13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
TCAL

T ROWE PRICE ETF INC

66 institutions still hold T ROWE PRICE ETF INC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 87283Q784·66 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 9.5%
vs prior quarter
13F value held
$106M
67.0% inst. owned
of float
Holders
66
+92 QoQ
filers reporting
Activity
+72 / −65
+855 added · −805 reduced
this quarter
Concentration
33.13%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

66 institutions reported TCAL in Q1 2026. LPL Financial LLC leads at 33.1% of the visible book. +92 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$35M1.6M0.01%Q1 202602
CMC Financial Group
CIK 0001770940
$9M386K16.93%Q1 202603
Waterfront Wealth Inc.
CIK 0001775210
$8M343K1.41%Q1 202604
ROYAL BANK OF CANADA
CIK 0001000275
$7M308K0.00%Q1 202605
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$5M210K0.01%Q1 202606
STIFEL FINANCIAL CORP
CIK 0000720672
$4M199K0.00%Q1 202607
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$4M185K0.00%Q1 202608
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$3M155K0.00%Q1 202609
PRINCIPAL SECURITIES, INC.
CIK 0000012600
$3M145K0.05%Q1 202610
Cetera Investment Advisers
CIK 0001666741
$3M137K0.00%Q1 202611
Essex Financial Services, Inc.
CIK 0001315785
$3M132K0.17%Q1 202612
Carson Advisory Inc.
CIK 0001909304
$3M129K1.49%Q1 202613
Southland Equity Partners LLC
CIK 0002006517
$3M128K0.56%Q1 202614
Concurrent Investment Advisors, LLC
CIK 0002001015
$3M123K0.03%Q1 202615
NCM Capital Management, LLC
CIK 0001907054
$3M117K0.94%Q1 202616
Stratos Wealth Advisors, LLC
CIK 0001707202
$2M110K0.15%Q1 202617
4J Wealth Management LLC
CIK 0001840775
$2M96K1.22%Q1 202618
SageGuard Financial Group, LLC
CIK 0001861378
$2M95K0.33%Q1 202619
MAI Capital Management
CIK 0001040197
$2M91K0.01%Q1 202620
YARGER WEALTH STRATEGIES, LLC
CIK 0001908607
$2M91K0.82%Q1 2026
Page 1 of 4
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