TCAF

—

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$41.13

+0.63 (+1.56%)

USD · as of 2026-07-30 · marketstack

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Institutional ownership· 13F filers holding TCAF · 2026-Q1 methodology → sources →

327 holders

FUNDT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETFA fund, not an operating company. There are no company fundamentals for a fund line — no revenue, no earnings, no balance sheet, no fair value — so the security page stays price-only by design, and this register is the 13F read: which institutions hold the fund itself.evidence · the issuer name as filed on 13Fs ⓘ

% of shares outstanding held

—

Shares held (13F)

125,506,276

Reporting holders

327

% of shares outstanding is not shown for TCAF: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.

Active share of register98.4%320 active filers

Index / screened out1.6%7 filers

Reporting holders3272026-Q1

Top-10 concentration55.5%

HHI0.0644

Effective holders15.5

Crowding percentile—

Crowding percentile withheld — no market cap for TCAF in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.

Top holders

largest 100 of 327 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	PRICE T ROWE ASSOCIATES INC /MD/	24,265,80424.3M	$864M	—	ADD 27%
2	LPL Financial LLC	16,125,21416.1M	$574M	—	ADD 8%
3	RAYMOND JAMES FINANCIAL INC	5,615,4735.6M	$200M	—	ADD 4%
4	COMMONWEALTH EQUITY SERVICES, LLC	5,282,6495.3M	$188M	—	—
5	MORGAN STANLEY	4,072,6784.1M	$145M	—	ADD 24%
6	WELLS FARGO & COMPANY/MN	3,493,2983.5M	$124M	—	—
7	OSAIC HOLDINGS, INC.	3,376,3673.4M	$120M	—	—
8	Baird Financial Group, Inc.	2,758,2262.8M	$98M	—	—
9	VOYA INVESTMENT MANAGEMENT LLC	2,382,8842.4M	$85M	—	TRIM -6%
10	ROYAL BANK OF CANADA	2,273,9222.3M	$81M	—	TRIM -7%
11	Cambridge Investment Research Advisors, Inc.	2,048,4462.0M	$73M	—	ADD 19%
12	BANK OF AMERICA CORP /DE/	1,901,8811.9M	$68M	—	ADD 11%
13	JONES FINANCIAL COMPANIES LLLP	1,958,8412.0M	$68M	—	ADD 20%
14	CPC Advisors, LLC	1,822,2171.8M	$65M	—	ADD 34%
15	Bank of New York Mellon Corp	1,628,7051.6M	$58M	—	TRIM -8%
16	Creative Planning	1,622,0171.6M	$58M	—	ADD 6538%
17	Mesirow Financial Investment Management, Inc.	1,528,9651.5M	$54M	—	ADD 69%
18	Cetera Investment Advisers	1,508,1921.5M	$54M	—	ADD 9%
19	STIFEL FINANCIAL CORP	1,440,9871.4M	$51M	—	—
20	Modern Wealth Management, LLC	1,278,9901.3M	$46M	—	—
21	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1,241,3281.2M	$45M	—	TRIM -42%
22	GREAT VALLEY ADVISOR GROUP, INC.	1,214,0691.2M	$43M	—	ADD 2%
23	AMERIPRISE FINANCIAL INC	1,212,6301.2M	$43M	—	TRIM -8%
24	LEVEL FOUR ADVISORY SERVICES, LLC	1,194,4051.2M	$43M	—	ADD 3%
25	KINTRA WEALTH, LLC	1,066,3401.1M	$38M	—	ADD 4%
26	UBS Group AG	1,046,1811.0M	$37M	—	ADD 3%
27	Private Advisor Group, LLC	899,094899,094	$32M	—	ADD 14%
28	PYA Waltman Capital, LLC	832,739832,739	$30M	—	TRIM -24%
29	CORA CAPITAL ADVISORS LLC	782,710782,710	$28M	—	TRIM -13%
30	Souders Financial Advisors	777,194777,194	$28M	—	ADD 5%
31	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	677,538677,538	$24M	—	TRIM -2%
32	EASTERN BANK	662,241662,241	$24M	—	ADD 52%
33	Rockefeller Capital Management L.P.	649,614649,614	$23M	—	ADD 80%
34	ADE, LLC	604,022604,022	$21M	—	ADD 9%
35	OneDigital Investment Advisors LLC	603,300603,300	$21M	—	TRIM -18%
36	Janney Montgomery Scott LLC	521,603521,603	$19M	—	—
37	Ausdal Financial Partners, Inc.	508,404508,404	$18M	—	ADD 8%
38	Aprio Wealth Management, LLC	506,093506,093	$18M	—	ADD 7%
39	Cornerstone Advisory, LLC	486,460486,460	$17M	—	TRIM -11%
40	D.A. DAVIDSON & CO.	486,234486,234	$17M	—	ADD 27%
41	JPMORGAN CHASE & CO	470,076470,076	$16M	—	TRIM -66%
