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Get Institutions for : 
T Rowe Price Capital Appreciation Equity Etf (TCAF)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 119    66
Total shares held : 
 15,419,701  
% of shares held : 
 17.13%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   95  
Amount of shares held : 
 9,786,908  
% of shares held change : 
   10.87%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
71
 6,469,919
 41.96%
 
Increased Positions :
34
 3,544,992
 22.99%
 
Unchanged Positions :
9
 794,866
 5.15%
 
Decreased Positions :
5
-167,417
-1.09%
 
Closed Positions :
5
-60,586
-0.39%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   ING INVESTMENT MANAGEMENT LLC 189 *New 2024-03-31 2,861,296 $86,497,000 2,861,296
   LPL FINANCIAL CORP 431 - 2024-03-31 2,338,241 $70,685,000 1,064,135
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 241 - 2024-03-31 1,725,991 $52,177,000 1,032,895
   Advisor Group Holdings Inc. 203 - 2024-03-31 1,448,605 $43,791,000 198,224
   COMMONWEALTH EQUITY SERVICES LLC. 262 - 2024-03-31 1,410,141 $42,629,000 407,185
   Consolidated Planning Corp 2 *New 2024-03-31 1,089,849 $32,946,000 1,089,849
   BANK OF NEW YORK MELLON CORP 1313 *New 2024-03-31 1,041,706 $31,491,000 1,041,706
   JANNEY MONTGOMERY SCOTT LLC 221 - 2024-03-31 1,040,630 $31,458,000 86,672
   Beaumont Financial Advisors LLC 18 - 2024-03-31 728,605 $22,026,000 -14,778
   Modern Wealth Management LLC 11 - 2024-03-31 679,333 $20,536,000 56,575
   Baird Financial Group Inc. 343 *New 2024-03-31 600,140 $18,142,000 600,140
   Lanham ODell & Company Inc. 4 *New 2024-03-31 481,539 $17,172,000 481,539
   McCarthy Asset Management Inc. 4 - 2024-03-31 559,504 $16,914,000 -1,079
   PYA Waltman Capital LLC 4 - 2024-03-31 545,520 $16,491,000 21,939
   FINANCIAL CONSULATE INC 8 - 2024-03-31 526,692 $15,922,000 57,745
   CORA CAPITAL ADVISORS LLC 3 - 2024-03-31 524,059 $15,842,000 31,565
   ROYAL BANK OF CANADA 1283 - 2024-03-31 481,471 $14,555,000 470,554
   Cornerstone Advisory LLP 10 - 2024-03-31 463,858 $14,022,000 49,578
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 80 *New 2024-03-31 453,266 $13,702,000 453,266
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 352 - 2024-03-31 440,074 $13,303,000 118,171
   Fortis Group Advisors LLC 11 *New 2024-03-31 376,457 $11,380,000 376,457
   ENVESTNET ASSET MANAGEMENT INC 1540 - 2024-03-31 319,828 $9,668,000 42,983
   Arcus Capital Partners LLC 6 - 2024-03-31 313,097 $9,465,000 48,470
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 536 - 2024-03-31 262,683 $7,941,000 100,133
   Accordant Advisory Group Inc 2 - 2024-03-31 249,004 $7,527,000 0
   UBS Group AG 1848 - 2024-03-31 238,704 $7,216,000 160,302
   EASTERN BANK 86 *New 2024-03-31 229,069 $6,925,000 229,069
   RENAISSANCE TECHNOLOGIES LLC 1211 - 2024-03-31 226,700 $6,853,000 162,850
   Principle Wealth Partners LLC 49 - 2024-03-31 219,050 $6,622,000 40,109
   Redhawk Wealth Advisors Inc. 22 - 2024-03-31 209,467 $6,332,000 -5,418
   4J Wealth Management LLC 4 - 2024-03-31 204,651 $6,187,000 11,193
   WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 12 - 2024-03-31 194,433 $5,878,000 48,556
   Global Retirement Partners LLC 106 - 2024-03-31 187,817 $5,678,000 5,254
   PARSONS CAPITAL MANAGEMENT INC/RI 59 - 2024-03-31 187,783 $5,677,000 16,595
   Grant/GrossMendelsohn LLC 8 - 2024-03-31 185,863 $5,600,000 167,910
   RAYMOND JAMES & ASSOCIATES 1504 - 2024-03-31 183,569 $5,549,000 153,326
   National Wealth Management Group LLC 2 - 2024-03-31 181,631 $5,491,000 122,468
   MML INVESTORS SERVICES LLC 628 - 2024-03-31 171,348 $5,180,000 -2,960
   Sharkey Howes & Javer 23 - 2024-03-31 159,094 $4,809,000 -172
   MTM Investment Management LLC 11 - 2024-03-31 142,916 $4,320,000 800
   Private Advisor Group LLC 516 - 2024-03-31 138,371 $4,183,000 76,659
   STIFEL FINANCIAL CORP 1281 - 2024-03-31 131,636 $3,979,000 63,171
   Keystone Financial Group 37 - 2024-03-31 123,606 $3,737,000 34,260
   Onyx Bridge Wealth Group LLC 38 - 2024-03-31 117,456 $3,474,000 98,611
   Financial Security Advisor Inc. 17 - 2024-03-31 114,051 $3,448,000 25,115
