We are live on ! Find out more
TCAF icon

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

292% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 13

225% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 61

15% more funds holding in top 10

Funds holding in top 10: 2731 (+4)

12% more funds holding

Funds holding: 295330 (+35)

9% more capital invested

Capital invested by funds: $4.17B → $4.55B (+$384M)

1.15% more ownership

Funds ownership: 73.17%74.32% (+1.2%)

Holders
330
Holders Change
+35
Holders Change %
+11.86%
% of All Funds
4.01%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.38%
New
51
Increased
198
Reduced
61
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
301
Strategic Wealth Partners
Ohio
$68.8K -$140K -3,642 -67%
AG
302
AmeriFlex Group
Nevada
$64.7K -$64.8K -1,692 -50%
CFM
303
Cornerstone Financial Management
Massachusetts
$60.8K +$60.9K +1,590 New
Bank of Montreal
304
Bank of Montreal
Ontario, Canada
$58.5K +$58.6K +1,531 New
RF
305
Rossby Financial
Florida
$53.5K +$53.7K +1,401 New
RFP
306
Root Financial Partners
California
$53.2K
DWA
307
Dougherty Wealth Advisers
Minnesota
$50.3K +$50.4K +1,317 New
BTI
308
Blue Trust Inc
Georgia
$47.4K
GJIA
309
Glass Jacobson Investment Advisors
Maryland
$44K -$3.79K -99 -8%
LGWM
310
Litman Gregory Wealth Management
California
$39.9K +$40K +1,043 New
BlackRock
311
BlackRock
New York
$38.2K +$38.3K +1,000 New
HNB
312
Huntington National Bank
Ohio
$32.4K
GWSA
313
Global Wealth Strategies & Associates
Colorado
$28.7K -$1.92K -50 -6%
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 +$1.65K +43 +13%
US Bancorp
319
US Bancorp
Minnesota
$13.8K +$5.4K +141 +64%
Fifth Third Bancorp
320
Fifth Third Bancorp
Ohio
$13.5K -$22.9K -598 -63%
GWSG
321
GPS Wealth Strategies Group
Colorado
$9.55K -$137K -3,584 -93%
TSMHT
322
Thurston Springer Miller Herd & Titak
Indiana
$7.64K +$7.66K +200 New
PWA
323
Principia Wealth Advisory
Texas
$7.63K -$20.3K -530 -73%
KFP
324
Kerr Financial Planning
California
$7.57K +$3.83K +100 +100%
SG
325
Sankala Group
Colorado
$4.62K +$4.71K +123 New