42	Capital Analysts, LLC	455,037455,037	$16M	—	ADD 16%
43	FINANCIAL CONSULATE, INC	443,936443,936	$16M	—	—
44	Arcus Capital Partners, LLC	421,883421,883	$15M	—	TRIM -15%
45	Kestra Advisory Services, LLC	420,417420,417	$15M	—	TRIM -40%
46	ARS Wealth Advisors Group, LLC	418,559418,559	$15M	—	ADD 9%
47	Prospera Financial Services Inc	406,583406,583	$14M	—	ADD 11%
48	Composition Wealth, LLC	396,884396,884	$14M	—	—
49	DKM Wealth Management, Inc.	382,975382,975	$14M	—	TRIM -7%
50	ENVESTNET ASSET MANAGEMENT INC	374,158374,158	$13M	—	ADD 10%
51	Harfst & Associates, Inc.	372,015372,015	$13M	—	ADD 5%
52	National Wealth Management Group, LLC	354,522354,522	$13M	—	—
53	Principle Wealth Partners LLC	351,581351,581	$13M	—	ADD 3%
54	Allworth Financial LP	312,811312,811	$11M	—	ADD 6%
55	Forge Financial Services LLC	311,756311,756	$11M	—	—
56	Onyx Bridge Wealth Group LLC	309,857309,857	$11M	—	—
57	HighTower Advisors, LLC	291,582291,582	$10M	—	ADD 5%
58	MTM Investment Management, LLC	285,230285,230	$10M	—	—
59	Advocate Investing Services LLC	283,604283,604	$10M	—	—
60	Waverly Advisors, LLC	272,718272,718	$10M	—	TRIM -9%
61	4J Wealth Management LLC	270,297270,297	$10M	—	TRIM -3%
62	World Investment Advisors	260,259260,259	$9M	—	ADD 3%
63	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	259,896259,896	$9M	—	ADD 3%
64	Beacon Financial Advisory LLC	256,419256,419	$9M	—	ADD 3%
65	Keystone Financial Group	254,458254,458	$9M	—	—
66	MML INVESTORS SERVICES, LLC	252,511252,511	$9M	—	TRIM -17%
67	CAPTRUST FINANCIAL ADVISORS	462,323462,323	$9M	—	TRIM -5%
68	Ledyard National Bank	240,993240,993	$9M	—	ADD 5%
69	Asset One Wealth Management LLC	220,716220,716	$9M	—	NEW
70	CERTIOR FINANCIAL GROUP, LLC	240,151240,151	$9M	—	ADD 6%
71	PARSONS CAPITAL MANAGEMENT INC/RI	227,131227,131	$8M	—	TRIM -31%
72	Garden State Investment Advisory Services LLC	226,809226,809	$8M	—	ADD 3%
73	NCM Capital Management, LLC	226,823226,823	$8M	—	—
74	Essex Financial Services, Inc.	225,188225,188	$8M	—	ADD 4%
75	Carson Advisory Inc.	219,371219,371	$8M	—	ADD 4%
76	ECLECTIC ASSOCIATES INC /ADV	208,748208,748	$7M	—	ADD 28%
77	EXCHANGE TRADED CONCEPTS, LLC	202,762202,762	$7M	—	ADD 21%
78	Financial Security Advisor, Inc.	200,671200,671	$7M	—	ADD 12%
79	V2 Financial group LLC	195,612195,612	$7M	—	ADD 7%
80	IFP Advisors, Inc	193,835193,835	$7M	—	ADD 200%
81	WCG Wealth Advisors LLC	186,722186,722	$7M	—	TRIM -15%
82	Chemistry Wealth Management LLC	184,199184,199	$7M	—	ADD 3%
83	Lighthouse Financial LLC	175,896175,896	$6M	—	ADD 29%
84	WEDBUSH SECURITIES INC	171,801171,801	$6M	—	ADD 21%
85	Stratos Wealth Advisors, LLC	170,754170,754	$6M	—	TRIM -18%
86	Founders Financial Alliance, LLC	170,293170,293	$6M	—	ADD 6%
87	&PARTNERS	169,066169,066	$6M	—	ADD 722%
88	Southland Equity Partners LLC	163,913163,913	$6M	—	ADD 20%
89	KM Capital Management Ltd.	141,741141,741	$6M	—	NEW
90	Paragon Advisors, LLC	159,910159,910	$6M	—	—
91	DAVENPORT & Co LLC	157,797157,797	$6M	—	ADD 8%
92	Stratos Wealth Partners, LTD.	155,583155,583	$6M	—	ADD 19%
93	HARBOUR INVESTMENTS, INC.	152,741152,741	$5M	—	ADD 542%
94	Integrated Wealth Concepts LLC	151,849151,849	$5M	—	TRIM -4%
95	DIVERSIFIED MANAGEMENT INC	149,035149,035	$5M	—	—
96	Tanglewood Wealth Management, Inc.	146,668146,668	$5M	—	ADD 5%
97	CENTAURUS FINANCIAL, INC.	146,291146,291	$5M	—	—
98	Equitable Holdings, Inc.	133,489133,489	$5M	—	ADD 12%
99	Harbor Group, Inc.	141,574141,574	$5M	—	ADD 40%
100	Mariner, LLC	140,339140,339	$5M	—	ADD 6%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Buyers & sellers2026-Q1 vs 2025-Q4 · 185 bought / 139 sold · net +3,137,272 shares · 5.7d of ADV

