TCAL(TCAL)

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TCAL(TCAL)

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$22.78—

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TCAL(TCAL)

TCAL

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Institutional Ownership

Top 68 Institutional Holders

Holder	Shares	Date	Change	% Held
LPL Financial LLC	1.57M	Mar 31, 26	+556.51K	28.87%
CMC Financial Group	386.10K	Mar 31, 26	+10.20K	7.08%
Waterfront Wealth Inc.	343.15K	Mar 31, 26	+41.06K	6.29%
ROYAL BANK OF CANADA	308.33K	Mar 31, 26	+297.76K	5.65%
COMMONWEALTH EQUITY SERVICES, LLC	209.57K	Mar 31, 26	+178.25K	3.84%
Janney Montgomery Scott LLC	200.71K	Mar 31, 26	+30.64K	3.68%
STIFEL FINANCIAL CORP	199.34K	Mar 31, 26	+18.84K	3.65%
RAYMOND JAMES FINANCIAL INC	185.39K	Mar 31, 26	+172.40K	3.40%
JONES FINANCIAL COMPANIES LLLP	155.16K	Mar 31, 26	+151.91K	2.85%
PRINCIPAL SECURITIES, INC.	145.40K	Mar 31, 26	+121.21K	2.67%
Cetera Investment Advisers	137.25K	Mar 31, 26	+40.71K	2.52%
Essex Financial Services, Inc.	131.95K	Mar 31, 26	+10.93K	2.42%
Carson Advisory Inc.	128.60K	Mar 31, 26	+49.67K	2.36%
Southland Equity Partners LLC	127.68K	Mar 31, 26	+4.85K	2.34%
Concurrent Investment Advisors, LLC	123.23K	Mar 31, 26	+77.22K	2.26%
NCM Capital Management, LLC	116.97K	Mar 31, 26	+16.73K	2.14%
Stratos Wealth Advisors, LLC	110.15K	Mar 31, 26	+54.79K	2.02%
4J Wealth Management LLC	95.98K	Mar 31, 26	+8.17K	1.76%
SageGuard Financial Group, LLC	94.81K	Mar 31, 26	+94.81K	1.74%
MAI Capital Management	91.20K	Mar 31, 26	+22.02K	1.67%
YARGER WEALTH STRATEGIES, LLC	90.89K	Mar 31, 26	+37.88K	1.67%
Cambridge Investment Research Advisors, Inc.	74.55K	Mar 31, 26	+3.27K	1.37%
Rockefeller Capital Management L.P.	74.04K	Mar 31, 26	+19.19K	1.36%
Founders Financial Alliance, LLC	73.73K	Mar 31, 26	+37.38K	1.35%
JANE STREET GROUP, LLC	63.27K	Mar 31, 26	+48.72K	1.16%
Private Advisor Group, LLC	56.04K	Mar 31, 26	+27.66K	1.03%
Western Wealth Management, LLC	51.97K	Mar 31, 26	+7.90K	0.95%
Annis Gardner Whiting Capital Advisors, LLC	42.77K	Mar 31, 26	+15.27K	0.78%
Mariner, LLC	40.07K	Mar 31, 26	+11.49K	0.73%
Summit Financial Wealth Advisors, LLC	28.77K	Mar 31, 26	+11.83K	0.53%
OLD MISSION CAPITAL LLC	28.27K	Mar 31, 26	-6.23K	0.52%
Wills Financial Group LLC	22.80K	Mar 31, 26	+1.18K	0.42%
Prospera Financial Services Inc	22.61K	Mar 31, 26	+22.61K	0.41%
AQR CAPITAL MANAGEMENT LLC	22.59K	Mar 31, 26	--	0.41%
Integrated Wealth Concepts LLC	20.14K	Mar 31, 26	+6.94K	0.37%
Kestra Advisory Services, LLC	18.62K	Mar 31, 26	-8.74K	0.34%
Cornerstone Advisory, LLC	18.07K	Mar 31, 26	-9.34K	0.33%
Bluesphere Advisors, LLC	16.91K	Mar 31, 26	+16.91K	0.31%
Keystone Financial Group	14.26K	Mar 31, 26	+14.26K	0.26%
IFP Advisors, Inc	14.07K	Mar 31, 26	+4.75K	0.26%
Garden State Investment Advisory Services LLC	13.77K	Mar 31, 26	-11.77K	0.25%
Aprio Wealth Management, LLC	13.60K	Mar 31, 26	+3.49K	0.25%
TRUIST FINANCIAL CORP	11.73K	Mar 31, 26	+11.73K	0.22%
Kingsview Wealth Management, LLC	11.24K	Mar 31, 26	+11.24K	0.21%
NATIXIS ADVISORS, L.P.	11.17K	Mar 31, 26	+11.17K	0.20%
KESTRA PRIVATE WEALTH SERVICES, LLC	10.37K	Mar 31, 26	+10.37K	0.19%
OPPENHEIMER & CO INC	10.19K	Mar 31, 26	+10.19K	0.19%
FIFTH THIRD BANCORP	10.00K	Mar 31, 26	+10.00K	0.18%
Patriot Financial Group Insurance Agency, LLC	9.86K	Mar 31, 26	+9.86K	0.18%
Gateway Wealth Partners, LLC	9.79K	Mar 31, 26	+9.79K	0.18%
HB Wealth Management, LLC	9.22K	Mar 31, 26	+9.22K	0.17%
Steward Partners Investment Advisory, LLC	5.89K	Mar 31, 26	-23.30K	0.11%
Capital Investment Advisory Services, LLC	5.51K	Mar 31, 26	+143	0.10%
NewEdge Advisors, LLC	4.41K	Mar 31, 26	-1.99K	0.08%
AdvisorNet Financial, Inc	3.90K	Mar 31, 26	--	0.07%
PRIVATE TRUST CO NA	1.20K	Mar 31, 26	+1.20K	0.02%
HAZLETT, BURT & WATSON, INC.	1.06K	Mar 31, 26	+30	0.02%
Bogart Wealth, LLC	821	Mar 31, 26	--	0.02%
HARBOUR INVESTMENTS, INC.	600	Mar 31, 26	--	0.01%
UBS Group AG	71	Mar 31, 26	+71	0.00%
SJS Investment Consulting Inc.	42	Mar 31, 26	+3	0.00%
FMR LLC	6	Mar 31, 26	+6	0.00%
WELLS FARGO & COMPANY/MN	1	Mar 31, 26	+1	0.00%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	--	Mar 31, 26	-8.47K	--
Cape Investment Advisory, Inc.	--	Mar 31, 26	-210	--
PRICE T ROWE ASSOCIATES INC /MD/	--	Mar 31, 26	-8.59K	--
Global Retirement Partners, LLC	2.10K	Dec 31, 25	+63	0.04%
Lowe Wealth Advisors, LLC	56.82K	Sep 30, 25	+21.27K	1.04%

