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TCAL

T. Rowe Price Capital Appreciation Premium Income ETF
TCAL

63 hedge funds and large institutions have $130M invested in T. Rowe Price Capital Appreciation Premium Income ETF in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 36 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 6

467% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 3

54% more capital invested

Capital invested by funds: $84.1M → $130M (+$45.6M)

24% more funds holding

Funds holding: 51 → 63 (+12)

7.25% more ownership

Funds ownership: 40.92% → 48.17% (+7.3%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
63
Holders Change
+12
Holders Change %
+23.53%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
17
Increased
36
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$13.1M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$6.99M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$4.18M
4
Raymond James Financial
Raymond James Financial
Florida
+$4.05M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$3.56M

Top Sellers

1
SPIA
Steward Partners Investment Advisory
New York
-$547K
2
GSIAS
Garden State Investment Advisory Services
New Jersey
-$276K
3
CA
Cornerstone Advisory
Maryland
-$219K
4
KAS
Kestra Advisory Services
Texas
-$205K
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$203K
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$1.25M +$649K +27,660 +97%
WWM
27
Western Wealth Management
Colorado
$1.16M +$185K +7,902 +18%
AGWCA
28
Annis Gardner Whiting Capital Advisors
Florida
$956K +$358K +15,267 +56%
Mariner
29
Mariner
Kansas
$896K +$270K +11,494 +40%
SFWA
30
Summit Financial Wealth Advisors
Louisiana
$643K +$278K +11,834 +70%
OMC
31
Old Mission Capital
Illinois
$632K -$146K -6,227 -18%
PFS
32
Prospera Financial Services
Texas
$505K +$530K +22,605 New
AQR Capital Management
33
AQR Capital Management
Connecticut
$505K – – –
WFG
34
Wills Financial Group
Virginia
$503K +$27.8K +1,183 +5%
IWC
35
Integrated Wealth Concepts
Massachusetts
$450K +$163K +6,936 +53%
KAS
36
Kestra Advisory Services
Texas
$416K -$205K -8,743 -32%
CA
37
Cornerstone Advisory
Maryland
$404K -$219K -9,341 -34%
BA
38
Bluesphere Advisors
Pennsylvania
$378K +$397K +16,910 New
KFGK
39
Keystone Financial Group (Kentucky)
Kentucky
$319K +$335K +14,257 New
IA
40
IFP Advisors
Florida
$315K +$111K +4,750 +51%
GSIAS
41
Garden State Investment Advisory Services
New Jersey
$308K -$276K -11,767 -46%
AWM
42
Aprio Wealth Management
Georgia
$304K +$81.8K +3,488 +34%
Truist Financial
43
Truist Financial
North Carolina
$262K +$275K +11,730 New
KWM
44
Kingsview Wealth Management
Oregon
$251K +$264K +11,243 New
Natixis Advisors
45
Natixis Advisors
Massachusetts
$250K +$262K +11,166 New
KPWS
46
Kestra Private Wealth Services
Texas
$232K +$243K +10,367 New
OC
47
Oppenheimer & Co
New York
$228K +$239K +10,186 New
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$224K +$235K +10,000 New
PFGIA
49
Patriot Financial Group Insurance Agency
Massachusetts
$220K +$231K +9,858 New
GWP
50
Gateway Wealth Partners
Wisconsin
$219K +$230K +9,792 New
1
2
3

TCAL Hedge Fund Activity: Q1 2026 in Review

63 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Capital Appreciation Premium Income ETF (TCAL) for Q1 2026, worth a combined $130M — up 54% from $84.1M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new TCAL positions and 3 closed out — a net gain of 14 holders — while 36 added to existing stakes and 6 trimmed.

The largest buyer was LPL Financial, adding an estimated $13.1M. The largest seller was Steward Partners Investment Advisory, cutting an estimated $547K.

  • 63 institutional investors held T. Rowe Price Capital Appreciation Premium Income ETF (TCAL) as of Q1 2026, up from 51 in Q4 2025.
  • Funds reported $130M of T. Rowe Price Capital Appreciation Premium Income ETF stock for Q1 2026, up 54% quarter-over-quarter.
  • 17 funds opened new T. Rowe Price Capital Appreciation Premium Income ETF positions in Q1 2026 and 3 closed out, a net change of +14 holders.
  • The largest T. Rowe Price Capital Appreciation Premium Income ETF buyer in Q1 2026 was LPL Financial, an estimated $13.1M added.
  • The largest T. Rowe Price Capital Appreciation Premium Income ETF seller in Q1 2026 was Steward Partners Investment Advisory, an estimated $547K sold.

Based on aggregated 13F filings for Q1 2026.