§ EQUITY
USDTCAF
T ROWE PRC CAP APPRECIATION
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
192 increased/new, 122 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| LPL Financial LLC | 16.1M | 0.2% | +8% |
| RAYMOND JAMES FINANCIAL INC | 5.6M | 0.1% | +4% |
| COMMONWEALTH EQUITY SERVICES, LLC | 5.3M | 0.3% | +1% |
| Morgan Stanley | 4.1M | 0.0% | n/a |
| Wells Fargo & Company | 3.5M | n/a | −1% |
| OSAIC HOLDINGS, INC. | 3.4M | 0.2% | −0% |
◇ AC INTELLIGENCE
Top institutional owners for TCAF as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER83.5% · 301 holders
DEALER / BANK12.9% · 16 holders
QUALITY / COMPOUNDER2.9% · 3 holders
INCOME / DEFENSIVE0.7% · 3 holders
ACTIVIST0.0% · 1 holder
TACTICAL / MACRO0.0% · 1 holder
PASSIVE / INDEX0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for TCAF in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention TCAF yet.