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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
LPL Financial
1
LPL Financial
California
$24M +$13.5M +560,852 +123%
CFG
2
CMC Financial Group
Georgia
$8.86M -$54.5K -2,264 -0.6%
WW
3
Waterfront Wealth
Kansas
$7.28M +$6.34M +263,649 +686%
Stifel Financial
4
Stifel Financial
Missouri
$4.25M +$3.98M +165,612 +1,113%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$4.01M +$4.09M +170,073 New
SEP
6
Southland Equity Partners
Missouri
$2.9M +$517K +21,513 +21%
EFS
7
Essex Financial Services
Connecticut
$2.85M +$1.25M +52,085 +76%
NCM
8
NCM Capital Management
New Jersey
$2.36M +$612K +25,454 +34%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$2.28M +$2.32M +96,537 New
4WM
10
4J Wealth Management
Virginia
$2.07M +$555K +23,064 +36%
CA
11
Carson Advisory
Georgia
$1.86M +$1.9M +78,930 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.68M +$827K +34,385 +93%
MCM
13
MAI Capital Management
Ohio
$1.63M +$1.66M +69,174 New
SWA
14
Stratos Wealth Advisors
Ohio
$1.3M +$222K +9,209 +20%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$1.29M +$446K +18,554 +51%
YWS
16
Yarger Wealth Strategies
Ohio
$1.25M +$139K +5,794 +12%
CIA
17
Concurrent Investment Advisors
Florida
$1.08M -$110K -4,569 -9%
WWM
18
Western Wealth Management
Colorado
$1.04M +$582K +24,182 +122%
FFA
19
Founders Financial Alliance
North Carolina
$857K +$492K +20,435 +128%
OMC
20
Old Mission Capital
Illinois
$813K -$65.7K -2,731 -7%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$738K +$403K +16,746 +115%
SPIA
22
Steward Partners Investment Advisory
New York
$688K +$144K +5,979 +26%
Mariner
23
Mariner
Kansas
$674K +$687K +28,577 New
PAG
24
Private Advisor Group
New Jersey
$669K +$351K +14,593 +106%
AGWCA
25
Annis Gardner Whiting Capital Advisors
Florida
$648K +$257K +10,675 +63%
1
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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.