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T Rowe PRE CPT APR PR in ETF (TCAL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Concurrent Investment Advisors, LLC
INCREASED
Shares666,709 from 174,224
Change+492,485 (+283%)
Value$14.6M (+$10.7M)
Filed 2026-10-16
Waterfront Wealth Inc.
INCREASED
Shares392,879 from 371,256
Change+21,623 (+6%)
Value$9.0M (+$563.3K)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares331,999 from 76,914
Change+255,085 (+332%)
Value$7.3K (-$1.7M)
Filed 2026-11-02
Commonwealth Equity Services, LLC
INCREASED
Shares245,381 from 232,671
Change+12,710 (+5%)
Value$5.4M (+$193.8K)
Filed 2026-11-02
Southland Equity Partners LLC
INCREASED
Shares134,007 from 128,083
Change+5,924 (+5%)
Value$2.9M (+$83.3K)
Filed 2026-10-14
Summit Financial Wealth Advisors, LLC
INCREASED
Shares48,247 from 47,785
Change+462 (+1%)
Value$1.1M (-$7.1K)
Filed 2026-10-15
Scheeler Financial LLC
NEW
Shares34,611
Change+34,611
Value$755.9K
Filed 2026-10-13
D.A. Davidson & Co.
INCREASED
Shares21,581 from 9,514
Change+12,067 (+127%)
Value$471.3K (+$260.1K)
Filed 2026-10-28
Kestra Advisory Services, LLC
INCREASED
Shares21,082 from 13,984
Change+7,098 (+51%)
Value$460.4K (+$150.0K)
Filed 2026-11-02
Bluesphere Advisors LLC
UNCHANGED
Shares19,917 from 19,917
Change0 (0%)
Value$435.0K (-$7.2K)
Filed 2026-10-19
Strategic Family Wealth Counselors, L.L.C.
INCREASED
Shares15,289 from 13,300
Change+1,989 (+15%)
Value$333.9K (+$38.7K)
Filed 2026-10-29
Oppenheimer & Co Inc
INCREASED
Shares13,746 from 12,403
Change+1,343 (+11%)
Value$300.2K (+$24.9K)
Filed 2026-10-26
Aprio Wealth Management, LLC
INCREASED
Shares13,517 from 13,180
Change+337 (+3%)
Value$295.2K (+$2.6K)
Filed 2026-10-28
Truist Financial Corp
UNCHANGED
Shares11,730 from 11,730
Change0 (0%)
Value$256.2K (-$4.2K)
Filed 2026-10-30
James T. Borello RIA
DECREASED
Shares11,594 from 33,946
Change-22,352 (-66%)
Value$253.2K (-$500.4K)
Filed 2026-10-16
IFP Advisors, Inc
DECREASED
Shares11,390 from 15,000
Change-3,610 (-24%)
Value$248.8K (-$84.2K)
Filed 2026-10-16
Kestra Private Wealth Services, LLC
DECREASED
Shares10,213 from 10,937
Change-724 (-7%)
Value$223.1K (-$19.7K)
Filed 2026-10-30
Capital Investment Advisory Services, LLC
DECREASED
Shares10,085 from 11,104
Change-1,019 (-9%)
Value$221.2K (-$25.3K)
Filed 2026-10-30
Fifth Third Bancorp
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$218.4K (-$3.6K)
Filed 2026-11-05
Essex Bank
UNCHANGED
Shares9,850 from 9,850
Change0 (0%)
Value$215.1K (-$3.5K)
Filed 2026-10-16
Latitude Advisors, LLC
NEW
Shares2,000
Change+2,000
Value$43.7K
Filed 2026-10-27
Private Trust Co NA
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$32.8K (-$540)
Filed 2026-10-20
Cape Investment Advisory, Inc.
DECREASED
Shares540 from 740
Change-200 (-27%)
Value$11.8K (-$4.6K)
Filed 2026-10-13
Hazlett, Burt & Watson, Inc.
DECREASED
Shares498 from 1,082
Change-584 (-54%)
Value$11 (-$13)
Filed 2026-11-04
SJS Investment Consulting Inc.
