T ROWE PRC CAP APPRECIATION TCAF
$41.41
+0.4% 52w: $34.55 – $41.41
Latest 13F among current holders filed 16 days ago (Oct 16, 2026)
Price — last 12 months
research preview data34.5537.9841.41
Oct 17, 2025 Jul 2, 2026
Institutional holders
332
+0 QoQ
13F value
$4.48B
-1.8% QoQ
Smart-money holders
5
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns TCAF?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| PRICE T ROWE ASSOCIATES INC /MD/ | Diversified mechanical | 24.3M | $864.4M | 0.1% | +27.3% |
| LPL Financial LLC | Bank broker | 16.1M | $573.9M | 0.2% | +8.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 5.6M | $199.9M | 0.1% | +3.7% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 5.3M | $188.0M | 0.3% | +0.9% |
| MORGAN STANLEY | Bank broker | 4.1M | $144.9M | 0.0% | +23.8% |
| WELLS FARGO & COMPANY/MN | Bank broker | 3.5M | $124.3M | 0.0% | -1.1% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 3.4M | $120.2M | 0.2% | -0.1% |
| Baird Financial Group, Inc. | Diversified mechanical | 2.8M | $98.2M | 0.2% | -1.4% |
| VOYA INVESTMENT MANAGEMENT LLC | Diversified mechanical | 2.4M | $84.8M | 0.1% | -6.4% |
| ROYAL BANK OF CANADA | Bank broker | 2.3M | $80.9M | 0.0% | -7.0% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 2.0M | $72.9M | 0.2% | +18.7% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.9M | $67.7M | 0.0% | +11.0% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 2.0M | $67.7M | 0.0% | +19.8% |
| CPC Advisors, LLC | Wealth advisor | 1.8M | $64.9M | 10.5% | +34.1% |
| Bank of New York Mellon Corp | Diversified mechanical | 1.6M | $58.0M | 0.0% | -8.0% |
| Creative Planning | Wealth advisor | 1.6M | $57.7M | 0.0% | +6538.4% |
| Mesirow Financial Investment Management, Inc. | Wealth advisor | 1.5M | $54.4M | 0.9% | +68.9% |
| Cetera Investment Advisers | Wealth advisor | 1.5M | $53.7M | 0.1% | +8.9% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 1.4M | $51.3M | 0.0% | +0.1% |
| Modern Wealth Management, LLC | Wealth advisor | 1.3M | $45.7M | 0.8% | -0.1% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 1.2M | $44.6M | — | -42.3% |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 1.2M | $43.2M | 0.8% | +2.2% |
| AMERIPRISE FINANCIAL INC | Bank broker | 1.2M | $43.1M | 0.0% | -7.8% |
| LEVEL FOUR ADVISORY SERVICES, LLC | Other | 1.2M | $42.5M | 1.4% | +3.0% |
| KINTRA WEALTH, LLC | Wealth advisor | 1.1M | $38.0M | 2.7% | +3.6% |
| UBS Group AG | Bank broker | 1.0M | $37.2M | 0.0% | +3.5% |
| Private Advisor Group, LLC | Wealth advisor | 899.1K | $32.0M | 0.2% | +14.2% |
| PYA Waltman Capital, LLC ★2 | Fundamental diversified | 832.7K | $29.6M | — | -24.0% |
| CORA CAPITAL ADVISORS LLC | Wealth advisor | 782.7K | $27.9M | 9.2% | -13.3% |
| Souders Financial Advisors | Wealth advisor | 777.2K | $27.7M | 3.2% | +4.8% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 677.5K | $24.1M | 0.0% | -2.0% |
| EASTERN BANK | Other | 662.2K | $23.6M | 0.4% | +52.0% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 649.6K | $23.1M | 0.0% | +79.7% |
| ADE, LLC | Wealth advisor | 604.0K | $21.5M | 10.3% | +8.6% |
| OneDigital Investment Advisors LLC | Wealth advisor | 603.3K | $21.5M | 0.2% | -17.6% |
| Janney Montgomery Scott LLC | Diversified mechanical | 521.6K | $18.6M | — | -1.2% |
| Ausdal Financial Partners, Inc. | Wealth advisor | 508.4K | $18.1M | 0.8% | +8.1% |
| Aprio Wealth Management, LLC | Wealth advisor | 506.1K | $18.0M | 1.0% | +6.6% |
| Cornerstone Advisory, LLC | Wealth advisor | 486.5K | $17.3M | 1.6% | -10.9% |
| D.A. DAVIDSON & CO. | Wealth advisor | 486.2K | $17.3M | 0.1% | +26.7% |
| JPMORGAN CHASE & CO | Bank broker | 470.1K | $16.2M | 0.0% | -65.8% |
| Capital Analysts, LLC | Wealth advisor | 455.0K | $16.2M | 0.4% | +16.1% |
| FINANCIAL CONSULATE, INC | Wealth advisor | 443.9K | $15.8M | 2.0% | +0.5% |
| Arcus Capital Partners, LLC | Wealth advisor | 421.9K | $15.0M | 5.4% | -14.7% |
| Kestra Advisory Services, LLC | Wealth advisor | 420.4K | $15.0M | 0.1% | -40.5% |
| ARS Wealth Advisors Group, LLC | Other | 418.6K | $14.9M | 1.3% | +9.2% |
| Prospera Financial Services Inc | Diversified mechanical | 406.6K | $14.5M | 0.2% | +11.3% |
| Composition Wealth, LLC | Wealth advisor | 396.9K | $14.1M | 0.2% | +1.4% |
| DKM Wealth Management, Inc. | Wealth advisor | 383.0K | $13.6M | 9.8% | -6.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 374.2K | $13.3M | 0.0% | +10.4% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.