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T. Rowe Price Growth ETF (TGRT) Institutional Ownership

$46.00 +0.74 (+1.63%)
As of 03:31 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for T. Rowe Price Growth ETF (NYSEARCA:TGRT)

Number of
Institutional Buyers
(last 12 months)
29
Total
Institutional Inflows
(last 12 months)
$66.40M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$9.04M
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TGRT Institutional Buying and Selling by Quarter

T. Rowe Price Growth ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/1/2026Flagship Wealth Advisors LLC90,291$3.65M1.5%-19.9%0.346%
5/19/2026Western Wealth Management LLC736$29K0.0%N/A0.003%
5/19/2026Arkadios Wealth Advisors9,493$373K0.0%N/A0.036%
5/13/2026Cetera Investment Advisers90,713$3.57M0.0%+58.9%0.348%
5/5/2026Geneos Wealth Management Inc.7,626$300K0.0%-3.8%0.029%
4/30/2026Money Concepts Capital Corp9,565$376K0.0%N/A0.037%
4/29/2026Jackson Thornton Wealth Management LLC10,458$435K0.0%+90.5%0.040%
4/29/2026Northwest Wealth Advisors LLC109,900$4.32M3.1%+33.5%0.422%
4/27/2026Private Advisor Group LLC350,410$13.78M0.1%-7.9%1.353%
2/17/2026Cetera Investment Advisers57,080$2.53M0.0%+55.5%0.239%
2/17/2026Price T Rowe Associates Inc. MD9,260,089$411.13M0.0%+12.2%38.826%
2/17/2026GeoWealth Management LLC6,636$294K0.0%N/A0.028%
2/17/2026Osaic Holdings Inc.70,571$3.13M0.0%-2.4%0.296%
2/17/2026Private Advisor Group LLC380,315$16.83M0.1%+0.2%1.595%
2/17/2026Royal Bank of Canada2,179$96K0.0%N/A0.009%
2/13/2026Wells Fargo & Company MN22,774$1.01M0.0%N/A0.095%
2/12/2026Commonwealth Equity Services LLC23,029$1.02M0.0%+34.4%0.097%
2/12/2026Mason Investment Advisory Services Inc.5,391,884$238.59M11.3%+0.2%22.607%
2/11/2026LPL Financial LLC1,258,564$55.69M0.0%+3.2%5.277%
2/11/2026Flagship Wealth Advisors LLC112,710$4.99M1.4%+12.5%0.473%
2/6/2026Northwest Wealth Advisors LLC82,341$3.64M2.8%N/A0.345%
1/28/2026Geneos Wealth Management Inc.7,929$351K0.0%+4.1%0.034%
1/26/2026CWM LLC6,428$284K0.0%+5.2%0.027%
1/21/2026Capital Investment Advisory Services LLC970$43K0.0%+142.5%0.004%
1/20/2026Stratos Wealth Partners LTD.4,850$215K0.0%N/A0.023%
1/12/2026KWB Wealth52,435$2.32M0.2%+23.8%0.255%
11/18/2025Vertex Planning Partners LLC9,876$431K0.1%+6.7%0.049%
11/17/2025Keystone Financial Group7,255$317K0.0%-4.0%0.036%
11/17/2025Susquehanna International Group LLP19,793$864K0.0%-58.5%0.098%
11/17/2025Integrated Wealth Concepts LLC4,861$212K0.0%N/A0.024%
11/17/2025Ameriprise Financial Inc.30,648$1.34M0.0%N/A0.152%
11/14/2025Raymond James Financial Inc.22,816$996K0.0%+35.3%0.114%
11/13/2025Private Advisor Group LLC379,659$16.57M0.1%+0.8%1.889%
11/12/2025Mason Investment Advisory Services Inc.5,380,394$234.80M11.7%-2.0%26.768%
11/10/2025OneDigital Investment Advisors LLC495,750$21.64M0.2%-2.5%2.466%
11/5/2025Envestnet Asset Management Inc.40,704$1.78M0.0%+39.1%0.203%
11/4/2025Jones Financial Companies Lllp22,644$981K0.0%+35.0%0.113%
10/30/2025Flagship Wealth Advisors LLC100,172$4.37M1.4%-4.4%0.500%
10/29/2025Jackson Thornton Wealth Management LLC5,489$243K0.0%N/A0.027%
10/29/2025Root Financial Partners LLC1,286$56K0.0%N/A0.006%
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10/22/2025Geneos Wealth Management Inc.7,619$332K0.0%+38.7%0.038%
10/15/2025CWM LLC6,111$267K0.0%+8.8%0.030%
10/8/2025KWB Wealth42,344$1.71M0.2%+28.7%0.217%
9/4/2025Osaic Holdings Inc.67,939$2.75M0.0%+2.0%0.348%
8/18/2025Geneos Wealth Management Inc.5,494$222K0.0%+27.6%0.028%
8/14/2025Jane Street Group LLC19,746$798K0.0%N/A0.101%
8/14/2025Raymond James Financial Inc.16,864$682K0.0%+53.1%0.086%
8/14/2025Vertex Planning Partners LLC9,254$374K0.1%+28.9%0.047%
8/8/2025Cetera Investment Advisers25,501$1.03M0.0%+47.3%0.131%
8/5/2025Mason Investment Advisory Services Inc.5,492,570$222.01M12.1%+1.3%28.312%
8/1/2025Envestnet Asset Management Inc.29,270$1.18M0.0%+29.6%0.151%
7/25/2025CWM LLC5,617$227K0.0%+36.8%0.029%
7/17/2025KWB Wealth32,909$1.33M0.2%+24.6%0.171%
6/27/2025Goldman Sachs Group Inc.7,055$242K0.0%N/A0.035%
5/21/2025Geneos Wealth Management Inc.4,306$148K0.0%+23.2%0.022%
5/16/2025Goldman Sachs Group Inc.7,055$242K0.0%N/A0.036%
5/14/2025Price T Rowe Associates Inc. MD6,792,069$232.96M0.0%+115,097.9%34.921%
5/14/2025Vertex Planning Partners LLC7,180$246K0.1%N/A0.037%
5/12/2025Flagship Wealth Advisors LLC100,781$3.46M1.4%N/A0.518%
5/7/2025LPL Financial LLC569,155$19.52M0.0%+23.5%2.926%
5/6/2025Cetera Investment Advisers17,313$594K0.0%N/A0.089%
5/1/2025CWM LLC4,107$141K0.0%+11.2%0.021%
5/1/2025Mason Investment Advisory Services Inc.5,421,401$185.95M11.2%-1.3%27.874%
4/29/2025Envestnet Asset Management Inc.22,583$775K0.0%N/A0.116%
4/29/2025OneDigital Investment Advisors LLC511,821$17.56M0.2%+42.3%2.631%
4/22/2025Cambridge Investment Research Advisors Inc.15,579$534K0.0%+92.3%0.085%
4/11/2025DHK Financial Advisors Inc.19,528$670K0.4%-2.4%0.106%
4/10/2025KWB Wealth26,412$1M0.1%+149.9%0.144%
2/14/2025Jane Street Group LLC6,645$252K0.0%-29.6%0.277%
2/14/2025Price T Rowe Associates Inc. MD5,896$224K0.0%N/A0.246%
2/14/2025OneDigital Investment Advisors LLC359,580$13.62M0.2%+124.7%14.983%
2/11/2025LPL Financial LLC460,923$17.46M0.0%+279.9%19.205%
2/10/2025Commonwealth Equity Services LLC8,386$318K0.0%+34.7%0.349%
2/6/2025Mason Investment Advisory Services Inc.5,494,096$208.06M12.2%-1.8%228.921%
2/3/2025Private Advisor Group LLC369,884$14.01M0.1%+1.4%15.412%
1/29/2025Comprehensive Financial Planning Inc. PA731$28K0.0%N/A0.030%
1/28/2025Seamount Financial Group Inc.6,872$260K0.2%-14.0%0.286%
1/21/2025Geneos Wealth Management Inc.3,495$132K0.0%N/A0.146%
1/14/2025KWB Wealth10,567$379K0.0%N/A0.440%
11/15/2024Jane Street Group LLC9,435$339K0.0%-78.1%0.393%
11/12/2024Mason Investment Advisory Services Inc.5,593,335$200.69M11.7%-0.7%233.056%
11/6/2024OneDigital Investment Advisors LLC160,011$5.74M0.1%+52.3%6.667%
10/22/2024Private Advisor Group LLC364,689$13.09M0.1%+4.8%15.195%
10/18/2024Seamount Financial Group Inc.7,994$287K0.2%+5.0%0.333%
8/9/2024DHK Financial Advisors Inc.19,997$697K0.5%N/A0.833%
8/5/2024Private Advisor Group LLC348,004$12.14M0.1%N/A14.500%
7/31/2024Commonwealth Equity Services LLC6,227$217K0.0%N/A0.259%


