Who Owns ROWE T PRICE BLUE CHIP GROWTH COM (TRBCX)? -- Institutional Holders (2026-06-30)

6 institutions reported holding $1.2M of ROWE T PRICE BLUE CHIP GROWTH COM (TRBCX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Williams Jones Wealth Management, LLC. ($620,158), Ethos Financial Group, LLC ($526,397), Luminist Capital LLC ($11,211), SPIRIT OF AMERICA MANAGEMENT CORP/NY ($0), Financial Gravity Companies, Inc. ($0). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Williams Jones Wealth Management, LLC.$620,1582,933Hold
2Ethos Financial Group, LLC$526,3972,648Added
3Luminist Capital LLC$11,21153New
4SPIRIT OF AMERICA MANAGEMENT CORP/NY$00Exited
5Financial Gravity Companies, Inc.$00Exited
6Sequent Asset Management, LLC$00Exited

Source: SEC Form 13F filings · as of 2026-06-30