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T. Rowe Price Capital Appreciation Equity ETF

330 hedge funds and large institutions have $4.55B invested in T. Rowe Price Capital Appreciation Equity ETF in 2025 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 198 increasing their positions, 61 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
31
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
301
Strategic Wealth Partners
Ohio
$68.8K
AG
302
AmeriFlex Group
Nevada
$64.7K
CFM
303
Cornerstone Financial Management
Massachusetts
$60.8K
Bank of Montreal
304
Bank of Montreal
Ontario, Canada
$58.5K
RF
305
Rossby Financial
Florida
$53.5K
RFP
306
Root Financial Partners
California
$53.2K
DWA
307
Dougherty Wealth Advisers
Minnesota
$50.3K
BTI
308
Blue Trust Inc
Georgia
$47.4K
GJIA
309
Glass Jacobson Investment Advisors
Maryland
$44K
LGWM
310
Litman Gregory Wealth Management
California
$39.9K
BlackRock
311
BlackRock
New York
$38.2K
HNB
312
Huntington National Bank
Ohio
$32.4K
GWSA
313
Global Wealth Strategies & Associates
Colorado
$28.7K
LWMI
314
Legacy Wealth Management (Idaho)
Idaho
$25.9K
FGAM
315
Financial Gravity Asset Management
Texas
$25K
BWL
316
Bogart Wealth LLC
Virginia
$19.1K
HFS
317
Hantz Financial Services
Michigan
$14K
VWWMG
318
Vermillion & White Wealth Management Group
Pennsylvania
$13.9K
US Bancorp
319
US Bancorp
Minnesota
$13.8K
Fifth Third Bancorp
320
Fifth Third Bancorp
Ohio
$13.5K
GWSG
321
GPS Wealth Strategies Group
Colorado
$9.55K
TSMHT
322
Thurston Springer Miller Herd & Titak
Indiana
$7.64K
PWA
323
Principia Wealth Advisory
Texas
$7.63K
KFP
324
Kerr Financial Planning
California
$7.57K
SG
325
Sankala Group
Colorado
$4.62K