We are live on ! Find out more
TCAF icon

T. Rowe Price Capital Appreciation Equity ETF

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: 2731 (+4)

12% more funds holding

Funds holding: 295330 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
PSCM
201
Per Stirling Capital Management
Texas
$1.05M +$1.72K +45 +0.2%
IWA
202
Independent Wealth Advisors
North Carolina
$1.03M +$1.03M +26,966 New
CWM
203
Cornerstone Wealth Management
Missouri
$1.03M -$10.2K -267 -1%
CIM
204
Catalyst Investment Management
New Hampshire
$992K +$994K +25,951 New
VC
205
Vicus Capital
Pennsylvania
$959K +$564K +14,735 +142%
CFP
206
Comprehensive Financial Planning
Pennsylvania
$938K +$49.1K +1,282 +6%
Creative Planning
207
Creative Planning
Kansas
$934K -$22.5K -588 -2%
PTC
208
Private Trust Company
Ohio
$927K +$252K +6,586 +37%
Qube Research & Technologies (QRT)
209
Qube Research & Technologies (QRT)
United Kingdom
$918K -$287K -7,486 -24%
MGWM
210
Marks Group Wealth Management
Minnesota
$917K +$919K +24,003 New
HI
211
Harbour Investments
Wisconsin
$909K +$206K +5,384 +29%
SA
212
Sanctuary Advisors
Indiana
$889K +$613 +16 +0.1%
PFA
213
Presper Financial Architects
Ohio
$889K -$53.1K -1,387 -6%
LWM
214
LongView Wealth Management
Georgia
$883K
GAM
215
Gotham Asset Management
New York
$869K
TFGT
216
TS Financial Group (TSFG)
Illinois
$864K +$193K +5,026 +29%
SWP
217
Sagespring Wealth Partners
Tennessee
$837K +$35.7K +933 +4%
CA
218
CoreCap Advisors
Michigan
$803K
CFG
219
CMC Financial Group
Georgia
$789K -$3.18K -83 -0.4%
P
220
&Partners
Tennessee
$786K +$205K +5,348 +35%
MFG
221
Midwest Financial Group
Kansas
$784K +$181K +4,719 +30%
RFA
222
Rollins Financial Advisors
New York
$778K +$383K +9,993 +97%
KNFPWM
223
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$770K +$172K +4,496 +29%
AF
224
Apollon Financial
South Carolina
$768K +$19.9K +519 +3%
RFS
225
RM Financial Services
Maine
$748K +$750K +19,577 New