Go Pro
→ Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (From InvestorPlace) (Ad)tc pixel Free TFLR Stock Alerts

T. Rowe Price Floating Rate ETF (TFLR) Institutional Ownership

$50.44 -0.26 (-0.51%)
As of 07/28/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for T. Rowe Price Floating Rate ETF (NYSEARCA:TFLR)

Number of
Institutional Buyers
(last 12 months)
73
Total
Institutional Inflows
(last 12 months)
$185.79M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$20.94M
Get TFLR Insider Trade Alerts

Want to know when executives and insiders are buying or selling T. Rowe Price Floating Rate ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

TFLR Institutional Buying and Selling by Quarter

T. Rowe Price Floating Rate ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Insight Wealth Strategies LLC557,681$28.10M2.7%+102.2%4.296%
7/9/2026 Matrix Trust Co160,001$8.07M1.2%N/A1.233%
7/9/2026 Allied Private Wealth LLC490$25K0.0%N/A0.004%
7/7/2026 Dynamic Advisor Solutions LLC22,402$1.13M0.0%+6.1%0.173%
7/7/2026 CoreCap Advisors LLC622$31K0.0%-40.8%0.005%
6/3/2026NewEdge Advisors LLC7,567$381K0.0%N/A0.067%
5/19/2026NewEdge Advisors LLC7,567$381K0.0%N/A0.067%
5/19/2026Bank of America Corp DE195,153$9.83M0.0%-30.1%1.738%
5/19/2026Alexander Labrunerie & CO. Inc.4,685$236K0.1%-81.4%0.042%
5/19/2026Arkadios Wealth Advisors7,748$390K0.0%+23.9%0.069%
5/18/2026Royal Bank of Canada2,072$105K0.0%-88.6%0.018%
5/14/2026Sei Investments Co.1,294,767$65.20M0.1%N/A11.530%
5/13/2026Cetera Investment Advisers245,133$12.35M0.0%+11.4%2.183%
5/13/2026Wealthspire Retirement LLC11,724$590K0.0%+22.2%0.104%
5/6/2026 SteelPeak Wealth LLC192,618$9.70M0.3%-2.8%1.715%
5/6/2026Dahring Cusmano LLC12,645$637K0.4%-12.4%0.113%
5/5/2026 D.A. Davidson & CO.6,027$304K0.0%-28.1%0.054%
5/4/2026Retirement Planning Group LLC5,113$257K0.0%N/A0.046%
5/1/2026Castle Wealth Management LLC266,687$13.43M4.4%+4.6%2.375%
4/30/2026Kestra Advisory Services LLC77,507$3.90M0.0%+91.4%0.712%
4/30/2026WPG Advisers LLC1,087$55K0.0%N/A0.010%
4/29/2026 K2 Financial Inc.10,735$547K0.4%N/A0.099%
4/28/2026 Red Mountain Financial LLC38,930$1.96M1.8%+13.1%0.358%
4/23/2026Vicus Capital91,933$4.63M0.3%N/A0.861%
4/22/2026 My Personal CFO LLC171,151$8.62M3.8%+14.1%1.592%
4/22/2026 River Street Advisors LLC52,817$2.66M0.9%+73.7%0.491%
2/27/2026Financially in Tune LLC28,092$1.44M1.3%N/A0.297%
2/18/2026Wealthspire Retirement LLC9,594$493K0.0%+18.9%0.102%
2/17/2026Cetera Investment Advisers220,033$11.31M0.0%+25.1%2.328%
2/17/2026Price T Rowe Associates Inc. MD39,005$2.01M0.0%N/A0.413%
2/17/2026Osaic Holdings Inc.288,321$14.82M0.0%-1.0%3.051%
2/17/2026Clark Capital Management Group Inc.48,221$2.48M0.0%+12.7%0.510%
2/17/2026Royal Bank of Canada18,225$937K0.0%+23.8%0.193%
2/16/2026MML Investors Services LLC14,907$766K0.0%N/A0.158%
2/16/2026Mariner LLC21,204$1.09M0.0%-5.7%0.224%
2/13/2026Kestra Advisory Services LLC40,505$2.08M0.0%+18.5%0.429%
2/13/2026Stifel Financial Corp192,090$9.87M0.0%-18.4%2.033%
2/13/2026Aviso Wealth Management95,814$4.93M2.1%+14.5%1.014%
2/13/2026Arkadios Wealth Advisors6,253$321K0.0%N/A0.066%
2/12/2026 Retirement Management Systems Inc.87,217$4.48M1.1%N/A0.923%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
