Who Owns T ROWE (TTEQ)? -- Institutional Holders (2026-06-30)

48 institutions reported holding $151.2M of T ROWE (TTEQ) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($53.9M), RAYMOND JAMES FINANCIAL INC ($13.8M), 4J Wealth Management LLC ($10.6M), Baird Financial Group, Inc. ($9.5M), JONES FINANCIAL COMPANIES LLLP ($6.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$53.9M1.2MAdded
2RAYMOND JAMES FINANCIAL INC$13.8M309,858Added
34J Wealth Management LLC$10.6M237,210Added
4Baird Financial Group, Inc.$9.5M212,820Trimmed
5JONES FINANCIAL COMPANIES LLLP$6.3M148,738Added
6SageGuard Financial Group, LLC$6.3M140,186New
7HighPoint Advisor Group LLC$5.9M131,358Added
8Modern Wealth Management, LLC$4.8M107,537New
9INDEPENDENT FINANCIAL GROUP, LLC$3.7M82,833Added
10JANE STREET GROUP, LLC$3.4M76,722New
11Cetera Investment Advisers$3.2M72,786Added
12STIFEL FINANCIAL CORP$2.7M59,753Trimmed
13CITADEL ADVISORS LLC$2.6M58,464Trimmed
14Integrated Wealth Concepts LLC$2.5M56,271Added
15Gladstone Institutional Advisory LLC$2.4M52,901Added
16Janney Montgomery Scott LLC$2.1M46,888Added
17Kestra Advisory Services, LLC$2.0M45,958Added
18United Advisor Group, LLC$1.9M42,933Added
19Joel Isaacson & Co., LLC$1.6M35,700New
20Garden State Investment Advisory Services LLC$1.4M32,072Added
21ENVESTNET ASSET MANAGEMENT INC$1.4M30,847Trimmed
22Clear Harbor Asset Management, LLC$1.1M25,105Added
23Cambridge Investment Research Advisors, Inc.$1.1M24,791Added
24PCG Wealth Advisors, LLC$1.1M23,692Added
25NewEdge Advisors, LLC$1.0M22,587New

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