Bought185 filers

Shares: 14,795,066
Value: $527M
Opened: 30 · 945,334 sh
Days of ADV: 26.9d

Sold139 filers

Shares: 11,657,794
Value: $415M
Closed: 33 · 3,676,359 sh
Days of ADV: 21.2d

Net (all filers) +3,137,272 sh · $112M · 2.6% of the prior register

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

PRICE T ROWE ASSOCIATES INC /MD/

25K

13.6M

15.5M

17.3M

19.1M

24.3M

$864M

LPL Financial LLC

7.2M

8.8M

10.7M

13.0M

14.9M

16.1M

$574M

RAYMOND JAMES FINANCIAL INC

4.5M

5.4M

5.9M

5.4M

5.6M

$200M

COMMONWEALTH EQUITY SERVICES, LLC

3.4M

4.9M

4.3M

5.0M

5.2M

5.3M

$188M

MORGAN STANLEY

626K

1.3M

2.8M

3.1M

3.3M

4.1M

$145M

WELLS FARGO & COMPANY/MN

2.5M

2.8M

2.6M

3.3M

3.5M

$124M

OSAIC HOLDINGS, INC.

2.1M

2.4M

2.8M

3.2M

3.4M

$120M

Baird Financial Group, Inc.

2.4M

2.5M

2.7M

2.8M

$98M

VOYA INVESTMENT MANAGEMENT LLC

2.7M

5.6M

2.8M

2.6M

2.5M

2.4M

$85M

ROYAL BANK OF CANADA

1.6M

1.8M

4.3M

2.3M

2.4M

2.3M

$81M

Cambridge Investment Research Advisors, Inc.

1.5M

1.7M

1.8M

1.7M

2.0M

$73M

BANK OF AMERICA CORP /DE/

338K

1.1M

1.2M

1.4M

1.7M

1.9M

$68M

JONES FINANCIAL COMPANIES LLLP

439K

684K

1.0M

1.3M

1.6M

2.0M

$68M

CPC Advisors, LLC

1.4M

1.8M

$65M

Bank of New York Mellon Corp

1.0M

1.8M

1.6M

$58M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	327	125,506,276	—	$4.5B
2025-Q4	330	122,369,004	—	$4.6B
2025-Q3	295	112,612,296	—	$4.2B
2025-Q2	277	99,266,085	—	$3.5B
2025-Q1	254	88,664,773	—	$2.9B
2024-Q4	247	59,998,771	—	$2.0B

