TCAL

T. Rowe Price Capital Appreciation Premium Income ETF

34 hedge funds and large institutions have $43.9M invested in T. Rowe Price Capital Appreciation Premium Income ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
34
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
LPL Financial
1
LPL Financial
California
$11.2M
CFG
2
CMC Financial Group
Georgia
$9.22M
SEP
3
Southland Equity Partners
Missouri
$2.47M
NCM
4
NCM Capital Management
New Jersey
$1.82M
EFS
5
Essex Financial Services
Connecticut
$1.68M
4WM
6
4J Wealth Management
Virginia
$1.58M
LWA
7
Lowe Wealth Advisors
Maryland
$1.39M
CIA
8
Concurrent Investment Advisors
Florida
$1.23M
YWS
9
Yarger Wealth Strategies
Ohio
$1.15M
SWA
10
Stratos Wealth Advisors
Ohio
$1.13M
CA
11
Cornerstone Advisory
Maryland
$1.1M
WW
12
Waterfront Wealth
Kansas
$949K
OMC
13
Old Mission Capital
Illinois
$908K
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$900K
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$885K
SWM
16
SK Wealth Management
Rhode Island
$822K
LWM
17
Lighthouse Wealth Management
Ohio
$821K
SPIA
18
Steward Partners Investment Advisory
New York
$566K
KAS
19
Kestra Advisory Services
Texas
$526K
KFGK
20
Keystone Financial Group (Kentucky)
Kentucky
$488K
WWM
21
Western Wealth Management
Colorado
$485K
GSIAS
22
Garden State Investment Advisory Services
New Jersey
$425K
AGWCA
23
Annis Gardner Whiting Capital Advisors
Florida
$410K
FFA
24
Founders Financial Alliance
North Carolina
$388K
Stifel Financial
25
Stifel Financial
Missouri
$363K