T Rowe PRC Cap AppreciationTCAFETF

13F holders, Q3 2025 (September 30)
295holders +18
33new positions
12sold out
4famous investors
$37.70avg. 13F price*

At the end of Q3 2025, 295 institutions reported holding T Rowe PRC Cap Appreciation (TCAF) in their 13F filings, up 18 from Q2 2025. 33 opened new positions and 12 sold out. The largest holders were T. Rowe Price Associates Inc. ($652.2M), LPL Financial LLC ($488.6M) and Raymond James Financial Inc. ($221.6M). 4 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions33$40.8M
Exits12$5.6M

All 13F filers, Q2 2025 → Q3 2025: 15,164,280 shares bought and 930,233 shares sold, net +14,234,047 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 295 holders

T. Rowe Price Associates Inc. 0.07% Add +11.3% 17,269,582 $652.2M
LPL Financial LLC 0.14% Add +20.8% 12,959,194 $488.6M
Raymond James Financial Inc. 0.07% Add +9.8% 5,878,165 $221.6M
Commonwealth Equity Services, LLC 0.24% Add +17.1% 4,993,270 $188.2M
Wells Fargo & Company 0.03% Add +26.5% 3,289,172 $124.0M
Osaic Holdings, Inc. 0.16% Add +13.5% 3,164,379 $117.1M
Morgan Stanley 0.01% Add +10.0% 3,051,282 $115.0M
Baird Financial Group, Inc. 0.17% Add +1.5% 2,765,851 $104.3M
Voya Investment Management LLC 0.11% Reduce -7.7% 2,551,201 $96.2M
Royal Bank of Canada 0.02% Add +8.9% 2,323,214 $87.6M
JPMorgan Chase & Co. 0.01% Add +3475.1% 2,076,667 $78.3M
Wealth Enhancement Advisory Services, LLC 0.11% Add +10.9% 1,974,318 $75.7M
Cambridge Investment Research Advisors, Inc. 0.19% Add +4.5% 1,845,645 $69.6M
Bank of New York Mellon Corp 0.01% Reduce -0.8% 1,814,141 $68.4M
TTP Investments, Inc. 17.16% Reduce -5.8% 1,557,991 $59.2M
Bank of America Corp. 0.00% Add +19.4% 1,445,210 $54.5M
Stifel Financial Corp. 0.05% Add +2.3% 1,429,266 $53.9M
CPC Advisors, LLC 5.39% Reduce -0.0% 1,355,851 $51.1M
Jones Financial Companies LLLP 0.03% Add +26.6% 1,306,596 $48.7M
Modern Wealth Management, LLC 0.96% Add +0.7% 1,286,942 $48.5M
Mesirow Financial Investment Management, Inc. 0.86% Add +30.7% 1,271,915 $48.0M
Ameriprise Financial Inc. 0.01% Add +17883.1% 1,170,701 $44.1M
Cetera Investment Advisers 0.05% Add +39.2% 1,081,311 $40.8M
McCarthy & Cox 8.88% Add +0.6% 1,032,116 $38.9M
Level Four Advisory Services, LLC 1.24% Add +4.7% 957,972 $36.1M
Cora Capital Advisors LLC 13.62% Add +4.5% 849,737 $32.0M
PYA Waltman Capital, LLC 8.49% Add +16.2% 840,246 $31.7M
Great Valley Advisor Group, Inc. 0.59% Add +31.9% 785,284 $29.6M
OneDigital Investment Advisors LLC 0.29% Reduce -2.7% 759,005 $28.6M
UBS Group AG 0.01% Add +9.4% 743,689 $28.0M
Souders Financial Advisors 3.25% Reduce -0.2% 725,126 $27.3M
Kestra Advisory Services, LLC 0.12% Add +45.8% 682,049 $25.7M
Private Advisor Group, LLC 0.12% Add +10.6% 638,657 $24.1M
Northwestern Mutual Wealth Management Co. 0.01% Add +4.7% 567,578 $21.4M
McCarthy Asset Management, Inc. 13.10% Add +0.3% 541,172 $20.4M
Cornerstone Advisory, LLC 2.00% Add +0.5% 540,034 $20.4M
Ade, LLC 10.10% Add +4.1% 530,156 $20.0M