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

▸Register gapwho owns your peers and not you

13F

Institutional ownership· 13F filers holding TCAF · 2026-Q1 methodology → sources →

327 holders

% of shares outstanding held

—

Shares held (13F)

125,506,276

Reporting holders

327

Active share of register98.4%320 active filers

Index / screened out1.6%7 filers

Reporting holders3272026-Q1

Top-10 concentration55.5%

HHI0.0644

Effective holders15.5

Crowding percentile—

Crowding percentile withheld — no market cap for TCAF in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.

Top holders

largest 100 of 327 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	PRICE T ROWE ASSOCIATES INC /MD/	24,265,80424.3M	$864M	—	ADD 27%
2	LPL Financial LLC	16,125,21416.1M	$574M	—	ADD 8%
3	RAYMOND JAMES FINANCIAL INC	5,615,4735.6M	$200M	—	ADD 4%
4	COMMONWEALTH EQUITY SERVICES, LLC	5,282,6495.3M	$188M	—	—
5	MORGAN STANLEY	4,072,6784.1M	$145M	—	ADD 24%
6	WELLS FARGO & COMPANY/MN	3,493,2983.5M	$124M	—	—
7	OSAIC HOLDINGS, INC.	3,376,3673.4M	$120M	—	—
8	Baird Financial Group, Inc.	2,758,2262.8M	$98M	—	—
9	VOYA INVESTMENT MANAGEMENT LLC	2,382,8842.4M	$85M	—	TRIM -6%
10	ROYAL BANK OF CANADA	2,273,9222.3M	$81M	—	TRIM -7%
11	Cambridge Investment Research Advisors, Inc.	2,048,4462.0M	$73M	—	ADD 19%
12	BANK OF AMERICA CORP /DE/	1,901,8811.9M	$68M	—	ADD 11%
13	JONES FINANCIAL COMPANIES LLLP	1,958,8412.0M	$68M	—	ADD 20%
14	CPC Advisors, LLC	1,822,2171.8M	$65M	—	ADD 34%
15	Bank of New York Mellon Corp	1,628,7051.6M	$58M	—	TRIM -8%
16	Creative Planning	1,622,0171.6M	$58M	—	ADD 6538%
17	Mesirow Financial Investment Management, Inc.	1,528,9651.5M	$54M	—	ADD 69%
18	Cetera Investment Advisers	1,508,1921.5M	$54M	—	ADD 9%
19	STIFEL FINANCIAL CORP	1,440,9871.4M	$51M	—	—
20	Modern Wealth Management, LLC	1,278,9901.3M	$46M	—	—
21	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1,241,3281.2M	$45M	—	TRIM -42%
22	GREAT VALLEY ADVISOR GROUP, INC.	1,214,0691.2M	$43M	—	ADD 2%
23	AMERIPRISE FINANCIAL INC	1,212,6301.2M	$43M	—	TRIM -8%
24	LEVEL FOUR ADVISORY SERVICES, LLC	1,194,4051.2M	$43M	—	ADD 3%
25	KINTRA WEALTH, LLC	1,066,3401.1M	$38M	—	ADD 4%
26	UBS Group AG	1,046,1811.0M	$37M	—	ADD 3%
27	Private Advisor Group, LLC	899,094899,094	$32M	—	ADD 14%
28	PYA Waltman Capital, LLC	832,739832,739	$30M	—	TRIM -24%
29	CORA CAPITAL ADVISORS LLC	782,710782,710	$28M	—	TRIM -13%
30	Souders Financial Advisors	777,194777,194	$28M	—	ADD 5%
31	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	677,538677,538	$24M	—	TRIM -2%
32	EASTERN BANK	662,241662,241	$24M	—	ADD 52%
33	Rockefeller Capital Management L.P.	649,614649,614	$23M	—	ADD 80%
34	ADE, LLC	604,022604,022	$21M	—	ADD 9%
35	OneDigital Investment Advisors LLC	603,300603,300	$21M	—	TRIM -18%
36	Janney Montgomery Scott LLC	521,603521,603	$19M	—	—
37	Ausdal Financial Partners, Inc.	508,404508,404	$18M	—	ADD 8%
38	Aprio Wealth Management, LLC	506,093506,093	$18M	—	ADD 7%
39	Cornerstone Advisory, LLC	486,460486,460	$17M	—	TRIM -11%
40	D.A. DAVIDSON & CO.	486,234486,234	$17M	—	ADD 27%
41	JPMORGAN CHASE & CO	470,076470,076	$16M	—	TRIM -66%
42	Capital Analysts, LLC	455,037455,037	$16M	—	ADD 16%
43	FINANCIAL CONSULATE, INC	443,936443,936	$16M	—	—
44	Arcus Capital Partners, LLC	421,883421,883	$15M	—	TRIM -15%
45	Kestra Advisory Services, LLC	420,417420,417	$15M	—	TRIM -40%
