Who Owns T ROWE PRICE EXCHANGE-TRADED (TAXE)? -- Institutional Holders (2026-06-30)
28 institutions reported holding $54.8M of T ROWE PRICE EXCHANGE-TRADED (TAXE) in SEC 13F filings for 2026-06-30. Largest institutional holders: PRICE T ROWE ASSOCIATES INC /MD/ ($14.7M), LPL Financial LLC ($9.7M), Bank of New York Mellon Corp ($5.6M), JONES FINANCIAL COMPANIES LLLP ($3.1M), Well Done, LLC ($2.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | PRICE T ROWE ASSOCIATES INC /MD/ | $14.7M | 0 | Added |
| 2 | LPL Financial LLC | $9.7M | 188,792 | Added |
| 3 | Bank of New York Mellon Corp | $5.6M | 109,751 | New |
| 4 | JONES FINANCIAL COMPANIES LLLP | $3.1M | 60,008 | Added |
| 5 | Well Done, LLC | $2.9M | 56,905 | Hold |
| 6 | RAYMOND JAMES FINANCIAL INC | $2.8M | 55,395 | Trimmed |
| 7 | Cetera Investment Advisers | $2.8M | 54,200 | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $2.7M | 52,916 | Trimmed |
| 9 | Bensler, LLC | $2.5M | 48,588 | New |
| 10 | &PARTNERS | $1.9M | 37,874 | Added |
| 11 | Integrated Wealth Concepts LLC | $847,268 | 16,524 | New |
| 12 | OLD MISSION CAPITAL LLC | $686,777 | 13,394 | Added |
| 13 | KFG WEALTH MANAGEMENT, LLC | $622,581 | 12,142 | New |
| 14 | Private Advisor Group, LLC | $553,771 | 10,800 | Added |
| 15 | Thompson David Blair | $469,474 | 9,156 | New |
| 16 | JANE STREET GROUP, LLC | $441,375 | 8,608 | Trimmed |
| 17 | JB Capital LLC | $430,527 | 8,396 | Added |
| 18 | TRUIST FINANCIAL CORP | $420,865 | 8,208 | Trimmed |
| 19 | CARY STREET PARTNERS FINANCIAL LLC | $314,264 | 6,129 | Added |
| 20 | Cambridge Investment Research Advisors, Inc. | $268,000 | 5,221 | Added |
| 21 | CITADEL ADVISORS LLC | $257,811 | 5,028 | New |
| 22 | Landmark Wealth Management, LLC | $251,698 | 4,909 | Trimmed |
| 23 | Fourth Dimension Wealth, LLC | $179,463 | 3,500 | Hold |
| 24 | NewEdge Advisors, LLC | $168,684 | 3,290 | Added |
| 25 | OSAIC HOLDINGS, INC. | $63,763 | 1,243 | Added |
Source: SEC Form 13F filings · as of 2026-06-30