Q2 2025 13F Holders as of 30 Jun 2025
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Type / Class
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Equity / CAPITAL APPRECIA
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Number of holders
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19
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Total 13F shares, excl. options
-
594,669
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Shares change
-
+474,551
-
Total reported value, excl. options
-
$14,689,518
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Value change
-
+$11,721,658
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Number of buys
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18
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Number of sells
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1
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Price
-
$24.70
Institutional Holders of T ROWE PRICE ETF INC - CAPITAL APPRECIA (TCAL) as of Q2 2025
As of 30 Jun 2025 T ROWE PRICE ETF INC - CAPITAL APPRECIA (TCAL) had 19 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 594,669 shares of stock of the company.
Largest 10 holders included Pinnacle Wealth Management, LLC, SK Wealth Management, LLC, STIFEL FINANCIAL CORP, Stratos Wealth Advisors, LLC, YARGER WEALTH STRATEGIES, LLC, Lowe Wealth Advisors, LLC, NCM Capital Management, LLC, Essex Financial Services, Inc., Lighthouse Wealth Management Inc., and JANE STREET GROUP, LLC.
This table shows 19 institutional shareholders of the security as of 30 Jun 2025.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.