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

$31.58
+0.34 (+1.09%)
(As of 07/26/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
120
Total
Institutional Inflows
(last 12 months)
$513.99M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$23.16M
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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
7/26/2024Beacon Financial Advisory LLC102,661$3.23M1.2%+57.9%0.224%
7/26/2024Walkner Condon Financial Advisors LLC38,365$1.21M0.3%+0.9%0.084%
7/26/2024Sprinkle Financial Consultants LLC72,625$2.28M1.8%+1.4%0.159%
7/26/2024Patriot Financial Group Insurance Agency LLC26,824$843K0.1%+32.0%0.059%
7/26/2024Cambridge Investment Research Advisors Inc.791,191$24.85M0.1%+79.8%1.729%
7/26/2024Tanglewood Wealth Management Inc.106,488$3.35M0.4%+19.8%0.233%
7/26/2024 MTM Investment Management LLC143,952$4.52M1.9%+0.7%0.315%
7/26/2024 Bank of New York Mellon Corp999,201$31.39M0.0%-4.1%2.184%
7/25/2024 Raymond James Trust N.A.8,630$271K0.0%N/A0.019%
7/24/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors13,961$439K0.1%+93.3%0.031%
7/24/2024Arcus Capital Partners LLC317,511$9.97M3.8%+1.4%0.694%
7/23/2024 Concourse Financial Group Securities Inc.4,616$145K0.0%+22.3%0.010%
7/23/2024 Macroview Investment Management LLC14,465$454K0.5%+10.9%0.032%
7/22/2024 Atria Wealth Solutions Inc.161,769$5.08M0.1%+285.2%0.354%
7/22/2024 Onyx Bridge Wealth Group LLC158,447$4.98M0.8%+34.9%0.346%
7/22/2024Focus Financial Network Inc.76,312$2.44M0.1%+20.8%0.167%
7/20/2024 Parsons Capital Management Inc. RI261,021$8.20M0.6%+39.0%0.571%
7/20/2024 Raymond James Financial Services Advisors Inc.1,376,383$43.23M0.1%-20.3%3.008%
7/20/2024 Apollon Financial LLC12,700$399K0.1%N/A0.028%
7/19/2024 OMNI 360 Wealth Inc.29,499$927K0.7%N/A0.064%
7/19/2024 ADE LLC54,735$1.72M1.2%+6.2%0.120%
7/19/2024 Raymond James & Associates510,469$16.03M0.0%+178.1%1.116%
7/19/2024 Accordant Advisory Group Inc252,201$7.92M7.5%+1.3%0.551%
7/19/2024 FMA Wealth Management LLC25,166$790K0.6%+15.2%0.055%
7/18/2024 Miracle Mile Advisors LLC159,962$5.02M0.1%+111.0%0.350%
7/18/2024 4J Wealth Management LLC213,439$6.70M5.5%+4.3%0.467%
7/17/2024 ERn Financial LLC14,321$450K0.1%N/A0.031%
7/17/2024 Annapolis Financial Services LLC2,475$78K0.0%N/A0.005%
7/17/2024 High Net Worth Advisory Group LLC52,588$1.65M0.5%+55.3%0.115%
7/17/2024 Redhawk Wealth Advisors Inc.39,975$1.26M0.2%-80.9%0.087%
7/17/2024 AdvisorNet Financial Inc12,512$393K0.0%+49.3%0.027%
7/16/2024 Envestnet Portfolio Solutions Inc.38,121$1.20M0.0%+21.8%0.083%
7/16/2024 Wealth Enhancement Advisory Services LLC617,818$19.41M0.0%+135.2%1.350%
7/16/2024 WASHINGTON TRUST Co875$27K0.0%+78.6%0.002%
7/16/2024 PCG Wealth Advisors LLC6,813$214K0.1%N/A0.015%
7/13/2024 HFG Advisors Inc.73,700$2.32M2.2%+12.8%0.161%
7/12/2024 Southland Equity Partners LLC76,383$2.40M0.7%+55.4%0.167%
7/12/2024 CRA Financial Services LLC32,121$1.01M0.2%+34.1%0.070%
7/11/2024 TTP Investments Inc.983,063$30.88M11.6%N/A2.149%
7/10/2024 CWM LLC17,229$541K0.0%+103.6%0.038%
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7/9/2024 Lowe Wealth Advisors LLC12,530$394K0.2%+73.0%0.027%
6/28/2024Bright Futures Wealth Management LLC.10,666$336K0.2%N/A0.023%
5/28/2024Verity Asset Management Inc.28,456$860K0.5%N/A0.062%
5/24/2024Cetera Advisors LLC65,132$1.97M0.0%N/A0.142%
5/24/2024Cetera Investment Advisers105,022$3.18M0.0%+70.7%0.230%
5/17/2024National Wealth Management Group LLC181,631$5.49M4.3%+207.0%0.397%
5/13/2024PYA 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%
5/10/2024Osaic Holdings Inc.1,448,605$43.79M0.1%+15.9%3.166%
