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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
HWM
51
HB Wealth Management
Georgia
$206K +$216K +9,220 New
SPIA
52
Steward Partners Investment Advisory
New York
$132K -$547K -23,299 -80%
CIAS
53
Capital Investment Advisory Services
North Carolina
$123K +$3.35K +143 +3%
NA
54
NewEdge Advisors
Louisiana
$98.7K -$46.7K -1,991 -31%
AF
55
Advisornet Financial
Minnesota
$87.2K – – –
PTC
56
Private Trust Company
Ohio
$26.8K +$28.2K +1,200 New
HBW
57
Hazlett, Burt & Watson
West Virginia
$24K +$704 +30 +3%
BWL
58
Bogart Wealth LLC
Virginia
$18.3K – – –
HI
59
Harbour Investments
Wisconsin
$13.4K – – –
UBS Group
60
UBS Group
Switzerland
$1.59K +$1.67K +71 New
SIC
61
SJS Investment Consulting
Ohio
$928 +$70 +3 +8%
Fidelity Investments
62
Fidelity Investments
Massachusetts
$134 +$141 +6 New
Wells Fargo
63
Wells Fargo
California
$24 +$23 +1 New
T. Rowe Price Associates
64
T. Rowe Price Associates
Maryland
– -$203K -8,587 Closed
Wealth Enhancement Advisory Services
65
Wealth Enhancement Advisory Services
Minnesota
– -$202K -8,474 Closed
CIA
66
Cape Investment Advisory
Georgia
– -$4.95K -210 Closed
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.