Public ownership evidence

T. Rowe Price Capital Appreciation Premium Income ETF (TCAL) Ownership Disclosures

Read TCAL insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

T. Rowe Price Capital Appreciation Premium Income ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Wills Financial Group LLC
Report period
2026-06-30
Available
2026-08-15
Reported shares
24,053
Value (USD)
$533,974
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002059579-26-000005
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read TCAL fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read TCAL fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Wills Financial Group LLC2026-06-302026-08-1524,053$533,974None
NCM Capital Management, LLC2026-06-302026-08-15132,083$2,932,233None
Ameritas Advisory Services, LLC2026-06-302026-08-15549$12,188None
Western Wealth Management, LLC2026-06-302026-08-1552,217$1,159,227None
Strategic Family Wealth Counselors, L.L.C.2026-06-302026-08-1513,300$295,260None
OSAIC HOLDINGS, INC.2026-06-302026-08-1520,265$449,883None
JANE STREET GROUP, LLC2026-06-302026-08-1540,003$888,067None
Orion Porfolio Solutions, LLC2026-06-302026-08-15106,967$2,374,667None
OLD MISSION CAPITAL LLC2026-06-302026-08-1524,528$544,521None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15218,393$4,889,819None
MAI Capital Management2026-06-302026-08-15100,076$2,221,688None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-1522,588$501,448None
ROYAL BANK OF CANADA2026-06-302026-08-15409,733$9,096,000None
CITADEL ADVISORS LLC2026-06-302026-08-1554,184$1,202,885None
NATIXIS ADVISORS, LLC2026-06-302026-08-1523,091$512,000None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1578,477$1,742,183None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15149,118$3,310,427None
WELLS FARGO & COMPANY/MN2026-06-302026-08-151$22None
CMC Financial Group2026-06-302026-08-14353,791$7,854,152None
Rockefeller Capital Management L.P.2026-06-302026-08-1479,078$1,755,536None
Steward Partners Investment Advisory, LLC2026-06-302026-08-146,410$142,298None
L2 Asset Management, LLC2026-06-302026-08-1437,012$828,332None
MORGAN STANLEY2026-06-302026-08-143,379$75,014None
Integrated Wealth Concepts LLC2026-06-302026-08-138,896$197,505None
Cetera Investment Advisers2026-06-302026-08-13130,103$2,888,285None
NewEdge Advisors, LLC2026-06-302026-08-134,470$99,232None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-134,630$102,786None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-13600$13,320None
STIFEL FINANCIAL CORP2026-06-302026-08-1311,131$247,109None
Carson Advisory Inc.2026-06-302026-08-12111,241$2,469,561None
Stratos Wealth Advisors, LLC2026-06-302026-08-12116,346$2,582,887None
Annis Gardner Whiting Capital Advisors, LLC2026-06-302026-08-1143,340$964,206None
Essex Financial Services, Inc.2026-06-302026-08-11131,529$2,919,944None
Harborfront Financial Group LLC2026-06-302026-08-0824,342$540,393None
LPL Financial LLC2026-06-302026-08-081,783,594$39,595,791None
PNC Financial Services Group, Inc.2026-06-302026-08-0852$1,154None
Global Retirement Partners, LLC2026-06-302026-08-0710,100$224,220None
Janney Montgomery Scott LLC2026-06-302026-08-0697,004$2,154,000None
FIFTH THIRD BANCORP2026-06-302026-08-0610,000$222,000None
Founders Financial Alliance, LLC2026-06-302026-08-0580,325$1,783,215None
PRINCIPAL SECURITIES, INC.2026-06-302026-08-05229,827$5,102,159None
OPPENHEIMER & CO INC2026-06-302026-08-0412,403$275,347None
Bluesphere Advisors LLC2026-06-302026-07-3119,917$442,157None
Waterfront Wealth Inc.2026-06-302026-07-31371,256$8,457,216None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-3176,914$1,708,000None
HAZLETT, BURT & WATSON, INC.2026-06-302026-07-31485$11,000None
HAZLETT, BURT & WATSON, INC.2026-06-302026-07-31443$10,000None
HAZLETT, BURT & WATSON, INC.2026-06-302026-07-31154$3,000None
Cornerstone Advisory, LLC2026-06-302026-07-3018,072$401,198None
Keystone Financial Group2026-06-302026-07-3031,871$707,526None

90-day public filing window, up to 50 source positions.

Wills Financial Group LLC ↗NCM Capital Management, LLC ↗Ameritas Advisory Services, LLC ↗Western Wealth Management, LLC ↗Strategic Family Wealth Counselors, L.L.C. ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗Orion Porfolio Solutions, LLC ↗OLD MISSION CAPITAL LLC ↗JONES FINANCIAL COMPANIES LLLP ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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