T Rowe PRC Cap AppreciationTCAFETF

13F holders, Q2 2025 (June 30)
277holders +23
37new positions
15sold out
5famous investors
$35.29avg. 13F price*

At the end of Q2 2025, 277 institutions reported holding T Rowe PRC Cap Appreciation (TCAF) in their 13F filings, up 23 from Q1 2025. 37 opened new positions and 15 sold out. The largest holders were T. Rowe Price Associates Inc. ($547.4M), LPL Financial LLC ($378.5M) and Raymond James Financial Inc. ($188.8M). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
T Rowe PRC Cap Appreciation
CUSIP
87283Q867
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 164Q1 2024Q2 2024: 203Q2 2024Q3 2024: 213Q3 2024Q4 2024: 248Q4 2024Q1 2025: 254Q1 2025Q2 2025: 277Q2 2025Q3 2025: 295Q3 2025Q4 2025: 331Q4 2025Q1 2026: 331Q1 2026Q2 2026: 359Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions37$24.4M
Exits15$7.8M

All 13F filers, Q1 2025 → Q2 2025: 13,045,767 shares bought and 1,747,460 shares sold, net +11,298,307 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 277 holders

T. Rowe Price Associates Inc. 0.06% Add +13.9% 15,517,215 $547.4M
LPL Financial LLC 0.13% Add +22.1% 10,728,693 $378.5M
Raymond James Financial Inc. 0.07% Add +19.3% 5,351,355 $188.8M
Commonwealth Equity Services, LLC 0.20% Reduce -13.6% 4,262,710 $150.4M
Osaic Holdings, Inc. 0.18% Add +16.0% 2,788,479 $98.4M
Morgan Stanley 0.01% Add +121.8% 2,774,738 $97.9M
Voya Investment Management LLC 0.11% Reduce -0.8% 2,762,859 $97.5M
Baird Financial Group, Inc. 0.17% Add +7.7% 2,725,494 $96.2M
Wells Fargo & Company 0.02% Reduce -8.3% 2,600,129 $91.7M
Royal Bank of Canada 0.01% Add +15.6% 2,133,941 $75.3M
Bank of New York Mellon Corp 0.01% Add +0.1% 1,828,658 $64.5M
Wealth Enhancement Advisory Services, LLC 0.10% Add +5.7% 1,779,596 $63.4M
Cambridge Investment Research Advisors, Inc. 0.19% Add +6.1% 1,765,583 $62.3M
TTP Investments, Inc. 19.14% Add +50.6% 1,653,432 $58.3M
Stifel Financial Corp. 0.05% Add +82.1% 1,397,256 $49.3M
CPC Advisors, LLC 6.00% Reduce -1.5% 1,355,981 $47.8M
Modern Wealth Management, LLC 1.11% Add +1.1% 1,278,309 $45.1M
Bank of America Corp. 0.00% Add +10.8% 1,210,150 $42.7M
Jones Financial Companies LLLP 0.03% Add +50.8% 1,031,681 $36.3M
McCarthy & Cox 9.48% Add +1.0% 1,026,419 $36.2M
Mesirow Financial Investment Management, Inc. 0.67% Add +10.3% 973,312 $34.3M
Level Four Advisory Services, LLC 1.19% Add +2.5% 914,706 $32.3M
Cora Capital Advisors LLC 12.77% Add +2.6% 812,962 $28.7M
OneDigital Investment Advisors LLC 0.31% Reduce -2.0% 779,889 $27.5M
Cetera Investment Advisers 0.05% Add +12.9% 777,031 $27.4M
Souders Financial Advisors 3.26% Add +14.4% 726,645 $25.6M
PYA Waltman Capital, LLC 7.35% Add +2.9% 723,196 $25.5M
UBS Group AG 0.01% Add +38.1% 679,837 $24.0M
Great Valley Advisor Group, Inc. 0.47% Add +56.6% 595,164 $21.0M
Private Advisor Group, LLC 0.11% Add +7.3% 577,628 $20.4M
