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

$50.88 +0.03 (+0.06%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for T. Rowe Price Floating Rate ETF (NYSEARCA:TFLR)

Number of
Institutional Buyers
(last 12 months)
76
Total
Institutional Inflows
(last 12 months)
$132.40M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$19.31M
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TFLR Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026D.A. Davidson & CO.6,027$304K0.0%-28.1%0.054%
5/4/2026 Retirement Planning Group LLC5,113$257K0.0%N/A0.046%
5/1/2026 Castle Wealth Management LLC266,687$13.43M4.4%+4.6%2.375%
4/30/2026 Kestra Advisory Services LLC77,507$3.90M0.0%+91.4%0.712%
4/30/2026 WPG 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%
4/23/2026 Vicus 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%
2/27/2026 Financially 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%
2/16/2026 MML Investors Services LLC14,907$766K0.0%N/A0.158%
2/16/2026Mariner LLC21,204$1.09M0.0%-5.7%0.224%
2/13/2026 Kestra 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%
2/12/2026 Commonwealth 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%
2/11/2026 Clarity 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%
2/9/2026 Eaton Financial Holdings Company LLC16,274$837K0.2%+19.8%0.172%
2/9/2026Harbour Investments Inc.5,242$269K0.0%N/A0.055%
2/6/2026 Platt Wealth Management LLC7,689$395K0.4%N/A0.081%
2/5/20261620 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%
1/30/2026Turning Point Benefit Group Inc.88,941$4.57M2.4%+41.0%0.946%
1/29/2026D.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%
1/27/2026TD 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%
1/23/2026 Clear Creek Financial Management LLC13,469$692K0.1%+74.4%0.145%
1/22/2026 Castle 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%
1/20/2026 Sovran Advisors LLC29,881$1.54M0.1%+6.7%0.324%
1/20/2026SteelPeak 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%
1/15/20264J 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%
1/8/2026 Occidental 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%
11/17/2025 Eaton Financial Holdings Company LLC13,588$699K0.2%N/A0.174%
11/17/2025Turning 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%
11/7/2025 Clear Investment Research LLC665$34K0.0%N/A0.009%
11/7/2025 Fifth 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%
11/5/2025 Envestnet Asset Management Inc.30,539$1.57M0.0%+17.3%0.397%
10/31/2025 Sovran Advisors LLC28,014$1.44M0.1%N/A0.364%
10/31/2025 OneAscent Financial Services LLC24,305$1.25M0.1%+24.9%0.316%
10/31/2025 Castle 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%
10/24/2025 Hidden Cove Wealth Management LLC13,512$695K0.5%+100.0%0.175%
10/22/2025D.A. Davidson & CO.7,934$408K0.0%+32.3%0.103%
10/22/2025 River Street Advisors LLC27,029$1.39M0.5%+3.2%0.351%
10/22/20254J Wealth Management LLC198,857$10.23M6.0%+11.5%2.583%
10/21/2025SteelPeak Wealth LLC203,939$10.49M0.3%+3.5%2.649%
10/21/2025 True Wealth Design LLC41,342$2.13M0.7%+0.5%0.537%
10/14/2025 Red Mountain Financial LLC23,893$1.23M1.2%+48.6%0.311%
10/14/2025 Cranbrook Wealth Management LLC3,102$160K0.0%+35.3%0.040%
10/10/2025 Fifth Third Securities Inc.8,958$461K0.0%+40.1%0.118%
10/10/2025 Financial Connections Group Inc.500$25K0.0%-75.8%0.007%
10/9/2025 Centurion Wealth Management LLC7,530$387K0.1%-90.6%0.099%
10/9/2025 Dynamic Advisor Solutions LLC9,792$504K0.0%+25.4%0.130%
10/7/20251620 Investment Advisors Inc.11,230$578K0.4%+7.9%0.149%
10/6/2025 Insight Wealth Strategies LLC457,209$23.53M2.8%+9.9%6.072%
9/4/2025Osaic Holdings Inc.162,649$8.37M0.0%+10.5%2.340%
8/15/2025Bank of America Corp DE60,490$3.11M0.0%-14.5%0.870%


TFLR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TFLR shares?

During the previous two years, 89 institutional investors and hedge funds held shares of T. Rowe Price Floating Rate ETF. The most heavily invested institutionals were Insight Wealth Strategies LLC ($24.86M), Osaic Holdings Inc. ($14.82M), Castle Wealth Management LLC ($13.43M), Raymond James Financial Inc. ($13.40M), Cetera Investment Advisers ($11.31M), Bank of America Corp DE ($10.56M), and SteelPeak Wealth LLC ($10.18M).Learn more on T. Rowe Price Floating Rate ETF's institutional investors.

Which institutional investors have been buying T. Rowe Price Floating Rate ETF's stock?

Of the 88 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: Strategic Financial Concepts LLC ($575.05K), Insight Wealth Strategies LLC ($483.52K), Raymond James Financial Inc. ($254.80K), SteelPeak Wealth LLC ($205.06K), Pennsylvania Capital Management Inc. ADV ($190.74K), Cetera Investment Advisers ($172.84K), and My Personal CFO LLC ($171.15K).

How much institutional buying is happening at T. Rowe Price Floating Rate ETF?

Institutional investors have bought a total of 2,580,115 shares in the last 24 months. This purchase volume represents approximately $132.40M in transactions.

Which of T. Rowe Price Floating Rate ETF's major shareholders have been selling company stock?

Of the 27 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: Centurion Wealth Management LLC ($72.75K), Royal Bank of Canada ($55.65K), 4J Wealth Management LLC ($49.63K), Jane Street Group LLC ($47.67K), Stifel Financial Corp ($43.26K), Commonwealth Equity Services LLC ($23.20K), and Flavin Financial Services Inc. ($17.81K).

How much institutional selling is happening at T. Rowe Price Floating Rate ETF?

Institutional investors have sold a total of 373,552 shares in the last 24 months. This volume of shares sold represents approximately $19.19M in transactions.


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This page (NYSEARCA:TFLR) was last updated on 5/5/2026 by MarketBeat.com Staff.
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