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T. Rowe Price Capital Appreciation Premium Income ETF (TCAL) Institutional Ownership

T. Rowe Price Capital Appreciation Premium Income ETF logo
$22.63 +0.15 (+0.67%)
As of 07/24/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for T. Rowe Price Capital Appreciation Premium Income ETF (NYSEARCA:TCAL)

Number of
Institutional Buyers
(last 12 months)
47
Total
Institutional Inflows
(last 12 months)
$82.10M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$2.90M
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TCAL Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/16/2026 Prospera Financial Services Inc23,790$528K0.0%+5.2%0.193%
6/18/2026Western Wealth Management LLC51,969$1.16M0.0%+17.9%0.417%
5/26/2026 Summit Financial Wealth Advisors LLC28,774$643K0.1%+69.9%0.231%
5/19/2026Western Wealth Management LLC51,969$1.16M0.0%+17.9%0.417%
5/18/2026Royal Bank of Canada308,328$6.89M0.0%+2,816.7%2.477%
5/15/2026Gateway Wealth Partners LLC9,792$219K0.0%N/A0.079%
5/14/2026Wills Financial Group LLC22,798$503K0.2%+5.5%0.183%
5/13/2026Cetera Investment Advisers137,247$3.07M0.0%+42.2%1.102%
5/8/2026CMC Financial Group386,095$8.63M16.9%+2.7%3.101%
5/7/2026Carson Advisory Inc.128,600$2.87M1.5%+62.9%1.033%
5/6/2026Annis Gardner Whiting Capital Advisors LLC42,770$956K0.2%+55.5%0.344%
5/5/2026Cornerstone Advisory LLC18,072$404K0.0%-34.1%0.145%
5/1/2026Fifth Third Bancorp10,000$224K0.0%N/A0.080%
4/30/2026Waterfront Wealth Inc.343,154$7.67M1.4%+13.6%2.756%
4/30/2026Kestra Advisory Services LLC18,622$416K0.0%-31.9%0.150%
4/27/2026HB Wealth Management LLC9,220$206K0.0%N/A0.074%
4/27/2026Private Advisor Group LLC56,040$1.25M0.0%+97.5%0.452%
4/24/2026Essex Financial Services Inc.131,954$2.95M0.2%+9.0%1.064%
4/23/2026SageGuard Financial Group LLC94,811$2.12M0.3%N/A0.765%
4/22/2026 Patriot Financial Group Insurance Agency LLC9,858$220K0.0%N/A0.080%
4/22/2026Janney Montgomery Scott LLC200,714$4.49M0.0%+18.0%1.632%
4/20/2026Kestra Private Wealth Services LLC10,367$232K0.0%N/A0.084%
3/17/2026Rockefeller Capital Management L.P.54,849$1.29M0.0%+51.1%0.548%
3/2/2026NCM Capital Management LLC100,242$2.36M0.9%+34.0%1.002%
2/18/2026OLD Mission Capital LLC34,500$813K0.0%-7.3%0.345%
2/17/2026AQR Capital Management LLC22,588$532K0.0%N/A0.226%
2/17/2026Cetera Investment Advisers96,537$2.28M0.0%N/A0.965%
2/17/2026Price T Rowe Associates Inc. MD8,587$203K0.0%N/A0.086%
2/17/2026Royal Bank of Canada10,571$249K0.0%N/A0.106%
2/17/2026Harborfront Financial Group LLC19,129$451K3.4%N/A0.191%
2/16/2026Mariner LLC28,577$674K0.0%N/A0.286%
2/13/2026Kestra Advisory Services LLC27,365$645K0.0%+26.9%0.274%
2/13/2026Stifel Financial Corp180,495$4.25M0.0%+1,112.8%1.805%
2/12/2026Jane Street Group LLC14,542$343K0.0%N/A0.145%
2/12/2026Commonwealth Equity Services LLC31,319$738K0.0%+114.9%0.313%
2/12/2026Carson Advisory Inc.78,930$1.86M1.0%N/A0.789%
2/12/2026Steward Partners Investment Advisory LLC29,194$688K0.0%+25.8%0.292%
2/12/2026Principal Securities Inc.24,195$570K0.0%N/A0.242%
2/12/2026Founders Financial Alliance LLC36,350$857K0.2%+128.4%0.364%
2/11/2026Janney Montgomery Scott LLC170,073$4.01M0.0%N/A1.701%
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2/11/2026Wills Financial Group LLC21,615$509K0.2%N/A0.216%
2/11/2026LPL Financial LLC1,018,046$24.00M0.0%+122.7%10.180%
2/10/2026Essex Financial Services Inc.121,028$2.85M0.2%+75.5%1.210%
2/9/2026Annis Gardner Whiting Capital Advisors LLC27,503$648K0.1%+63.4%0.275%
2/6/2026 IFP Advisors Inc9,325$220K0.0%+936.1%0.093%
1/29/2026Aprio Wealth Management LLC10,116$238K0.0%N/A0.105%
1/29/2026Concurrent Investment Advisors LLC46,010$1.08M0.0%-9.0%0.479%
1/28/2026Cornerstone Advisory LLC27,413$646K0.1%-39.3%0.286%
1/27/2026 Summit Financial Wealth Advisors LLC16,940$399K0.1%N/A0.176%
1/27/2026Waterfront Wealth Inc.302,090$7.28M1.4%+685.9%3.147%
1/26/2026CMC Financial Group375,898$8.86M15.8%-0.6%3.978%
1/22/2026 Yarger Wealth Strategies LLC53,008$1.25M0.5%+12.3%0.564%
1/20/2026Stratos Wealth Advisors LLC55,357$1.31M0.1%+20.0%0.589%
1/15/2026 4J Wealth Management LLC87,813$2.07M1.2%+35.6%0.944%
1/14/2026 Southland Equity Partners LLC122,828$2.90M0.6%+21.2%1.342%
1/8/2026 Wealth Enhancement Advisory Services LLC8,474$202K0.0%N/A0.094%
12/1/2025CMC Financial Group378,162$9.22M17.1%N/A5.521%
11/14/2025NCM Capital Management LLC74,788$1.82M0.7%+189.4%1.092%
11/13/2025Private Advisor Group LLC13,787$336K0.0%N/A0.201%
11/7/2025Essex Financial Services Inc.68,943$1.68M0.1%+173.7%1.006%
11/7/2025Cornerstone Advisory LLC45,139$1.10M0.1%N/A0.659%
11/7/2025Founders Financial Alliance LLC15,915$388K0.1%N/A0.232%
11/6/2025Stratos Wealth Advisors LLC46,148$1.13M0.1%+10.3%0.674%
11/6/2025Waterfront Wealth Inc.38,441$949K0.2%N/A0.561%
11/5/2025 Capital Investment Advisory Services LLC5,220$127K0.0%+21.4%0.078%
11/3/2025Annis Gardner Whiting Capital Advisors LLC16,828$410K0.1%-21.9%0.253%
11/3/2025 Yarger Wealth Strategies LLC47,214$1.15M0.5%+25.4%0.710%
10/27/2025Concurrent Investment Advisors LLC50,579$1.23M0.0%+521.6%0.816%
10/22/2025 4J Wealth Management LLC64,749$1.58M0.9%+386.8%1.070%
10/21/2025Global Retirement Partners LLC2,033$50K0.0%N/A0.034%
10/20/2025 Lighthouse Wealth Management Inc.33,646$821K0.7%+34.3%0.575%
10/16/2025Lowe Wealth Advisors LLC56,823$1.39M0.5%+59.8%0.971%
10/15/2025 Southland Equity Partners LLC101,315$2.47M0.5%N/A1.762%
10/10/2025SK Wealth Management LLC33,635$822K0.3%-66.7%0.601%
8/14/2025Jane Street Group LLC22,160$547K0.0%-14.8%0.633%
8/14/2025NCM Capital Management LLC25,843$639K0.3%N/A0.738%
8/12/2025Steward Partners Investment Advisory LLC11,665$288K0.0%N/A0.333%
8/4/2025 4J Wealth Management LLC13,302$329K0.2%N/A0.391%
7/29/2025 Pinnacle Wealth Management LLC119,225$2.95M2.5%N/A3.507%
7/29/2025Stratos Wealth Advisors LLC41,854$1.03M0.1%N/A1.231%
7/25/2025 Yarger Wealth Strategies LLC37,644$930K0.5%N/A1.107%
7/25/2025Concurrent Investment Advisors LLC8,137$201K0.0%N/A0.239%
7/14/2025 Lighthouse Wealth Management Inc.25,057$619K0.5%N/A0.783%
7/10/2025SK Wealth Management LLC101,103$2.50M1.1%+7.4%3.159%
7/8/2025Lowe Wealth Advisors LLC35,553$878K0.3%N/A1.166%
5/19/2025Jane Street Group LLC25,996$657K0.0%N/A1.405%