Beaumont Financial Advisors, LLC 1.41% Reduce -2.9% 551,269 $19.4M
Northwestern Mutual Wealth Management Co. 0.01% Add +36.9% 541,925 $19.1M
McCarthy Asset Management, Inc. 12.93% Reduce -1.4% 539,671 $19.0M
Cornerstone Advisory, LLC 2.04% Reduce -1.8% 537,301 $19.0M
Financial Consulate, Inc. 3.59% Reduce -1.1% 514,761 $18.2M
Ade, LLC 9.56% Add +4.2% 509,206 $18.0M
Kestra Advisory Services, LLC 0.08% Add +87.2% 467,657 $16.5M
Eastern Bank 0.27% Add +4.4% 397,629 $14.0M
Janney Montgomery Scott LLC 0.04% Add +3.9% 397,391 $14.0M
DKM Wealth Management, Inc. 11.80% Reduce -1.5% 387,863 $13.7M
Atria Wealth Solutions, Inc. 0.31% Add +15.0% 379,262 $13.5M
Envestnet Asset Management Inc. 0.00% Add +6.5% 367,223 $13.0M
Composition Wealth, LLC 0.21% Add +12.0% 358,277 $12.6M
Ausdal Financial Partners, Inc. 0.81% Add +8.7% 344,469 $12.2M
Prospera Financial Services Inc 0.22% Add +0.7% 337,087 $11.9M
Principle Wealth Partners LLC 0.74% Add +1.6% 334,480 $11.8M
National Wealth Management Group, LLC 6.44% Add +2.8% 325,947 $11.5M
Menora Mivtachim Holdings LTD. 0.07% Add +54.4% 325,727 $11.5M
Parsons Capital Management Inc. 0.69% Reduce -0.2% 320,407 $11.3M
Rockefeller Capital Management L.P. 0.02% Add +6.6% 319,921 $11.3M
ARS Wealth Advisors Group, LLC 1.30% Add +18.9% 319,889 $11.3M
D.A. Davidson & Co. 0.08% Add +1.8% 318,015 $11.2M
Arcus Capital Partners, LLC 4.75% Reduce -28.0% 311,329 $11.0M
Harfst & Associates, Inc. 2.26% Add +148.3% 310,372 $10.9M
IFG Advisory, LLC 0.53% Add +505.2% 299,794 $10.6M
Forge Financial Services LLC 7.77% Add +15.5% 290,328 $10.3M
MTM Investment Management, LLC 3.42% Add +35.6% 288,967 $10.2M
Capital Analysts, LLC 0.33% Add +86.0% 283,743 $10.0M
Onyx Bridge Wealth Group LLC 1.30% Add +5.4% 279,053 $9.8M
Allworth Financial LP 0.05% Add +1.9% 269,620 $9.5M
Waverly Advisors, LLC 0.10% Add +3.5% 260,137 $9.2M
4J Wealth Management LLC 6.06% Add +1.1% 254,467 $9.0M
Keystone Financial Group 0.77% Add +7.2% 240,362 $8.5M
Nations Financial Group Inc, /Ia/ 0.58% Add +0.1% 238,766 $8.4M
World Investment Advisors 0.19% Add +11.4% 231,101 $8.2M
HighTower Advisors, LLC 0.01% Add +0.5% 229,565 $8.1M
Ledyard National Bank 0.74% Add +3.0% 221,367 $7.8M
Captrust Financial Advisors 0.02% Add +301.2% 215,602 $7.6M
Certior Financial Group, LLC 5.68% Add +6.1% 209,668 $7.4M
Garden State Investment Advisory Services LLC 1.98% Reduce -6.9% 206,666 $7.3M
Beacon Financial Advisory LLC 1.87% Add +16.1% 205,303 $7.2M
Fortis Group Advisors, LLC 1.27% Reduce -44.1% 190,943 $7.0M
Global Retirement Partners, LLC 0.16% — 182,967 $6.5M
Financial Security Advisor, Inc. 1.40% Reduce -1.3% 172,742 $6.1M
NCM Capital Management, LLC 2.45% Add +12.8% 169,122 $6.0M
Exchange Traded Concepts, LLC 0.07% Add +24.5% 165,726 $5.8M
Carson Advisory Inc. 3.70% Add +3.1% 165,144 $5.8M
Stratos Wealth Advisors, LLC 0.30% Add +2.5% 160,080 $5.6M
