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T. Rowe Price Capital Appreciation Equity ETF (TCAF) Institutional Ownership

T. Rowe Price Capital Appreciation Equity ETF logo
$33.82 +0.16 (+0.48%)
(As of 01:20 PM ET)

Institutional Ownership Changes (13F Filings) for T. Rowe Price Capital Appreciation Equity ETF (NYSEARCA:TCAF)

Number of
Institutional Buyers
(last 12 months)
160
Total
Institutional Inflows
(last 12 months)
$790.38M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$35.23M
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TCAF Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/18/2024 Sunbelt Securities Inc.59,698$1.99M0.2%+95.9%0.130%
11/18/2024 McCarthy Asset Management Inc.577,832$19.21M11.9%-0.1%1.263%
11/15/2024 PYA Waltman Capital LLC570,247$18.96M6.2%+6.4%1.246%
11/15/2024 MML Investors Services LLC52,818$1.76M0.0%+19.8%0.115%
11/15/2024 Jane Street Group LLC42,781$1.42M0.0%N/A0.094%
11/15/2024 Weaver Consulting Group43,931$1.46M0.5%+7.0%0.096%
11/15/2024 Stifel Financial Corp488,891$16.26M0.0%+57.5%1.069%
11/15/2024 HighTower Advisors LLC154,477$5.14M0.0%+11.8%0.338%
11/15/2024 Garden State Investment Advisory Services LLC198,075$6.59M1.8%+22.5%0.433%
11/15/2024 Atlas Wealth LLC38,322$1.27M0.5%+154.6%0.084%
11/14/2024 NCM Capital Management LLC105,842$3.52M1.7%+34.0%0.231%
11/14/2024 Rockefeller Capital Management L.P.198,297$6.59M0.0%+74.7%0.433%
11/14/2024 National Wealth Management Group LLC206,682$6.87M4.7%+6.6%0.452%
11/13/2024 D.A. Davidson & CO.104,001$3.46M0.0%+155.8%0.227%
11/13/2024 Patton Albertson Miller Group LLC19,372$644K0.1%N/A0.042%
11/13/2024 Private Trust Co. NA8,635$287K0.0%+109.1%0.019%
11/12/2024 CMG Global Holdings LLC91,463$3.04M1.7%+6.0%0.200%
11/12/2024 Studio Investment Management LLC31,030$1.03M0.2%+130.6%0.068%
11/12/2024 Raymond James Trust N.A.9,425$313K0.0%+9.2%0.021%
11/9/2024 LPL Financial LLC4,816,147$160.14M0.1%+42.1%10.527%
11/8/2024 MTM Investment Management LLC169,238$5.61M2.2%+17.6%0.370%
11/7/2024 Prospera Financial Services Inc236,331$7.86M0.2%+280.0%0.517%
11/7/2024 MidAtlantic Capital Management Inc.4,597$153K0.1%N/A0.010%
11/7/2024 MAI Capital Management19,817$659K0.0%+46.9%0.043%
11/6/2024 Paragon Advisors LLC103,673$3.45M1.1%+4.3%0.227%
11/6/2024 OneDigital Investment Advisors LLC249,865$8.31M0.1%+50.5%0.546%
11/5/2024 Arcus Capital Partners LLC342,150$11.38M4.1%+7.8%0.748%
11/5/2024 Apollon Financial LLC13,700$456K0.1%+7.9%0.030%
11/5/2024 WealthPLAN Partners LLC62,022$2.06M0.3%+7.6%0.136%
11/4/2024 Axxcess Wealth Management LLC7,580$252K0.0%N/A0.017%
11/4/2024 Mayflower Financial Advisors LLC33,982$1.13M0.2%+83.7%0.074%
11/2/2024 Ted Buchan & Co10,082$335K0.2%-45.7%0.022%
11/2/2024 Mesirow Financial Investment Management Inc.630,118$20.95M0.4%+20.3%1.377%
11/1/2024 Atria Investments Inc12,377$412K0.0%+11.3%0.027%
11/1/2024 Assetmark Inc.1,457$48K0.0%N/A0.003%
11/1/2024 Carson Advisory Inc.146,378$4.87M3.1%+12.1%0.320%
11/1/2024 Verity Asset Management Inc.123,035$4.10M1.5%+7.8%0.269%
10/31/2024 Sittner & Nelson LLC9,144$304K0.1%N/A0.020%
10/31/2024 Consolidated Planning Corp1,043,229$34.69M5.2%+0.1%2.280%
10/31/2024 GGM Financials LLC18,701$622K0.5%+3.0%0.041%
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10/31/2024 Walkner Condon Financial Advisors LLC40,115$1.33M0.3%+4.6%0.088%
10/31/2024 Trademark Financial Management LLC17,071$568K0.5%+24.1%0.037%
10/31/2024 Concurrent Investment Advisors LLC17,935$596K0.0%N/A0.039%
10/30/2024 Financial Security Advisor Inc.143,824$4.78M1.2%+12.5%0.314%
10/30/2024 Beacon Financial Advisory LLC133,294$4.43M1.5%+29.8%0.291%
10/29/2024 Roman Butler Fullerton & Co.8,986$301K0.1%+21.4%0.020%
