Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / CAPITAL APPRECIA
-
Total 13F shares
-
1,800,171
-
Share change
-
+1,205,502
-
Total reported value
-
$43,918,943
-
Price per share
-
$24.39
-
Number of holders
-
35
-
Value change
-
+$29,367,137
-
Number of buys
-
31
-
Number of sells
-
6
Institutional Holders of T ROWE PRICE ETF INC - CAPITAL APPRECIA (TCAL) as of Q3 2025
As of 30 Sep 2025,
T ROWE PRICE ETF INC - CAPITAL APPRECIA (TCAL) was held by
35 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,800,171 shares.
The largest 10 holders included
LPL Financial LLC, CMC Financial Group, Southland Equity Partners LLC, NCM Capital Management, LLC, Essex Financial Services, Inc., 4J Wealth Management LLC, Lowe Wealth Advisors, LLC, Concurrent Investment Advisors, LLC, YARGER WEALTH STRATEGIES, LLC, and Stratos Wealth Advisors, LLC.
This page lists
35
institutional shareholders reporting positions in this security
for the Q3 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.