TCAL Institutional Ownership - Frequently Asked Questions

During the previous two years, 49 institutional investors and hedge funds held shares of T. Rowe Price Capital Appreciation Premium Income ETF. The most heavily invested institutionals were LPL Financial LLC ($24.00M), CMC Financial Group ($8.63M), Waterfront Wealth Inc. ($7.67M), Royal Bank of Canada ($6.89M), Janney Montgomery Scott LLC ($4.49M), Stifel Financial Corp ($4.25M), and Cetera Investment Advisers ($3.07M).Learn more on T. Rowe Price Capital Appreciation Premium Income ETF's institutional investors.

Of the 48 institutional investors that purchased T. Rowe Price Capital Appreciation Premium Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($560.85K), CMC Financial Group ($388.36K), Waterfront Wealth Inc. ($343.15K), Royal Bank of Canada ($308.33K), Janney Montgomery Scott LLC ($200.71K), Stifel Financial Corp ($165.61K), and Cetera Investment Advisers ($137.25K).

Institutional investors have bought a total of 3,480,578 shares in the last 24 months. This purchase volume represents approximately $82.10M in transactions.

The following institutional investors have sold T. Rowe Price Capital Appreciation Premium Income ETF stock in the last 24 months: SK Wealth Management LLC ($67.47K), Cornerstone Advisory LLC ($27.07K), Kestra Advisory Services LLC ($8.74K), Annis Gardner Whiting Capital Advisors LLC ($4.71K), Concurrent Investment Advisors LLC ($4.57K), Jane Street Group LLC ($3.84K), and OLD Mission Capital LLC ($2.73K).

Institutional investors have sold a total of 121,391 shares in the last 24 months. This volume of shares sold represents approximately $2.90M in transactions.


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This page (NYSEARCA:TCAL) was last updated on 7/26/2026 by MarketBeat.com Staff.
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