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Disclosery

TCAL T ROWE PRICE EXCHANGE-TRADED

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MF Closed and MF Open (fund)

35 managers (35 13F filers) reported a position in TCAL shares at 2025-09-30, 1,800,171 shares in all. 19 filers opened a position and 3 filers sold out during the quarter.

Managers
35
13F filers
35
New
19
Added
12
Reduced
3
Sold out
3
Shares held by filers
1,800,171

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC457,194$11.2M<0.01%new13F-HRTimeline
CMC Financial Group378,162$9.22M17.08%new13F-HRTimeline
Southland Equity Partners LLC101,315$2.47M0.5%new13F-HRTimeline
NCM Capital Management, LLC74,788$1.82M0.71%+48,94513F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.68,943$1.68M0.1%+43,75213F-HRTimelineGroup
4J Wealth Management LLC64,749$1.58M0.93%+51,44713F-HRTimeline
Lowe Wealth Advisors, LLC56,823$1.39M0.51%+21,27013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…50,579$1.23M0.02%+42,44213F-HRTimelineGroup
YARGER WEALTH STRATEGIES, LLC47,214$1.15M0.53%+9,57013F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.46,148$1.13M0.05%+4,29413F-HRTimelineGroup
Cornerstone Advisory, LLC45,139$1.1M0.11%new13F-HRTimeline
Waterfront Wealth Inc.38,441$949K0.19%new13F-HRTimeline
OLD MISSION CAPITAL LLC37,231$908K0.03%new13F-HRTimeline
Cambridge Investment Research Advisors,…36,901$900K<0.01%+26,23613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…36,295$885K<0.01%new13F-HRTimelineGroup
SK Wealth Management, LLC33,635$822K0.31%-67,46813F-HRTimeline
Lighthouse Wealth Management Inc.33,646$821K0.67%+8,58913F-HRTimeline
Steward Partners Investment Advisory, L…23,215$566K<0.01%+11,55013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC21,562$526K<0.01%new13F-HRTimelineGroup
Keystone Financial Group20,000$488K0.04%new13F-HR/ATimeline
Western Wealth Management, LLC19,885$485K0.03%new13F-HRTimeline
Garden State Investment Advisory Servic…17,408$425K0.11%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…16,828$410K0.08%-4,71313F-HRTimeline
Founders Financial Alliance, LLC15,915$388K0.07%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP14,883$363K<0.01%-75,33113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC14,573$355K<0.01%new13F-HRTimeline
Private Advisor Group, LLC13,787$336K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC5,310$130K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…5,220$127K0.01%+91913F-HRTimeline
Global Retirement Partners, LLC2,033$49.6K<0.01%new13F-HRTimeline
IFP Advisors, Inc900$22K<0.01%new13F-HR/ATimeline
Bogart Wealth, LLC821$20K<0.01%+20813F-HRTimeline
HARBOUR INVESTMENTS, INC.600$14.6K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG27$659<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$17<0.01%new13F-HRTimelineGroup