Beaumont Financial Advisors, LLC 1.33% Reduce -4.1% 528,863 $19.9M
SageView Advisory Group, LLC 0.65% New 498,254 $18.8M
Financial Consulate, Inc. 2.43% Reduce -11.3% 456,491 $17.2M
Janney Montgomery Scott LLC 0.04% Add +10.1% 437,535 $16.5M
Eastern Bank 0.28% Add +5.4% 418,955 $15.8M
Ausdal Financial Partners, Inc. 0.72% Add +14.5% 394,514 $14.9M
Composition Wealth, LLC 0.22% Add +6.7% 382,340 $14.4M
DKM Wealth Management, Inc. 11.51% Reduce -1.9% 380,398 $14.3M
D.A. Davidson & Co. 0.09% Add +18.1% 375,409 $14.2M
National Wealth Management Group, LLC 5.20% Add +12.3% 366,030 $13.8M
Capital Analysts, LLC 0.40% Add +26.9% 360,040 $13.6M
Menora Mivtachim Holdings LTD. 0.07% Add +8.8% 354,329 $13.4M
IFG Advisory, LLC 0.61% Add +17.9% 353,389 $13.3M
ARS Wealth Advisors Group, LLC 1.31% Add +10.0% 351,766 $13.3M
Principle Wealth Partners LLC 0.75% Add +2.6% 343,136 $12.9M
Rockefeller Capital Management L.P. 0.02% Add +5.7% 338,026 $12.7M
Prospera Financial Services Inc 0.21% Reduce -1.7% 331,316 $12.5M
Parsons Capital Management Inc. 0.69% Add +0.8% 323,038 $12.2M
Arcus Capital Partners, LLC 5.29% Add +3.1% 320,867 $12.1M
Harfst & Associates, Inc. 2.23% Add +3.4% 320,804 $12.1M
Forge Financial Services LLC 5.61% Add +8.5% 315,045 $12.0M
Envestnet Asset Management Inc. 0.00% Reduce -18.0% 301,261 $11.4M
Waverly Advisors, LLC 0.11% Add +15.2% 299,659 $11.3M
Onyx Bridge Wealth Group LLC 1.20% Add +4.7% 292,220 $11.0M
Allworth Financial LP 0.05% Add +6.3% 286,735 $10.8M
MTM Investment Management, LLC 3.43% Reduce -1.0% 285,990 $10.8M
4J Wealth Management LLC 5.93% Add +5.2% 267,584 $10.1M
HighTower Advisors, LLC 0.01% Add +10.6% 253,900 $9.6M
Nations Financial Group Inc, /Ia/ 0.59% Add +4.4% 249,238 $9.4M
Captrust Financial Advisors 0.02% Add +14.9% 247,691 $9.3M
Keystone Financial Group 0.71% Add +2.6% 246,553 $9.3M
Beacon Financial Advisory LLC 2.13% Add +19.0% 244,357 $9.2M
World Investment Advisors 0.19% Add +5.1% 242,950 $9.2M
Ledyard National Bank 0.77% Add +3.6% 229,399 $8.6M
Garden State Investment Advisory Services LLC 2.09% Add +5.8% 218,579 $8.2M
Certior Financial Group, LLC 5.59% Add +4.1% 218,274 $8.2M
Essex Financial Services, Inc. 0.45% Add +36.1% 200,418 $7.6M
Stratos Wealth Advisors, LLC 0.36% Add +22.8% 196,546 $7.4M
Fortis Group Advisors, LLC 1.25% Reduce -1.9% 187,399 $7.2M
Carson Advisory Inc. 3.78% Add +12.6% 185,980 $7.0M
NCM Capital Management, LLC 2.61% Add +5.5% 178,481 $6.7M
WCG Wealth Advisors LLC 0.41% Add +35.4% 174,267 $6.6M
Financial Security Advisor, Inc. 1.38% Reduce -0.3% 172,279 $6.5M
Global Retirement Partners, LLC 0.14% Reduce -6.5% 171,058 $6.4M
Thoroughbred Financial Services, LLC 0.39% Add +82.8% 166,194 $6.3M
Exchange Traded Concepts, LLC 0.06% Reduce -0.5% 164,889 $6.2M
Chemistry Wealth Management LLC 1.19% Add +5.4% 163,524 $6.2M
V2 Financial group LLC 3.19% Add +0.9% 152,690 $5.8M
Founders Financial Alliance, LLC 1.08% Add +1643.7% 151,858 $5.7M