Chemistry Wealth Management LLC 1.17% Add +8.8% 155,089 $5.5M
V2 Financial group LLC 3.22% Reduce -2.0% 151,360 $5.3M
Essex Financial Services, Inc. 0.34% Add +15.7% 147,281 $5.2M
Sharkey, Howes & Javer 0.69% Reduce -5.1% 146,498 $5.2M
Patton Albertson Miller Group, LLC 0.66% Reduce -0.4% 141,589 $5.0M
Presper Financial Architects, LLC 3.68% — 140,321 $5.0M
Paragon Advisors, LLC 1.28% Add +8.0% 139,461 $4.9M
Centaurus Financial, Inc. 0.28% Add +26.3% 135,837 $4.8M
Southland Equity Partners LLC 1.04% Add +1.3% 134,514 $4.7M
Advisory Services Network, LLC 0.08% Add +4.2% 129,390 $4.7M
WCG Wealth Advisors LLC 0.29% Add +33.7% 128,687 $4.5M
Tanglewood Wealth Management, Inc. 0.44% Add +3.8% 127,588 $4.5M
Integrated Wealth Concepts LLC 0.04% Add +5.5% 124,740 $4.4M
MML Investors Services, LLC 0.01% Add +20.5% 116,736 $4.1M
Sprinkle Financial Consultants LLC 2.47% Add +31.4% 114,722 $4.0M
Focus Financial Network, Inc. 0.15% Reduce -2.1% 111,106 $3.9M
Liberty Wealth Management LLC 0.61% Add +0.1% 109,914 $3.9M
Strategic Financial Concepts, LLC 0.52% Add +8.1% 105,671 $3.7M
DAVENPORT & Co LLC 0.02% Add +13.8% 104,935 $3.7M
Stratos Wealth Partners, LTD. 0.05% Add +17.5% 103,040 $3.6M
Sfm, LLC 2.31% Add +0.1% 102,166 $3.6M
Vantage Financial Partners, LLC 0.82% New 101,219 $3.6M
Eclectic Associates Inc. 0.77% Add +38.1% 99,765 $3.5M
Equitable Holdings, Inc. 0.03% Add +11.8% 99,758 $3.5M
Lighthouse Financial LLC 2.69% Add +12.5% 99,619 $3.5M
Sugar Maple Asset Management, LLC 2.72% Add +45.1% 99,059 $3.5M
Centerpoint Advisory Group 2.99% Add +2.9% 97,734 $3.4M
Corient Private Wealth LP 0.00% Add +14.5% 95,851 $3.4M
Atlas Wealth LLC 1.61% Add +121.2% 92,197 $3.2M
Thoroughbred Financial Services, LLC 0.22% Add +64.0% 90,911 $3.2M
Diversified Trust Co. 0.07% New 89,748 $3.2M
Sigma Planning Corp 0.10% Add +12.9% 89,730 $3.2M
Capital Investment Advisory Services, LLC 0.26% Add +41.1% 89,271 $3.1M
Mariner, LLC 0.00% Add +1.0% 89,104 $3.1M
NewEdge Advisors, LLC 0.02% Add +4.8% 89,066 $3.1M
Wingate Wealth Advisors, Inc. 2.79% Reduce -3.0% 88,772 $3.1M
Good Life Advisors, LLC 0.19% Reduce -4.9% 83,999 $3.0M
Merit Financial Group, LLC 0.03% Reduce -14.0% 82,600 $2.9M
Truist Financial Corp. 0.00% Add +7.9% 81,822 $2.9M
Compass Ion Advisors, LLC 0.30% Reduce -11.0% 79,621 $2.8M
Mercer Global Advisors Inc. 0.01% Add +7.1% 77,955 $2.8M
Lincoln Capital Corp. 1.05% Add +3.1% 77,134 $2.7M
Independent Financial Group, LLC 0.07% Add +0.7% 75,838 $2.7M
HFG Advisors, Inc. 2.10% Add +1.7% 75,286 $2.7M
WealthPLAN Partners, LLC 0.43% Add +2.0% 75,266 $2.7M
Wedbush Securities Inc. 0.09% Add +11.6% 74,465 $2.6M
Dahring | Cusmano LLC 2.03% Reduce -0.4% 73,875 $2.6M
High Net Worth Advisory Group LLC 0.68% Reduce -0.7% 73,101 $2.6M
Robertson Stephens Wealth Management, LLC 0.09% Reduce -3.5% 70,637 $2.5M
