TCAL institutional holders

T ROWE · 13F, 2026Q2

Managers holding70
Shares held6,405,602
Reported value$142.5m
Quarter flows16 new, 34 added, 12 trimmed, 9 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
LPL Financial LLC1,783,594$39.6m0.0%
ROYAL BANK OF CANADA409,733$9.1m0.0%
Waterfront Wealth Inc.371,256$8.5m1.3%
CMC Financial Group353,791$7.9m15.2%
COMMONWEALTH EQUITY SERVICES, LLC232,671$5.2m0.0%
PRINCIPAL SECURITIES, INC.229,827$5.1m0.1%
RAYMOND JAMES FINANCIAL INC227,595$5.1m0.0%
JONES FINANCIAL COMPANIES LLLP218,393$4.9m0.0%
Concurrent Investment Advisors, LLC174,224$3.9m0.0%
SageGuard Financial Group, LLC156,760$3.5m0.5%
Cambridge Investment Research Advisors, Inc.153,828$3.4m0.0%
NCM Capital Management, LLC132,083$2.9m0.9%
Essex Financial Services, Inc.131,529$2.9m0.1%
Cetera Investment Advisers130,103$2.9m0.0%
Southland Equity Partners LLC128,083$2.8m0.5%
Stratos Wealth Advisors, LLC116,346$2.6m0.1%
Carson Advisory Inc.111,241$2.5m1.1%
YARGER WEALTH STRATEGIES, LLC105,367$2.4m0.9%
Orion Porfolio Solutions, LLC106,967$2.4m0.0%
MAI Capital Management100,076$2.2m0.0%
Janney Montgomery Scott LLC97,004$2.2m0.0%
Founders Financial Alliance, LLC80,325$1.8m0.2%
Rockefeller Capital Management L.P.79,078$1.8m0.0%
CITADEL ADVISORS LLC54,184$1.2m0.0%
Western Wealth Management, LLC52,217$1.2m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("TCAL"). TCAL price history · All 13F data

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