Integrated Wealth Concepts LLC 0.05% Add +19.9% 149,539 $5.6M
Sharkey, Howes & Javer 0.71% No change 146,498 $5.5M
Centaurus Financial, Inc. 0.25% Add +3.5% 140,607 $5.3M
Southland Equity Partners LLC 1.04% Add +0.9% 135,746 $5.1M
Tanglewood Wealth Management, Inc. 0.46% Add +3.6% 132,154 $5.0M
Eclectic Associates Inc. 0.91% Add +32.3% 131,977 $5.0M
MML Investors Services, LLC 0.01% Add +11.4% 130,074 $4.9M
Patton Albertson Miller Group, LLC 0.59% Reduce -8.2% 129,993 $4.9M
NewEdge Advisors, LLC 0.02% Add +44.8% 128,936 $4.9M
Paragon Advisors, LLC 1.25% Reduce -8.0% 128,379 $4.8M
Advisory Services Network, LLC 0.07% Reduce -2.1% 126,719 $4.8M
Atlas Wealth LLC 1.96% Add +32.1% 121,829 $4.6M
Focus Financial Network, Inc. 0.16% Add +9.6% 121,715 $4.6M
DAVENPORT & Co LLC 0.02% Add +14.7% 120,397 $4.5M
Lighthouse Financial LLC 2.97% Add +19.8% 119,355 $4.5M
Equitable Holdings, Inc. 0.03% Add +19.1% 118,860 $4.5M
Sprinkle Financial Consultants LLC 2.48% Add +2.8% 117,949 $4.4M
Strategic Financial Concepts, LLC 0.62% Add +7.8% 113,905 $4.3M
Liberty Wealth Management LLC 0.59% Add +0.4% 110,376 $4.2M
Stratos Wealth Partners, LTD. 0.05% Add +6.5% 109,723 $4.1M
Vantage Financial Partners, LLC 0.86% Add +6.9% 108,197 $4.1M
HRT Financial LP 0.01% New 107,525 $4.1M
Centerpoint Advisory Group 3.10% Add +8.2% 105,700 $4.0M
Merit Financial Group, LLC 0.04% Add +26.9% 104,785 $4.0M
Sfm, LLC 2.18% Reduce -2.8% 99,322 $3.7M
Corient Private Wealth LP 0.01% Add +3.4% 99,153 $3.7M
Sigma Planning Corp 0.10% Add +8.8% 97,627 $3.7M
Sugar Maple Asset Management, LLC 2.56% Reduce -4.0% 95,079 $3.6M
Capital Investment Advisory Services, LLC 0.27% Add +2.6% 91,571 $3.5M
Truist Financial Corp. 0.00% Add +9.5% 89,619 $3.4M
Wingate Wealth Advisors, Inc. 2.30% Reduce -0.9% 87,947 $3.3M
Kestra Private Wealth Services, LLC 0.04% Add +441.4% 87,424 $3.3M
Wedbush Securities Inc. 0.11% Add +16.0% 86,375 $3.3M
High Net Worth Advisory Group LLC 0.77% Add +15.6% 84,522 $3.2M
Mercer Global Advisors Inc. 0.01% Add +4.2% 81,231 $3.1M
Harbor Group, Inc. 0.48% Add +98.7% 80,844 $3.0M
Compass Ion Advisors, LLC 0.29% Reduce -0.4% 79,308 $3.0M
Lincoln Capital Corp. 1.07% Add +2.6% 79,134 $3.0M
Susquehanna International Group, LLP 0.00% New 77,880 $2.9M
WealthPLAN Partners, LLC 0.44% Add +3.0% 77,557 $2.9M
HFG Advisors, Inc. 2.15% Add +2.9% 77,469 $2.9M
Mariner, LLC 0.00% Reduce -14.8% 75,918 $2.9M
Independent Financial Group, LLC 0.07% Reduce -4.5% 72,391 $2.7M
Concurrent Investment Advisors, LLC 0.05% Add +17.4% 72,132 $2.7M
Dahring | Cusmano LLC 1.87% Reduce -6.8% 68,816 $2.6M
Benjamin Edwards Inc. 0.03% Add +10.4% 68,499 $2.6M
Robertson Stephens Wealth Management, LLC 0.08% Reduce -5.2% 66,988 $2.5M
CRA Financial Services, LLC 0.34% Add +6.1% 66,479 $2.5M
Harbor Investment Advisory, LLC 0.21% Add +41.9% 66,029 $2.5M
Summit Financial, LLC 0.04% New 64,887 $2.4M
Hilltop Holdings Inc. 0.13% Reduce -0.1% 62,920 $2.4M
