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T. Rowe Price Capital Appreciation Equity ETF

252 hedge funds and large institutions have $2.76B invested in T. Rowe Price Capital Appreciation Equity ETF in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 163 increasing their positions, 42 reducing their positions, and 21 closing their positions.

Holders
252
Holders Change
+5
Holders Change %
+2.02%
% of All Funds
3.42%
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.35%
New
31
Increased
163
Reduced
42
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Jones Financial Companies
26
Jones Financial Companies
Missouri
$22M 684,277 +245,575 +56%
SFA
27
Souders Financial Advisors
Ohio
$20.5M 635,221 +298,346 +89%
BFA
28
Beaumont Financial Advisors
Massachusetts
$18.3M 567,970 -25,138 -4%
MAM
29
McCarthy Asset Management
California
$17.7M 547,088 -8,998 -2%
CA
30
Cornerstone Advisory
Maryland
$17.5M 547,121 -14,083 -3%
PAG
31
Private Advisor Group
New Jersey
$17.4M 538,411 +79,084 +17%
FC
32
Financial Consulate
Maryland
$16.8M 520,293 -4,222 -0.8%
UBS Group
33
UBS Group
Switzerland
$15.9M 492,264 +110,523 +29%
AL
34
ADE LLC
Maryland
$15.8M 488,892 +422,016 +631%
ACP
35
Arcus Capital Partners
Georgia
$14M 432,257 +119,160 +38%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$12.8M 395,890 +183,805 +87%
DWM
37
DKM Wealth Management
California
$12.7M 393,801 +11,068 +3%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$12.4M 382,605 +12,808 +3%
EB
39
Eastern Bank
Massachusetts
$12.3M 380,732 +153,178 +67%
GVAG
40
Great Valley Advisor Group
Delaware
$12.3M 380,144 +380,144 New
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$11.1M 344,715 +111,186 +48%
FGA
42
Fortis Group Advisors
New Jersey
$11M 341,670 -39,178 -10%
PFS
43
Prospera Financial Services
Texas
$10.8M 334,909 +26,122 +8%
AWS
44
Atria Wealth Solutions
New York
$10.6M 329,688 +68,879 +26%
PWP
45
Principle Wealth Partners
Connecticut
$10.6M 329,088 +16,891 +5%
PCM
46
Parsons Capital Management
Rhode Island
$10.4M 320,959 +13,010 +4%
MMA
47
Miracle Mile Advisors
California
$10.3M 319,774 +58,330 +22%
NWMG
48
National Wealth Management Group
Ohio
$10.2M 317,222 +16,715 +6%
AFP
49
Ausdal Financial Partners
Iowa
$10.2M 316,951 +54,676 +21%
DADC
50
D.A. Davidson & Co
Montana
$10.1M 312,395 +185,425 +146%