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T. Rowe Price Capital Appreciation Equity ETF

325 hedge funds and large institutions have $4.46B invested in T. Rowe Price Capital Appreciation Equity ETF in 2026 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 154 increasing their positions, 106 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
25
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
CFM
301
Cornerstone Financial Management
Massachusetts
$56.6K
Bank of Montreal
302
Bank of Montreal
Ontario, Canada
$54.5K
RFP
303
Root Financial Partners
California
$45.4K
BTI
304
Blue Trust Inc
Georgia
$44.1K
GJIA
305
Glass Jacobson Investment Advisors
Maryland
$41K
BlackRock
306
BlackRock
New York
$35.6K
GWSA
307
Global Wealth Strategies & Associates
Colorado
$26.7K
LWMI
308
Legacy Wealth Management (Idaho)
Idaho
$24.1K
FGAM
309
Financial Gravity Asset Management
Texas
$23.3K
PWA
310
Physician Wealth Advisors
Utah
$21.4K
AWM
311
Abound Wealth Management
Tennessee
$21.2K
BWL
312
Bogart Wealth LLC
Virginia
$17.8K
HFS
313
Hantz Financial Services
Michigan
$13K
LFG
314
Larson Financial Group
Missouri
$9.61K
TCM
315
Tradewinds Capital Management
Washington
$8.76K
TSMHT
316
Thurston Springer Miller Herd & Titak
Indiana
$7.12K
KFP
317
Kerr Financial Planning
California
$3.89K
SGK
318
Steigerwald Gordon & Koch
Virginia
$3.56K
IWP
319
IAG Wealth Partners
Wisconsin
$2.21K
VAI
320
Vanguard Advisers Inc
Pennsylvania
$1.78K
National Bank of Canada
321
National Bank of Canada
Quebec, Canada
$1.6K
CWA
322
Carolina Wealth Advisors
South Carolina
$1.1K
SG
323
Sankala Group
Colorado
$947
ACA
324
American Capital Advisory
Idaho
$428
SWP
325
Strategic Wealth Partners
Ohio
$35