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T. Rowe Price Capital Appreciation Equity ETF

357 hedge funds and large institutions have $5.39B invested in T. Rowe Price Capital Appreciation Equity ETF in 2026 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 149 increasing their positions, 123 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

282% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 11

21% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 123

21% more capital invested

Capital invested by funds: $4.47B → $5.39B (+$921M)

8% more funds holding

Funds holding: 330357 (+27)

8% more funds holding in top 10

Funds holding in top 10: 2527 (+2)

0% less ownership

Funds ownership: 72.86%72.86% (-0%)

Holders
357
Holders Change
+27
Holders Change %
+8.18%
% of All Funds
4.31%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.33%
New
42
Increased
149
Reduced
123
Closed
11
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
$1.07B +$70.2M +1,777,139 +7%
LPL Financial
2
LPL Financial
California
$732M +$66.3M +1,677,108 +10%
Raymond James Financial
3
Raymond James Financial
Florida
$257M +$25.6M +648,184 +12%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$217M +$351K +8,881 +0.2%
Morgan Stanley
5
Morgan Stanley
New York
$180M +$11.9M +301,956 +7%
Osaic Holdings
6
Osaic Holdings
Arizona
$161M +$21.2M +536,587 +16%
Wells Fargo
7
Wells Fargo
California
$136M -$6.96M -176,114 -5%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$108M +$14.2M +358,254 +16%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$94.5M -$18.1M -459,030 -17%
VOYA Investment Management
10
VOYA Investment Management
Georgia
$90.9M -$6.75M -170,687 -7%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$88.3M +$3.92M +99,074 +5%
Jones Financial Companies
12
Jones Financial Companies
Missouri
$86.9M +$7.51M +189,908 +10%
Bank of America
13
Bank of America
North Carolina
$83.4M +$5.03M +127,205 +7%
CPC
14
Consolidated Planning Corp
Georgia
$74.6M -$252K -6,376 -0.3%
Stifel Financial
15
Stifel Financial
Missouri
$72.3M +$12.6M +318,034 +22%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$69.4M +$2.33M +58,922 +4%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$66.7M +$4.56M +115,343 +8%
MFIM
18
Mesirow Financial Investment Management
Illinois
$64.8M +$1.93M +48,737 +3%
Creative Planning
19
Creative Planning
Kansas
$64.6M -$2M -50,590 -3%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$51.7M -$303K -7,663 -0.6%
GVAG
21
Great Valley Advisor Group
Delaware
$51.5M +$1.54M +39,041 +3%
Ameriprise
22
Ameriprise
Minnesota
$46.7M -$13.7M -347,485 -29%
LFAS
23
Level Four Advisory Services
Texas
$45.8M -$3.15M -79,809 -7%
EWS
24
Evergreen Wealth Solutions
Pennsylvania
$45.8M -$13.8K -350 -0%
UBS Group
25
UBS Group
Switzerland
$39.1M -$3.79M -95,828 -9%

TCAF Hedge Fund Activity: Q2 2026 in Review

357 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Capital Appreciation Equity ETF (TCAF) for Q2 2026, worth a combined $5.39B — up 21% from $4.47B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new TCAF positions and 11 closed out — a net gain of 31 holders — while 149 added to existing stakes and 123 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $70.2M. The largest seller was Modern Wealth Management, cutting an estimated $44.7M.

  • 357 institutional investors held T. Rowe Price Capital Appreciation Equity ETF (TCAF) as of Q2 2026, up from 330 in Q1 2026.
  • Funds reported $5.39B of T. Rowe Price Capital Appreciation Equity ETF stock for Q2 2026, up 21% quarter-over-quarter.
  • 42 funds opened new T. Rowe Price Capital Appreciation Equity ETF positions in Q2 2026 and 11 closed out, a net change of +31 holders.
  • The largest T. Rowe Price Capital Appreciation Equity ETF buyer in Q2 2026 was T. Rowe Price Associates, an estimated $70.2M added.
  • The largest T. Rowe Price Capital Appreciation Equity ETF seller in Q2 2026 was Modern Wealth Management, an estimated $44.7M sold.

Based on aggregated 13F filings for Q2 2026.