Who Owns T ROWE (TCAL)? -- Institutional Holders (2026-06-30)

79 institutions reported holding $140.6M of T ROWE (TCAL) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($39.6M), Royal Bank of Canada ($9.1M), Waterfront Wealth Inc. ($8.5M), CMC Financial Group ($7.9M), COMMONWEALTH EQUITY SERVICES, LLC ($5.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$39.6M1.8MAdded
2Royal Bank of Canada$9.1M409,733Added
3Waterfront Wealth Inc.$8.5M371,256Added
4CMC Financial Group$7.9M353,791Trimmed
5COMMONWEALTH EQUITY SERVICES, LLC$5.2M232,671Added
6PRINCIPAL SECURITIES, INC.$5.1M229,827Added
7RAYMOND JAMES FINANCIAL INC$5.1M227,595Added
8JONES FINANCIAL COMPANIES LLLP$4.9M218,393Added
9Concurrent Investment Advisors, LLC$3.9M174,224Added
10SageGuard Financial Group, LLC$3.5M156,760Added
11NCM Capital Management, LLC$2.9M132,083Added
12Essex Financial Services, Inc.$2.9M131,529Trimmed
13Cetera Investment Advisers$2.9M130,103Trimmed
14Southland Equity Partners LLC$2.8M128,083Added
15Stratos Wealth Advisors, LLC$2.6M116,346Added
16Carson Advisory Inc.$2.5M111,241Trimmed
17YARGER WEALTH STRATEGIES, LLC$2.4M105,367Added
18Orion Porfolio Solutions, LLC$2.4M106,967New
19MAI Capital Management$2.2M100,076Added
20Janney Montgomery Scott LLC$2.2M97,004Trimmed
21Founders Financial Alliance, LLC$1.8M80,325Added
22Rockefeller Capital Management L.P.$1.8M79,078Added
23Cambridge Investment Research Advisors, Inc.$1.7M76,914Added
24CITADEL ADVISORS LLC$1.2M54,184New
25Western Wealth Management, LLC$1.2M52,217Added

来源：SEC 13F 申报文件 · 截至 2026-06-30