2/12/2026Commonwealth Equity Services LLC28,459$1.46M0.0%-44.9%0.301%
2/12/2026Principal Securities Inc.21,252$1.09M0.0%+9.1%0.225%
2/12/2026Great Valley Advisor Group Inc.7,833$403K0.0%N/A0.083%
2/11/2026Clarity Retirement & Wealth LLC70,821$3.64M3.2%N/A0.749%
2/11/2026LPL Financial LLC23,152$1.19M0.0%+7.1%0.245%
2/11/2026 J.W. Cole Advisors Inc.8,483$436K0.0%+59.9%0.090%
2/11/2026Verus Capital Partners LLC97,493$5.01M0.3%N/A1.032%
2/10/2026MidAtlantic Capital Management Inc.1,952$100K0.1%N/A0.021%
2/9/2026Eaton Financial Holdings Company LLC16,274$837K0.2%+19.8%0.172%
2/9/2026Harbour Investments Inc.5,242$269K0.0%N/A0.055%
2/6/2026Platt Wealth Management LLC7,689$395K0.4%N/A0.081%
2/5/2026 1620 Investment Advisors Inc.12,135$624K0.4%+8.1%0.128%
2/5/2026Dahring Cusmano LLC14,427$742K0.5%-8.8%0.153%
2/5/2026Flavin Financial Services Inc.129,121$6.64M4.5%+8.7%1.366%
2/3/2026Luken Investment Analytics LLC24,427$1.26M0.5%-3.0%0.260%
2/2/2026 Hidden Cove Wealth Management LLC9,149$470K0.3%-32.3%0.097%
1/30/2026 Turning Point Benefit Group Inc.88,941$4.57M2.4%+41.0%0.946%
1/29/2026 D.A. Davidson & CO.8,388$431K0.0%+5.7%0.090%
1/28/2026N.E.W. Advisory Services LLC34,070$1.75M0.1%N/A0.366%
1/27/2026 TD Waterhouse Canada Inc.1,460$75K0.0%-47.1%0.016%
1/26/2026 River Street Advisors LLC30,408$1.56M0.6%+12.5%0.327%
1/26/2026 Cottage Street Advisors LLC5,075$261K0.1%-15.8%0.055%
1/26/2026 Red Mountain Financial LLC34,419$1.77M1.7%+44.1%0.370%
1/23/2026 Farther Finance Advisors LLC28,235$1.45M0.0%+10,280.5%0.304%
1/23/2026 Fifth Third Securities Inc.4,618$237K0.0%-48.4%0.050%
1/23/2026Clear Creek Financial Management LLC13,469$692K0.1%+74.4%0.145%
1/22/2026Castle Wealth Management LLC254,939$13.11M4.3%+3.6%2.741%
1/21/2026 McNamara Financial Services Inc.29,994$1.54M0.3%+3.6%0.323%
1/20/2026Sovran Advisors LLC29,881$1.54M0.1%+6.7%0.324%
1/20/2026 SteelPeak Wealth LLC198,115$10.18M0.3%-2.9%2.146%
1/16/2026 Formidable Asset Management LLC4,698$242K0.0%N/A0.051%
1/15/2026 My Personal CFO LLC149,999$7.71M3.2%N/A1.618%
1/15/2026 4J Wealth Management LLC149,231$7.67M4.4%-25.0%1.610%
1/14/2026 Spire Wealth Management7,401$380K0.0%N/A0.083%
1/9/2026 Dynamic Advisor Solutions LLC17,786$914K0.0%+81.6%0.200%
1/8/2026 True Wealth Design LLC40,601$2.09M0.6%-1.8%0.457%
1/8/2026 Wealth Enhancement Advisory Services LLC52,770$2.72M0.0%+43.2%0.598%
1/8/2026Occidental Asset Management LLC9,700$499K0.1%N/A0.110%
1/2/2026 Insight Wealth Strategies LLC483,518$24.86M2.8%+5.8%5.482%
12/2/2025Allworth Financial LP4,882$251K0.0%-24.3%0.063%
11/25/2025Alexander Labrunerie & CO. Inc.18,742$964K0.4%+5.3%0.240%
11/17/2025Eaton Financial Holdings Company LLC13,588$699K0.2%N/A0.174%
11/17/2025 Turning Point Benefit Group Inc.63,078$3.25M2.0%+72.6%0.809%
11/17/2025Mariner LLC22,491$1.16M0.0%+1.4%0.288%
11/17/2025Clark Capital Management Group Inc.42,789$2.20M0.0%+6.3%0.549%
11/17/2025Bank of America Corp DE205,174$10.56M0.0%+239.2%2.630%
11/14/2025Raymond James Financial Inc.260,507$13.40M0.0%+3,012.0%3.340%
11/13/2025Flavin Financial Services Inc.118,753$6.11M4.3%+135.4%1.522%
11/12/2025Level Four Advisory Services LLC8,794$453K0.0%N/A0.113%
11/7/2025Dahring Cusmano LLC15,824$814K0.6%+12.2%0.203%
Ticker Revealed: Pre-IPO Access to "Next Elon Musk" Company (Ad)