INCREASED
Shares43 from 42
Change+1 (+2%)
Value$948 (+$9)
Filed 2026-10-26
Prospera Financial Services Inc
CLOSED
Shares0 from 23,790
Change-23,790 (-100%)
Value$0 (-$528.4K)
Filed 2026-11-04
AdvisorNet Financial, Inc
CLOSED
Shares0 from 3,900
Change-3,900 (-100%)
Value$0 (-$86.6K)
Filed 2026-10-15
LPL Financial LLC
N/A
Shares— from 1,783,594
Change-1,783,594 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 409,733
Change-409,733 (-100%)
Value—
CMC Financial Group
N/A
Shares— from 353,791
Change-353,791 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 229,827
Change-229,827 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 227,595
Change-227,595 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 218,393
Change-218,393 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 156,760
Change-156,760 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 132,083
Change-132,083 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 131,529
Change-131,529 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 130,103
Change-130,103 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 116,346
Change-116,346 (-100%)
Value—
Carson Advisory Inc.
N/A
Shares— from 111,241
Change-111,241 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 106,967
Change-106,967 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 105,367
Change-105,367 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 100,076
Change-100,076 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 97,004
Change-97,004 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 80,325
Change-80,325 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 79,078
Change-79,078 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 54,184
Change-54,184 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 52,217
Change-52,217 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 43,340
Change-43,340 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 40,003
Change-40,003 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 37,012
Change-37,012 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 35,644
Change-35,644 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 34,550
Change-34,550 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 31,871
Change-31,871 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 24,528
Change-24,528 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 24,342
Change-24,342 (-100%)
Value—
Wills Financial Group LLC
N/A
Shares— from 24,053
Change-24,053 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 23,091
Change-23,091 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 22,588
Change-22,588 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 20,265
Change-20,265 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 18,072
Change-18,072 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 11,131
Change-11,131 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 10,100
Change-10,100 (-100%)
Value—
Stephens Inc
N/A
Shares— from 9,156
Change-9,156 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 6,410
Change-6,410 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 4,630
Change-4,630 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 4,470
Change-4,470 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,379
Change-3,379 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 836
Change-836 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 600
Change-600 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 549
Change-549 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 52
Change-52 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Concurrent Investment Advisors, LLC
INCREASED666,709174,224+492,485+283%$3.9M$14.6M+$10.7M2026-10-16
Waterfront Wealth Inc.
INCREASED392,879371,256+21,623+6%$8.5M$9.0M+$563.3K2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED331,99976,914+255,085+332%$1.7M$7.3K-$1.7M2026-11-02
Commonwealth Equity Services, LLC
INCREASED245,381232,671+12,710+5%$5.2M$5.4M+$193.8K2026-11-02
Southland Equity Partners LLC
INCREASED134,007128,083+5,924+5%$2.8M$2.9M+$83.3K2026-10-14
Summit Financial Wealth Advisors, LLC
INCREASED48,24747,785+462+1%$1.1M$1.1M-$7.1K2026-10-15
Scheeler Financial LLC
NEW34,611—+34,611——$755.9K—2026-10-13
D.A. Davidson & Co.
INCREASED21,5819,514+12,067+127%$211.2K$471.3K+$260.1K2026-10-28
Kestra Advisory Services, LLC
INCREASED21,08213,984+7,098+51%$310.4K$460.4K+$150.0K2026-11-02
Bluesphere Advisors LLC
UNCHANGED19,91719,91700%$442.2K$435.0K-$7.2K2026-10-19
Strategic Family Wealth Counselors, L.L.C.
INCREASED15,28913,300+1,989+15%$295.3K$333.9K+$38.7K2026-10-29
Oppenheimer & Co Inc
INCREASED13,74612,403+1,343+11%$275.3K$300.2K+$24.9K2026-10-26
Aprio Wealth Management, LLC
INCREASED13,51713,180+337+3%$292.6K$295.2K+$2.6K2026-10-28
Truist Financial Corp
UNCHANGED11,73011,73000%$260.4K$256.2K-$4.2K2026-10-30
James T. Borello RIA
DECREASED11,59433,946-22,352-66%$753.6K$253.2K-$500.4K2026-10-16
IFP Advisors, Inc
DECREASED11,39015,000-3,610-24%$333.0K$248.8K-$84.2K2026-10-16
Kestra Private Wealth Services, LLC
DECREASED10,21310,937-724-7%$242.8K$223.1K-$19.7K2026-10-30
Capital Investment Advisory Services, LLC
DECREASED10,08511,104-1,019-9%$246.5K$221.2K-$25.3K2026-10-30
Fifth Third Bancorp
UNCHANGED10,00010,00000%$222.0K$218.4K-$3.6K2026-11-05
Essex Bank
UNCHANGED9,8509,85000%$218.7K$215.1K-$3.5K2026-10-16
Latitude Advisors, LLC
NEW2,000—+2,000——$43.7K—2026-10-27
Private Trust Co NA
UNCHANGED1,5001,50000%$33.3K$32.8K-$5402026-10-20
Cape Investment Advisory, Inc.
