DOSSIER · 13F Holders · Q2 2026
PRWAX

T ROWE PRICE ALL-CAP OPPORTUNI

3 institutions still hold T ROWE PRICE ALL-CAP OPPORTUNI as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 779557107·3 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$723K
visible holders
Holders
3
filers reporting
Concentration
60.16%
Ethos Financial Group, LLC #1
top holder share
AI Holders Summary · Q2 2026

3 institutions reported PRWAX in Q2 2026. Ethos Financial Group, LLC leads at 60.2% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Ethos Financial Group, LLC
CIK 0001954242
$435K6K0.03%Q2 2026
02
Coston, McIsaac & Partners
CIK 0001945037
$282K4K0.07%Q4 2025
03
Estabrook Capital Management
CIK 0001344717
$6K760.00%Q2 2026