Hilltop Holdings Inc. 0.14% Reduce -0.7% 63,003 $2.2M
CRA Financial Services, LLC 0.34% Add +10.0% 62,642 $2.2M
Benjamin Edwards Inc. 0.03% Add +512.0% 62,019 $2.2M
Concurrent Investment Advisors, LLC 0.04% Add +96.7% 61,446 $2.2M
Comerica Bank 0.01% Reduce -1.6% 60,657 $2.1M
Koshinski Asset Management, Inc. 0.16% Add +17.4% 59,707 $2.1M
Patriot Financial Group Insurance Agency, LLC 0.24% Reduce -1.9% 58,499 $2.1M
JPMorgan Chase & Co. 0.00% New 58,087 $2.0M
Sard Wealth Management Group, LLC 1.26% Add +9.4% 57,906 $2.0M
CMG Global Holdings, LLC 1.01% New 52,636 $1.9M
ORBA Wealth Advisors, L.L.C. 1.74% Reduce -47.7% 54,138 $1.9M
Sunbelt Securities, Inc. 0.17% Add +4.7% 56,618 $1.9M
Nvwm, LLC 0.45% Add +2.0% 52,673 $1.9M
Cary Street Partners Financial LLC 0.05% Reduce -3.8% 52,091 $1.8M
Cwm, LLC 0.01% Add +7.9% 52,026 $1.8M
Weaver Consulting Group 0.50% Add +11.7% 51,021 $1.8M
Regal Investment Advisors LLC 0.13% Add +10.3% 49,608 $1.8M
Principal Securities, Inc. 0.03% Reduce -2.9% 48,958 $1.7M
Legacy Capital Wealth Partners, LLC 0.39% Reduce -2.2% 48,587 $1.7M
MAI Capital Management 0.01% Reduce -5.9% 48,527 $1.7M
Seamount Financial Group Inc. 0.85% Add +5.3% 47,116 $1.7M
Integrated Advisors Network LLC 0.07% Add +8.9% 46,819 $1.7M
Harbor Investment Advisory, LLC 0.15% Add +43.8% 46,524 $1.6M
CJM Wealth Advisers, Ltd. 0.55% Reduce -1.9% 46,515 $1.6M
Founders Financial Securities LLC 0.12% New 45,358 $1.6M
Avantax Advisory Services, Inc. 0.01% Add +56.4% 44,651 $1.6M
J.W. Cole Advisors, Inc. 0.03% Add +84.0% 43,884 $1.5M
Citadel Advisors 0.00% Add +18.1% 41,803 $1.5M
Redhawk Wealth Advisors, Inc. 0.18% Reduce -0.3% 41,365 $1.5M
Harbor Group, Inc. 0.25% Add +165.8% 40,697 $1.4M
Godshalk Welsh Capital Management, Inc. 0.88% Add +2.7% 40,475 $1.4M
Walkner Condon Financial Advisors LLC 0.26% Reduce -10.7% 40,260 $1.4M
AdvisorNet Financial, Inc 0.09% Add +5.5% 39,660 $1.4M
Qube Research & Technologies Ltd 0.00% New 39,632 $1.4M
Mayflower Financial Advisors, LLC 0.19% No change 37,804 $1.3M
Warner Financial, Inc. 0.51% Add +0.1% 34,804 $1.2M
OMNI 360 Wealth, Inc. 0.73% Add +15.2% 33,434 $1.2M
Renaissance Technologies 0.00% New 33,200 $1.2M
Studio Investment Management LLC 0.23% Add +0.3% 32,144 $1.1M
American Financial Advisors, LLC 0.15% Add +110.3% 31,429 $1.1M
Frontier Asset Management, LLC 0.30% Reduce -25.6% 31,301 $1.1M
Arax Advisory Partners 0.05% Reduce -6.5% 30,858 $1.1M
Schaper Benz & Wise Investment Counsel Inc. 0.08% Add +11.5% 29,595 $1.0M
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -40.5% 29,395 $1.0M
FMA Wealth Management, LLC 0.76% Add +4.6% 29,214 $1.0M
N.E.W. Advisory Services LLC 0.10% New 28,643 $1.0M
Cornerstone Wealth Management, LLC 0.06% Add +13.9% 28,348 $1.0M
Per Stirling Capital Management, LLC. 0.13% Reduce -27.8% 27,513 $971K
Jane Street Group, LLC 0.00% New 26,199 $924K
