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

T. Rowe Price Capital Appreciation Premium Income ETF logo
$22.23 +0.09 (+0.41%)
Closing price 09/25/2026 04:10 PM Eastern
Extended Trading
$22.23 0.00 (0.00%)
As of 09/25/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
$79.55M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$3.06M
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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
9/9/2026 Integrated Wealth Concepts LLC8,896$198K0.0%-55.8%0.071%
9/9/2026 IFP Advisors Inc15,000$333K0.0%+6.6%0.119%
9/2/2026 Citadel Advisors LLC54,184$1.20M0.0%N/A0.430%
8/23/2026 Yarger Wealth Strategies LLC105,367$2.40M0.9%+15.9%0.836%
8/22/2026 Concurrent Investment Advisors LLC174,224$3.87M0.0%+41.4%1.383%
7/16/2026 Prospera Financial Services Inc23,790$528K0.0%+5.2%0.193%
6/18/2026 Western 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%
5/19/2026 Western Wealth Management LLC51,969$1.16M0.0%+17.9%0.417%
5/18/2026 Royal Bank of Canada308,328$6.89M0.0%+2,816.7%2.477%
5/15/2026 Gateway Wealth Partners LLC9,792$219K0.0%N/A0.079%
5/14/2026 Wills Financial Group LLC22,798$503K0.2%+5.5%0.183%
5/13/2026 Cetera Investment Advisers137,247$3.07M0.0%+42.2%1.102%
5/8/2026 CMC Financial Group386,095$8.63M16.9%+2.7%3.101%
5/7/2026 Carson Advisory Inc.128,600$2.87M1.5%+62.9%1.033%
5/6/2026 Annis Gardner Whiting Capital Advisors LLC42,770$956K0.2%+55.5%0.344%
5/5/2026 Cornerstone Advisory LLC18,072$404K0.0%-34.1%0.145%
5/1/2026 Fifth Third Bancorp10,000$224K0.0%N/A0.080%
4/30/2026 Waterfront Wealth Inc.343,154$7.67M1.4%+13.6%2.756%
4/30/2026 Kestra Advisory Services LLC18,622$416K0.0%-31.9%0.150%
4/27/2026 HB Wealth Management LLC9,220$206K0.0%N/A0.074%
4/27/2026 Private Advisor Group LLC56,040$1.25M0.0%+97.5%0.452%
4/24/2026 Essex Financial Services Inc.131,954$2.95M0.2%+9.0%1.064%
4/23/2026 SageGuard 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%
4/22/2026 Janney Montgomery Scott LLC200,714$4.49M0.0%+18.0%1.632%
4/20/2026 Kestra Private Wealth Services LLC10,367$232K0.0%N/A0.084%
3/17/2026 Rockefeller Capital Management L.P.54,849$1.29M0.0%+51.1%0.548%
3/2/2026 NCM Capital Management LLC100,242$2.36M0.9%+34.0%1.002%
2/18/2026 OLD Mission Capital LLC34,500$813K0.0%-7.3%0.345%
2/17/2026 AQR Capital Management LLC22,588$532K0.0%N/A0.226%
2/17/2026 Cetera Investment Advisers96,537$2.28M0.0%N/A0.965%
2/17/2026 Price T Rowe Associates Inc. MD8,587$203K0.0%N/A0.086%
2/17/2026 Royal Bank of Canada10,571$249K0.0%N/A0.106%
2/17/2026 Harborfront Financial Group LLC19,129$451K3.4%N/A0.191%
2/16/2026 Mariner LLC28,577$674K0.0%N/A0.286%
2/13/2026 Kestra Advisory Services LLC27,365$645K0.0%+26.9%0.274%
2/13/2026 Stifel Financial Corp180,495$4.25M0.0%+1,112.8%1.805%
2/12/2026 Jane Street Group LLC14,542$343K0.0%N/A0.145%
2/12/2026 Commonwealth Equity Services LLC31,319$738K0.0%+114.9%0.313%
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2/12/2026 Carson Advisory Inc.78,930$1.86M1.0%N/A0.789%
2/12/2026 Steward Partners Investment Advisory LLC29,194$688K0.0%+25.8%0.292%
2/12/2026 Principal Securities Inc.24,195$570K0.0%N/A0.242%
2/12/2026 Founders Financial Alliance LLC36,350$857K0.2%+128.4%0.364%
2/11/2026 Janney Montgomery Scott LLC170,073$4.01M0.0%N/A1.701%