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Holder

Date

Change

% Held

LPL Financial LLC

1.57M

Mar 31, 26

+556.51K

28.87%

CMC Financial Group

386.10K

Mar 31, 26

+10.20K

7.08%

Waterfront Wealth Inc.

343.15K

Mar 31, 26

+41.06K

6.29%

ROYAL BANK OF CANADA

308.33K

Mar 31, 26

+297.76K

5.65%

COMMONWEALTH EQUITY SERVICES, LLC

209.57K

Mar 31, 26

+178.25K

3.84%

Janney Montgomery Scott LLC

200.71K

Mar 31, 26

+30.64K

3.68%

STIFEL FINANCIAL CORP

199.34K

Mar 31, 26

+18.84K

3.65%

RAYMOND JAMES FINANCIAL INC

185.39K

Mar 31, 26

+172.40K

3.40%

JONES FINANCIAL COMPANIES LLLP

155.16K

Mar 31, 26

+151.91K

2.85%

PRINCIPAL SECURITIES, INC.

145.40K

Mar 31, 26

+121.21K

2.67%

Cetera Investment Advisers

137.25K

Mar 31, 26

+40.71K

2.52%

Essex Financial Services, Inc.

131.95K

Mar 31, 26

+10.93K

2.42%

Carson Advisory Inc.

128.60K

Mar 31, 26

+49.67K

2.36%

Southland Equity Partners LLC

127.68K

Mar 31, 26

+4.85K

2.34%

Concurrent Investment Advisors, LLC

123.23K

Mar 31, 26

+77.22K

2.26%

NCM Capital Management, LLC

116.97K

Mar 31, 26

+16.73K

2.14%

Stratos Wealth Advisors, LLC

110.15K

Mar 31, 26

+54.79K

2.02%

4J Wealth Management LLC

95.98K

Mar 31, 26

+8.17K

1.76%

SageGuard Financial Group, LLC

94.81K

Mar 31, 26

+94.81K

1.74%

MAI Capital Management

91.20K

Mar 31, 26

+22.02K

1.67%

YARGER WEALTH STRATEGIES, LLC

90.89K

Mar 31, 26

+37.88K

1.67%

Cambridge Investment Research Advisors, Inc.

