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

124 institutions reported holding $401.4M of T ROWE (TFLR) in SEC 13F filings for 2026-06-30. Largest institutional holders: SEI INVESTMENTS CO ($85.3M), RAYMOND JAMES FINANCIAL INC ($34.1M), Insight Wealth Strategies, LLC ($28.1M), Cetera Investment Advisers ($15.2M), CASTLE WEALTH MANAGEMENT LLC ($13.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1SEI INVESTMENTS CO$85.3M1.7MAdded
2RAYMOND JAMES FINANCIAL INC$34.1M675,599Added
3Insight Wealth Strategies, LLC$28.1M557,681Added
4Cetera Investment Advisers$15.2M301,290Added
5CASTLE WEALTH MANAGEMENT LLC$13.5M267,075Added
6BANK OF AMERICA CORP /DE/$12.7M252,312Added
7STIFEL FINANCIAL CORP$12.2M242,888Added
8COMMONWEALTH EQUITY SERVICES, LLC$10.8M214,733Trimmed
9My Personal CFO, LLC$9.2M183,192Added
10SteelPeak Wealth, LLC$8.9M176,281Trimmed
11GOLDMAN SACHS GROUP INC$8.7M173,487Trimmed
12Strategic Financial Concepts, LLC$8.5M168,403Added
13NESTEGG ADVISORS, INC.$8.3M164,015Added
14Matrix Trust Co$8.1M160,001New
15Flavin Financial Services, Inc.$7.9M155,733Added
16ENVESTNET ASSET MANAGEMENT INC$7.4M146,534Added
17VICUS CAPITAL$7.3M145,340Added
18Bridgelight Financial Advisors, Inc.$7.0M139,845Added
19OSAIC HOLDINGS, INC.$6.8M134,067Added
204J Wealth Management LLC$6.7M132,148Trimmed
21WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$5.9M116,946Added
22AVISO WEALTH MANAGEMENT$5.3M106,129Added
23Kestra Advisory Services, LLC$5.0M99,796Added
24Retirement Management Systems Inc.$4.9M98,088Added
25VERUS CAPITAL PARTNERS, LLC$4.9M97,519New

来源：SEC 13F 申报文件 · 截至 2026-06-30