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Disclosery

TCAL T ROWE PRICE EXCHANGE-TRADED

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MF Closed and MF Open (fund)

62 managers (63 13F filers) reported a position in TCAL shares at 2026-03-31, 5,804,412 shares in all. 16 filers opened a position and 3 filers sold out during the quarter.

Managers
62
13F filers
63
New
16
Added
37
Reduced
6
Sold out
3
Shares held by filers
5,804,412

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC1,574,555$35.2M0.01%+556,50913F-HRTimeline
CMC Financial Group386,095$8.63M17.48%+10,19713F-HRTimeline
Waterfront Wealth Inc.343,154$7.67M1.41%+41,06413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA308,328$6.89M<0.01%+297,75713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC209,566$4.68M0.01%+178,24713F-HRTimeline
Janney Montgomery Scott LLC200,714$4.49M0.01%+30,64113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP199,340$4.46M<0.01%+18,84513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC185,391$4.14M<0.01%+172,40113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP155,165$3.41M<0.01%+151,90613F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC145,401$3.25M0.05%+121,20613F-HRTimelineGroup
Cetera Investment Advisers137,247$3.07M<0.01%+40,71013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.131,954$2.95M0.17%+10,92613F-HRTimelineGroup
Carson Advisory Inc.128,600$2.87M1.49%+49,67013F-HRTimeline
Southland Equity Partners LLC127,679$2.85M0.56%+4,85113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…123,226$2.75M0.03%+77,21613F-HRTimelineGroup
NCM Capital Management, LLC116,967$2.61M0.94%+16,72513F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.110,147$2.46M0.15%+54,79013F-HRTimelineGroup
4J Wealth Management LLC95,981$2.15M1.22%+8,16813F-HRTimeline
SageGuard Financial Group, LLC94,811$2.12M0.33%new13F-HRTimeline
MAI Capital Management91,198$2.04M0.01%+22,02413F-HRTimeline
YARGER WEALTH STRATEGIES, LLC90,885$2.03M0.82%+37,87713F-HRTimeline
Cambridge Investment Research Advisors,…74,554$1.67M<0.01%+3,26813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…74,038$1.65M<0.01%+19,18913F-HRTimelineGroup
Founders Financial Alliance, LLC73,730$1.65M0.3%+37,38013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC63,265$1.41M<0.01%+48,72313F-HRTimelineGroup
Private Advisor Group, LLC56,040$1.25M0.01%+27,66013F-HRTimeline
Western Wealth Management, LLC51,969$1.16M0.04%+7,90213F-HR/ATimeline
Annis Gardner Whiting Capital Advisors,…42,770$956K0.15%+15,26713F-HRTimeline
Mariner, LLCin group Mariner, LLC40,071$896K<0.01%+11,49413F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding28,989$648K+1,624Timeline
Summit Financial Wealth Advisors, LLC28,774$643K0.09%+11,83413F-HRTimeline
OLD MISSION CAPITAL LLC28,273$632K0.01%-6,22713F-HRTimeline
Prospera Financial Services Inc22,605$505K0.01%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC22,588$505K<0.01%013F-HRTimelineGroup
Wills Financial Group LLC22,798$503K0.19%+1,18313F-HRTimeline
Integrated Wealth Concepts LLC20,142$450K<0.01%+6,93613F-HRTimeline
Cornerstone Advisory, LLC18,072$404K0.04%-9,34113F-HRTimeline
Bluesphere Advisors LLC16,910$378K0.13%new13F-HRTimeline
Keystone Financial Group14,257$319K0.02%new13F-HRTimeline
IFP Advisors, Inc14,075$315K0.01%+4,75013F-HRTimeline
Garden State Investment Advisory Servic…13,765$308K0.07%-11,76713F-HRTimeline
Aprio Wealth Management, LLC13,604$304K0.02%+3,48813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP11,730$262K<0.01%new13F-HRTimelineGroup
Kingsview Wealth Management, LLC11,243$251K<0.01%new13F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers11,166$250K<0.01%new13F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,186$228K<0.01%new13F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…10,000$224K<0.01%new13F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…9,858$220K0.01%new13F-HRTimeline
Gateway Wealth Partners, LLC9,792$219K0.01%new13F-HRTimeline
HB Wealth Management, LLC9,220$206K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…5,895$132K<0.01%-23,29913F-HRTimeline
Capital Investment Advisory Services, L…5,511$123K0.01%+14313F-HRTimeline
NewEdge Advisors, LLC4,414$98.7K<0.01%-1,99113F-HR/ATimeline
AdvisorNet Financial, Inc3,900$87.2K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,200$26.8K<0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,063$24K0.01%+3013F-HRTimeline
Bogart Wealth, LLC821$18.3K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.600$13.4K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG71$1.59K<0.01%new13F-HRTimelineGroup
SJS Investment Consulting Inc.42$928<0.01%+313F-HRTimeline
FMR LLCin group FMR LLC6$134<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$24<0.01%+113F-HR/ATimelineGroup