Lowe Wealth Advisors, LLC 0.35% Add +40.3% 25,774 $909K
Wealth Alliance, LLC 0.10% Add +37.9% 25,392 $896K
IFP Advisors, Inc 0.03% Add +11.5% 25,296 $892K
Creative Planning 0.00% Add +26.7% 24,673 $870K
OneAscent Financial Services LLC 0.06% Add +116.9% 24,085 $850K
LongView Wealth Management 0.24% Add +15.2% 22,800 $804K
Gotham Asset Management 0.00% No change 22,730 $802K
Sittner & Nelson, LLC 0.32% Add +17.8% 22,359 $789K
Sanctuary Advisors, LLC 0.00% Add +17.5% 21,880 $772K
United Advisor Group, LLC 0.13% Add +232.1% 21,617 $763K
Comprehensive Financial Planning, Inc. 0.59% Add +4.4% 21,335 $753K
CoreCap Advisors, LLC 0.03% Add +1721.8% 21,023 $742K
Cozad Asset Management Inc. 0.06% Add +30.8% 20,978 $740K
WNY Asset Management, LLC 0.08% Reduce -8.2% 20,807 $734K
Focus Partners Wealth 0.00% New 20,733 $731K
MSH Capital Advisors LLC 0.20% Reduce -6.8% 19,881 $701K
Sagespring Wealth Partners, LLC 0.01% Reduce -0.8% 19,388 $684K
Apollon Financial, LLC 0.14% Add +4.1% 19,160 $676K
Westside Investment Management, Inc. 0.12% Add +3.6% 17,945 $633K
Tsfg, LLC 0.11% No change 17,737 $626K
Gutierrez Wealth Advisory, LLC 0.42% Add +39.5% 17,585 $620K
Hazlett, Burt & Watson, Inc. 0.25% Add +6359.3% 17,440 $616K
Harbour Investments, Inc. 0.02% Add +5.0% 17,360 $612K
Flagship Wealth Advisors, LLC 0.22% No change 16,638 $587K
Priebe Wealth Holdings LLC 0.50% Reduce -8.4% 16,300 $575K
Kestra Private Wealth Services, LLC 0.01% New 16,147 $570K
Macroview Investment Management LLC 0.46% Reduce -1.4% 15,972 $563K
Northwest Financial Advisors 0.77% Reduce -7.2% 15,606 $551K
Apollon Wealth Management, LLC 0.01% New 15,071 $532K
IHT Wealth Management, LLC 0.01% Add +7.3% 14,976 $528K
&partners 0.00% Add +12.0% 14,754 $521K
Private Trust Co. NA 0.05% Add +14.7% 14,661 $517K
Flagship Harbor Advisors, LLC 0.02% Add +34.1% 14,455 $510K
Roman Butler Fullerton & Co. 0.15% Add +42.1% 13,495 $495K
CMC Financial Group 1.12% Reduce -3.3% 13,892 $490K
Argent Trust Co 0.02% Add +16.2% 13,768 $486K
Axxcess Wealth Management, LLC 0.01% Add +67.5% 13,560 $478K
Atria Investments, Inc 0.01% Add +18.9% 13,265 $468K
JFS Wealth Advisors, LLC 0.03% Add +8.5% 12,750 $450K
Uptick Partners, LLC 0.13% New 12,649 $446K
Aptus Capital Advisors, LLC 0.00% Reduce -0.2% 12,360 $436K
Guardian Wealth Advisors, LLC / NC 0.03% No change 12,285 $433K
Midwest Financial Group LLC 0.21% Add +29.6% 11,344 $400K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.05% Add +2.0% 11,155 $394K
Western Wealth Management, LLC 0.02% New 10,620 $375K
W1M Asset Management Ltd 0.03% New 10,101 $356K
Ted Buchan & Co 0.14% No change 10,082 $356K
Annis Gardner Whiting Capital Advisors, LLC 0.12% Add +0.7% 9,936 $351K
Rollins Financial Advisors, LLC 0.05% New 9,678 $341K
AQR Capital Management 0.00% New 9,400 $332K
Bensler, LLC 0.04% New 9,067 $320K
Marathon Capital Management 0.08% Reduce -9.3% 8,775 $310K
