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T. Rowe Price Value ETF (TVAL) Institutional Ownership

$40.54 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$63.12M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$2.00M
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Skip Chart & View Institutional Buying and Selling Data

TVAL Institutional Buying and Selling by Quarter

T. Rowe Price Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/18/2026 EverSource Wealth Advisors LLC3,172$115K0.0%N/A0.018%
5/13/2026 Cetera Investment Advisers131,166$4.75M0.0%+22.1%0.756%
5/7/2026 Hopwood Financial Services Inc.44,792$1.62M1.1%+20.7%0.258%
5/6/2026 Independent Financial Group LLC63,070$2.28M0.1%N/A0.364%
4/29/2026 Northwest Wealth Advisors LLC177,876$6.44M4.6%+22.2%1.028%
3/9/2026 Corient Private Wealth LLC40,525$1.43M0.0%+89.7%0.252%
2/19/2026 Corient Private Wealth LLC40,525$1.43M0.0%+89.7%0.252%
2/17/2026 Cetera Investment Advisers107,389$3.78M0.0%+14.6%0.669%
2/17/2026 Price T Rowe Associates Inc. MD11,160,913$393.35M0.0%+4.2%69.538%
2/17/2026 GeoWealth Management LLC7,329$258K0.0%N/A0.046%
2/17/2026 Osaic Holdings Inc.174,930$6.16M0.0%+8.9%1.090%
2/17/2026 Royal Bank of Canada3,792$134K0.0%-76.2%0.024%
2/12/2026 Jane Street Group LLC44,159$1.56M0.0%N/A0.275%
2/12/2026 Commonwealth Equity Services LLC27,021$952K0.0%+10.1%0.168%
2/11/2026 LPL Financial LLC91,265$3.21M0.0%+65.3%0.569%
2/6/2026 Northwest Wealth Advisors LLC145,571$5.13M4.0%N/A0.907%
2/6/2026 Flaharty Asset Management LLC485,900$16.91M2.1%N/A3.027%
2/6/2026 HighTower Advisors LLC12,416$437K0.0%+15.3%0.077%
2/5/2026 Dahring Cusmano LLC12,433$438K0.3%+37.7%0.077%
2/4/2026 Jacksonville Wealth Management LLC11,017$388K0.3%N/A0.069%
1/28/2026 N.E.W. Advisory Services LLC138,352$4.87M0.4%+544.6%0.870%
1/16/2026 Hopwood Financial Services Inc.37,112$1.31M0.9%+40.8%0.247%
11/17/2025 Citadel Advisors LLC39,261$1.34M0.0%N/A0.270%
11/14/2025 Raymond James Financial Inc.79,689$2.72M0.0%+14.2%0.548%
11/10/2025 OneDigital Investment Advisors LLC636,248$21.70M0.2%-4.0%4.373%
11/7/2025 Dahring Cusmano LLC9,029$308K0.2%N/A0.062%
11/6/2025 Hopwood Financial Services Inc.26,356$899K0.6%+352.3%0.181%
11/5/2025 Envestnet Asset Management Inc.45,828$1.56M0.0%+26.7%0.315%
11/4/2025 Jones Financial Companies Lllp7,101$242K0.0%+259.5%0.049%
10/29/2025 Root Financial Partners LLC1,547$53K0.0%N/A0.011%
10/27/2025 N.E.W. Advisory Services LLC21,464$732K0.1%-47.5%0.153%
9/4/2025 Osaic Holdings Inc.159,326$5.23M0.0%+63.2%1.134%
8/18/2025 N.E.W. Advisory Services LLC40,899$1.34M0.1%N/A0.291%
8/14/2025 Jane Street Group LLC8,634$283K0.0%N/A0.061%
8/14/2025 Raymond James Financial Inc.69,806$2.29M0.0%+18.5%0.497%
8/8/2025 Cetera Investment Advisers86,843$2.85M0.0%+246.0%0.616%
8/1/2025 Envestnet Asset Management Inc.36,161$1.19M0.0%+40.0%0.256%
5/14/2025Price T Rowe Associates Inc. MD8,943,567$283.23M0.0%N/A65.044%
5/13/2025HighTower Advisors LLC7,565$240K0.0%N/A0.055%
5/8/2025Harbour Investments Inc.4,439$141K0.0%+75.5%0.032%
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5/6/2025Cetera Investment Advisers25,099$795K0.0%N/A0.183%
4/29/2025Envestnet Asset Management Inc.25,837$818K0.0%N/A0.188%
4/29/2025OneDigital Investment Advisors LLC679,237$21.51M0.3%+45.2%4.940%
4/22/2025Cambridge Investment Research Advisors Inc.41,938$1.33M0.0%+155.3%0.321%
2/14/2025OneDigital Investment Advisors LLC467,954$14.42M0.2%+131.4%20.346%
2/13/2025MSH Capital Advisors LLC7,531$232K0.1%N/A0.327%
2/13/2025Raymond James Financial Inc.7,232$223K0.0%N/A0.314%
2/10/2025Commonwealth Equity Services LLC18,177$560K0.0%+37.4%0.790%
2/6/2025Raymond James Financial Inc.7,232$223K0.0%N/A0.314%
11/6/2024OneDigital Investment Advisors LLC202,270$6.46M0.1%+59.2%8.794%
7/31/2024Commonwealth Equity Services LLC9,795$294K0.0%N/A0.426%


TVAL Institutional Ownership - Frequently Asked Questions

During the previous two years, 27 institutional investors and hedge funds held shares of T. Rowe Price Value ETF. The most heavily invested institutionals were Price T Rowe Associates Inc. MD ($393.35M), OneDigital Investment Advisors LLC ($21.70M), Flaharty Asset Management LLC ($16.91M), Northwest Wealth Advisors LLC ($6.44M), Osaic Holdings Inc. ($6.16M), N.E.W. Advisory Services LLC ($4.87M), and Cetera Investment Advisers ($4.75M).Learn more on T. Rowe Price Value ETF's institutional investors.

Of the 26 institutional investors that purchased T. Rowe Price Value 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 ($9.40M), OneDigital Investment Advisors LLC ($552.18K), Flaharty Asset Management LLC ($485.90K), Northwest Wealth Advisors LLC ($177.88K), N.E.W. Advisory Services LLC ($157.79K), Cetera Investment Advisers ($124.28K), and Osaic Holdings Inc. ($75.98K).

Institutional investors have bought a total of 1,804,900 shares in the last 24 months. This purchase volume represents approximately $63.12M in transactions.

The following institutional investors have sold T. Rowe Price Value ETF stock in the last 24 months: OneDigital Investment Advisors LLC ($26.73K), N.E.W. Advisory Services LLC ($19.44K), and Royal Bank of Canada ($12.13K).

Institutional investors have sold a total of 58,297 shares in the last 24 months. This volume of shares sold represents approximately $2.00M in transactions.


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This page (NYSEARCA:TVAL) was last updated on 5/25/2026 by MarketBeat.com Staff.
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