74.55K

Mar 31, 26

+3.27K

1.37%

Rockefeller Capital Management L.P.

74.04K

Mar 31, 26

+19.19K

1.36%

Founders Financial Alliance, LLC

73.73K

Mar 31, 26

+37.38K

1.35%

JANE STREET GROUP, LLC

63.27K

Mar 31, 26

+48.72K

1.16%

Private Advisor Group, LLC

56.04K

Mar 31, 26

+27.66K

1.03%

Western Wealth Management, LLC

51.97K

Mar 31, 26

+7.90K

0.95%

Annis Gardner Whiting Capital Advisors, LLC

42.77K

Mar 31, 26

+15.27K

0.78%

Mariner, LLC

40.07K

Mar 31, 26

+11.49K

0.73%

Summit Financial Wealth Advisors, LLC

28.77K

Mar 31, 26

+11.83K

0.53%

OLD MISSION CAPITAL LLC

28.27K

Mar 31, 26

-6.23K

0.52%

Wills Financial Group LLC

22.80K

Mar 31, 26

+1.18K

0.42%

Prospera Financial Services Inc

22.61K

Mar 31, 26

+22.61K

0.41%

AQR CAPITAL MANAGEMENT LLC

22.59K

Mar 31, 26

0.41%

Integrated Wealth Concepts LLC

20.14K

Mar 31, 26

+6.94K

0.37%

Kestra Advisory Services, LLC

18.62K

Mar 31, 26

-8.74K

0.34%

Cornerstone Advisory, LLC

18.07K

Mar 31, 26

-9.34K

0.33%

Bluesphere Advisors, LLC

16.91K

Mar 31, 26

+16.91K

0.31%

Keystone Financial Group

14.26K

Mar 31, 26

+14.26K

0.26%

IFP Advisors, Inc

14.07K

Mar 31, 26

+4.75K

0.26%

Garden State Investment Advisory Services LLC

13.77K

Mar 31, 26

-11.77K

0.25%

Aprio Wealth Management, LLC

13.60K

Mar 31, 26

+3.49K

0.25%

TRUIST FINANCIAL CORP

11.73K

Mar 31, 26

+11.73K

0.22%

Kingsview Wealth Management, LLC

11.24K

Mar 31, 26

+11.24K

0.21%

NATIXIS ADVISORS, L.P.

11.17K

Mar 31, 26

+11.17K

0.20%

KESTRA PRIVATE WEALTH SERVICES, LLC

10.37K

Mar 31, 26

+10.37K

0.19%

OPPENHEIMER & CO INC

10.19K

Mar 31, 26

+10.19K

0.19%

FIFTH THIRD BANCORP

10.00K

Mar 31, 26

+10.00K

0.18%

Patriot Financial Group Insurance Agency, LLC

9.86K

Mar 31, 26

+9.86K

0.18%

Gateway Wealth Partners, LLC

9.79K

Mar 31, 26

+9.79K

0.18%

HB Wealth Management, LLC

9.22K

Mar 31, 26

+9.22K

0.17%

Steward Partners Investment Advisory, LLC

5.89K

Mar 31, 26

-23.30K

0.11%

Capital Investment Advisory Services, LLC

5.51K

Mar 31, 26

+143

0.10%

NewEdge Advisors, LLC

4.41K

Mar 31, 26

-1.99K

0.08%

AdvisorNet Financial, Inc

3.90K

Mar 31, 26

0.07%

PRIVATE TRUST CO NA

1.20K

Mar 31, 26

+1.20K

0.02%

HAZLETT, BURT & WATSON, INC.

1.06K

Mar 31, 26

+30

0.02%

Bogart Wealth, LLC

821

Mar 31, 26

0.02%

HARBOUR INVESTMENTS, INC.

600

Mar 31, 26

0.01%

UBS Group AG

Mar 31, 26

+71

0.00%

SJS Investment Consulting Inc.

Mar 31, 26

0.00%

FMR LLC

Mar 31, 26

0.00%

WELLS FARGO & COMPANY/MN

Mar 31, 26

0.00%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Mar 31, 26

-8.47K

Cape Investment Advisory, Inc.

Mar 31, 26

-210

PRICE T ROWE ASSOCIATES INC /MD/

Mar 31, 26

-8.59K

Global Retirement Partners, LLC

2.10K

Dec 31, 25

+63

0.04%

Lowe Wealth Advisors, LLC

56.82K

Sep 30, 25

+21.27K

1.04%