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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 %
EA
101
Eclectic Associates
California
$3.52M 99,765 +27,534 +38%
EH
102
Equitable Holdings
New York
$3.52M 99,758 +10,561 +12%
LF
103
Lighthouse Financial
Florida
$3.51M 99,619 +11,095 +13%
SMAM
104
Sugar Maple Asset Management
Wisconsin
$3.49M 99,059 +30,789 +45%
CAG
105
Centerpoint Advisory Group
Kansas
$3.45M 97,734 +2,729 +3%
AW
106
Atlas Wealth
Ohio
$3.25M 92,197 +50,516 +121%
TFS
107
Thoroughbred Financial Services
Tennessee
$3.21M 90,911 +35,471 +64%
DT
108
Diversified Trust
Tennessee
$3.17M 89,748 +89,748 New
SPC
109
Sigma Planning Corp
Michigan
$3.17M 89,730 +10,261 +13%
CIAS
110
Capital Investment Advisory Services
North Carolina
$3.15M 89,271 +26,020 +41%
Mariner
111
Mariner
Kansas
$3.14M 89,104 +852 +1%
NA
112
NewEdge Advisors
Louisiana
$3.14M 89,066 +4,046 +5%
WWA
113
Wingate Wealth Advisors
Massachusetts
$3.13M 88,772 -2,715 -3%
GLA
114
Good Life Advisors
Pennsylvania
$2.96M 83,999 -4,364 -5%
MFG
115
Merit Financial Group
Georgia
$2.91M 82,600 -13,422 -14%
Truist Financial
116
Truist Financial
North Carolina
$2.89M 81,822 +6,008 +8%
CIA
117
Compass Ion Advisors
Pennsylvania
$2.81M 79,621 -9,861 -11%
Mercer Global Advisors
118
Mercer Global Advisors
Colorado
$2.75M 77,955 +5,140 +7%
LCC
119
Lincoln Capital Corp
Rhode Island
$2.72M 77,134 +2,355 +3%
HA
120
HFG Advisors
Ohio
$2.66M 75,286 +1,256 +2%
WP
121
WealthPLAN Partners
Nebraska
$2.66M 75,266 +1,506 +2%
WS
122
Wedbush Securities
California
$2.63M 74,465 +7,729 +12%
DC
123
Dahring Cusmano
Michigan
$2.61M 73,875 -297 -0.4%
HNWAG
124
High Net Worth Advisory Group
Florida
$2.58M 73,101 -497 -0.7%
RSWM
125
Robertson Stephens Wealth Management
California
$2.49M 70,637 -2,523 -3%
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