We’ve found The Next Elon Musk… and what we believe to be the next Tesla. It’s already racked up $26 billion in government contracts. Peter Thiel just bet $1 Billion on it.tc pixel

👉 Unlock the ticker now and get it completely free.
11/7/2025Clear Investment Research LLC665$34K0.0%N/A0.009%
11/7/2025Fifth Third Bancorp2,166$111K0.0%N/A0.028%
11/6/2025Ameritas Advisory Services LLC4,714$243K0.0%-22.5%0.060%
11/6/2025 Prospera Financial Services Inc25,826$1.33M0.0%+353.4%0.331%
11/5/2025 J.W. Cole Advisors Inc.5,305$273K0.0%N/A0.069%
11/5/2025Envestnet Asset Management Inc.30,539$1.57M0.0%+17.3%0.397%
10/31/2025Sovran Advisors LLC28,014$1.44M0.1%N/A0.364%
10/31/2025OneAscent Financial Services LLC24,305$1.25M0.1%+24.9%0.316%
10/31/2025Castle Wealth Management LLC246,074$12.66M4.3%+5.6%3.196%
10/29/2025 Wealth Enhancement Advisory Services LLC36,846$1.90M0.0%+69.3%0.479%


TFLR Institutional Ownership - Frequently Asked Questions

During the previous two years, 94 institutional investors and hedge funds held shares of T. Rowe Price Floating Rate ETF. The most heavily invested institutionals were Sei Investments Co. ($65.20M), Insight Wealth Strategies LLC ($28.10M), Osaic Holdings Inc. ($14.82M), Castle Wealth Management LLC ($13.43M), Raymond James Financial Inc. ($13.40M), Cetera Investment Advisers ($12.35M), and Stifel Financial Corp ($9.87M).Learn more on T. Rowe Price Floating Rate ETF's institutional investors.

Of the 92 institutional investors that purchased T. Rowe Price Floating Rate ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sei Investments Co. ($1.29M), Insight Wealth Strategies LLC ($765.43K), Strategic Financial Concepts LLC ($575.05K), Raymond James Financial Inc. ($254.80K), Cetera Investment Advisers ($197.94K), Pennsylvania Capital Management Inc. ADV ($190.74K), and My Personal CFO LLC ($171.15K).

Institutional investors have bought a total of 3,653,473 shares in the last 24 months. This purchase volume represents approximately $185.79M in transactions.

Of the 24 institutional investors that sold T. Rowe Price Floating Rate ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of America Corp DE ($94.43K), Centurion Wealth Management LLC ($72.75K), 4J Wealth Management LLC ($49.63K), Jane Street Group LLC ($47.67K), Stifel Financial Corp ($43.26K), Commonwealth Equity Services LLC ($23.20K), and Alexander Labrunerie & CO. Inc. ($22.29K).

Institutional investors have sold a total of 409,969 shares in the last 24 months. This volume of shares sold represents approximately $20.94M in transactions.


Related Companies

This page (NYSEARCA:TFLR) was last updated on 7/29/2026 by MarketBeat.com Staff.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Where to Put $100 Before Trump's New Tech Law Rolls Out
The Financial Times says a new tech law puts America 'on the verge of a financial revolution.' Yahoo Finance e...
Brownstone Research | Sponsoredtc pixel
Elon's new "super startup"
Adam O'Dell - the analyst who recommended Palantir before it became the top S&P 500 performer - has identified...
Banyan Hill Publishing | Sponsoredtc pixel