TCAL

T. Rowe Price Capital Appreciation Premium Income ETF

62 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, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
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
PAG
26
Private Advisor Group
New Jersey
$1.25M
WWM
27
Western Wealth Management
Colorado
$1.16M
AGWCA
28
Annis Gardner Whiting Capital Advisors
Florida
$956K
Mariner
29
Mariner
Kansas
$896K
SFWA
30
Summit Financial Wealth Advisors
Louisiana
$643K
OMC
31
Old Mission Capital
Illinois
$632K
PFS
32
Prospera Financial Services
Texas
$505K
AQR Capital Management
33
AQR Capital Management
Connecticut
$505K
WFG
34
Wills Financial Group
Virginia
$503K
IWC
35
Integrated Wealth Concepts
Massachusetts
$450K
KAS
36
Kestra Advisory Services
Texas
$416K
CA
37
Cornerstone Advisory
Maryland
$404K
BA
38
Bluesphere Advisors
Pennsylvania
$378K
KFGK
39
Keystone Financial Group (Kentucky)
Kentucky
$319K
IA
40
IFP Advisors
Florida
$315K
GSIAS
41
Garden State Investment Advisory Services
New Jersey
$308K
AWM
42
Aprio Wealth Management
Georgia
$304K
Truist Financial
43
Truist Financial
North Carolina
$262K
KWM
44
Kingsview Wealth Management
Oregon
$251K
Natixis Advisors
45
Natixis Advisors
Massachusetts
$250K
KPWS
46
Kestra Private Wealth Services
Texas
$232K
OC
47
Oppenheimer & Co
New York
$228K
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$224K
PFGIA
49
Patriot Financial Group Insurance Agency
Massachusetts
$220K
GWP
50
Gateway Wealth Partners
Wisconsin
$219K