46	ARS Wealth Advisors Group, LLC	418,559418,559	$15M	—	ADD 9%
47	Prospera Financial Services Inc	406,583406,583	$14M	—	ADD 11%
48	Composition Wealth, LLC	396,884396,884	$14M	—	—
49	DKM Wealth Management, Inc.	382,975382,975	$14M	—	TRIM -7%
50	ENVESTNET ASSET MANAGEMENT INC	374,158374,158	$13M	—	ADD 10%
51	Harfst & Associates, Inc.	372,015372,015	$13M	—	ADD 5%
52	National Wealth Management Group, LLC	354,522354,522	$13M	—	—
53	Principle Wealth Partners LLC	351,581351,581	$13M	—	ADD 3%
54	Allworth Financial LP	312,811312,811	$11M	—	ADD 6%
55	Forge Financial Services LLC	311,756311,756	$11M	—	—
56	Onyx Bridge Wealth Group LLC	309,857309,857	$11M	—	—
57	HighTower Advisors, LLC	291,582291,582	$10M	—	ADD 5%
58	MTM Investment Management, LLC	285,230285,230	$10M	—	—
59	Advocate Investing Services LLC	283,604283,604	$10M	—	—
60	Waverly Advisors, LLC	272,718272,718	$10M	—	TRIM -9%
61	4J Wealth Management LLC	270,297270,297	$10M	—	TRIM -3%
62	World Investment Advisors	260,259260,259	$9M	—	ADD 3%
63	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	259,896259,896	$9M	—	ADD 3%
64	Beacon Financial Advisory LLC	256,419256,419	$9M	—	ADD 3%
65	Keystone Financial Group	254,458254,458	$9M	—	—
66	MML INVESTORS SERVICES, LLC	252,511252,511	$9M	—	TRIM -17%
67	CAPTRUST FINANCIAL ADVISORS	462,323462,323	$9M	—	TRIM -5%
68	Ledyard National Bank	240,993240,993	$9M	—	ADD 5%
69	Asset One Wealth Management LLC	220,716220,716	$9M	—	NEW
70	CERTIOR FINANCIAL GROUP, LLC	240,151240,151	$9M	—	ADD 6%
71	PARSONS CAPITAL MANAGEMENT INC/RI	227,131227,131	$8M	—	TRIM -31%
72	Garden State Investment Advisory Services LLC	226,809226,809	$8M	—	ADD 3%
73	NCM Capital Management, LLC	226,823226,823	$8M	—	—
74	Essex Financial Services, Inc.	225,188225,188	$8M	—	ADD 4%
75	Carson Advisory Inc.	219,371219,371	$8M	—	ADD 4%
76	ECLECTIC ASSOCIATES INC /ADV	208,748208,748	$7M	—	ADD 28%
77	EXCHANGE TRADED CONCEPTS, LLC	202,762202,762	$7M	—	ADD 21%
78	Financial Security Advisor, Inc.	200,671200,671	$7M	—	ADD 12%
79	V2 Financial group LLC	195,612195,612	$7M	—	ADD 7%
80	IFP Advisors, Inc	193,835193,835	$7M	—	ADD 200%
81	WCG Wealth Advisors LLC	186,722186,722	$7M	—	TRIM -15%
82	Chemistry Wealth Management LLC	184,199184,199	$7M	—	ADD 3%
83	Lighthouse Financial LLC	175,896175,896	$6M	—	ADD 29%
84	WEDBUSH SECURITIES INC	171,801171,801	$6M	—	ADD 21%
85	Stratos Wealth Advisors, LLC	170,754170,754	$6M	—	TRIM -18%
86	Founders Financial Alliance, LLC	170,293170,293	$6M	—	ADD 6%
87	&PARTNERS	169,066169,066	$6M	—	ADD 722%
88	Southland Equity Partners LLC	163,913163,913	$6M	—	ADD 20%
89	KM Capital Management Ltd.	141,741141,741	$6M	—	NEW
90	Paragon Advisors, LLC	159,910159,910	$6M	—	—
91	DAVENPORT & Co LLC	157,797157,797	$6M	—	ADD 8%
92	Stratos Wealth Partners, LTD.	155,583155,583	$6M	—	ADD 19%
93	HARBOUR INVESTMENTS, INC.	152,741152,741	$5M	—	ADD 542%
94	Integrated Wealth Concepts LLC	151,849151,849	$5M	—	TRIM -4%
95	DIVERSIFIED MANAGEMENT INC	149,035149,035	$5M	—	—
96	Tanglewood Wealth Management, Inc.	146,668146,668	$5M	—	ADD 5%
97	CENTAURUS FINANCIAL, INC.	146,291146,291	$5M	—	—
98	Equitable Holdings, Inc.	133,489133,489	$5M	—	ADD 12%
99	Harbor Group, Inc.	141,574141,574	$5M	—	ADD 40%
100	Mariner, LLC	140,339140,339	$5M	—	ADD 6%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Buyers & sellers2026-Q1 vs 2025-Q4 · 185 bought / 139 sold · net +3,137,272 shares · 5.7d of ADV

