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Disclosery

TCAL T ROWE PRICE EXCHANGE-TRADED

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MF Closed and MF Open (fund)

52 managers (52 13F filers) reported a position in TCAL shares at 2025-12-31, 3,559,873 shares in all. 21 filers opened a position and 4 filers sold out during the quarter.

Managers
52
13F filers
52
New
21
Added
23
Reduced
5
Sold out
4
Shares held by filers
3,559,873

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC1,018,046$24M0.01%+560,85213F-HRTimeline
CMC Financial Group375,898$8.86M15.81%-2,26413F-HRTimeline
Waterfront Wealth Inc.302,090$7.28M1.38%+263,64913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP180,495$4.25M<0.01%+165,61213F-HRTimelineGroup
Janney Montgomery Scott LLC170,073$4.01M0.01%new13F-HRTimeline
Southland Equity Partners LLC122,828$2.9M0.57%+21,51313F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.121,028$2.85M0.16%+52,08513F-HRTimelineGroup
NCM Capital Management, LLC100,242$2.36M0.88%+25,45413F-HRTimeline
Cetera Investment Advisers96,537$2.28M<0.01%new13F-HRTimeline
4J Wealth Management LLC87,813$2.07M1.18%+23,06413F-HRTimeline
Carson Advisory Inc.78,930$1.86M0.97%new13F-HRTimeline
Cambridge Investment Research Advisors,…71,286$1.68M<0.01%+34,38513F-HRTimeline
MAI Capital Management69,174$1.63M0.01%new13F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.55,357$1.3M0.06%+9,20913F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…54,849$1.29M<0.01%+18,55413F-HR/ATimelineGroup
YARGER WEALTH STRATEGIES, LLC53,008$1.25M0.54%+5,79413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…46,010$1.08M0.01%-4,56913F-HRTimelineGroup
Western Wealth Management, LLC44,067$1.04M0.05%+24,18213F-HRTimeline
Founders Financial Alliance, LLC36,350$857K0.16%+20,43513F-HRTimeline
OLD MISSION CAPITAL LLC34,500$813K0.03%-2,73113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC31,319$738K<0.01%+16,74613F-HRTimeline
Steward Partners Investment Advisory, L…29,194$688K<0.01%+5,97913F-HRTimeline
Mariner, LLCin group Mariner, LLC28,577$674K<0.01%new13F-HRTimelineGroup
Private Advisor Group, LLC28,380$669K<0.01%+14,59313F-HRTimeline
Annis Gardner Whiting Capital Advisors,…27,503$648K0.12%+10,67513F-HRTimeline
Cornerstone Advisory, LLC27,413$646K0.06%-17,72613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC27,365$645K<0.01%+5,80313F-HRTimelineGroup
Garden State Investment Advisory Servic…25,532$602K0.14%+8,12413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC24,195$570K0.01%new13F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC22,588$532K<0.01%new13F-HRTimelineGroup
Wills Financial Group LLC21,615$509K0.19%new13F-HRTimeline
Harborfront Financial Group LLC19,129$451K3.36%13F-HRTimeline
Summit Financial Wealth Advisors, LLC16,940$399K0.06%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC14,542$343K<0.01%new13F-HRTimelineGroup
Integrated Wealth Concepts LLC13,206$311K<0.01%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC12,990$306K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA10,571$249K<0.01%new13F-HRTimelineGroup
Aprio Wealth Management, LLC10,116$238K0.01%new13F-HRTimeline
IFP Advisors, Inc9,325$220K<0.01%+8,42513F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/8,587$203K<0.01%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,474$202K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC6,405$151K<0.01%+1,09513F-HRTimeline
Capital Investment Advisory Services, L…5,368$127K0.01%+14813F-HRTimeline
AdvisorNet Financial, Inc3,900$91.9K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,259$76.8K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC2,096$49.4K<0.01%+6313F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,033$24K0.01%new13F-HRTimeline
Bogart Wealth, LLC821$19.4K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.600$14.1K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.210$4.95K<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.39$928<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$5<0.01%-113F-HRTimelineGroupAmount filed as zero, left out of ratios.