Who owns TCAL?
T. Rowe Price Capital Appreciation Premium Income ETF · T. Rowe Price
70 institutions reported holding TCAL, worth $142.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of TCAL
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $39.6M | 1,783,594 | +209,039 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $9.1M | 409,733 | +101,405 shares |
| Waterfront Wealth Inc. | Overland Park, KS | $8.5M | 371,256 | +28,102 shares |
| CMC Financial Group | Atlanta, GA | $7.9M | 353,791 | −32,304 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $5.2M | 232,671 | +23,105 shares |
| Principal Securities, Inc. | Des Moines, IA | $5.1M | 229,827 | +84,426 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $5.1M | 227,595 | +42,204 shares |
| Jones Financial Companies LLLP | Des Peres, MO | $4.9M | 218,393 | +63,228 shares |
| Concurrent Investment Advisors, LLC | Tampa, FL | $3.9M | 174,224 | +50,998 shares |
| SageGuard Financial Group, LLC | Goodlettsville, TN | $3.5M | 156,760 | +61,949 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns TCAL?
70 institutional managers reported holding TCAL in Form 13F filings for June 30, 2026, worth $142.5M in total. The largest reported position was held by LPL Financial LLC, at $39.6M.
Did institutions buy or sell TCAL last quarter?
Reported 13F value rose 10.0% from March 31, 2026, which includes price moves as well as buying and selling. 17 firms reported a new position and 9 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is TCAL ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.