21 institutions reported holding $35.5M of T ROWE PRICE EXCHANGE-TRADED (TTEQ) in SEC 13F filings for 2026-06-30. Largest institutional holders: 4J Wealth Management LLC ($10.6M), SageGuard Financial Group, LLC ($6.3M), INDEPENDENT FINANCIAL GROUP, LLC ($3.7M), Gladstone Institutional Advisory LLC ($2.4M), Kestra Advisory Services, LLC ($2.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | 4J Wealth Management LLC | $10.6M | 237,210 | Added |
| 2 | SageGuard Financial Group, LLC | $6.3M | 140,186 | New |
| 3 | INDEPENDENT FINANCIAL GROUP, LLC | $3.7M | 82,833 | Added |
| 4 | Gladstone Institutional Advisory LLC | $2.4M | 52,901 | Added |
| 5 | Kestra Advisory Services, LLC | $2.0M | 45,958 | Added |
| 6 | United Advisor Group, LLC | $1.9M | 42,933 | Added |
| 7 | Joel Isaacson & Co., LLC | $1.6M | 35,700 | New |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $1.4M | 30,847 | Trimmed |
| 9 | Cambridge Investment Research Advisors, Inc. | $1.1M | 24,791 | Added |
| 10 | PCG Wealth Advisors, LLC | $1.1M | 23,692 | Added |
| 11 | Bluesphere Advisors, LLC | $639,832 | 14,346 | Added |
| 12 | RM Financial Services, LLC | $565,260 | 12,674 | Hold |
| 13 | BENJAMIN EDWARDS INC | $539,168 | 12,089 | Added |
| 14 | Wealthcare Capital Partners, LLC | $476,194 | 10,677 | Added |
| 15 | Asio Capital, LLC | $460,718 | 10,330 | New |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $248,640 | 5,575 | New |
| 17 | CORA CAPITAL ADVISORS LLC | $215,373 | 4,829 | New |
| 18 | Family Office Research LLC | $204,994 | 4,596 | New |
| 19 | Berbice Capital Management LLC | $124,880 | 2,800 | New |
| 20 | Realta Investment Advisors | $71,360 | 1,600 | New |
| 21 | HARBOR INVESTMENT ADVISORY, LLC | $20,070 | 450 | New |
Source: SEC Form 13F filings · as of 2026-06-30