15 institutions reported holding $24.6M of T. Rowe Price Exchange Traded Funds Inc (TVAL) in SEC 13F filings for 2026-06-30. Largest institutional holders: Northwest Wealth Advisors, LLC ($8.6M), ENVESTNET ASSET MANAGEMENT INC ($4.4M), Cambridge Investment Research Advisors, Inc. ($4.1M), Hopwood Financial Services, Inc. ($2.2M), Flaharty Asset Management, LLC ($1.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Northwest Wealth Advisors, LLC | $8.6M | 205,589 | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $4.4M | 105,635 | Added |
| 3 | Cambridge Investment Research Advisors, Inc. | $4.1M | 98,247 | Added |
| 4 | Hopwood Financial Services, Inc. | $2.2M | 51,863 | Added |
| 5 | Flaharty Asset Management, LLC | $1.8M | 42,060 | Trimmed |
| 6 | INDEPENDENT FINANCIAL GROUP, LLC | $1.5M | 35,704 | Trimmed |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $1.3M | 31,779 | Added |
| 8 | GeoWealth Management, LLC | $322,478 | 7,737 | Trimmed |
| 9 | MONEY CONCEPTS CAPITAL CORP | $262,501 | 6,298 | Hold |
| 10 | PRIVATE TRUST CO NA | $146,797 | 3,522 | New |
| 11 | EverSource Wealth Advisors, LLC | $43,639 | 1,047 | Trimmed |
| 12 | Cape Investment Advisory, Inc. | $2,084 | 50 | New |
| 13 | ASSETMARK, INC | $1,292 | 31 | New |
| 14 | Root Financial Partners, LLC | $0 | 0 | Exited |
| 15 | Sound Income Strategies, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30