Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Floating Rate ETF include Insight Wealth Strategies, LLC, Tempus Wealth Planning, LLC, 1620 Investment Advisors, Inc., Savvy Advisors, Inc., Dynamic Advisor Solutions LLC, Hidden Cove Wealth Management, LLC, Jefferies Financial Group Inc., D.a. Davidson & Co., Prospera Financial Services Inc, Two Sigma Securities, Llc, EverSource Wealth Advisors, LLC, Brown, Lisle/cummings, Inc., First Horizon Advisors, Inc., Private Trust Co Na, and Salem Investment Counselors Inc .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 80,276 | 1,454.53 | 4,129 | 1,451.88 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 2,376 | 122 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 3,917 | 201 | ||||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 40,235 | 2,069 | ||||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 19,757 | 1,016 | ||||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 197,056 | 0.14 | 10,135 | 0.90 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 128,629 | 61.22 | 6,615 | 62.45 | ||||
| 2025-08-14 | 13F | Fmr Llc | 23 | 1 | ||||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 2,067 | 24.00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 19 | 1 | ||||||
| 2025-08-11 | 13F | Aviso Wealth Management | 74,767 | 8.13 | 3,845 | 8.95 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 46 | 2 | ||||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 178,423 | 7.88 | 9,176 | 8.71 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 416,019 | 21,421 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 8,371 | 46.71 | 431 | 47.77 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 7,900 | 16.24 | 406 | 17.34 | ||||
| 2025-08-05 | 13F | Dahring | Cusmano Llc | 14,099 | 12.55 | 725 | 13.46 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 5 | 0 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 14,055 | 84.11 | 723 | 83.25 | ||||
| 2025-07-15 | 13F | Hidden Cove Wealth Management, LLC | 6,755 | 347 | ||||||
| 2025-07-22 | 13F | My Personal CFO, LLC | 46,917 | 568.52 | 2,413 | 573.74 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 26,041 | 35.60 | 1,339 | 36.63 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 7,920 | 407 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 50,266 | 25.37 | 3 | 0.00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 6,446 | 7.06 | 332 | 7.82 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 5,998 | 308 | ||||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 6,419 | 330 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 22,172 | 45.59 | 1,140 | 46.72 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 162,649 | 10.49 | 8,367 | 11.34 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 6,395 | 4.37 | 329 | 5.13 | ||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 16,081 | 33.57 | 827 | 34.69 | ||||
| 2025-07-22 | 13F | Luken Investment Analytics, LLC | 24,881 | 67.02 | 1,280 | 68.29 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 46,565 | 48.37 | 2 | 100.00 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 2,860 | 37.83 | 147 | 40.00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 212,496 | 1.74 | 10,929 | 2.51 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 21,770 | 13.83 | 1,122 | 14.86 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 7,806 | 401 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 11,248 | 578 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 21,740 | 152.41 | 1,118 | 154.67 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 10,412 | 535 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 19,957 | 27.67 | 1,026 | 28.73 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 19 | 1 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 5,696 | 293 | ||||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 400 | 21 | ||||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 233,118 | 2.69 | 11,989 | 3.48 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 47,756 | 103.77 | 2,456 | 105.27 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 1,950 | 2.47 | 100 | 3.09 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 31,475 | 206.24 | 1,619 | 208.78 |
