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T. Rowe Price Capital Appreciation Equity ETF

329 hedge funds and large institutions have $4.47B invested in T. Rowe Price Capital Appreciation Equity ETF in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 156 increasing their positions, 106 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 19

47% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 106

0% less funds holding

Funds holding: 330329 (-1)

2% less capital invested

Capital invested by funds: $4.55B → $4.47B (-$81.4M)

1.48% less ownership

Funds ownership: 74.32%72.84% (-1.5%)

19% less funds holding in top 10

Funds holding in top 10: 3125 (-6)

Holders
329
Holders Change
-1
Holders Change %
-0.3%
% of All Funds
4.05%
Holding in Top 10
25
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-19.35%
% of All Funds
0.31%
New
30
Increased
156
Reduced
106
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$864M +$195M +5,196,697 +27%
LPL Financial
2
LPL Financial
California
$574M +$44.8M +1,196,176 +8%
Raymond James Financial
3
Raymond James Financial
Florida
$200M +$7.47M +199,479 +4%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$188M +$1.83M +49,011 +0.9%
Morgan Stanley
5
Morgan Stanley
New York
$145M +$29.3M +781,810 +24%
Wells Fargo
6
Wells Fargo
California
$124M -$1.43M -38,175 -1%
Osaic Holdings
7
Osaic Holdings
Arizona
$120M -$186K -4,970 -0.1%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$98.2M -$1.44M -38,590 -1%
VOYA Investment Management
9
VOYA Investment Management
Georgia
$84.8M -$6.11M -163,115 -6%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$80.9M -$6.39M -170,732 -7%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$72.9M +$12.1M +323,094 +19%
Bank of America
12
Bank of America
North Carolina
$67.7M +$7.06M +188,536 +11%
Jones Financial Companies
13
Jones Financial Companies
Missouri
$67.7M +$12.1M +324,101 +20%
CPC
14
Consolidated Planning Corp
Georgia
$64.9M +$17.3M +463,216 +34%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$58M -$5.29M -141,268 -8%
Creative Planning
16
Creative Planning
Kansas
$57.7M +$59.8M +1,597,583 +6,538%
MFIM
17
Mesirow Financial Investment Management
Illinois
$54.4M +$23.3M +623,664 +69%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$53.7M +$4.63M +123,670 +9%
Stifel Financial
19
Stifel Financial
Missouri
$51.3M +$30.4K +812 +0.1%
MWM
20
Modern Wealth Management
Kansas
$45.7M -$25.1K -671 -0.1%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$44.6M -$34.1M -910,473 -42%
GVAG
22
Great Valley Advisor Group
Delaware
$43.2M +$991K +26,487 +2%
Ameriprise
23
Ameriprise
Minnesota
$43.1M -$3.83M -102,300 -8%
LFAS
24
Level Four Advisory Services
Texas
$42.5M +$1.29M +34,504 +3%
EWS
25
Evergreen Wealth Solutions
Pennsylvania
$38M +$1.39M +37,064 +4%