TCAF

T Rowe PRC Cap Appreciation
UnclassifiedUSCUSIP 87283Q867◍ Confluence graph
Tracked 13F Holders
326
-43 QoQ
13F Value (tracked)
$4.4B
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)28 adding · 20 trimming
Insider net (180d)$0

Who owns TCAF?

326 tracked 13F filers

326 tracked 13F filers disclose a position in TCAF as of the latest SEC 13F filings, a combined $4.4B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1PRICE T ROWE ASSOCIATES INC /MD/
$864.4M
24.3M
+27%
Added · +5.2M sh
Q1 2026
2LPL Financial LLC
$573.9M
16.1M
+8.0%
Added · +1.2M sh
Q1 2026
3RAYMOND JAMES FINANCIAL INC
$199.9M
5.6M
+3.7%
Added · +199K sh
Q1 2026
4COMMONWEALTH EQUITY SERVICES, LLC
$188.0M
5.3M
+0.9%
Added · +49K sh
Q1 2026
5MORGAN STANLEY
$144.9M
4.1M
+24%
Added · +782K sh
Q1 2026
6WELLS FARGO & COMPANY/MN
$124.3M
3.5M
−1.1%
Reduced · −38K sh
Q1 2026
7OSAIC HOLDINGS, INC.
$120.2M
3.4M
−0.1%
Reduced · −5K sh
Q1 2026
8Baird Financial Group, Inc.
$98.2M
2.8M
−1.4%
Reduced · −39K sh
Q1 2026
9VOYA INVESTMENT MANAGEMENT LLC
$84.8M
2.4M
−6.4%
Reduced · −163K sh
Q1 2026
10ROYAL BANK OF CANADA
$80.9M
2.3M
−7.0%
Reduced · −171K sh
Q1 2026
11JONES FINANCIAL COMPANIES LLLP
$67.7M
2.0M
+20%
Added · +324K sh
Q1 2026
12BANK OF AMERICA CORP /DE/
$67.7M
1.9M
+11%
Added · +189K sh
Q1 2026
13CPC Advisors, LLC
$74.6M
1.8M
−0.3%
Reduced · −6K sh
Q2 2026
14Bank of New York Mellon Corp
$58.0M
1.6M
−8.0%
Reduced · −141K sh
Q1 2026
15Creative Planning
$57.7M
1.6M
66×
Added · +1.6M sh
Q1 2026
16Mesirow Financial Investment Management, Inc.
$64.8M
1.6M
+3.2%
Added · +49K sh
Q2 2026
17Cetera Investment Advisers
$53.7M
1.5M
+8.9%
Added · +124K sh
Q1 2026
18STIFEL FINANCIAL CORP
$51.3M
1.4M
+0.1%
Added · +812 sh
Q1 2026
19Modern Wealth Management, LLC
$45.7M
1.3M
−0.1%
Reduced · −671 sh
Q1 2026
20GREAT VALLEY ADVISOR GROUP, INC.
$51.5M
1.3M
+3.2%
Added · +39K sh
Q2 2026
21WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$51.7M
1.2M
−0.6%
Reduced · −8K sh
Q2 2026
22AMERIPRISE FINANCIAL INC
$43.1M
1.2M
−7.8%
Reduced · −102K sh
Q1 2026
23LEVEL FOUR ADVISORY SERVICES, LLC
$45.8M
1.1M
−6.7%
Reduced · −80K sh
Q2 2026
24KINTRA WEALTH, LLC
$38.0M
1.1M
+3.6%
Added · +37K sh
Q1 2026
25UBS Group AG
$37.2M
1.0M
+3.5%
Added · +35K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is TCAF being bought or sold by institutions?

Last quarter, 0 funds opened a new position in TCAF and 28 added to an existing one, while 20 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
0
funds
Added
28
funds
Reduced
20
funds
Exited
0
funds

Funds that own TCAF also own

CompanyCo-held byCombined value
APPLE INCAAPL186 funds$74.3B
MICROSOFT CORPMSFT184 funds$62.5B
AMAZON.COM INCAMZN184 funds$39.3B
ALPHABET INC-CL AGOOGL182 funds$35.5B
SS SPDR S&P 500 ETF TRUST-USSPY179 funds$13.3B
NVIDIA CORPNVDA178 funds$92.5B
ISHARES CORE S&P 500 ETFIVV175 funds$12.6B
BERKSHIRE HATHAWAY INC-CL BBRK/B175 funds$10.3B
ALPHABET INC-CL CGOOG174 funds$29.1B
JPMORGAN CHASE & COJPM173 funds$14.5B
VANGUARD S&P 500 ETFVOO172 funds$7.1B
JOHNSON & JOHNSONJNJ171 funds$8.5B

Ranked by how many of TCAF's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Institutional ownership over time

251 funds+103 since Q3 2024
0147294Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $1.2B

Share classes

Class13F holdersValue held
TCAFthis pagemc326 funds$4.4B
TCHPmc171 funds$1.4B
TMSLmc156 funds$1.3B
TDVGmc127 funds$836.0M
TSPAmc125 funds$1.8B
TFLRmc111 funds$352.7M
TBUXULTRA SHRT TRM108 funds$371.3M
TOUSMF Closed and MF Open75 funds$1.1B

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

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

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Ask your agent what changed in TCAF

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/TCAF/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for TCAF.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

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.