Bought185 filers

Shares: 14,795,066
Value: $527M
Opened: 30 · 945,334 sh
Days of ADV: 26.9d

Sold139 filers

Shares: 11,657,794
Value: $415M
Closed: 33 · 3,676,359 sh
Days of ADV: 21.2d

Net (all filers) +3,137,272 sh · $112M · 2.6% of the prior register

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

PRICE T ROWE ASSOCIATES INC /MD/

25K

13.6M

15.5M

17.3M

19.1M

24.3M

$864M

LPL Financial LLC

7.2M

8.8M

10.7M

13.0M

14.9M

16.1M

$574M

RAYMOND JAMES FINANCIAL INC

4.5M

5.4M

5.9M

5.4M

5.6M

$200M

COMMONWEALTH EQUITY SERVICES, LLC

3.4M

4.9M

4.3M

5.0M

5.2M

5.3M

$188M

MORGAN STANLEY

626K

1.3M

2.8M

3.1M

3.3M

4.1M

$145M

WELLS FARGO & COMPANY/MN

2.5M

2.8M

2.6M

3.3M

3.5M

$124M

OSAIC HOLDINGS, INC.

2.1M

2.4M

2.8M

3.2M

3.4M

$120M

Baird Financial Group, Inc.

2.4M

2.5M

2.7M

2.8M

$98M

VOYA INVESTMENT MANAGEMENT LLC

2.7M

5.6M

2.8M

2.6M

2.5M

2.4M

$85M

ROYAL BANK OF CANADA

1.6M

1.8M

4.3M

2.3M

2.4M

2.3M

$81M

Cambridge Investment Research Advisors, Inc.

1.5M

1.7M

1.8M

1.7M

2.0M

$73M

BANK OF AMERICA CORP /DE/

338K

1.1M

1.2M

1.4M

1.7M

1.9M

$68M

JONES FINANCIAL COMPANIES LLLP

439K

684K

1.0M

1.3M

1.6M

2.0M

$68M

CPC Advisors, LLC

1.4M

1.8M

$65M

Bank of New York Mellon Corp

1.0M

1.8M

1.6M

$58M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	327	125,506,276	—	$4.5B
2025-Q4	330	122,369,004	—	$4.6B
2025-Q3	295	112,612,296	—	$4.2B
2025-Q2	277	99,266,085	—	$3.5B
2025-Q1	254	88,664,773	—	$2.9B
2024-Q4	247	59,998,771	—	$2.0B

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Institutional ownership· 13F filers holding TCAF · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

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Institutional ownership· 13F filers holding TCAF · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

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TCAF