2/11/2026 Wills Financial Group LLC21,615$509K0.2%N/A0.216%
2/11/2026 LPL Financial LLC1,018,046$24.00M0.0%+122.7%10.180%
2/10/2026 Essex Financial Services Inc.121,028$2.85M0.2%+75.5%1.210%
2/9/2026 Annis 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%
1/29/2026 Aprio Wealth Management LLC10,116$238K0.0%N/A0.105%
1/29/2026 Concurrent Investment Advisors LLC46,010$1.08M0.0%-9.0%0.479%
1/28/2026 Cornerstone Advisory LLC27,413$646K0.1%-39.3%0.286%
1/27/2026 Summit Financial Wealth Advisors LLC16,940$399K0.1%N/A0.176%
1/27/2026 Waterfront Wealth Inc.302,090$7.28M1.4%+685.9%3.147%
1/26/2026 CMC 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%
1/20/2026 Stratos 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%
12/1/2025 CMC Financial Group378,162$9.22M17.1%N/A5.521%
11/14/2025 NCM Capital Management LLC74,788$1.82M0.7%+189.4%1.092%
11/13/2025 Private Advisor Group LLC13,787$336K0.0%N/A0.201%
11/7/2025 Essex Financial Services Inc.68,943$1.68M0.1%+173.7%1.006%
11/7/2025 Cornerstone Advisory LLC45,139$1.10M0.1%N/A0.659%
11/7/2025 Founders Financial Alliance LLC15,915$388K0.1%N/A0.232%
11/6/2025 Stratos Wealth Advisors LLC46,148$1.13M0.1%+10.3%0.674%
11/6/2025 Waterfront Wealth Inc.38,441$949K0.2%N/A0.561%
11/5/2025 Capital Investment Advisory Services LLC5,220$127K0.0%+21.4%0.078%
11/3/2025 Annis 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%
10/27/2025 Concurrent 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%
10/21/2025 Global 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%
10/10/2025 SK Wealth Management LLC33,635$822K0.3%-66.7%0.601%
8/14/2025 Jane Street Group LLC22,160$547K0.0%-14.8%0.633%
8/14/2025 NCM Capital Management LLC25,843$639K0.3%N/A0.738%
8/12/2025 Steward 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%
7/29/2025 Stratos Wealth Advisors LLC41,854$1.03M0.1%N/A1.231%
7/25/2025 Yarger Wealth Strategies LLC37,644$930K0.5%N/A1.107%
7/25/2025 Concurrent Investment Advisors LLC8,137$201K0.0%N/A0.239%
7/14/2025 Lighthouse Wealth Management Inc.25,057$619K0.5%N/A0.783%
7/10/2025 SK Wealth Management LLC101,103$2.50M1.1%+7.4%3.159%
7/8/2025Lowe Wealth Advisors LLC35,553$878K0.3%N/A1.166%
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5/19/2025Jane Street Group LLC25,996$657K0.0%N/A1.405%


TCAL Institutional Ownership - Frequently Asked Questions

During the previous two years, 51 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 Concurrent Investment Advisors LLC ($3.87M).Learn more on T. Rowe Price Capital Appreciation Premium Income ETF's institutional investors.

Of the 49 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 3,389,278 shares in the last 24 months. This purchase volume represents approximately $79.55M 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), Integrated Wealth Concepts LLC ($11.25K), Kestra Advisory Services LLC ($8.74K), Annis Gardner Whiting Capital Advisors LLC ($4.71K), Concurrent Investment Advisors LLC ($4.57K), and OLD Mission Capital LLC ($2.73K).

Institutional investors have sold a total of 128,801 shares in the last 24 months. This volume of shares sold represents approximately $3.06M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:TCAL is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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