Free Trial

T. Rowe Price Total Return ETF (TOTR) Institutional Ownership

$40.65 +0.09 (+0.22%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for T. Rowe Price Total Return ETF (NYSEARCA:TOTR)

Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$429.17M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$1.50M
Get TOTR Insider Trade Alerts

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

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

TOTR Institutional Buying and Selling by Quarter

T. Rowe Price Total Return ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/11/2025 United Advisor Group LLC32,900$1.34M0.2%-1.4%0.239%
8/8/2025 Cetera Investment Advisers23,685$961K0.0%-2.6%0.172%
8/1/2025 Envestnet Asset Management Inc.45,766$1.86M0.0%+9.7%0.332%
7/30/2025 Blume Capital Management Inc.295,682$12.00M2.4%-1.3%2.147%
7/25/2025 Landmark Wealth Management LLC162,922$6.61M2.8%-1.4%1.183%
7/16/2025 BankPlus Wealth Management LLC77,098$3.13M2.1%+13.4%0.559%
5/19/2025 Jane Street Group LLC19,265$782K0.0%N/A0.140%
5/14/2025 Price T Rowe Associates Inc. MD10,264,786$416.83M0.1%+11,242.3%74.653%
5/6/2025 Cetera Investment Advisers24,306$987K0.0%N/A0.171%
5/6/2025 Blume Capital Management Inc.299,719$12.17M2.7%+42.1%2.114%
5/2/2025 Landmark Wealth Management LLC165,237$6.71M3.0%-2.0%1.165%
4/29/2025 Envestnet Asset Management Inc.41,701$1.69M0.0%+19.0%0.294%
4/25/2025 BankPlus Wealth Management LLC67,977$2.76M2.0%+5.4%0.479%
4/21/2025 United Advisor Group LLC33,379$1.36M0.3%+18.3%0.235%
2/24/2025 United Advisor Group LLC28,215$1.13M0.2%+182.6%0.338%
2/14/2025 Price T Rowe Associates Inc. MD90,500$3.62M0.0%N/A3.175%
2/13/2025 Envestnet Asset Management Inc.35,057$1.40M0.0%N/A1.230%
2/10/2025 Blume Capital Management Inc.210,925$8.43M1.9%+8.4%7.401%
1/22/2025 Landmark Wealth Management LLC168,594$6.74M3.0%+4.2%5.916%
1/22/2025 BankPlus Wealth Management LLC64,511$2.58M1.9%N/A2.264%
12/26/2024 JPMorgan Chase & Co.12,038$501K0.0%-67.9%0.422%
10/30/2024 Landmark Wealth Management LLC161,767$6.73M2.9%+2.5%5.676%
10/30/2024 United Advisor Group LLC9,984$415K0.1%+12.7%0.350%
5/2/2024 Blume Capital Management Inc.180,195$7.28M1.8%+40.4%6.323%
4/24/2024 Landmark Wealth Management LLC151,398$6.11M2.8%+5.8%5.407%
2/7/2024 Blume Capital Management Inc.128,320$5.28M1.4%+19.5%5.032%
2/6/2024 Spire Wealth Management611$25K0.0%N/A0.024%
1/22/2024 Landmark Wealth Management LLC143,076$5.88M2.9%+4.3%5.611%
1/19/2024 Occidental Asset Management LLC120,661$4.96M1.0%+13.7%4.732%
11/4/2023 Blume Capital Management Inc.107,410$4.20M1.2%N/A4.212%
10/18/2023 Occidental Asset Management LLC106,164$4.15M1.0%+78.3%4.163%
10/13/2023 Landmark Wealth Management LLC137,112$5.36M3.0%+4.4%5.377%
7/14/2023 Landmark Wealth Management LLC131,362$5.36M4.7%+2.2%19.318%
7/12/2023 Occidental Asset Management LLC59,529$2.43M0.6%+41.9%8.754%
5/11/2023 Occidental Asset Management LLC41,952$1.75M0.4%+92.9%6.454%
4/17/2023 Landmark Wealth Management LLC128,557$5.37M3.0%+21.5%21.426%
1/24/2023 Occidental Asset Management LLC21,744$883K0.2%N/A3.624%
1/20/2023 Landmark Wealth Management LLC105,821$4.30M3.1%+3.3%17.637%
10/24/2022 Landmark Wealth Management LLC102,442$4.17M3.2%+1,043.7%17.972%
7/21/2022 Landmark Wealth Management LLC8,957$386K0.5%+813.0%1.906%
Why More Investors Are Using Family Trusts to Protect Their Wealth (Ad)

For many investors, a family trust can be an essential tool for protecting assets, avoiding probate, and ensuring wealth is passed on according to your wishes. Trusts may also provide shielding from creditors and lawsuits while offering potential tax advantages—especially with estate tax thresholds set to decrease in 2026. If you’re considering whether a family trust is right for you, speaking with a fiduciary financial advisor can help you decide the best path forward. We’ve created a free tool that matches you with vetted advisors in your area—each legally bound to act in your best interest.tc pixel

Click here to get your free advisor matches and start planning your legacy today.
4/28/2022 Landmark Wealth Management LLC981$98K0.1%N/A0.218%
4/26/2022 Landmark Wealth Management LLC981$98K0.0%N/A0.218%
1/19/2022 AdvisorNet Financial Inc1,200$60K0.0%N/A0.282%
(Data available from 1/1/2016 forward)

TOTR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TOTR shares?

During the previous two years, 11 institutional investors and hedge funds held shares of T. Rowe Price Total Return ETF. The most heavily invested institutionals were Price T Rowe Associates Inc. MD ($416.83M), Blume Capital Management Inc. ($12.00M), Landmark Wealth Management LLC ($6.61M), Occidental Asset Management LLC ($4.96M), BankPlus Wealth Management LLC ($3.13M), Envestnet Asset Management Inc. ($1.86M), and United Advisor Group LLC ($1.34M).Learn more on T. Rowe Price Total Return ETF's institutional investors.

Which institutional investors have been buying T. Rowe Price Total Return ETF's stock?

Of the 10 institutional investors that purchased T. Rowe Price Total Return 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 ($10.26M), Blume Capital Management Inc. ($285.37K), BankPlus Wealth Management LLC ($77.10K), Occidental Asset Management LLC ($61.13K), Envestnet Asset Management Inc. ($45.77K), Landmark Wealth Management LLC ($30.84K), and United Advisor Group LLC ($24.52K).

How much institutional buying is happening at T. Rowe Price Total Return ETF?

Institutional investors have bought a total of 10,571,714 shares in the last 24 months. This purchase volume represents approximately $429.17M in transactions.

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

The following institutional investors have sold T. Rowe Price Total Return ETF stock in the last 24 months: JPMorgan Chase & Co. ($25.50K), Landmark Wealth Management LLC ($5.67K), Blume Capital Management Inc. ($4.04K), Cetera Investment Advisers ($621.00), and United Advisor Group LLC ($479.00).

How much institutional selling is happening at T. Rowe Price Total Return ETF?

Institutional investors have sold a total of 36,313 shares in the last 24 months. This volume of shares sold represents approximately $1.50M in transactions.



This page (NYSEARCA:TOTR) was last updated on 8/28/2025 by MarketBeat.com Staff
From Our Partners