10/29/2024 Nvwm LLC43,329$1.44M0.4%-1.8%0.095%
10/29/2024 Janney Montgomery Scott LLC1,105,030$36.74M0.1%-2.4%2.415%
10/28/2024 Focus Financial Network Inc.84,700$2.82M0.1%+11.0%0.185%
10/28/2024 Tanglewood Wealth Management Inc.107,083$3.56M0.4%+0.6%0.234%
10/25/2024 JFS Wealth Advisors LLC8,500$283K0.0%N/A0.019%
10/25/2024 Strategic Blueprint LLC27,998$931K0.1%-1.8%0.061%
10/25/2024 Integrated Advisors Network LLC21,829$726K0.0%+14.2%0.048%
10/24/2024 Patriot Financial Group Insurance Agency LLC34,858$1.16M0.2%+30.0%0.076%
10/24/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors21,365$710K0.1%+53.0%0.047%
10/24/2024 OMNI 360 Wealth Inc.37,454$1.25M0.8%+27.0%0.082%
10/24/2024 Wealth Enhancement Advisory Services LLC1,163,266$38.68M0.1%+88.3%2.543%
10/23/2024 Lincoln Capital Corp70,535$2.35M1.0%-3.2%0.154%
10/23/2024 Woodard & Co. Asset Management Group Inc. ADV6,163$205K0.0%-93.7%0.013%
10/22/2024 Macroview Investment Management LLC14,864$494K0.5%+2.8%0.032%
10/22/2024 Private Advisor Group LLC336,874$11.20M0.1%+29.9%0.736%
10/22/2024 Accordant Advisory Group Inc253,215$8.42M6.7%+0.4%0.553%
10/22/2024 Eastern Bank229,768$7.64M0.1%+0.1%0.502%
10/22/2024 Warner Financial Inc.30,618$1.02M0.5%+17.2%0.067%
10/21/2024 Fortis Group Advisors LLC655,093$21.78M4.0%+66.5%1.432%
10/21/2024 Financial Consulate Inc.530,192$17.63M4.7%-0.2%1.159%
10/19/2024Keener Financial Planning LLC1,493$49K0.0%N/A0.003%
10/19/2024Compass Ion Advisors LLC93,833$3.12M0.4%-3.8%0.205%
10/19/2024Atlas Wealth Partners LLC9,564$318K0.5%-4.8%0.021%
10/19/2024Schaper Benz & Wise Investment Counsel Inc. WI24,053$800K0.1%+12.6%0.053%
10/18/2024Seamount Financial Group Inc.26,129$869K0.7%+28.8%0.057%
10/18/2024Harfst & Associates Inc.18,835$626K0.1%+139.2%0.041%
10/18/2024Commonwealth Equity Services LLC3,015,876$100.28M0.2%+21.1%6.592%
10/18/2024Raymond James & Associates658,571$21.90M0.0%+29.0%1.439%
10/18/2024Stratos Wealth Advisors LLC101,278$3.37M0.2%+26.3%0.221%
10/17/2024Sard Wealth Management Group LLC43,359$1.44M1.0%+10.7%0.095%
10/17/2024Onyx Bridge Wealth Group LLC188,574$6.27M0.9%+19.0%0.412%
10/16/2024 Global Retirement Partners LLC185,906$6.18M0.2%-2.7%0.406%
10/16/2024 Good Life Advisors LLC83,548$2.78M0.2%+62.9%0.183%
10/16/2024 HFG Advisors Inc.75,185$2.50M2.2%+2.0%0.164%
10/16/2024 Cornerstone Wealth Management LLC19,201$638K0.0%+24.7%0.042%
10/16/2024 ERn Financial LLC15,225$506K0.1%+6.3%0.033%
10/15/2024 FMA Wealth Management LLC27,819$925K0.7%+10.5%0.061%
10/15/2024 TTP Investments Inc.1,047,752$34.84M12.0%+6.6%2.290%
10/11/2024 Creative Planning13,544$450K0.0%+25.7%0.030%
10/11/2024 High Net Worth Advisory Group LLC59,039$1.96M0.5%+12.3%0.129%
10/10/2024 Koshinski Asset Management Inc.17,009$566K0.0%+125.8%0.037%
10/10/2024 McCarthy & Cox251,396$8.36M3.2%+649.3%0.549%
10/10/2024 Concourse Financial Group Securities Inc.6,608$220K0.0%+43.2%0.014%
10/10/2024 CRA Financial Services LLC45,313$1.51M0.3%+41.1%0.099%
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10/10/2024 Priebe Wealth Holdings LLC17,800$592K0.4%+143.8%0.039%
10/9/2024 ORBA Wealth Advisors L.L.C.90,006$2.99M1.5%N/A0.197%
10/9/2024 Beaumont Financial Advisors LLC612,975$20.38M1.6%+0.2%1.340%
10/8/2024 CWM LLC21,083$701K0.0%+22.4%0.046%
10/7/2024 Miracle Mile Advisors LLC226,462$7.53M0.2%+41.6%0.495%
10/7/2024 Chemistry Wealth Management LLC110,360$3.67M0.9%+17.4%0.241%
10/7/2024 Cora Capital Advisors LLC625,388$20.79M10.2%+15.9%1.367%
10/5/2024 Harbor Investment Advisory LLC19,956$664K0.1%+33.4%0.044%
10/5/2024 Eclectic Associates Inc. ADV24,833$826K0.3%+187.6%0.054%
10/3/2024 CJM Wealth Advisers Ltd.35,558$1.18M0.4%+9.5%0.078%
(Data available from 1/1/2016 forward)

