Who Owns T. Rowe Price Capital Appreciation Premium Income ETF (TCAL)?Hedge Fund & Institutional Holders
Institutional Holders
50
as of Q4 2025
Total Institutional Value
$7.277000400000029e+168T
% of Float Held
—
QoQ Change in Holders
+9 / -3
Price History
TCAL — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Waterfront Wealth Inc. | New Position | +302K | +$7.3B |
| STIFEL FINANCIAL CORP | Increased | +166K | +$3.6B |
| 4J Wealth Management LLC | New Position | +88K | +$2.1B |
| Carson Advisory Inc. | New Position | +79K | +$1.9B |
| Stratos Wealth Advisors, LLC | New Position | +55K | +$1.3B |
| YARGER WEALTH STRATEGIES, LLC | New Position | +53K | +$1.2B |
| Western Wealth Management, LLC | New Position | +44K | +$1.0B |
| Wills Financial Group LLC | New Position | +22K | +$509.0M |
| Founders Financial Alliance, LLC | Increased | +20K | +$467.8M |
| Southland Equity Partners LLC | Increased | +22K | +$423.9M |
| Essex Financial Services, Inc. | Increased | +52K | +$318.5M |
| Garden State Investment Advisory Services LLC | Increased | +8K | +$177.4M |
| Capital Investment Advisory Services, LLC | New Position | +5K | +$126.0M |
| Rockefeller Capital Management L.P. | Increased | +19K | +$114.8M |
| AdvisorNet Financial, Inc | New Position | +4K | +$91.0M |
TCAL — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| CMC Financial Group | Decreased | -2K | -$9.2B |
| NCM Capital Management, LLC | Closed Position | -75K | -$1.8B |
| SK Wealth Management, LLC | Closed Position | -34K | -$821.7M |
| Cornerstone Advisory, LLC | Decreased | -18K | -$454.9M |
| OLD MISSION CAPITAL LLC | Decreased | -3K | -$95.1M |
| UBS Group AG | Closed Position | -27 | -$659K |
| WELLS FARGO & COMPANY/MN | Decreased | -1 | -$17K |
Top Institutional Holders(Q4 2025)
TCAL Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 51 | $28.3B | +30 |
| Q3 2025 | 21 | $32.3B | +1 |
| Q2 2025 | 20 | $14.2B | +18 |
| Q1 2025 | 2 | $2.9B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 50 institutional investors hold TCAL (T. Rowe Price Capital Appreciation Premium Income ETF). The largest holder is Waterfront Wealth Inc. with $7.3B in shares. This quarter, 9 institutions opened new positions and 3 closed their positions.
Frequently Asked Questions
How many hedge funds own TCAL?
As of Q4 2025, 50 institutional investors report holding TCAL (T. Rowe Price Capital Appreciation Premium Income ETF) in their 13F filings.
Who is the largest institutional holder of TCAL?
The largest institutional holder of TCAL is Waterfront Wealth Inc. with $7.3B in shares.
Is institutional ownership of TCAL increasing or decreasing?
This quarter, 9 institutions opened new positions in TCAL and 3 closed their positions.