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TCAL

T. Rowe Price Capital Appreciation Premium Income ETF
TCAL

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

475% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 4

340% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 5

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

91% more capital invested

Capital invested by funds: $43.9M → $84.1M (+$40.1M)

46% more funds holding

Funds holding: 35 → 51 (+16)

7.89% more ownership

Funds ownership: 33.03% → 40.92% (+7.9%)

Holders
51
Holders Change
+16
Holders Change %
+45.71%
% of All Funds
0.62%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
22
Increased
23
Reduced
4
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$13.5M
2
WW
Waterfront Wealth
Kansas
+$6.34M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$4.09M
4
Stifel Financial
Stifel Financial
Missouri
+$3.98M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.32M

Top Sellers

1
SWM
SK Wealth Management
Rhode Island
-$822K
2
LWM
Lighthouse Wealth Management
Ohio
-$821K
3
KFGK
Keystone Financial Group (Kentucky)
Kentucky
-$488K
4
CA
Cornerstone Advisory
Maryland
-$426K
5
CIA
Concurrent Investment Advisors
Florida
-$110K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
26
Cornerstone Advisory
Maryland
$646K -$426K -17,726 -39%
KAS
27
Kestra Advisory Services
Texas
$645K +$140K +5,803 +27%
GSIAS
28
Garden State Investment Advisory Services
New Jersey
$602K +$195K +8,124 +47%
PS
29
Principal Securities
Iowa
$570K +$582K +24,195 New
AQR Capital Management
30
AQR Capital Management
Connecticut
$532K +$543K +22,588 New
WFG
31
Wills Financial Group
Virginia
$509K +$520K +21,615 New
HFG
32
Harborfront Financial Group
Michigan
$451K +$460K +19,129 New
SFWA
33
Summit Financial Wealth Advisors
Louisiana
$399K +$407K +16,940 New
Jane Street
34
Jane Street
New York
$343K +$350K +14,542 New
IWC
35
Integrated Wealth Concepts
Massachusetts
$311K +$318K +13,206 New
Raymond James Financial
36
Raymond James Financial
Florida
$306K +$312K +12,990 New
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$249K +$254K +10,571 New
AWM
38
Aprio Wealth Management
Georgia
$238K +$243K +10,116 New
IA
39
IFP Advisors
Florida
$220K +$203K +8,425 +936%
T. Rowe Price Associates
40
T. Rowe Price Associates
Maryland
$203K +$207K +8,587 New
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$202K +$204K +8,474 New
NA
42
NewEdge Advisors
Louisiana
$151K +$26.3K +1,095 +21%
CIAS
43
Capital Investment Advisory Services
North Carolina
$127K +$3.56K +148 +3%
AF
44
Advisornet Financial
Minnesota
$91.9K +$93.8K +3,900 New
Jones Financial Companies
45
Jones Financial Companies
Missouri
$76.8K +$78.4K +3,259 New
GRP
46
Global Retirement Partners
California
$49.4K +$1.51K +63 +3%
HBW
47
Hazlett, Burt & Watson
West Virginia
$24K +$24.8K +1,033 New
BWL
48
Bogart Wealth LLC
Virginia
$19.4K – – –
HI
49
Harbour Investments
Wisconsin
$14.1K – – –
CIA
50
Cape Investment Advisory
Georgia
$4.95K +$5.05K +210 New
1
2
3

TCAL Hedge Fund Activity: Q4 2025 in Review

51 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Capital Appreciation Premium Income ETF (TCAL) for Q4 2025, worth a combined $84.1M — up 91% from $43.9M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new TCAL positions and 5 closed out — a net gain of 17 holders — while 23 added to existing stakes and 4 trimmed.

The largest buyer was LPL Financial, adding an estimated $13.5M. The largest seller was SK Wealth Management, exiting entirely with an estimated $822K sold.

  • 51 institutional investors held T. Rowe Price Capital Appreciation Premium Income ETF (TCAL) as of Q4 2025, up from 35 in Q3 2025.
  • Funds reported $84.1M of T. Rowe Price Capital Appreciation Premium Income ETF stock for Q4 2025, up 91% quarter-over-quarter.
  • 22 funds opened new T. Rowe Price Capital Appreciation Premium Income ETF positions in Q4 2025 and 5 closed out, a net change of +17 holders.
  • The largest T. Rowe Price Capital Appreciation Premium Income ETF buyer in Q4 2025 was LPL Financial, an estimated $13.5M added.
  • The largest T. Rowe Price Capital Appreciation Premium Income ETF seller in Q4 2025 was SK Wealth Management, an estimated $822K sold.

Based on aggregated 13F filings for Q4 2025.