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

$40.34 +0.12 (+0.30%)
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)
$429.01M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$1.20M
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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
7/16/2025 BankPlus Wealth Management LLC77,098$3.13M2.1%+13.4%0.559%
5/19/2025Jane Street Group LLC19,265$782K0.0%N/A0.140%
5/14/2025Price T Rowe Associates Inc. MD10,264,786$416.83M0.1%+11,242.3%74.653%
5/6/2025Cetera Investment Advisers24,306$987K0.0%N/A0.171%
5/6/2025Blume Capital Management Inc.299,719$12.17M2.7%+42.1%2.114%
5/2/2025Landmark Wealth Management LLC165,237$6.71M3.0%-2.0%1.165%
4/29/2025Envestnet 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%
4/21/2025United Advisor Group LLC33,379$1.36M0.3%+18.3%0.235%
2/24/2025United Advisor Group LLC28,215$1.13M0.2%+182.6%0.338%
2/14/2025Price T Rowe Associates Inc. MD90,500$3.62M0.0%N/A3.175%
2/13/2025Envestnet Asset Management Inc.35,057$1.40M0.0%N/A1.230%
2/10/2025Blume Capital Management Inc.210,925$8.43M1.9%+8.4%7.401%
1/22/2025Landmark 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%
12/26/2024JPMorgan Chase & Co.12,038$501K0.0%-67.9%0.422%
10/30/2024Landmark Wealth Management LLC161,767$6.73M2.9%+2.5%5.676%
10/30/2024United Advisor Group LLC9,984$415K0.1%+12.7%0.350%
5/2/2024Blume Capital Management Inc.180,195$7.28M1.8%+40.4%6.323%
4/24/2024Landmark Wealth Management LLC151,398$6.11M2.8%+5.8%5.407%
2/7/2024Blume Capital Management Inc.128,320$5.28M1.4%+19.5%5.032%
2/6/2024Spire Wealth Management611$25K0.0%N/A0.024%
1/22/2024Landmark 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%
11/4/2023Blume 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%
10/13/2023Landmark Wealth Management LLC137,112$5.36M3.0%+4.4%5.377%
7/14/2023Landmark 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%
4/17/2023Landmark Wealth Management LLC128,557$5.37M3.0%+21.5%21.426%
1/24/2023 Occidental Asset Management LLC21,744$883K0.2%N/A3.624%
1/20/2023Landmark Wealth Management LLC105,821$4.30M3.1%+3.3%17.637%
10/24/2022Landmark Wealth Management LLC102,442$4.17M3.2%+1,043.7%17.972%
7/21/2022Landmark Wealth Management LLC8,957$386K0.5%+813.0%1.906%
4/28/2022Landmark Wealth Management LLC981$98K0.1%N/A0.218%
4/26/2022Landmark 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. ($12.17M), Landmark Wealth Management LLC ($6.71M), Occidental Asset Management LLC ($4.96M), BankPlus Wealth Management LLC ($3.13M), Envestnet Asset Management Inc. ($1.69M), and United Advisor Group LLC ($1.36M).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. ($41.70K), 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 10,567,649 shares in the last 24 months. This purchase volume represents approximately $429.01M 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), and Landmark Wealth Management LLC ($3.36K).

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

Institutional investors have sold a total of 28,861 shares in the last 24 months. This volume of shares sold represents approximately $1.20M in transactions.



This page (NYSEARCA:TOTR) was last updated on 7/18/2025 by MarketBeat.com Staff
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