0.073%
4/28/2025 Lincoln Capital Corp74,779$2.41M1.0%+4.8%0.059%
4/25/2025 Koshinski Asset Management Inc.50,842$1.64M0.1%+23.4%0.042%
4/25/2025 Ameritas Advisory Services LLC11,471$376K0.0%-56.8%0.009%
4/25/2025 Financial Consulate Inc.520,293$16.80M4.2%-0.8%0.431%
(Data available from 1/1/2016 forward)

TCAF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TCAF shares?

During the previous two years, 255 institutional investors and hedge funds held shares of T. Rowe Price Capital Appreciation Equity ETF. The most heavily invested institutionals were Price T Rowe Associates Inc. MD ($439.12M), LPL Financial LLC ($283.74M), Commonwealth Equity Services LLC ($159.29M), Raymond James Financial Inc. ($144.82M), Voya Investment Management LLC ($90.62M), Wells Fargo & Company MN ($83.89M), and Baird Financial Group Inc. ($81.68M).Learn more on TCAF's institutional investors.

Which institutional investors have been buying T. Rowe Price Capital Appreciation Equity ETF stock?

Of the 251 institutional investors that purchased T. Rowe Price Capital Appreciation Equity ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Price T Rowe Associates Inc. MD ($13.60M), LPL Financial LLC ($6.70M), Strategic Financial Concepts LLC ($5.21M), Commonwealth Equity Services LLC ($4.93M), Raymond James Financial Inc. ($4.51M), Wells Fargo & Company MN ($2.00M), and TTP Investments Inc. ($1.96M).

How much institutional buying is happening at T. Rowe Price Capital Appreciation Equity ETF?

Institutional investors have bought a total of 72,533,359 shares in the last 24 months. This purchase volume represents approximately $2.30B in transactions.

Which T. Rowe Price Capital Appreciation Equity ETF major shareholders have been selling company stock?

Of the 58 institutional investors that sold T. Rowe Price Capital Appreciation Equity ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Janney Montgomery Scott LLC ($762.44K), Raymond James Financial Services Advisors Inc. ($349.61K), Fortis Group Advisors LLC ($313.42K), Redhawk Wealth Advisors Inc. ($169.49K), Envestnet Asset Management Inc. ($125.17K), Renaissance Technologies LLC ($107.47K), and Sharkey Howes & Javer ($100.30K).

How much institutional selling is happening at T. Rowe Price Capital Appreciation Equity ETF?

Institutional investors have sold a total of 2,731,924 shares in the last 24 months. This volume of shares sold represents approximately $88.26M in transactions.



This page (NYSEARCA:TCAF) was last updated on 5/22/2025 by MarketBeat.com Staff
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