Q3 2025 13F Holders as of 30 Sep 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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35
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Total 13F shares, excl. options
-
1,800,171
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Shares change
-
+1,205,502
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Total reported value, excl. options
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$43,918,943
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Value change
-
+$29,367,139
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Number of buys
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31
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Number of sells
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6
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Price
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$24.39
Institutional Holders of T ROWE PRICE ETF INC - CAPITAL APPRECIA (TCAL) as of Q3 2025
As of 30 Sep 2025 T ROWE PRICE ETF INC - CAPITAL APPRECIA (TCAL) had 38 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 1,800,171 shares of stock of the company.
Largest 10 holders included LPL Financial LLC, CMC Financial Group, Southland Equity Partners LLC, NCM Capital Management, LLC, Essex Financial Services, Inc., 4J Wealth Management LLC, Lowe Wealth Advisors, LLC, Concurrent Investment Advisors, LLC, YARGER WEALTH STRATEGIES, LLC, and Stratos Wealth Advisors, LLC.
This table shows 38 institutional shareholders of the security as of 30 Sep 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.