13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
TCAF

T. Rowe Price Capital Apprec Equity ETF

345 institutions still hold T. Rowe Price Capital Apprec Equity ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 87283q867·345 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 6.1%
vs prior quarter
13F value held
$2.2B
78.0% inst. owned
of float
Holders
345
+54 QoQ
filers reporting
Activity
+64 / −43
+888 added · −831 reduced
this quarter
Concentration
25.81%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

345 institutions reported TCAF in Q1 2026. LPL Financial LLC leads at 25.8% of the visible book. +54 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$574M16.1M0.15%Q1 202602
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$200M5.6M0.06%Q1 202603
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$188M5.3M0.26%Q1 202604
MORGAN STANLEY
CIK 0000895421
$145M4.1M0.01%Q1 202605
WELLS FARGO & COMPANY/MN
CIK 0000072971
$124M3.5M0.02%Q1 202606
OSAIC HOLDINGS, INC.
CIK 0001677044
$120M3.4M0.18%Q1 202607
Baird Financial Group, Inc.
CIK 0001648711
$98M2.8M0.15%Q1 202608
VOYA INVESTMENT MANAGEMENT LLC
CIK 0001068837
$85M2.4M0.09%Q1 202609
ROYAL BANK OF CANADA
CIK 0001000275
$81M2.3M0.01%Q1 202610
BANK OF AMERICA CORP /DE/
CIK 0000070858
$68M1.9M0.00%Q1 202611
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$68M2.0M0.03%Q1 202612
CPC Advisors, LLC
CIK 0001805250
$65M1.8M10.52%Q1 202613
Bank of New York Mellon Corp
CIK 0001390777
$58M1.6M0.01%Q1 202614
Creative Planning
CIK 0001540235
$58M1.6M0.04%Q1 202615
Mesirow Financial Investment Management, Inc.
CIK 0001469475
$54M1.5M0.88%Q1 202616
Cetera Investment Advisers
CIK 0001666741
$54M1.5M0.06%Q1 202617
STIFEL FINANCIAL CORP
CIK 0000720672
$51M1.4M0.05%Q1 202618
Modern Wealth Management, LLC
CIK 0002001900
$46M1.3M0.78%Q1 202619
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$45M1.2M0.09%Q1 202620
GREAT VALLEY ADVISOR GROUP, INC.
CIK 0001769897
$43M1.2M0.79%Q1 2026
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