Who Owns T ROWE PRICE EXCHANGE-TRADED (TAGG)? -- Institutional Holders (2026-06-30)
44 institutions reported holding $2.16B of T ROWE PRICE EXCHANGE-TRADED (TAGG) in SEC 13F filings for 2026-06-30. Largest institutional holders: PRICE T ROWE ASSOCIATES INC /MD/ ($1.94B), LPL Financial LLC ($118.8M), KICKSTAND VENTURES, LLC. ($23.9M), MORGAN STANLEY ($19.0M), Towerpoint Wealth, LLC ($13.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | PRICE T ROWE ASSOCIATES INC /MD/ | $1.94B | 32.2M | Added |
| 2 | LPL Financial LLC | $118.8M | 2.8M | Added |
| 3 | KICKSTAND VENTURES, LLC. | $23.9M | 562,513 | New |
| 4 | MORGAN STANLEY | $19.0M | 448,396 | Added |
| 5 | Towerpoint Wealth, LLC | $13.8M | 324,622 | Added |
| 6 | Cetera Investment Advisers | $5.4M | 127,343 | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $5.2M | 122,139 | Trimmed |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $4.5M | 105,023 | Added |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $4.2M | 97,951 | Added |
| 10 | JONES FINANCIAL COMPANIES LLLP | $3.3M | 76,784 | Added |
| 11 | JPMORGAN CHASE & CO | $2.7M | 63,685 | Added |
| 12 | CITADEL ADVISORS LLC | $2.4M | 55,918 | Added |
| 13 | ROTHSCHILD INVESTMENT LLC | $2.1M | 50,186 | Added |
| 14 | DAVENPORT & Co LLC | $1.5M | 36,117 | Added |
| 15 | D.A. DAVIDSON & CO. | $1.4M | 32,884 | Added |
| 16 | TRUIST FINANCIAL CORP | $1.2M | 28,595 | Added |
| 17 | OSAIC HOLDINGS, INC. | $1.2M | 27,727 | Added |
| 18 | Steward Partners Investment Advisory, LLC | $758,637 | 17,865 | Added |
| 19 | IFP Advisors, Inc | $645,680 | 15,205 | Added |
| 20 | NATIXIS ADVISORS, LLC | $619,000 | 14,600 | New |
| 21 | FLOW TRADERS U.S. LLC | $615,000 | 14,479 | New |
| 22 | FIFTH THIRD BANCORP | $471,022 | 11,092 | Trimmed |
| 23 | Cambridge Investment Research Advisors, Inc. | $465,000 | 10,957 | Added |
| 24 | GeoWealth Management, LLC | $429,236 | 10,108 | Added |
| 25 | HRT FINANCIAL LP | $345,000 | 8,145 | New |
Source: SEC Form 13F filings · as of 2026-06-30