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

$24.77 +0.14 (+0.57%)
As of 08/8/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for T. Rowe Price Capital Appreciation Premium Income ETF (NYSEARCA:TCAL)

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$7.76M
Number of
Institutional Sellers
(last 12 months)
0
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TCAL Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
7/8/2025 Lowe Wealth Advisors LLC35,553$878K0.3%N/A1.166%
5/19/2025Jane Street Group LLC25,996$657K0.0%N/A1.405%
(Data available from 1/1/2016 forward)

TCAL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TCAL shares?

During the previous two years, 9 institutional investors and hedge funds held shares of T. Rowe Price Capital Appreciation Premium Income ETF. The most heavily invested institutionals were Pinnacle Wealth Management LLC ($2.95M), SK Wealth Management LLC ($2.50M), Stratos Wealth Advisors LLC ($1.03M), Yarger Wealth Strategies LLC ($930K), Lowe Wealth Advisors LLC ($878K), Jane Street Group LLC ($657K), and Lighthouse Wealth Management Inc. ($619K).Learn more on T. Rowe Price Capital Appreciation Premium Income ETF's institutional investors.

Which institutional investors have been buying T. Rowe Price Capital Appreciation Premium Income ETF's stock?

Of the 9 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: Pinnacle Wealth Management LLC ($119.23K), Stratos Wealth Advisors LLC ($41.85K), Yarger Wealth Strategies LLC ($37.64K), Lowe Wealth Advisors LLC ($35.55K), Jane Street Group LLC ($26.00K), Lighthouse Wealth Management Inc. ($25.06K), and 4J Wealth Management LLC ($13.30K).

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

Institutional investors have bought a total of 313,749 shares in the last 24 months. This purchase volume represents approximately $7.76M in transactions.



This page (NYSEARCA:TCAL) was last updated on 8/10/2025 by MarketBeat.com Staff
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