6 institutions reported holding $8.6M of T ROWE PRICE EXCHANGE-TRADED (TOTR) in SEC 13F filings for 2026-06-30. Largest institutional holders: BankPlus Wealth Management LLC ($4.4M), ENVESTNET ASSET MANAGEMENT INC ($2.8M), United Advisor Group, LLC ($538,077), KICKSTAND VENTURES, LLC. ($427,491), Blume Capital Management, Inc. ($373,346). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | BankPlus Wealth Management LLC | $4.4M | 110,869 | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $2.8M | 71,081 | Trimmed |
| 3 | United Advisor Group, LLC | $538,077 | 13,429 | Trimmed |
| 4 | KICKSTAND VENTURES, LLC. | $427,491 | 10,669 | New |
| 5 | Blume Capital Management, Inc. | $373,346 | 9,318 | Hold |
| 6 | BRYN MAWR TRUST Co | $3,205 | 80 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30