TCAF

T ROWE PRC CAP APPRECIATION
USCUSIP 87283Q867
Institutional Owners
92
+8 QoQ
13F Value Held
$574.6M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)62 adding · 25 trimming
Insider net (180d)+$0
Price history not yet available for TCAF.

Top institutional holders

92 13F filers
#FundPosition valueSharesLast moveAs of
1Mesirow Financial Investment Management, Inc.
$54.4M
1.53MAddedQ1 2026
2Modern Wealth Management, LLC
$48.9M
1.28MNewQ4 2025
3WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$44.6M
1.24MReducedQ1 2026
4GREAT VALLEY ADVISOR GROUP, INC.
$43.2M
1.21MAddedQ1 2026
5LEVEL FOUR ADVISORY SERVICES, LLC
$42.5M
1.19MAddedQ1 2026
6Private Advisor Group, LLC
$32.0M
899.1KAddedQ1 2026
7Aprio Wealth Management, LLC
$18.0M
506.1KNewQ1 2026
8D.A. DAVIDSON & CO.
$17.3M
486.2KAddedQ1 2026
9Ausdal Financial Partners, Inc.
$16.7M
468.0KAddedQ1 2026
10Kestra Advisory Services, LLC
$15.0M
420.4KReducedQ1 2026
11Prospera Financial Services Inc
$14.5M
406.6KAddedQ1 2026
12Composition Wealth, LLC
$14.1M
396.9KAddedQ1 2026
13Rockefeller Capital Management L.P.
$13.8M
361.6KNewQ4 2025
14Principle Wealth Partners LLC
$12.5M
351.6KAddedQ1 2026
15NewEdge Advisors, LLC
$10.0M
280.1KNewQ1 2026
16Waverly Advisors, LLC
$9.7M
272.7KReducedQ1 2026
17NATIONS FINANCIAL GROUP INC, /IA/ /ADV
$9.2M
259.9KAddedQ1 2026
18MML INVESTORS SERVICES, LLC
$9.0M
252.5KReducedQ1 2026
19PARSONS CAPITAL MANAGEMENT INC/RI
$8.1M
227.1KReducedQ1 2026
20Essex Financial Services, Inc.
$8.0M
225.2KAddedQ1 2026
21EXCHANGE TRADED CONCEPTS, LLC
$7.2M
202.8KAddedQ1 2026
22IFP Advisors, Inc
$6.9M
193.8KNewQ1 2026
23Stratos Wealth Advisors, LLC
$6.1M
170.8KReducedQ1 2026
24&PARTNERS
$6.0M
169.1KAddedQ1 2026
25DAVENPORT & Co LLC
$5.6M
157.8KAddedQ1 2026

Fund activity — latest quarter

Opened (NEW)
20
funds
Added
42
funds
Reduced
20
funds
Exited
5
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

86 funds+85 since Q4 2024
04386Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026
funds holding aggregate valuelatest $528M

Funds that own TCAF also own

CompanyCo-held byCombined value
Nvidia CorpNVDA92 funds$21.4B
Microsoft CorpMSFT92 funds$16.6B
Broadcom IncAVGO92 funds$8.6B
Jpmorgan Chase & CoJPM92 funds$7.8B
Walmart IncWMT92 funds$4.6B
Johnson & JohnsonJNJ92 funds$4.2B
Tesla IncTSLA92 funds$4.2B
Micron Technology IncMU92 funds$3.3B
Home Depot IncHD92 funds$3.1B
Mastercard Inc Cl AMA92 funds$2.5B
Procter & Gamble CoPG92 funds$2.5B
Merck & Company Inc NewMRK92 funds$2.2B

Ranked by how many of TCAF's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for TCAF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.