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T. Rowe Price Capital Appreciation Equity ETF

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
Name Market Value Shares Shares
Change
Shares
Change %
DADC
51
D.A. Davidson & Co
Montana
$11.2M 318,015 +5,620 +2%
ACP
52
Arcus Capital Partners
Georgia
$11M 311,329 -120,928 -28%
HA
53
Harfst & Associates
Wyoming
$10.9M 310,372 +185,376 +148%
IA
54
IFG Advisory
Georgia
$10.6M 299,794 +250,259 +505%
FFS
55
Forge Financial Services
Oklahoma
$10.3M 290,328 +38,945 +15%
MIM
56
MTM Investment Management
South Carolina
$10.2M 288,967 +75,874 +36%
CAL
57
Capital Analysts LLC
Pennsylvania
$10M 283,743 +131,174 +86%
OBWG
58
Onyx Bridge Wealth Group
New York
$9.84M 279,053 +14,383 +5%
AF
59
Allworth Financial
California
$9.51M 269,620 +5,110 +2%
WA
60
Waverly Advisors
Alabama
$9.18M 260,137 +8,873 +4%
4WM
61
4J Wealth Management
Virginia
$8.98M 254,467 +2,809 +1%
KFGK
62
Keystone Financial Group (Kentucky)
Kentucky
$8.48M 240,362 +16,200 +7%
NFG
63
Nations Financial Group
Iowa
$8.42M 238,766 +230 +0.1%
WIA
64
World Investment Advisors
California
$8.15M 231,101 +23,571 +11%
HighTower Advisors
65
HighTower Advisors
Illinois
$8.1M 229,565 +1,105 +0.5%
LNB
66
Ledyard National Bank
$7.81M 221,367 +6,487 +3%
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$7.61M 215,602 +161,868 +301%
CFG
68
Certior Financial Group
Pennsylvania
$7.4M 209,668 +12,097 +6%
GSIAS
69
Garden State Investment Advisory Services
New Jersey
$7.29M 206,666 -15,342 -7%
BFA
70
Beacon Financial Advisory
Ohio
$7.24M 205,303 +28,526 +16%
FGA
71
Fortis Group Advisors
New Jersey
$7M 190,943 -150,727 -44%
Corient Private Wealth
72
Corient Private Wealth
Florida
$6.76M 191,700 +107,980 +129%
GRP
73
Global Retirement Partners
California
$6.46M 182,967 +182,967 New
FSA
74
Financial Security Advisor
Virginia
$6.09M 172,742 -2,254 -1%
NCM
75
NCM Capital Management
New Jersey
$5.97M 169,122 +19,220 +13%