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T. Rowe Price Capital Appreciation Equity ETF

272 hedge funds and large institutions have $3.36B invested in T. Rowe Price Capital Appreciation Equity ETF in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 158 increasing their positions, 58 reducing their positions, and 15 closing their positions.

Holders
272
Holders Change
+20
Holders Change %
+7.94%
% of All Funds
3.65%
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.35%
New
39
Increased
158
Reduced
58
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$547M 15,517,215 +1,894,148 +14%
LPL Financial
2
LPL Financial
California
$379M 10,728,693 +1,938,623 +22%
Raymond James Financial
3
Raymond James Financial
Florida
$189M 5,351,355 +865,066 +19%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$150M 4,262,710 -671,764 -14%
Morgan Stanley
5
Morgan Stanley
New York
$97.9M 2,774,738 +1,524,028 +122%
VOYA Investment Management
6
VOYA Investment Management
Georgia
$97.5M 2,762,859 -22,047 -0.8%
Baird Financial Group
7
Baird Financial Group
Wisconsin
$96.2M 2,725,494 +195,072 +8%
Wells Fargo
8
Wells Fargo
California
$91.7M 2,600,129 -236,610 -8%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$75.3M 2,133,941 +287,432 +16%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$64.5M 1,828,658 +2,134 +0.1%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$63.4M 1,779,596 +95,588 +6%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$62.3M 1,765,583 +101,597 +6%
TI
13
TTP Investments
California
$58.3M 1,653,432 +555,277 +51%
Osaic Holdings
14
Osaic Holdings
Arizona
$51.7M 1,553,721 -850,541 -35%
Stifel Financial
15
Stifel Financial
Missouri
$49.3M 1,397,256 +629,980 +82%
CPC
16
Consolidated Planning Corp
Georgia
$47.8M 1,355,981 -20,150 -1%
MWM
17
Modern Wealth Management
Kansas
$45.1M 1,278,309 +14,553 +1%
Bank of America
18
Bank of America
North Carolina
$42.7M 1,210,150 +117,833 +11%
Jones Financial Companies
19
Jones Financial Companies
Missouri
$36.3M 1,031,681 +347,404 +51%
MC
20
McCarthy & Cox
Ohio
$36.2M 1,026,419 +10,461 +1%
MFIM
21
Mesirow Financial Investment Management
Illinois
$34.3M 973,312 +90,762 +10%
LFAS
22
Level Four Advisory Services
Texas
$32.3M 914,706 +22,054 +2%
CCA
23
Cora Capital Advisors
New Jersey
$28.7M 812,962 +20,423 +3%
OIA
24
OneDigital Investment Advisors
Kansas
$27.5M 779,889 -15,705 -2%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$27.4M 777,031 +88,738 +13%