5/8/2024Tanglewood Wealth Management Inc.88,907$2.69M0.3%+250.0%0.194%
5/8/2024Trademark Financial Management LLC14,571$440K0.4%-17.9%0.032%
5/8/2024Thoroughbred Financial Services LLC23,027$696K0.1%-20.5%0.050%
5/7/2024WealthPLAN Partners LLC31,545$954K0.1%+4.6%0.069%
5/6/2024 Envestnet Portfolio Solutions Inc.31,302$946K0.0%+110.6%0.068%
5/4/2024Financial Connections Group Inc.3,501$106K0.1%+16.7%0.008%
5/3/2024Carson Advisory Inc.86,448$2.61M1.8%+28.1%0.195%
5/3/2024Liberty Wealth Management LLC94,237$2.85M0.6%+29.4%0.213%
5/2/2024Consolidated 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%
4/30/2024Private Advisor Group LLC138,371$4.18M0.0%+124.2%0.313%
4/30/2024Hartline Investment Corp7,221$218K0.0%N/A0.016%
4/30/2024Fortis 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%
4/29/2024Paragon 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%
4/29/2024Schaper 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%
4/26/2024Sprinkle Financial Consultants LLC71,605$2.17M1.8%N/A0.162%
4/25/2024Capital 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%
4/25/2024Cambridge Investment Research Advisors Inc.440,074$13.30M0.1%+36.7%0.995%
4/24/2024Essex 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%
4/23/2024Principle Wealth Partners LLC219,050$6.62M0.5%+22.4%0.495%
4/23/2024Strategic 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%
4/22/2024Strategic Financial Concepts LLC41,084$1.24M0.3%N/A0.093%
4/22/2024Confluence Wealth Services Inc.10,305$312K0.0%N/A0.023%
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%
4/19/2024Arcus Capital Partners LLC313,097$9.47M3.0%+18.3%6.958%
4/18/2024Financial Security Advisor Inc.114,051$3.45M1.2%+28.2%2.534%
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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%
(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, 121 institutional investors and hedge funds held shares of T. Rowe Price Capital Appreciation Equity ETF. The most heavily invested institutionals were Osaic Holdings Inc. ($43.79M), Raymond James Financial Services Advisors Inc. ($43.23M), Commonwealth Equity Services LLC ($42.63M), Consolidated Planning Corp ($32.95M), Janney Montgomery Scott LLC ($31.46M), Bank of New York Mellon Corp ($31.39M), and TTP Investments Inc. ($30.88M).Learn more on TCAF's institutional investors.

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

Of the 120 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: TTP Investments Inc. ($1.85M), 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), Cambridge Investment Research Advisors Inc. ($791.19K), and Beaumont Financial Advisors LLC ($743.38K).

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

Institutional investors have bought a total of 17,913,193 shares in the last 24 months. This purchase volume represents approximately $513.99M in transactions.

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

Of the 10 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: Raymond James Financial Services Advisors Inc. ($349.61K), Redhawk Wealth Advisors Inc. ($169.49K), Sharkey Howes & Javer ($95.54K), Compass Ion Advisors LLC ($69.58K), Bank of New York Mellon Corp ($42.51K), Beaumont Financial Advisors LLC ($14.78K), and Thoroughbred Financial Services LLC ($5.92K).

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

Institutional investors have sold a total of 753,383 shares in the last 24 months. This volume of shares sold represents approximately $23.16M in transactions.


This page (NYSEARCA:TCAF) was last updated on 7/27/2024 by MarketBeat.com Staff

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