Sard Wealth Management Group, LLC 1.34% Add +7.7% 62,382 $2.4M
Koshinski Asset Management, Inc. 0.17% Add +4.3% 62,300 $2.3M
Comerica Bank 0.01% Add +2.5% 62,189 $2.3M
Patriot Financial Group Insurance Agency, LLC 0.29% Add +3.0% 60,255 $2.3M
Jane Street Group, LLC 0.00% Add +114.6% 56,225 $2.1M
Cwm, LLC 0.01% Add +6.7% 55,495 $2.1M
Citadel Advisors 0.00% Add +31.2% 54,832 $2.1M
Seamount Financial Group Inc. 0.97% Add +15.3% 54,334 $2.0M
MAI Capital Management 0.01% Add +10.6% 53,665 $2.0M
CMG Global Holdings, LLC 0.96% Reduce -1.9% 51,636 $2.0M
Cary Street Partners Financial LLC 0.05% Reduce -0.4% 51,871 $2.0M
J.W. Cole Advisors, Inc. 0.04% Add +17.5% 51,568 $1.9M
Weaver Consulting Group 0.49% Add +0.2% 51,130 $1.9M
GTS Securities LLC 0.07% New 50,932 $1.9M
ORBA Wealth Advisors, L.L.C. 1.58% Reduce -6.1% 50,834 $1.9M
Integrated Advisors Network LLC 0.08% Add +8.0% 50,581 $1.9M
Legacy Capital Wealth Partners, LLC 0.41% Add +4.1% 50,569 $1.9M
PCG Wealth Advisors, LLC 0.55% New 49,951 $1.9M
Principal Securities, Inc. 0.03% Add +1.4% 49,669 $1.9M
Regal Investment Advisors LLC 0.12% No change 49,608 $1.9M
Nvwm, LLC 0.42% Reduce -6.0% 49,539 $1.9M
Renaissance Technologies 0.00% Add +49.1% 49,500 $1.9M
United Advisor Group, LLC 0.25% Add +127.5% 49,188 $1.9M
CJM Wealth Advisers, Ltd. 0.54% No change 46,515 $1.8M
Founders Financial Securities LLC 0.12% Add +0.2% 45,465 $1.7M
AdvisorNet Financial, Inc 0.10% Add +13.9% 45,173 $1.7M
Godshalk Welsh Capital Management, Inc. 0.97% Add +11.2% 45,025 $1.7M
Peak Asset Management, LLC 0.29% New 44,039 $1.7M
Redhawk Wealth Advisors, Inc. 0.18% Add +0.0% 41,375 $1.6M
Sunbelt Securities, Inc. 0.11% Reduce -27.6% 41,020 $1.5M
Walkner Condon Financial Advisors LLC 0.24% Add +0.4% 40,410 $1.5M
Arax Advisory Partners 0.02% Add +15.9% 35,753 $1.4M
OMNI 360 Wealth, Inc. 0.77% Add +8.4% 36,250 $1.4M
Mayflower Financial Advisors, LLC 0.17% Reduce -5.8% 35,619 $1.3M
Cozad Asset Management Inc. 0.11% Add +67.1% 35,053 $1.3M
Warner Financial, Inc. 0.49% Reduce -0.1% 34,770 $1.3M
Natixis Advisors, LLC 0.00% New 31,945 $1.2M
Western Wealth Management, LLC 0.06% Add +198.2% 31,665 $1.2M
Qube Research & Technologies Ltd 0.00% Reduce -20.5% 31,505 $1.2M
Studio Investment Management LLC 0.22% Reduce -4.7% 30,631 $1.2M
American Financial Advisors, LLC 0.15% Reduce -2.7% 30,579 $1.2M
FMA Wealth Management, LLC 0.77% Add +2.4% 29,917 $1.1M
Schaper Benz & Wise Investment Counsel Inc. 0.08% Reduce -0.4% 29,470 $1.1M
Frontier Asset Management, LLC 0.27% Reduce -7.0% 29,098 $1.1M
Per Stirling Capital Management, LLC. 0.12% No change 27,513 $1.0M
Cornerstone Wealth Management, LLC 0.06% Reduce -4.0% 27,228 $1.0M
Lowe Wealth Advisors, LLC 0.37% Add +4.7% 26,988 $1.0M
IFP Advisors, Inc 0.03% Add +2.9% 26,027 $981K
Wealth Alliance, LLC 0.10% Add +1.8% 25,839 $974K
Sittner & Nelson, LLC 0.35% Add +14.9% 25,689 $968K
OneAscent Financial Services LLC 0.06% Add +6.3% 25,593 $965K
Creative Planning 0.00% Add +1.4% 25,022 $943K
