Who owns T. Rowe Price Capital Appreciation Premium Income ETF?
Institutional ownership of TCAL from SEC Form 13F filings across 58 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
58
13F holders
$119.8M
value, 2026 filers
44.6%
of shares outstanding (5.7M sh)
12
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of TCAL's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.8M | $39.6M | 0.0% | 14% | +13.3% |
| 2 | ROYAL BANK OF CANADA | 409,733 | $9.1M | 0.0% | 3.2% | +32.9% |
| 3 | CMC Financial Group | 353,791 | $7.9M | 15.2% | 2.8% | -8.4% |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | 232,671 | $5.2M | 0.0% | 1.8% | +11.0% |
| 5 | PRINCIPAL SECURITIES, INC. | 229,827 | $5.1M | 0.1% | 1.8% | +58.1% |
| 6 | RAYMOND JAMES FINANCIAL INC | 227,595 | $5.1M | 0.0% | 1.8% | +22.8% |
| 7 | JONES FINANCIAL COMPANIES LLLP | 218,393 | $4.9M | 0.0% | 1.7% | +40.7% |
| 8 | Concurrent Investment Advisors, LLC | 174,224 | $3.9M | 0.0% | 1.4% | +41.4% |
| 9 | SageGuard Financial Group, LLC | 156,760 | $3.5M | 0.5% | 1.2% | +65.3% |
| 10 | Cambridge Investment Research Advisors, Inc. | 153,828 | $3,416 | 0.0% | 1.2% | +106.3% |
| 11 | NCM Capital Management, LLC | 132,083 | $2.9M | 0.9% | 1% | +12.9% |
| 12 | Essex Financial Services, Inc. | 131,529 | $2.9M | 0.1% | 1% | -0.3% |
| 13 | Cetera Investment Advisers | 130,103 | $2.9M | 0.0% | 1% | -5.2% |
| 14 | Southland Equity Partners LLC | 128,083 | $2.8M | 0.5% | 1% | +0.3% |
| 15 | Stratos Wealth Advisors, LLC | 116,346 | $2.6M | 0.1% | 0.9% | +5.6% |
| 16 | Orion Porfolio Solutions, LLCNEW | 106,967 | $2.4M | 0.0% | 0.8% | new |
| 17 | YARGER WEALTH STRATEGIES, LLC | 105,367 | $2.4M | 0.9% | 0.8% | +15.9% |
| 18 | MAI Capital Management | 100,076 | $2.2M | 0.0% | 0.8% | +9.7% |
| 19 | Janney Montgomery Scott LLC | 97,004 | $2,154 | 0.0% | 0.8% | -51.7% |
| 20 | Founders Financial Alliance, LLC | 80,325 | $1.8M | 0.2% | 0.6% | +8.9% |
| 21 | Rockefeller Capital Management L.P. | 79,078 | $1.8M | 0.0% | 0.6% | +6.8% |
| 22 | CITADEL ADVISORS LLCNEW | 54,184 | $1.2M | 0.0% | 0.4% | new |
| 23 | Western Wealth Management, LLC | 52,217 | $1.2M | 0.0% | 0.4% | +0.5% |
| 24 | Summit Financial Wealth Advisors, LLC | 47,785 | $1.1M | 0.1% | 0.4% | +66.1% |
| 25 | JANE STREET GROUP, LLC | 40,003 | $888,067 | 0.0% | 0.3% | -36.8% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.