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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
LPL Financial
1
LPL Financial
California
$35.2M +$13.1M +556,509 +55%
CFG
2
CMC Financial Group
Georgia
$8.63M +$239K +10,197 +3%
WW
3
Waterfront Wealth
Kansas
$7.67M +$964K +41,064 +14%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$6.89M +$6.99M +297,757 +2,817%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.68M +$4.18M +178,247 +569%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$4.49M +$719K +30,641 +18%
Stifel Financial
7
Stifel Financial
Missouri
$4.46M +$442K +18,845 +10%
Raymond James Financial
8
Raymond James Financial
Florida
$4.14M +$4.05M +172,401 +1,327%
Jones Financial Companies
9
Jones Financial Companies
Missouri
$3.41M +$3.56M +151,906 +4,661%
PS
10
Principal Securities
Iowa
$3.25M +$2.84M +121,206 +501%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$3.07M +$955K +40,710 +42%
EFS
12
Essex Financial Services
Connecticut
$2.95M +$256K +10,926 +9%
CA
13
Carson Advisory
Georgia
$2.87M +$1.17M +49,670 +63%
SEP
14
Southland Equity Partners
Missouri
$2.85M +$114K +4,851 +4%
CIA
15
Concurrent Investment Advisors
Florida
$2.75M +$1.81M +77,216 +168%
NCM
16
NCM Capital Management
New Jersey
$2.61M +$392K +16,725 +17%
SWA
17
Stratos Wealth Advisors
Ohio
$2.46M +$1.29M +54,790 +99%
4WM
18
4J Wealth Management
Virginia
$2.15M +$192K +8,168 +9%
SFG
19
SageGuard Financial Group
Tennessee
$2.12M +$2.22M +94,811 New
MCM
20
MAI Capital Management
Ohio
$2.04M +$517K +22,024 +32%
YWS
21
Yarger Wealth Strategies
Ohio
$2.03M +$889K +37,877 +71%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.67M +$76.7K +3,268 +5%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$1.65M +$450K +19,189 +35%
FFA
24
Founders Financial Alliance
North Carolina
$1.65M +$877K +37,380 +103%
Jane Street
25
Jane Street
New York
$1.41M +$1.14M +48,723 +335%
1
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TCAL Hedge Fund Activity: Q1 2026 in Review

63 of the 8,126 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.