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

$30.83
-0.07 (-0.23%)
(As of 04:10 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
105
Total
Institutional Inflows
(last 12 months)
$427.67M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$5.52M
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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
5/17/2024 National Wealth Management Group LLC181,631$5.49M4.3%+207.0%0.397%
5/13/2024 PYA Waltman Capital LLC545,520$16.49M6.1%+4.2%1.192%
5/11/2024 Beaumont Financial Advisors LLC728,605$22.03M1.8%-2.0%1.593%
5/10/2024 Osaic Holdings Inc.1,448,605$43.79M0.1%+15.9%3.166%
5/8/2024 Tanglewood Wealth Management Inc.88,907$2.69M0.3%+250.0%0.194%
5/8/2024 Trademark Financial Management LLC14,571$440K0.4%-17.9%0.032%
5/8/2024 Thoroughbred Financial Services LLC23,027$696K0.1%-20.5%0.050%
5/7/2024 WealthPLAN Partners LLC31,545$954K0.1%+4.6%0.069%
5/6/2024 Envestnet Portfolio Solutions Inc.31,302$946K0.0%+110.6%0.068%
5/4/2024 Financial Connections Group Inc.3,501$106K0.1%+16.7%0.008%
5/3/2024 Carson Advisory Inc.86,448$2.61M1.8%+28.1%0.195%
5/3/2024 Liberty Wealth Management LLC94,237$2.85M0.6%+29.4%0.213%
5/2/2024 Consolidated Planning Corp1,089,849$32.95M5.6%N/A2.463%
5/2/2024 Lincoln National Corp90,671$2.74M0.0%+46.1%0.205%
5/1/2024 Janney Montgomery Scott LLC1,040,630$31.46M0.1%+9.1%2.352%
5/1/2024 Concourse Financial Group Securities Inc.3,775$114K0.0%N/A0.009%
5/1/2024 McCarthy & Cox28,549$863K0.3%N/A0.065%
4/30/2024 Private Advisor Group LLC138,371$4.18M0.0%+124.2%0.313%
4/30/2024 Hartline Investment Corp7,221$218K0.0%N/A0.016%
4/30/2024 Fortis Group Advisors LLC376,457$11.38M2.1%N/A0.851%
4/30/2024 Macroview Investment Management LLC13,046$394K0.4%+7.4%0.029%
4/29/2024Commonwealth Equity Services LLC1,410,141$42.63M0.1%+40.6%3.187%
4/29/2024 Paragon Advisors LLC80,754$2.44M1.0%+60.7%0.182%
4/29/2024 Onyx Bridge Wealth Group LLC117,456$3.47M0.6%+523.3%0.265%
4/29/2024 Schaper Benz & Wise Investment Counsel Inc. WI12,701$384K0.0%N/A0.029%
4/26/2024 Mesirow Financial Investment Management Inc.453,266$13.70M0.3%N/A1.024%
4/26/2024 Sprinkle Financial Consultants LLC71,605$2.17M1.8%N/A0.162%
4/25/2024 Capital Investment Advisory Services LLC105,479$3.19M0.3%+16.4%0.238%
4/25/2024 MTM Investment Management LLC142,916$4.32M1.8%+0.6%0.323%
4/25/2024 Cambridge Investment Research Advisors Inc.440,074$13.30M0.1%+36.7%0.995%
4/24/2024 Essex Financial Services Inc.19,808$599K0.1%+62.6%0.045%
4/23/2024 Global Retirement Partners LLC187,817$5.68M0.2%+2.9%0.424%
4/23/2024 Warner Financial Inc.21,764$658K0.3%+95.4%0.049%
4/23/2024 Principle Wealth Partners LLC219,050$6.62M0.5%+22.4%0.495%
4/23/2024 Strategic Blueprint LLC28,691$867K0.1%N/A0.065%
4/23/2024 Financial Consulate Inc.526,692$15.92M4.7%+12.3%1.190%
4/23/2024 4J Wealth Management LLC204,651$6.19M5.3%+5.8%0.462%
4/23/2024 Raymond James Financial Services Advisors Inc.1,725,991$52.18M0.1%+149.0%3.901%
4/22/2024 Strategic Financial Concepts LLC41,084$1.24M0.3%N/A0.093%