Presper Financial Architects, LLC 0.54% Reduce -82.4% 24,640 $929K
MSH Capital Advisors LLC 0.25% Add +23.3% 24,504 $924K
Comprehensive Financial Planning, Inc. 0.60% Add +9.0% 23,255 $877K
Sanctuary Advisors, LLC 0.01% Add +6.3% 23,251 $877K
LongView Wealth Management 0.23% No change 22,800 $860K
Gotham Asset Management 0.00% No change 22,730 $857K
IHT Wealth Management, LLC 0.02% Add +49.5% 22,384 $844K
Focus Partners Wealth 0.00% Add +6.0% 21,979 $829K
Kingsview Wealth Management, LLC 0.01% New 21,128 $797K
CoreCap Advisors, LLC 0.03% No change 21,023 $793K
Sagespring Wealth Partners, LLC 0.02% Add +8.1% 20,955 $790K
CMC Financial Group 1.45% Add +49.2% 20,721 $781K
Apollon Financial, LLC 0.12% Add +2.2% 19,585 $738K
WNY Asset Management, LLC 0.07% Reduce -10.1% 18,713 $705K
Harbour Investments, Inc. 0.02% Add +6.0% 18,401 $694K
Westside Investment Management, Inc. 0.11% Add +0.3% 18,000 $679K
Private Trust Co. NA 0.06% Add +20.5% 17,661 $666K
Tsfg, LLC 0.11% Reduce -0.8% 17,587 $663K
Gutierrez Wealth Advisory, LLC 0.42% No change 17,585 $663K
Hazlett, Burt & Watson, Inc. 0.23% Reduce -0.2% 17,408 $655K
Flagship Harbor Advisors, LLC 0.03% Add +18.9% 17,194 $648K
Flagship Wealth Advisors, LLC 0.21% No change 16,638 $627K
Macroview Investment Management LLC 0.46% Add +1.4% 16,194 $611K
Atria Investments, Inc 0.01% Add +20.9% 16,041 $605K
Midwest Financial Group LLC 0.28% Add +39.3% 15,799 $596K
Keeler & Nadler Financial Planning & Wealth Management 0.22% Add +89.2% 15,646 $590K
Apollon Wealth Management, LLC 0.01% Add +1.7% 15,327 $578K
&partners 0.00% Add +3.1% 15,211 $573K
Gateway Wealth Partners, LLC 0.08% New 14,986 $565K
Roman Butler Fullerton & Co. 0.15% Add +5.5% 14,235 $557K
Northwest Financial Advisors 0.70% Reduce -6.8% 14,548 $548K
Argent Trust Co 0.02% Add +4.9% 14,448 $545K
Axxcess Wealth Management, LLC 0.01% Reduce -0.5% 13,490 $509K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.06% Add +14.8% 12,808 $483K
JFS Wealth Advisors, LLC 0.03% No change 12,750 $481K
Bensler, LLC 0.05% Add +38.0% 12,512 $472K
Summit Asset Management, LLC 0.07% Add +79.2% 12,507 $472K
Aptus Capital Advisors, LLC 0.00% No change 12,360 $466K
Guardian Wealth Advisors, LLC / NC 0.03% No change 12,285 $463K
Annis Gardner Whiting Capital Advisors, LLC 0.09% Add +10.6% 10,993 $414K
Boyum Wealth Architects LLC 0.25% Add +85.4% 10,822 $408K
Kovack Advisors, Inc. 0.04% Add +38.5% 10,748 $405K
Uptick Partners, LLC 0.11% Reduce -15.9% 10,635 $401K
Brown Advisory Inc. 0.00% Add +70.3% 10,430 $393K
Vicus Capital 0.03% New 10,352 $390K
Rollins Financial Advisors, LLC 0.06% Add +7.0% 10,352 $390K
W1M Asset Management Ltd 0.03% Reduce -0.3% 10,070 $380K
Elevation Point Wealth Partners, LLC 0.03% New 9,941 $375K
Vestmark Advisory Solutions, Inc. 0.01% New 9,941 $375K
FMR LLC 0.00% New 9,898 $373K
Ted Buchan & Co 0.14% Reduce -3.5% 9,732 $367K
E&G Advisors, LLC 0.08% New 9,600 $362K
AQR Capital Management 0.00% No change 9,400 $354K