Founders Financial Alliance, LLC 0.07% Add +9.4% 8,709 $307K
Hopwood Financial Services, Inc. 0.23% Add +21.4% 8,520 $301K
Private Client Services, LLC 0.12% Reduce -0.2% 8,422 $297K
Keeler & Nadler Financial Planning & Wealth Management 0.12% Reduce -37.5% 8,268 $292K
NWF Advisory Services Inc. 0.03% New 8,226 $290K
Atlas Wealth Partners, LLC 0.33% Reduce -4.7% 8,193 $289K
Annex Advisory Services, LLC 0.01% New 8,121 $287K
D. E. Shaw & Co. 0.00% New 7,856 $277K
Kovack Advisors, Inc. 0.03% Add +12.8% 7,763 $274K
KM Capital Management Ltd. 0.13% No change 7,560 $267K
Advyzon Investment Management, LLC 0.06% New 7,277 $257K
Aspire Capital Advisors LLC 0.07% New 7,125 $251K
Summit Asset Management, LLC 0.04% No change 6,981 $246K
Strategic Blueprint, LLC 0.01% Reduce -56.3% 6,725 $237K
XTX Topco Ltd 0.01% New 6,637 $234K
Confluence Wealth Services, Inc. 0.01% New 6,615 $233K
Ameriprise Financial Inc. 0.00% Reduce -64.1% 6,510 $230K
Brown Advisory Inc. 0.00% New 6,124 $216K
Pacific Financial Group Inc. 0.17% New 6,057 $214K
AssuredPartners Investment Advisors, LLC 0.05% New 6,012 $212K
Bond & Devick Financial Network, Inc. 0.07% New 5,847 $206K
Boyum Wealth Architects LLC 0.15% New 5,836 $206K
Capital Management Associates, Inc 0.07% New 5,818 $205K
Tyler-Stone Wealth Management 0.03% New 5,681 $200K
Ameritas Advisory Services, LLC 0.01% Reduce -56.9% 4,945 $174K
Steward Partners Investment Advisory, LLC 0.00% Add +13.8% 3,653 $129K
GPS Wealth Strategies Group, LLC 0.01% Add +51.3% 3,573 $126K
Financial Connections Group, Inc. 0.05% No change 3,501 $123K
Accordant Advisory Group Inc 0.09% New 3,450 $122K
Winnacle Wealth LLC 0.09% New 3,450 $122K
Farther Finance Advisors, LLC 0.00% Add +4.4% 2,083 $73K
Ameriflex Group, Inc. 0.03% Reduce -78.1% 1,850 $65K
Geneos Wealth Management Inc. 0.00% Add +243.0% 1,595 $56K
Glass Jacobson Investment Advisors llc 0.02% Add +3.4% 1,250 $44K
Tortoise Investment Management, LLC 0.00% No change 1,014 $36K
Global Wealth Strategies & Associates 0.01% No change 800 $28K
Principia Wealth Advisory, LLC 0.02% Add +1.3% 790 $28K
Legacy Investment Solutions, LLC 0.01% — 677 $24K
Legacy Wealth Managment, LLC 0.01% No change 677 $24K
Bogart Wealth, LLC 0.00% No change 500 $18K
First Pacific Financial 0.00% New 459 $16K
CIBC Private Wealth Group LLC 0.00% Reduce -49.6% 391 $14K
Vermillion & White Wealth Management Group, LLC 0.01% Add +18.7% 273 $10K
PNC Financial Services Group, Inc. 0.00% New 233 $8K
US Bancorp \de 0.00% New 221 $8K
Cape Investment Advisory, Inc. 0.00% No change 138 $5K
Mark Sheptoff Financial Planning, LLC 0.00% No change 89 $3K
IAG Wealth Partners, LLC 0.00% No change 62 $2K
Fourth Dimension Wealth, LLC 0.00% No change 30 $1K

"% of holder's portfolio" is TCAF's weight in each manager's 13F, not the share of T Rowe PRC Cap Appreciation the manager owns.