4/22/2024 Confluence Wealth Services Inc.10,305$312K0.0%N/A0.023%
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4/22/2024 Parsons Capital Management Inc. RI187,783$5.68M0.4%+9.7%0.424%
4/22/2024 Raymond James & Associates183,569$5.55M0.0%+507.0%0.415%
4/22/2024 Accordant Advisory Group Inc249,004$7.53M5.6%N/A0.563%
4/19/2024 Arcus Capital Partners LLC313,097$9.47M3.0%+18.3%6.958%
4/18/2024 Financial Security Advisor Inc.114,051$3.45M1.2%+28.2%2.534%
4/18/2024 Miracle Mile Advisors LLC75,805$2.29M0.1%N/A1.685%
4/18/2024 HFG Advisors Inc.65,352$1.98M1.8%N/A1.452%
4/18/2024 Compass Ion Advisors LLC97,538$2.95M0.4%-37.8%2.168%
4/18/2024 ADE LLC51,533$1.56M1.0%+43.7%1.145%
4/17/2024 CRA Financial Services LLC23,950$724K0.2%+102.4%0.532%
4/16/2024 Weaver Consulting Group36,438$1.10M0.4%+6.9%0.810%
4/16/2024 Lincoln Capital Corp47,293$1.43M0.6%N/A1.051%
4/16/2024 Wealth Enhancement Advisory Services LLC262,683$7.94M0.0%+61.6%5.837%
4/15/2024 Sar Wealth Management Group LLC36,071$1.09M1.0%+6.7%0.802%
4/15/2024 Chemistry Wealth Management LLC58,480$1.77M0.5%+164.2%1.300%
4/13/2024 Priebe Wealth Holdings LLC7,300$221K0.2%N/A0.162%
4/12/2024 Harbor Investment Advisory LLC14,630$442K0.0%+122.7%0.325%
4/12/2024 Southland Equity Partners LLC49,167$1.49M0.4%+116.8%1.093%
4/12/2024 AdvisorNet Financial Inc8,383$253K0.0%+34.0%0.186%
4/12/2024 High Net Worth Advisory Group LLC33,868$1.02M0.3%+136.2%0.753%
4/11/2024 Midwest Financial Group LLC8,154$247K0.2%N/A0.181%
4/9/2024 CJM Wealth Advisers Ltd.32,471$982K0.4%+50.3%0.722%
4/9/2024 Lowe Wealth Advisors LLC7,243$219K0.1%N/A0.161%
4/5/2024 CWM LLC8,464$256K0.0%-20.2%0.188%
2/16/2024 CMG Global Holdings LLC71,673$2.08M1.5%N/A1.593%
2/15/2024 Garden State Investment Advisory Services LLC69,068$1.91M0.8%+43.1%1.535%
2/14/2024 NCM Capital Management LLC33,917$937K0.6%+72.9%0.754%
2/13/2024 Trademark Financial Management LLC17,741$490K0.4%N/A0.394%
2/13/2024 Belpointe Asset Management LLC10,194$282K0.0%N/A0.227%
2/13/2024 Cornerstone Advisory LLC414,280$11.45M1.8%+36.7%9.206%
2/13/2024 Carolinas Wealth Consulting LLC61,334$1.70M0.3%+84.0%1.363%
2/12/2024 Sar Wealth Management Group LLC33,806$934K0.9%N/A0.751%
2/12/2024Focus Financial Network Inc. ADV51,838$1.43M0.1%N/A1.152%
2/12/2024 Godshalk Welsh Capital Management Inc.13,450$372K0.3%N/A0.299%
2/9/2024 FMA Wealth Management LLC20,595$569K0.5%N/A0.458%
2/9/2024 Advisory Services Network LLC22,935$634K0.0%N/A0.510%
2/9/2024 Cambridge Investment Research Advisors Inc.321,903$8.89M0.0%+90.9%7.153%
2/9/2024 Corient Private Wealth LLC65,232$1.80M0.0%+1.2%1.450%
2/9/2024 Thoroughbred Financial Services LLC28,948$799K0.1%N/A0.643%
2/8/2024 Janney Montgomery Scott LLC953,958$26.36M0.1%N/A21.199%
2/8/2024 Tanglewood Wealth Management Inc.25,401$702K0.1%+97.3%0.564%
2/8/2024 Nvwm LLC38,940$1.08M0.3%N/A0.865%
2/7/2024 Envestnet Portfolio Solutions Inc.14,862$411K0.0%N/A0.330%
2/7/2024 Cary Street Partners Investment Advisory LLC48,376$1.34M0.1%-1.3%1.075%
2/7/2024 Northwest Financial Advisors18,540$512K0.4%N/A0.412%
