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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
4.02%
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
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$730M +$68.9M +1,799,525 +10%
LPL Financial
2
LPL Financial
California
$571M +$75.5M +1,969,844 +15%
Raymond James Financial
3
Raymond James Financial
Florida
$207M -$17.7M -462,171 -8%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$200M +$9.21M +240,368 +5%
Wells Fargo
5
Wells Fargo
California
$135M +$9.28M +242,301 +7%
Osaic Holdings
6
Osaic Holdings
Arizona
$129M +$8.31M +216,958 +7%
Morgan Stanley
7
Morgan Stanley
New York
$126M +$9.18M +239,586 +8%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$107M +$1.19M +30,965 +1%
VOYA Investment Management
9
VOYA Investment Management
Georgia
$97.3M -$199K -5,202 -0.2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$93.4M +$4.65M +121,440 +5%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$83.3M +$6.8M +177,483 +9%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$67.6M -$1.69M -44,168 -2%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$65.9M -$4.61M -120,293 -7%
Bank of America
14
Bank of America
North Carolina
$65.5M +$10.3M +268,135 +19%
Jones Financial Companies
15
Jones Financial Companies
Missouri
$62.5M +$12.6M +328,144 +25%
Stifel Financial
16
Stifel Financial
Missouri
$55M +$418K +10,909 +0.8%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$52.9M +$11.6M +303,211 +28%
JP Morgan Chase
18
JP Morgan Chase
New York
$52.5M -$26.9M -703,371 -34%
CPC
19
Consolidated Planning Corp
Georgia
$51.9M +$121K +3,150 +0.2%
Ameriprise
20
Ameriprise
Minnesota
$50.2M +$5.52M +144,229 +12%
MWM
21
Modern Wealth Management
Kansas
$48.9M -$279K -7,281 -0.6%
GVAG
22
Great Valley Advisor Group
Delaware
$45.4M +$15.4M +402,298 +51%
LFAS
23
Level Four Advisory Services
Texas
$44.3M +$7.74M +201,929 +21%
PWC
24
PYA Waltman Capital
Tennessee
$41.9M +$9.79M +255,566 +30%
EWS
25
Evergreen Wealth Solutions
Pennsylvania
$39.3M +$39.4M +1,029,276 New