TGRT Institutional Ownership - Frequently Asked Questions

During the previous two years, 37 institutional investors and hedge funds held shares of T. Rowe Price Growth ETF. The most heavily invested institutionals were Price T Rowe Associates Inc. MD ($411.13M), Mason Investment Advisory Services Inc. ($238.59M), LPL Financial LLC ($55.69M), OneDigital Investment Advisors LLC ($21.64M), Private Advisor Group LLC ($13.78M), Northwest Wealth Advisors LLC ($4.32M), and Flagship Wealth Advisors LLC ($3.65M).Learn more on T. Rowe Price Growth ETF's institutional investors.

Of the 35 institutional investors that purchased T. Rowe Price Growth ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Price T Rowe Associates Inc. MD ($7.80M), LPL Financial LLC ($486.96K), OneDigital Investment Advisors LLC ($406.75K), Private Advisor Group LLC ($373.61K), Flagship Wealth Advisors LLC ($113.32K), Northwest Wealth Advisors LLC ($109.90K), and Mason Investment Advisory Services Inc. ($82.66K).

Institutional investors have bought a total of 1,522,023 shares in the last 24 months. This purchase volume represents approximately $66.40M in transactions.

The following institutional investors have sold T. Rowe Price Growth ETF stock in the last 24 months: Mason Investment Advisory Services Inc. ($112.18K), Private Advisor Group LLC ($29.91K), Susquehanna International Group LLP ($27.86K), Flagship Wealth Advisors LLC ($27.08K), OneDigital Investment Advisors LLC ($12.96K), Osaic Holdings Inc. ($1.75K), and Keystone Financial Group ($305.00).

Institutional investors have sold a total of 212,336 shares in the last 24 months. This volume of shares sold represents approximately $9.04M in transactions.


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This page (NYSEARCA:TGRT) was last updated on 7/6/2026 by MarketBeat.com Staff.
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