DECREASED540740-200-27%$16.4K$11.8K-$4.6K2026-10-13
Hazlett, Burt & Watson, Inc.
DECREASED4981,082-584-54%$24$11-$132026-11-04
SJS Investment Consulting Inc.
INCREASED4342+1+2%$939$948+$92026-10-26
Prospera Financial Services Inc
CLOSED023,790-23,790-100%$528.4K$0-$528.4K2026-11-04
AdvisorNet Financial, Inc
CLOSED03,900-3,900-100%$86.6K$0-$86.6K2026-10-15
LPL Financial LLC
N/A—1,783,594-1,783,594-100%$39.6M———
Royal Bank of Canada
N/A—409,733-409,733-100%$9.1M———
CMC Financial Group
N/A—353,791-353,791-100%$7.9M———
Principal Securities, Inc.
N/A—229,827-229,827-100%$5.1M———
Raymond James Financial Inc
N/A—227,595-227,595-100%$5.1M———
Jones Financial Companies Lllp
N/A—218,393-218,393-100%$4.9M———
SageGuard Financial Group, LLC
N/A—156,760-156,760-100%$3.5M———
NCM Capital Management, LLC
N/A—132,083-132,083-100%$2.9M———
Essex Financial Services, Inc.
N/A—131,529-131,529-100%$2.9M———
Cetera Investment Advisers
N/A—130,103-130,103-100%$2.9M———
Stratos Wealth Advisors, LLC
N/A—116,346-116,346-100%$2.6M———
Carson Advisory Inc.
N/A—111,241-111,241-100%$2.5M———
Orion Porfolio Solutions, LLC
N/A—106,967-106,967-100%$2.4M———
Yarger Wealth Strategies, LLC
N/A—105,367-105,367-100%$2.4M———
MAI Capital Management
N/A—100,076-100,076-100%$2.2M———
Janney Montgomery Scott LLC
N/A—97,004-97,004-100%$2.2M———
Founders Financial Alliance, LLC
N/A—80,325-80,325-100%$1.8M———
Rockefeller Capital Management L.P.
N/A—79,078-79,078-100%$1.8M———
Citadel Advisors LLC
N/A—54,184-54,184-100%$1.2M———
Western Wealth Management, LLC
N/A—52,217-52,217-100%$1.2M———
Annis Gardner Whiting Capital Advisors, LLC
N/A—43,340-43,340-100%$964.2K———
Jane Street Group, LLC
N/A—40,003-40,003-100%$888.1K———
L2 Asset Management, LLC
N/A—37,012-37,012-100%$828.3K———
Private Advisor Group, LLC
N/A—35,644-35,644-100%$791.3K———
Z3 Capital Partners, LLC
N/A—34,550-34,550-100%$767.0K———
Keystone Financial Group
N/A—31,871-31,871-100%$707.5K———
Old Mission Capital LLC
N/A—24,528-24,528-100%$544.5K———
Harborfront Financial Group LLC
N/A—24,342-24,342-100%$540.4K———
Wills Financial Group LLC
N/A—24,053-24,053-100%$534.0K———
Natixis Advisors, LLC
N/A—23,091-23,091-100%$512.0K———
AQR Capital Management LLC
N/A—22,588-22,588-100%$501.4K———
Osaic Holdings, Inc.
N/A—20,265-20,265-100%$449.9K———
Cornerstone Advisory, LLC
N/A—18,072-18,072-100%$401.2K———
Stifel Financial Corp
N/A—11,131-11,131-100%$247.1K———
Global Retirement Partners, LLC
N/A—10,100-10,100-100%$224.2K———
Stephens Inc
N/A—9,156-9,156-100%$203.3K———
Steward Partners Investment Advisory, LLC
N/A—6,410-6,410-100%$142.3K———
Northwestern Mutual Wealth Management Co
N/A—4,630-4,630-100%$102.8K———
NewEdge Advisors, LLC
N/A—4,470-4,470-100%$99.2K———
Morgan Stanley
N/A—3,379-3,379-100%$75.0K———
Bogart Wealth, LLC
N/A—836-836-100%$18.6K———
Harbour Investments, Inc.
N/A—600-600-100%$13.3K———
Ameritas Advisory Services, LLC
N/A—549-549-100%$12.2K———
PNC Financial Services Group, Inc.
N/A—52-52-100%$1.2K———
Wells Fargo & Company
N/A—1-1-100%$22———
Showing 72 of 72 institutions