16 institutions reported holding $53.0M of T ROWE PRICE EXCHANGE-TRADED (TAGG) in SEC 13F filings for 2026-06-30. Largest institutional holders: KICKSTAND VENTURES, LLC. ($23.9M), Towerpoint Wealth, LLC ($13.8M), ENVESTNET ASSET MANAGEMENT INC ($4.5M), COMMONWEALTH EQUITY SERVICES, LLC ($4.2M), DAVENPORT & Co LLC ($1.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | KICKSTAND VENTURES, LLC. | $23.9M | 562,513 | New |
| 2 | Towerpoint Wealth, LLC | $13.8M | 324,622 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $4.5M | 105,023 | Added |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $4.2M | 97,951 | Added |
| 5 | DAVENPORT & Co LLC | $1.5M | 36,117 | Added |
| 6 | D.A. DAVIDSON & CO. | $1.4M | 32,884 | Added |
| 7 | TRUIST FINANCIAL CORP | $1.2M | 28,595 | Added |
| 8 | IFP Advisors, Inc | $645,680 | 15,205 | Added |
| 9 | Cambridge Investment Research Advisors, Inc. | $465,000 | 10,957 | Added |
| 10 | GeoWealth Management, LLC | $429,236 | 10,108 | Added |
| 11 | Savvy Advisors, Inc. | $311,749 | 7,341 | Trimmed |
| 12 | 1900 WEALTH MANAGEMENT LLC | $242,287 | 5,706 | Trimmed |
| 13 | PRINCIPAL SECURITIES, INC. | $210,117 | 4,948 | New |
| 14 | Farther Finance Advisors, LLC | $176,292 | 4,140 | Trimmed |
| 15 | PRIVATE TRUST CO NA | $87,351 | 2,057 | New |
| 16 | Root Financial Partners, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30