TCAF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TCAF shares?

During the previous two years, 168 institutional investors and hedge funds held shares of T. Rowe Price Capital Appreciation Equity ETF. The most heavily invested institutionals were LPL Financial LLC ($160.14M), Commonwealth Equity Services LLC ($100.28M), Strategic Financial Concepts LLC ($68.68M), Osaic Holdings Inc. ($43.79M), Raymond James Financial Services Advisors Inc. ($43.23M), Wealth Enhancement Advisory Services LLC ($38.68M), and Janney Montgomery Scott LLC ($36.74M).Learn more on TCAF's institutional investors.

Which institutional investors have been buying T. Rowe Price Capital Appreciation Equity ETF stock?

Of the 165 institutional investors that purchased T. Rowe Price Capital Appreciation Equity ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Commonwealth Equity Services LLC ($3.02M), LPL Financial LLC ($2.73M), Strategic Financial Concepts LLC ($2.19M), TTP Investments Inc. ($1.91M), Raymond James Financial Services Advisors Inc. ($1.73M), Consolidated Planning Corp ($1.09M), and Janney Montgomery Scott LLC ($1.04M).

How much institutional buying is happening at T. Rowe Price Capital Appreciation Equity ETF?

Institutional investors have bought a total of 27,980,663 shares in the last 24 months. This purchase volume represents approximately $839.31M in transactions.

Which T. Rowe Price Capital Appreciation Equity ETF major shareholders have been selling company stock?

Of the 24 institutional investors that sold T. Rowe Price Capital Appreciation Equity ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James Financial Services Advisors Inc. ($349.61K), Redhawk Wealth Advisors Inc. ($169.49K), Envestnet Asset Management Inc. ($125.17K), Sharkey Howes & Javer ($95.54K), Woodard & Co. Asset Management Group Inc. ADV ($92.26K), Compass Ion Advisors LLC ($73.28K), and Renaissance Technologies LLC ($57.57K).

How much institutional selling is happening at T. Rowe Price Capital Appreciation Equity ETF?

Institutional investors have sold a total of 1,129,186 shares in the last 24 months. This volume of shares sold represents approximately $35.23M in transactions.



This page (NYSEARCA:TCAF) was last updated on 11/21/2024 by MarketBeat.com Staff
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