T ROWE PRE CPT APR PR IN ETF TCAL
$22.66
+0.8% 52w: $21.61 – $23.24
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data21.6122.4223.24
Jun 20, 2025 Jul 2, 2026
Institutional holders
63
+11 QoQ
13F value
$129.7M
+54.2% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns TCAL?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 1.6M | $35.2M | 0.0% | +54.7% |
| CMC Financial Group | Wealth advisor | 386.1K | $8.6M | 17.5% | +2.7% |
| Waterfront Wealth Inc. | Other | 343.2K | $7.7M | 1.4% | +13.6% |
| ROYAL BANK OF CANADA | Bank broker | 308.3K | $6.9M | 0.0% | +2816.7% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 209.6K | $4.7M | 0.0% | +569.1% |
| Janney Montgomery Scott LLC | Diversified mechanical | 200.7K | $4.5M | 0.0% | +18.0% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 199.3K | $4.5M | 0.0% | +10.4% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 185.4K | $4.1M | 0.0% | +1327.2% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 155.2K | $3.4M | 0.0% | +4661.1% |
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 145.4K | $3.2M | 0.0% | +501.0% |
| Cetera Investment Advisers | Wealth advisor | 137.2K | $3.1M | 0.0% | +42.2% |
| Essex Financial Services, Inc. | Wealth advisor | 132.0K | $2.9M | 0.2% | +9.0% |
| Carson Advisory Inc. | Other | 128.6K | $2.9M | 1.5% | +62.9% |
| Southland Equity Partners LLC | Wealth advisor | 127.7K | $2.9M | 0.6% | +3.9% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 123.2K | $2.8M | 0.0% | +167.8% |
| NCM Capital Management, LLC | Wealth advisor | 117.0K | $2.6M | 0.9% | +16.7% |
| Stratos Wealth Advisors, LLC | Wealth advisor | 110.1K | $2.5M | 0.2% | +99.0% |
| 4J Wealth Management LLC | Wealth advisor | 96.0K | $2.1M | 1.2% | +9.3% |
| SageGuard Financial Group, LLC | Other | 94.8K | $2.1M | 0.3% | New |
| MAI Capital Management | Wealth advisor | 91.2K | $2.0M | 0.0% | +31.8% |
| YARGER WEALTH STRATEGIES, LLC | Wealth advisor | 90.9K | $2.0M | 0.8% | +71.5% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 74.6K | $1.7M | 0.0% | +4.6% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 74.0K | $1.7M | 0.0% | +35.0% |
| Founders Financial Alliance, LLC | Other | 73.7K | $1.6M | 0.3% | +102.8% |
| JANE STREET GROUP, LLC | Market maker | 63.3K | $1.4M | 0.0% | +335.1% |
| Private Advisor Group, LLC | Wealth advisor | 56.0K | $1.3M | 0.0% | +97.5% |
| Western Wealth Management, LLC | Wealth advisor | 52.0K | $1.2M | 0.0% | +17.9% |
| Annis Gardner Whiting Capital Advisors, LLC | Diversified mechanical | 42.8K | $956K | 0.2% | +55.5% |
| Mariner, LLC | Diversified mechanical | 40.1K | $896K | 0.0% | +40.2% |
| Summit Financial Wealth Advisors, LLC | Wealth advisor | 28.8K | $643K | 0.1% | +69.9% |
| OLD MISSION CAPITAL LLC | Wealth advisor | 28.3K | $632K | 0.0% | -18.0% |
| Prospera Financial Services Inc | Diversified mechanical | 22.6K | $505K | 0.0% | New |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 22.6K | $505K | 0.0% | Held |
| Wills Financial Group LLC ★2 | Fundamental diversified | 22.8K | $503K | 0.2% | +5.5% |
| Integrated Wealth Concepts LLC | Wealth advisor | 20.1K | $450K | 0.0% | +52.5% |
| Kestra Advisory Services, LLC | Wealth advisor | 18.6K | $416K | 0.0% | -31.9% |
| Cornerstone Advisory, LLC | Wealth advisor | 18.1K | $404K | 0.0% | -34.1% |
| Bluesphere Advisors LLC | Wealth advisor | 16.9K | $378K | 0.1% | New |
| Keystone Financial Group | Wealth advisor | 14.3K | $319K | 0.0% | New |
| IFP Advisors, Inc | Wealth advisor | 14.1K | $315K | 0.0% | +50.9% |
| Garden State Investment Advisory Services LLC | Wealth advisor | 13.8K | $308K | 0.1% | -46.1% |
| Aprio Wealth Management, LLC | Wealth advisor | 13.6K | $304K | 0.0% | +34.5% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 11.7K | $262K | 0.0% | New |
| Kingsview Wealth Management, LLC | Wealth advisor | 11.2K | $251K | 0.0% | New |
| NATIXIS ADVISORS, LLC | Diversified mechanical | 11.2K | $250K | 0.0% | New |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 10.4K | $232K | 0.0% | New |
| OPPENHEIMER & CO INC | Diversified mechanical | 10.2K | $228K | 0.0% | New |
| FIFTH THIRD BANCORP | Diversified mechanical | 10.0K | $224K | 0.0% | New |
| Patriot Financial Group Insurance Agency, LLC | Wealth advisor | 9.9K | $220K | 0.0% | New |
| Gateway Wealth Partners, LLC | Wealth advisor | 9.8K | $219K | 0.0% | New |
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.