2/6/2024 Lincoln National Corp62,045$1.71M0.0%N/A1.379%
2/6/2024 Private Advisor Group LLC61,712$1.71M0.0%+259.6%1.371%
2/6/2024 Carson Advisory Inc.67,464$1.86M1.4%+62.6%1.499%
2/6/2024Commonwealth Equity Services LLC1,002,956$27.71M0.1%+110.3%22.288%
2/6/2024 Essex Financial Services Inc.12,182$337K0.0%N/A0.271%
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2/5/2024 PYA Waltman Capital LLC523,581$14.47M6.0%+6.4%11.635%
2/5/2024 Cora Capital Advisors LLC492,494$13.61M8.0%+18.0%10.944%
2/5/2024 Principle Wealth Partners LLC178,941$4.94M0.4%+32.9%3.976%
2/5/2024 McCarthy Asset Management Inc.560,583$15.49M9.9%+3,904.7%12.457%
2/2/2024 Truist Financial Corp8,730$241K0.0%N/A0.194%
2/2/2024 Atria Wealth Solutions Inc.14,862$411K0.0%N/A0.330%
2/1/2024 National Wealth Management Group LLC59,163$1.64M1.6%+101.8%1.315%
2/1/2024 Capital Investment Advisory Services LLC90,582$2.50M0.2%+895.0%2.013%
2/1/2024 Northwest Capital Management Inc10,601$293K0.1%N/A0.236%
2/1/2024 CWM LLC10,601$293K0.0%N/A0.236%
(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, 105 institutional investors and hedge funds held shares of T. Rowe Price Capital Appreciation Equity ETF. The most heavily invested institutionals were Raymond James Financial Services Advisors Inc. ($52.18M), Osaic Holdings Inc. ($43.79M), Commonwealth Equity Services LLC ($42.63M), Consolidated Planning Corp ($32.95M), Janney Montgomery Scott LLC ($31.46M), TTP Investments Inc. ($23.93M), and Beaumont Financial Advisors LLC ($22.03M).Learn more on TCAF's institutional investors.

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

Of the 105 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: Raymond James Financial Services Advisors Inc. ($1.73M), Commonwealth Equity Services LLC ($1.41M), Consolidated Planning Corp ($1.09M), Janney Montgomery Scott LLC ($1.04M), TTP Investments Inc. ($865.95K), Beaumont Financial Advisors LLC ($743.38K), and McCarthy Asset Management Inc. ($560.58K).

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

Institutional investors have bought a total of 15,159,604 shares in the last 24 months. This purchase volume represents approximately $427.67M in transactions.

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

The following institutional investors have sold T. Rowe Price Capital Appreciation Equity ETF stock in the last 24 months: Sharkey Howes & Javer ($95.54K), Compass Ion Advisors LLC ($69.58K), Beaumont Financial Advisors LLC ($14.78K), Thoroughbred Financial Services LLC ($5.92K), Trademark Financial Management LLC ($3.17K), CWM LLC ($2.14K), and Cary Street Partners Investment Advisory LLC ($660.00).

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

Institutional investors have sold a total of 191,778 shares in the last 24 months. This volume of shares sold represents approximately $5.52M in transactions.


This page (NYSEARCA:TCAF) was last updated on 5/22/2024 by MarketBeat.com Staff

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