Free Trial
→ Read this warning immediately (From Porter & Company) (Ad)tc pixel Free TCAL Stock Alerts

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

T. Rowe Price Capital Appreciation Premium Income ETF logo
$22.49 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
Compare

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)
$84.44M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$2.90M
Get TCAL Insider Trade Alerts

Want to know when executives and insiders are buying or selling T. Rowe Price Capital Appreciation Premium Income ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

TCAL Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
2/17/2026Harborfront 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%
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%
The SpaceX filing is public. The window is closing. (Ad)

SpaceX just filed its S-1. The IPO is confirmed for June 12 - $75 billion, ticker SPCX, potentially the largest in history. The 21-bank syndicate has already locked up shares, so retail investors won't get access. But the S-1 exposed one publicly traded company Musk cannot operate without - and it's still cheap. Dylan Jovine is releasing the ticker free before June 12 changes the price.tc pixel

Get the ticker before the SpaceX IPO reprices everything on June 12
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%
1/27/2026Summit 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%
10/21/2025Global 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%
10/10/2025 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%
5/19/2025Jane Street Group LLC25,996$657K0.0%N/A1.405%


TCAL Institutional Ownership - Frequently Asked Questions

During the previous two years, 48 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 47 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 3,573,029 shares in the last 24 months. This purchase volume represents approximately $84.44M 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.


Related Companies

This page (NYSEARCA:TCAL) was last updated on 5/26/2026 by MarketBeat.com Staff.
From Our Partners
Hey, it's Jon Najarian. The SpaceX IPO is right around the corner. But I discovered Elon may have something BIGGER planned. Check this out before June 9th...
After being invited to the SpaceX launch headquarters in Cape Canaveral from one of Elon's top lobbyists… Hall...
Banyan Hill Publishing | Sponsoredtc pixel
The SpaceX supplier that shipped 5 billion chips to Starlink
When Nvidia surged 770%, its data center cooling supplier Vertiv climbed 1,700%. When Apple ran 2,000%, suppli...
Weiss Ratings | Sponsoredtc pixel
Three companies about to leapfrog Nvidia [And transform the entire industry]
Futurist George Gilder - who predicted the smartphone years before the iPhone launched - believes today's AI d...
Eagle Publishing | Sponsoredtc pixel
The S-1 just dropped. 22 days left.
The SpaceX S-1 is now public - $18.7 billion in revenue, a $75 billion raise, and a June 12 Nasdaq listing con...
Behind the Markets | Sponsoredtc pixel
My crisis of conscience
Emmet Savage - named in Irish America's Wall Street 50 as one of the most successful investors in the world - ...
Porter & Company | Sponsoredtc pixel
Your book attached
Bill Poulos is offering his 'Simple Options Trading For Beginners' guide at no cost - normally priced at $29.9...
Profits Run | Sponsoredtc pixel
Opportunity Forming in a U.S. Supply-Chain Weak Spot?
America has a supply-chain problem with graphite - demand is climbing while dependence on foreign sources rema...
i2i Marketing Group, LLC | Sponsoredtc pixel
Skip the Line Opportunity: The SpaceX IPO
Former tech executive and angel investor Jeff Brown - who identified Bitcoin, Tesla, and Nvidia before their h...
Brownstone Research | Sponsoredtc pixel