TPUT Institutional Ownership & Shareholders
TRP CAP APPREC MKT OPP ETF (TPUT) is currently held by 3 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $3.20M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
4J Wealth Management Llc is currently the largest disclosed institutional shareholder of TPUT tracked by InsiderSet, reporting ownership valued at approximately $2.25M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $2.25M, representing an estimated loss of -0.14% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed TPUT value among the investors covered in this analysis. Major shareholders include 4J Wealth Management Llc, Jane Street Group, Llc, Davenport & Co Llc, and several other long-term asset managers with concentrated positions in TRP CAP APPREC MKT OPP ETF (TPUT).
This page ranks the largest institutional TPUT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
3
Total Reported Value
$3.20M
Largest Holder
4J Wealth Management Llc
Largest Position
$2.25M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
3
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| 4J Wealth Management Llc | 1.04% | 89,613 | $2,249,734 | $2,246,571 | -$3,163 | -0.14% | |
| Jane Street Group, Llc | 0.00% | 21,573 | $542,947 | $540,829 | -$2,118 | -0.39% | |
| Davenport & Co Llc | 0.00% | 16,386 | $411,371 | $410,792 | -$579 | -0.14% |
Frequently asked questions about TPUT
Who are the largest institutional holders of TPUT?
The largest institutional holders of TPUT reported in the latest SEC Form 13F filings include 4J Wealth Management Llc, Jane Street Group, Llc, and Davenport & Co Llc. InsiderSet ranks institutional holders by their latest reported TPUT position.
What is TPUT institutional ownership?
This page tracks TPUT positions reported by institutional investment managers through SEC Form 13F. TRP CAP APPREC MKT OPP ETF (TPUT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own TPUT?
InsiderSet currently tracks 3 institutional managers reporting TPUT holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of TPUT shareholders.
How much TPUT stock do institutions own?
Institutional investment managers disclosed approximately $3.20M in TPUT holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was TPUT institutional ownership last updated?
The latest TPUT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional TPUT holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its TPUT position after the reporting date.
Are institutions buying or selling TPUT?
Institutional buying and selling can be analyzed by comparing TPUT positions across consecutive 13F reporting periods. InsiderSet's TPUT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View TPUT ownership changes.
How has TPUT institutional ownership changed over time?
InsiderSet tracks TPUT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.