T Rowe Pre CPT Apr PR in ETFTCAL ETF 13F holders, Q3 2025 (September 30) 35 holders +16
19 new positions
3 sold out
$24.40 avg. 13F price*
At the end of Q3 2025 , 35 institutions reported holding T Rowe Pre CPT Apr PR in ETF (TCAL) in their 13F filings, up 16 from Q2 2025. 19 opened new positions and 3 sold out. The largest holders were LPL Financial LLC ($11.2M), CMC Financial Group ($9.2M) and Southland Equity Partners LLC ($2.5M).
Company T Rowe Pre CPT Apr PR in ETF
CUSIP 87283Q784
Latest filing quarter Q2 2026 History Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025 Institutions Total Value New Positions 19 $29.9M Exits 3 $3.5M
All 13F filers, Q2 2025 → Q3 2025: 1,494,400 shares bought and 288,898 shares sold, net +1,205,502 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 35 holders Portfolio Manager % of Holder's Portfolio Change vs Q2 2025 Shares Value ▼ LPL Financial LLC 0.00% New 457,194 $11.2M CMC Financial Group 17.08% New 378,162 $9.2M Southland Equity Partners LLC 0.50% New 101,315 $2.5M NCM Capital Management, LLC 0.71% Add +189.4% 74,788 $1.8M Essex Financial Services, Inc. 0.10% Add +173.7% 68,943 $1.7M 4J Wealth Management LLC 0.93% Add +386.8% 64,749 $1.6M Lowe Wealth Advisors, LLC 0.51% Add +59.8% 56,823 $1.4M Concurrent Investment Advisors, LLC 0.02% Add +521.6% 50,579 $1.2M Yarger Wealth Strategies, LLC 0.53% Add +25.4% 47,214 $1.2M Stratos Wealth Advisors, LLC 0.05% Add +10.3% 46,148 $1.1M Cornerstone Advisory, LLC 0.11% New 45,139 $1.1M Waterfront Wealth Inc. 0.19% New 38,441 $949K Old Mission Capital LLC 0.03% New 37,231 $908K Cambridge Investment Research Advisors, Inc. 0.00% Add +246.0% 36,901 $900K Rockefeller Capital Management L.P. 0.00% New 36,295 $885K SK Wealth Management, LLC 0.31% Reduce -66.7% 33,635 $822K Lighthouse Wealth Management Inc. 0.67% Add +34.3% 33,646 $821K Steward Partners Investment Advisory, LLC 0.00% Add +99.0% 23,215 $566K Kestra Advisory Services, LLC 0.00% New 21,562 $526K Keystone Financial Group 0.04% New 20,000 $488K Western Wealth Management, LLC 0.03% New 19,885 $485K Garden State Investment Advisory Services LLC 0.11% New 17,408 $425K Annis Gardner Whiting Capital Advisors, LLC 0.08% Reduce -21.9% 16,828 $410K Founders Financial Alliance, LLC 0.07% New 15,915 $388K Stifel Financial Corp. 0.00% Reduce -83.5% 14,883 $363K Commonwealth Equity Services, LLC 0.00% New 14,573 $355K Private Advisor Group, LLC 0.00% New 13,787 $336K NewEdge Advisors, LLC 0.00% New 5,310 $130K Capital Investment Advisory Services, LLC 0.01% Add +21.4% 5,220 $127K Global Retirement Partners, LLC 0.00% New 2,033 $50K IFP Advisors, Inc 0.00% New 900 $22K Bogart Wealth, LLC 0.00% Add +33.9% 821 $20K Harbour Investments, Inc. 0.00% No change 600 $15K UBS Group AG 0.00% New 27 $659 Wells Fargo & Company 0.00% New 1 $17
"% of holder's portfolio" is TCAL's weight in each manager's 13F, not the share of T Rowe Pre CPT Apr PR in ETF the manager owns.