T Rowe PRE CPT APR PR in ETF (TCAL)

CUSIP: 87283Q784 | NYSE | 89 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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Concurrent Investment Advisors, LLC666,709

0.1% of portfolio$14.6M

Waterfront Wealth Inc.392,879

1.4% of portfolio$9.0M

Cambridge Investment Research Advisors, Inc.331,999

0.0% of portfolio$7.3K

Commonwealth Equity Services, LLC245,381

0.0% of portfolio$5.4M

Southland Equity Partners LLC134,007

0.5% of portfolio$2.9M

Summit Financial Wealth Advisors, LLC48,247

0.1% of portfolio$1.1M

Scheeler Financial LLC34,611

0.6% of portfolio$755.9K

D.A. Davidson & Co.21,581

0.0% of portfolio$471.3K

Kestra Advisory Services, LLC21,082

0.0% of portfolio$460.4K

Bluesphere Advisors LLC19,917

0.1% of portfolio$435.0K

Strategic Family Wealth Counselors, L.L.C.15,289

0.1% of portfolio$333.9K

Oppenheimer & Co Inc13,746

0.0% of portfolio$300.2K

Aprio Wealth Management, LLC13,517

0.0% of portfolio$295.2K

Truist Financial Corp11,730

0.0% of portfolio$256.2K

James T. Borello RIA11,594

0.1% of portfolio$253.2K

IFP Advisors, Inc11,390

0.0% of portfolio$248.8K

Kestra Private Wealth Services, LLC10,213

0.0% of portfolio$223.1K

Capital Investment Advisory Services, LLC10,085

0.0% of portfolio$221.2K

Essex Bank9,850

0.0% of portfolio$215.1K

Latitude Advisors, LLC2,000

0.0% of portfolio$43.7K

Private Trust Co NA1,500

0.0% of portfolio$32.8K

Cape Investment Advisory, Inc.540

0.0% of portfolio$11.8K

Hazlett, Burt & Watson, Inc.498

0.0% of portfolio$11

SJS Investment Consulting Inc.43

0.0% of portfolio$948

				Style	Turnover	Location	Filed
Concurrent Investment Advisors, LLC	666,709	$14.6M	0.1%	Growth	Medium	Tampa, FL	2026-10-16
Waterfront Wealth Inc.	392,879	$9.0M	1.4%	Value	Low	Overland Park, KS	2026-11-03
Cambridge Investment Research Advisors, Inc.	331,999	$7.3K	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Commonwealth Equity Services, LLC	245,381	$5.4M	0.0%	ETF	Low	Waltham, MA	2026-11-02
Southland Equity Partners LLC	134,007	$2.9M	0.5%	ETF	Low	Wildwood, MO	2026-10-14
Summit Financial Wealth Advisors, LLC	48,247	$1.1M	0.1%	ETF	Low	Lafayette, LA	2026-10-15
Scheeler Financial LLC	34,611	$755.9K	0.6%	Core	N/A	West Chester, OH	2026-10-13
D.A. Davidson & Co.	21,581	$471.3K	0.0%	Core	Low	Great Falls, MT	2026-10-28
Kestra Advisory Services, LLC	21,082	$460.4K	0.0%	Core	Low	Austin, TX	2026-11-02
Bluesphere Advisors LLC	19,917	$435.0K	0.1%	ETF	Low	East Norriton, PA	2026-10-19
Strategic Family Wealth Counselors, L.L.C.	15,289	$333.9K	0.1%	ETF	Very Low	Fairfield, NJ	2026-10-29
Oppenheimer & Co Inc	13,746	$300.2K	0.0%	Core	Low	New York, NY	2026-10-26
Aprio Wealth Management, LLC	13,517	$295.2K	0.0%	ETF	Medium	Atlanta, GA	2026-10-28
Truist Financial Corp	11,730	$256.2K	0.0%	Core	Low	Charlotte, NC	2026-10-30
James T. Borello RIA	11,594	$253.2K	0.1%	ETF	Very Low	East Dundee, IL	2026-10-16
IFP Advisors, Inc	11,390	$248.8K	0.0%	Growth	Low	Tampa, FL	2026-10-16
Kestra Private Wealth Services, LLC	10,213	$223.1K	0.0%	Growth	Low	Austin, TX	2026-10-30
Capital Investment Advisory Services, LLC	10,085	$221.2K	0.0%	Core	Medium	Raleigh, NC	2026-10-30
Essex Bank	9,850	$215.1K	0.0%	Core	Low	Essex, CT	2026-10-16
Latitude Advisors, LLC	2,000	$43.7K	0.0%	ETF	Low	Yorkville, IL	2026-10-27
Private Trust Co NA	1,500	$32.8K	0.0%	Core	Low	Cleveland, OH	2026-10-20
Cape Investment Advisory, Inc.	540	$11.8K	0.0%	ETF	Low	Mcdonough, GA	2026-10-13
Hazlett, Burt & Watson, Inc.	498	$11	0.0%	Core	Very Low	Wheeling, WV	2026-11-04
SJS Investment Consulting Inc.	43	$948	0.0%	ETF	Very Low	Sylvania, OH	2026-10-26