3 institutions reported holding $1.1M of ROWE T PRIC MID CP VAL COM (TRMCX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Ethos Financial Group, LLC ($668,371), CARRET ASSET MANAGEMENT, LLC ($264,431), NEVILLE RODIE & SHAW INC ($203,000). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Ethos Financial Group, LLC | $668,371 | 16,850 | New |
| 2 | CARRET ASSET MANAGEMENT, LLC | $264,431 | 6,851 | Hold |
| 3 | NEVILLE RODIE & SHAW INC | $203,000 | 5,250 | Trimmed |
来源：SEC 13F 申报文件 · 截至 2026-06-30