Advyzon Investment Management, LLC 0.06% Add +26.8% 9,229 $348K
Stephens Inc. 0.00% New 9,000 $339K
World Equity Group, Inc. 0.08% New 8,817 $332K
Aspire Capital Advisors LLC 0.08% Add +14.7% 8,175 $308K
Atlas Wealth Partners, LLC 0.31% Reduce -1.8% 8,043 $303K
Hopwood Financial Services, Inc. 0.19% Reduce -9.4% 7,720 $291K
NWF Advisory Services Inc. 0.03% Reduce -7.8% 7,584 $286K
KM Capital Management Ltd. 0.13% No change 7,560 $285K
Private Client Services, LLC 0.09% Reduce -16.4% 7,039 $265K
Marathon Capital Management 0.06% Reduce -22.2% 6,825 $257K
Confluence Wealth Services, Inc. 0.01% Add +0.4% 6,643 $250K
N.E.W. Advisory Services LLC 0.02% Reduce -77.2% 6,520 $246K
Jacobi Capital Management LLC 0.01% New 6,460 $244K
Pacific Financial Group Inc. 0.17% No change 6,057 $228K
Assetmark, Inc. 0.00% New 5,998 $226K
HBK Sorce Advisory LLC 0.01% New 5,932 $226K
Bond & Devick Financial Network, Inc. 0.07% No change 5,847 $220K
Capital Management Associates, Inc 0.06% No change 5,818 $219K
Prosperity Consulting Group, LLC 0.01% New 5,669 $214K
Vertex Planning Partners, LLC 0.04% New 5,460 $206K
Strategic Wealth Partners, Ltd. 0.02% New 5,443 $205K
Meridian Wealth Management, LLC 0.01% New 5,398 $204K
Farther Finance Advisors, LLC 0.00% Add +119.4% 4,571 $172K
GGM Financial LLC 0.09% New 4,544 $171K
Accordant Advisory Group Inc 0.11% Add +29.0% 4,450 $168K
Ameritas Advisory Services, LLC 0.01% Reduce -19.0% 4,006 $151K
Steward Partners Investment Advisory, LLC 0.00% Add +9.3% 3,992 $150K
GPS Wealth Strategies Group, LLC 0.02% Add +7.3% 3,834 $145K
Financial Connections Group, Inc. 0.05% No change 3,501 $131K
Ameriflex Group, Inc. 0.05% Add +82.9% 3,384 $128K
Wealthspire Advisors, LLC 0.00% New 2,598 $98K
CIBC Private Wealth Group LLC 0.00% Add +477.8% 2,259 $85K
Geneos Wealth Management Inc. 0.00% Add +25.1% 1,995 $75K
Root Financial Partners, LLC 0.00% New 1,391 $52K
Glass Jacobson Investment Advisors llc 0.02% No change 1,250 $47K
Blue Trust, Inc. 0.00% New 1,240 $47K
Tortoise Investment Management, LLC 0.00% No change 1,014 $38K
Fifth Third Bancorp 0.00% New 950 $36K
Global Wealth Strategies & Associates 0.01% No change 800 $30K
Principia Wealth Advisory, LLC 0.02% Reduce -7.6% 730 $28K
True Wealth Design, LLC 0.01% New 684 $26K
Legacy Wealth Managment, LLC 0.01% No change 677 $26K
Financial Gravity Asset Management, Inc. 0.00% — 654 $25K
Abich Financial Wealth Management LLC 0.01% — 556 $21K
Bogart Wealth, LLC 0.00% No change 500 $19K
Hantz Financial Services, Inc. 0.00% New 362 $14K
Vermillion & White Wealth Management Group, LLC 0.01% Add +17.6% 321 $12K
US Bancorp \de 0.00% No change 221 $8K
KERR FINANCIAL PLANNING Corp 0.01% — 100 $4K
Steigerwald, Gordon & Koch Inc. 0.00% New 100 $4K
Cape Investment Advisory, Inc. 0.00% Reduce -36.2% 88 $3K
IAG Wealth Partners, LLC 0.00% No change 62 $2K
National Bank of Canada 0.00% New 45 $2K

"% 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.