   Garden State Investment Advisory Services LLC 20 - 2024-03-31 113,893 $3,442,000 44,825
   HIGHTOWER ADVISORS, LLC 1155 - 2024-03-31 106,661 $3,223,000 8,339
   Resources Investment Advisors Inc. 252 - 2024-03-31 105,751 $3,197,000 68,782
   Capital Investment Advisory Services LLC 71 - 2024-03-31 105,479 $3,189,000 14,897
   Cetera Investment Advisers 1243 - 2024-03-31 105,022 $3,175,000 43,490
   CAROLINAS WEALTH CONSULTING LLC 33 - 2024-03-31 277,556 $3,060,000 216,222
   Compass Ion Advisors LLC 35 - 2024-03-31 97,538 $2,949,000 -59,314
   Pensionmark Financial Group LLC 58 - 2024-03-31 86,689 $2,857,000 34,755
   LIBERTY WEALTH MANAGEMENT LLC 43 - 2024-03-31 94,237 $2,849,000 21,398
   Rockefeller Capital Management L.P. 871 - 2024-03-31 91,954 $2,780,000 58,225
   LINCOLN NATIONAL CORP 262 - 2024-03-31 90,671 $2,741,000 28,626
   TANGLEWOOD WEALTH MANAGEMENT, INC. 20 - 2024-03-31 88,907 $2,688,000 63,506
   Carson Advisory Inc. 11 - 2024-03-31 86,448 $2,613,000 18,984
   Paragon Advisors LLC 33 - 2024-03-31 80,754 $2,441,000 30,507
   CMG Global Holdings LLC 19 - 2024-03-31 77,673 $2,348,000 6,000
   Miracle Mile Advisors LLC 170 *New 2024-03-31 75,805 $2,292,000 75,805
   Equitable Holdings Inc. 416 - 2024-03-31 75,284 $2,276,000 18,419
   Sprinkle Financial Consultants LLC 12 *New 2024-03-31 71,605 $2,165,000 71,605
   Stratos Wealth Advisors LLC 188 - 2024-03-31 70,092 $2,119,000 51,936
   CI Private Wealth LLC 1009 - 2024-03-31 67,110 $2,029,000 1,878
   CAPTRUST FINANCIAL ADVISORS 799 - 2024-03-31 66,008 $1,995,000 -13,547
   HFG Advisors Inc. 13 *New 2024-03-31 65,352 $1,976,000 65,352
   MULTIFINANCIAL SECURITIES CORP 825 *New 2024-03-31 65,132 $1,969,000 65,132
   Beacon Financial Advisory LLC 18 *New 2024-03-31 65,016 $1,965,000 65,016
   Focus Financial Network Inc. 172 - 2024-03-31 63,185 $1,838,000 0
   Goss Wealth Management LLC 727 - 2024-03-31 59,976 $1,813,000 1,089
   ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 48 - 2024-03-31 59,515 $1,799,000 29,559
   Chemistry Wealth Management LLC 39 - 2024-03-31 58,480 $1,768,000 36,348
   Frontier Asset Management LLC 34 *New 2024-03-31 58,055 $1,755,000 58,055
   ADE LLC 20 - 2024-03-31 51,533 $1,558,000 15,670
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 283 - 2024-03-31 51,384 $1,553,000 3,008
   NCM Capital Management LLC 23 - 2024-03-31 50,803 $1,536,000 16,886
   Southland Equity Partners LLC 42 - 2024-03-31 49,167 $1,486,000 26,484
   Rain Capital Management LLC 18 - 2024-03-31 48,565 $1,468,000 25,372
   FOCUS FINANCIAL NETWORK INC /ADV 257 - 2023-12-31 51,838 $1,432,000 0
   LINCOLN CAPITAL CORP 34 *New 2024-03-31 47,293 $1,430,000 47,293
   Atria Wealth Solutions Inc. 802 - 2024-03-31 41,992 $1,269,000 27,130
   Strategic Financial Concepts LLC 73 *New 2024-03-31 41,084 $1,242,000 41,084
   NVWM LLC 94 - 2024-03-31 39,109 $1,182,000 169
   Walkner Condon Financial Advisors LLC 89 - 2024-03-31 38,015 $1,149,000 8,675
   Weaver Consulting Group 55 - 2024-03-31 36,438 $1,102,000 2,349
   SAR WEALTH MANAGEMENT GROUP LLC 16 - 2024-03-31 36,071 $1,090,000 2,265
   ADVISORY SERVICES NETWORK, LLC 668 - 2024-03-31 34,370 $1,039,000 11,435
   High Net Worth Advisory Group LLC 75 - 2024-03-31 33,868 $1,024,000 19,530
   CJM Wealth Advisers Ltd. 25 - 2024-03-31 32,471 $982,000 10,862
   Feltz Wealth PLAN Inc. 154 - 2024-03-31 31,545 $954,000 1,398
   Envestnet Portfolio Solutions Inc. 855 - 2024-03-31 31,302 $946,000 16,440
   Strategic Blueprint LLC 263 *New 2024-03-31 28,691 $867,000 28,691
   McCarthy & Cox 26 - 2024-03-31 28,549 $863,000 0
   Verity Asset Management Inc. 50 *New 2024-03-31 28,456 $860,000 28,456
   Godshalk Welsh Capital Management Inc. 61 - 2024-03-31 24,600 $744,000 11,150
   CRA Financial Services LLC 101 - 2024-03-31 23,950 $724,000 12,115
   THOROUGHBRED FINANCIAL SERVICES LLC 246 - 2024-03-31 23,027 $696,000 -5,921
   TSFG LLC 79 - 2024-03-31 22,806 $689,000 -1,003
   DAVENPORT & CO LLC 695 - 2024-03-31 22,517 $681,000 14,793
  100 Records found
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