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T. Rowe Price Capital Appreciation Equity ETF
TCAF

Overview Fund Activity

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
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$379M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$547M
3
Morgan Stanley
3
Morgan Stanley
New York
$97.9M
4
Raymond James Financial
4
Raymond James Financial
Florida
$189M
5
Stifel Financial
5
Stifel Financial
Missouri
$49.3M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$51.7M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$150M
3
Wells Fargo
3
Wells Fargo
California
$91.7M
4
CWC
4
Carolinas Wealth Consulting
North Carolina
$0
5
FGA
5
Fortis Group Advisors
New Jersey
$7M
Name Market Value Shares Shares
Change 		Shares
Change %
SFA
26
Souders Financial Advisors
Ohio
$25.6M 726,645 +91,424 +14%
PWC
27
PYA Waltman Capital
Tennessee
$25.5M 723,196 +20,348 +3%
UBS Group
28
UBS Group
Switzerland
$24M 679,837 +187,573 +38%
GVAG
29
Great Valley Advisor Group
Delaware
$21M 595,164 +215,020 +57%
PAG
30
Private Advisor Group
New Jersey
$20.4M 577,628 +39,217 +7%
BFA
31
Beaumont Financial Advisors
Massachusetts
$19.4M 551,269 -16,701 -3%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$19.1M 541,925 +146,035 +37%
MAM
33
McCarthy Asset Management
California
$19M 539,671 -7,417 -1%
CA
34
Cornerstone Advisory
Maryland
$19M 537,301 -9,820 -2%
FC
35
Financial Consulate
Maryland
$18.2M 514,761 -5,532 -1%
AL
36
ADE LLC
Maryland
$18M 509,206 +20,314 +4%
KAS
37
Kestra Advisory Services
Texas
$16.5M 467,657 +217,825 +87%
EB
38
Eastern Bank
Massachusetts
$14M 397,629 +16,897 +4%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$14M 397,391 +14,786 +4%
DWM
40
DKM Wealth Management
California
$13.7M 387,863 -5,938 -2%
AWS
41
Atria Wealth Solutions
New York
$13.5M 379,262 +49,574 +15%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$13M 367,223 +22,508 +7%
MMA
43
Miracle Mile Advisors
California
$12.6M 358,277 +38,503 +12%
AFP
44
Ausdal Financial Partners
Iowa
$12.2M 344,469 +27,518 +9%
PFS
45
Prospera Financial Services
Texas
$11.9M 337,087 +2,178 +0.7%
PWP
46
Principle Wealth Partners
Connecticut
$11.8M 334,480 +5,392 +2%
MMH
47
Menora Mivtachim Holdings
Israel
$11.5M 325,727 +114,715 +54%
PCM
48
Parsons Capital Management
Rhode Island
$11.3M 320,407 -552 -0.2%
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$11.3M 319,921 +19,825 +7%
AWAG
50
ARS Wealth Advisors Group
Florida
$11.3M 319,889 +50,943 +19%
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