T Rowe Pre CPT Apr PR in ETFTCALETF

13F holders, Q1 2026 (March 31)
63holders +12
16new positions
3sold out
1famous investor
$22.34avg. 13F price*

At the end of Q1 2026, 63 institutions reported holding T Rowe Pre CPT Apr PR in ETF (TCAL) in their 13F filings, up 12 from Q4 2025. 16 opened new positions and 3 sold out. The largest holders were LPL Financial LLC ($35.2M), CMC Financial Group ($8.6M) and Waterfront Wealth Inc. ($7.7M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
T Rowe Pre CPT Apr PR in ETF
CUSIP
87283Q784
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2025: 2Q1 2025Q2 2025: 19Q2 2025Q3 2025: 35Q3 2025Q4 2025: 51Q4 2025Q1 2026: 63Q1 2026Q2 2026: 69Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions16$5.4M
Exits3$410K

All 13F filers, Q4 2025 → Q1 2026: 2,344,403 shares bought and 78,639 shares sold, net +2,265,764 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 63 holders

LPL Financial LLC 0.01% Add +54.7% 1,574,555 $35.2M
CMC Financial Group 17.48% Add +2.7% 386,095 $8.6M
Waterfront Wealth Inc. 1.41% Add +13.6% 343,154 $7.7M
Royal Bank of Canada 0.00% Add +2816.7% 308,328 $6.9M
Commonwealth Equity Services, LLC 0.01% Add +569.1% 209,566 $4.7M
Janney Montgomery Scott LLC 0.01% Add +18.0% 200,714 $4.5M
Stifel Financial Corp. 0.00% Add +10.4% 199,340 $4.5M
Raymond James Financial Inc. 0.00% Add +1327.2% 185,391 $4.1M
Jones Financial Companies LLLP 0.00% Add +4661.1% 155,165 $3.4M
Principal Securities, Inc. 0.05% Add +500.9% 145,401 $3.2M
Cetera Investment Advisers 0.00% Add +42.2% 137,247 $3.1M
Essex Financial Services, Inc. 0.17% Add +9.0% 131,954 $2.9M
Carson Advisory Inc. 1.49% Add +62.9% 128,600 $2.9M
Southland Equity Partners LLC 0.56% Add +4.0% 127,679 $2.9M
Concurrent Investment Advisors, LLC 0.03% Add +167.8% 123,226 $2.8M
NCM Capital Management, LLC 0.94% Add +16.7% 116,967 $2.6M
Stratos Wealth Advisors, LLC 0.15% Add +99.0% 110,147 $2.5M
4J Wealth Management LLC 1.22% Add +9.3% 95,981 $2.1M
SageGuard Financial Group, LLC 0.33% New 94,811 $2.1M
MAI Capital Management 0.01% Add +31.8% 91,198 $2.0M
Yarger Wealth Strategies, LLC 0.82% Add +71.5% 90,885 $2.0M
Cambridge Investment Research Advisors, Inc. 0.00% Add +4.6% 74,554 $1.7M
Rockefeller Capital Management L.P. 0.00% Add +35.0% 74,038 $1.7M
Founders Financial Alliance, LLC 0.30% Add +102.8% 73,730 $1.6M
Jane Street Group, LLC 0.00% Add +335.1% 63,265 $1.4M
Private Advisor Group, LLC 0.01% Add +97.5% 56,040 $1.3M
Western Wealth Management, LLC 0.04% Add +17.9% 51,969 $1.2M
Annis Gardner Whiting Capital Advisors, LLC 0.15% Add +55.5% 42,770 $956K
Mariner, LLC 0.00% Add +40.2% 40,071 $896K
Summit Financial Wealth Advisors, LLC 0.09% Add +69.9% 28,774 $643K
Old Mission Capital LLC 0.01% Reduce -18.1% 28,273 $632K
Prospera Financial Services Inc 0.01% New 22,605 $505K
AQR Capital Management 0.00% No change 22,588 $505K
Wills Financial Group LLC 0.19% Add +5.5% 22,798 $503K
Integrated Wealth Concepts LLC 0.00% Add +52.5% 20,142 $450K
Kestra Advisory Services, LLC 0.00% Reduce -31.9% 18,622 $416K
Cornerstone Advisory, LLC 0.04% Reduce -34.1% 18,072 $404K
Bluesphere Advisors LLC 0.13% New 16,910 $378K
Keystone Financial Group 0.02% New 14,257 $319K
IFP Advisors, Inc 0.01% Add +50.9% 14,075 $315K
Garden State Investment Advisory Services LLC 0.07% Reduce -46.1% 13,765 $308K
Aprio Wealth Management, LLC 0.02% Add +34.5% 13,604 $304K
Truist Financial Corp. 0.00% New 11,730 $262K
Kingsview Wealth Management, LLC 0.00% New 11,243 $251K
Natixis Advisors, LLC 0.00% New 11,166 $250K
Kestra Private Wealth Services, LLC 0.00% New 10,367 $232K
Oppenheimer & Co. Inc. 0.00% New 10,186 $228K
Fifth Third Bancorp 0.00% New 10,000 $224K
Patriot Financial Group Insurance Agency, LLC 0.01% New 9,858 $220K
Gateway Wealth Partners, LLC 0.01% New 9,792 $219K
HB Wealth Management, LLC 0.00% New 9,220 $206K
Steward Partners Investment Advisory, LLC 0.00% Reduce -79.8% 5,895 $132K
Capital Investment Advisory Services, LLC 0.01% Add +2.7% 5,511 $123K
NewEdge Advisors, LLC 0.00% Reduce -31.1% 4,414 $99K
AdvisorNet Financial, Inc 0.00% No change 3,900 $87K
Private Trust Co. NA 0.00% New 1,200 $27K
Hazlett, Burt & Watson, Inc. 0.01% Add +2.9% 1,063 $24K
Bogart Wealth, LLC 0.00% No change 821 $18K
Harbour Investments, Inc. 0.00% No change 600 $13K
UBS Group AG 0.00% New 71 $2K
SJS Investment Consulting Inc. 0.00% Add +7.7% 42 $928
FMR LLC 0.00% New 6 $134
Wells Fargo & Company 0.00% Add +0.0% 1 $24

"% 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.