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T. Rowe Price Capital Appreciation Equity ETF
TCAF

330 hedge funds and large institutions have $4.55B invested in T. Rowe Price Capital Appreciation Equity ETF in 2025 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 198 increasing their positions, 61 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

292% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 13

225% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 61

15% more funds holding in top 10

Funds holding in top 10: 27 → 31 (+4)

12% more funds holding

Funds holding: 295 → 330 (+35)

9% more capital invested

Capital invested by funds: $4.17B → $4.55B (+$384M)

1.15% more ownership

Funds ownership: 73.17% → 74.32% (+1.2%)

Holders
330
Holders Change
+35
Holders Change %
+11.86%
% of All Funds
4.01%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.38%
New
51
Increased
198
Reduced
61
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Corient Private Wealth
Corient Private Wealth
Florida
+$124M
2
LPL Financial
LPL Financial
California
+$75.5M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$68.9M
4
EWS
Evergreen Wealth Solutions
Pennsylvania
+$39.4M
5
AWM
Aprio Wealth Management
Georgia
+$18.2M

Top Sellers

1
MC
McCarthy & Cox
Ohio
-$38.9M
2
TI
TTP Investments
California
-$28.1M
3
JP Morgan Chase
JP Morgan Chase
New York
-$26.9M
4
Raymond James Financial
Raymond James Financial
Florida
-$17.7M
5
MFIM
Mesirow Financial Investment Management
Illinois
-$14M
Name Holding Trade Value Shares
Change 		Change in
Stake
AW
101
Atlas Wealth
Ohio
$5.16M +$502K +13,109 +11%
Mariner
102
Mariner
Kansas
$5.08M +$2.18M +56,903 +75%
SWP
103
Stratos Wealth Partners
Ohio
$4.98M +$785K +20,488 +19%
ASN
104
Advisory Services Network
Georgia
$4.97M +$127K +3,317 +3%
SFC
105
Sprinkle Financial Consultants
Colorado
$4.84M +$331K +8,644 +7%
FFN
106
Focus Financial Network
Minnesota
$4.78M +$131K +3,416 +3%
PAMG
107
Patton Albertson Miller Group
Tennessee
$4.59M -$380K -9,909 -8%
EH
108
Equitable Holdings
New York
$4.55M +$9.15K +239 +0.2%
VFPW
109
Vantage Financial Partners (Wisconsin)
Wisconsin
$4.4M +$263K +6,858 +6%
SMAM
110
Sugar Maple Asset Management
Wisconsin
$4.38M +$744K +19,435 +20%
SPC
111
Sigma Planning Corp
Michigan
$4.29M +$557K +14,545 +15%
CAG
112
Centerpoint Advisory Group
Kansas
$4.28M +$244K +6,375 +6%
LWM
113
Liberty Wealth Management
California
$4.23M +$8.31K +217 +0.2%
MFG
114
Merit Financial Group
Georgia
$4.05M +$50K +1,306 +1%
CIAS
115
Capital Investment Advisory Services
North Carolina
$4M +$504K +13,156 +14%
MCM
116
MAI Capital Management
Ohio
$3.93M +$1.88M +49,160 +92%
HG
117
Harbor Group
New Hampshire
$3.88M +$789K +20,592 +25%
SAM
118
SVRN Asset Management
Texas
$3.72M +$3.73M +97,447 New
Truist Financial
119
Truist Financial
North Carolina
$3.71M +$290K +7,580 +8%
SL
120
SFM LLC
New Hampshire
$3.61M -$184K -4,799 -5%
CIA
121
Concurrent Investment Advisors
Florida
$3.43M +$677K +17,674 +25%
WWA
122
Wingate Wealth Advisors
Massachusetts
$3.38M +$16.8K +438 +0.5%
HNWAG
123
High Net Worth Advisory Group
Florida
$3.37M +$139K +3,632 +4%
IWM
124
IHT Wealth Management
Illinois
$3.35M +$2.5M +65,174 +291%
KPWS
125
Kestra Private Wealth Services
Texas
$3.34M -$383 -10 -0%
3 4
5
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