TCAL

T. Rowe Price Capital Appreciation Premium Income ETF

51 hedge funds and large institutions have $84.1M invested in T. Rowe Price Capital Appreciation Premium Income ETF in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 23 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$24M
CFG
2
CMC Financial Group
Georgia
$8.86M
WW
3
Waterfront Wealth
Kansas
$7.28M
Stifel Financial
4
Stifel Financial
Missouri
$4.25M
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$4.01M
SEP
6
Southland Equity Partners
Missouri
$2.9M
EFS
7
Essex Financial Services
Connecticut
$2.85M
NCM
8
NCM Capital Management
New Jersey
$2.36M
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$2.28M
4WM
10
4J Wealth Management
Virginia
$2.07M
CA
11
Carson Advisory
Georgia
$1.86M
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.68M
MCM
13
MAI Capital Management
Ohio
$1.63M
SWA
14
Stratos Wealth Advisors
Ohio
$1.3M
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$1.29M
YWS
16
Yarger Wealth Strategies
Ohio
$1.25M
CIA
17
Concurrent Investment Advisors
Florida
$1.08M
WWM
18
Western Wealth Management
Colorado
$1.04M
FFA
19
Founders Financial Alliance
North Carolina
$857K
OMC
20
Old Mission Capital
Illinois
$813K
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$738K
SPIA
22
Steward Partners Investment Advisory
New York
$688K
Mariner
23
Mariner
Kansas
$674K
PAG
24
Private Advisor Group
New Jersey
$669K
AGWCA
25
Annis Gardner Whiting Capital Advisors
Florida
$648K