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T. Rowe Price Floating Rate ETF (TFLR) Institutional Ownership

$51.41 -0.08 (-0.16%)
Closing price 08/1/2025 04:10 PM Eastern
Extended Trading
$51.41 +0.00 (+0.00%)
As of 08/1/2025 07:28 PM Eastern
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Institutional Ownership Changes (13F Filings) for T. Rowe Price Floating Rate ETF (NYSEARCA:TFLR)

Number of
Institutional Buyers
(last 12 months)
47
Total
Institutional Inflows
(last 12 months)
$112.13M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$9.62M
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TFLR Institutional Buying and Selling by Quarter

T. Rowe Price Floating Rate ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025 Alexander Labrunerie & CO. Inc.17,791$915K0.4%-9.0%0.267%
8/1/2025 Envestnet Asset Management Inc.26,041$1.34M0.0%+35.6%0.390%
7/31/2025 Turning Point Benefit Group Inc.36,537$1.88M1.4%-4.5%0.547%
7/30/2025 Castle Wealth Management LLC233,118$11.99M4.4%+2.7%3.492%
7/30/2025 D.A. Davidson & CO.5,998$308K0.0%N/A0.090%
7/29/2025 Flavin Financial Services Inc.50,452$2.60M2.5%-26.1%0.756%
7/25/2025 McNamara Financial Services Inc.27,710$1.43M0.3%-6.1%0.415%
7/24/2025 Financial Connections Group Inc.2,067$106K0.0%+24.0%0.031%
7/23/2025 Clear Creek Financial Management LLC7,900$406K0.0%+16.2%0.118%
7/23/2025 SteelPeak Wealth LLC197,056$10.14M0.4%+0.1%2.952%
7/22/2025 Luken Investment Analytics LLC24,881$1.28M0.6%+67.0%0.373%
7/21/2025 Ameritas Advisory Services LLC6,079$313K0.0%-38.2%0.091%
7/21/2025 River Street Advisors LLC26,200$1.35M0.6%-29.7%0.393%
7/17/2025 Fifth Third Securities Inc.6,395$329K0.0%+4.4%0.096%
7/17/2025 Tempus Wealth Planning LLC19,757$1.02M0.3%N/A0.297%
7/15/2025 Hidden Cove Wealth Management LLC6,755$347K0.3%N/A0.102%
7/10/2025 Exchange Traded Concepts LLC25,719$1.32M0.0%-7.3%0.388%
7/10/2025 Wealth Enhancement Advisory Services LLC21,770$1.12M0.0%+13.8%0.329%
7/7/2025 Insight Wealth Strategies LLC416,019$21.42M2.7%N/A6.376%
7/7/2025 Centurion Wealth Management LLC80,276$4.13M1.2%+1,454.5%1.230%
6/27/2025Goldman Sachs Group Inc.9,251$472K0.0%N/A0.142%
5/21/2025Geneos Wealth Management Inc.8,728$445K0.0%+2,809.3%0.152%
5/19/2025Jane Street Group LLC62,165$3.17M0.0%N/A1.085%
5/16/2025Goldman Sachs Group Inc.9,251$472K0.0%N/A0.161%
5/15/2025Royal Bank of Canada4,530$231K0.0%-92.5%0.079%
5/14/2025Kestra Advisory Services LLC15,632$798K0.0%-13.2%0.273%
5/9/2025Aviso Wealth Management69,146$3.53M1.9%+21.9%1.246%
5/6/2025Cetera Investment Advisers79,787$4.07M0.0%+1,610.0%1.438%
5/5/2025OneAscent Financial Services LLC19,466$994K0.1%N/A0.351%
5/5/2025Dahring Cusmano LLC12,527$639K0.6%+34.4%0.226%
5/2/2025 Hager Investment Management Services LLC768$39K0.0%N/A0.014%
5/1/2025 Fifth Third Securities Inc.6,127$313K0.0%-13.3%0.110%
5/1/2025 SteelPeak Wealth LLC196,790$10.04M0.4%+28.7%3.546%
4/30/2025Allworth Financial LP6,021$307K0.0%+9.6%0.108%
4/29/2025 Envestnet Asset Management Inc.19,204$980K0.0%-17.1%0.346%
4/29/20254J Wealth Management LLC165,396$8.44M6.7%+12.6%2.980%
4/28/2025 Castle Wealth Management LLC227,013$11.59M4.5%+0.6%4.090%
4/28/2025 Red Mountain Financial LLC12,039$614K0.7%+106.8%0.217%
4/28/2025Strategic Financial Concepts LLC23,436$1.20M0.2%+316.6%0.422%
4/28/2025 Clear Creek Financial Management LLC6,796$347K0.0%+44.5%0.122%
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4/23/2025 Flavin Financial Services Inc.68,262$3.48M3.2%+28.3%1.230%
4/22/2025 Pennsylvania Capital Management Inc. ADV190,739$9.74M3.6%+16.7%3.437%
4/22/2025 Cambridge Investment Research Advisors Inc.31,385$1.60M0.0%+96.0%0.565%
4/21/2025 CPA Asset Management LLC12,512$639K0.3%N/A0.225%
4/21/2025 River Street Advisors LLC37,253$1.90M0.9%+70.2%0.671%
4/21/2025 Luken Investment Analytics LLC14,897$760K0.4%+324.2%0.268%
4/17/2025 Exchange Traded Concepts LLC27,754$1.42M0.0%-10.6%0.472%
4/16/2025 Wealth Enhancement Advisory Services LLC19,125$976K0.0%+45.9%0.325%
4/11/2025 Cranbrook Wealth Management LLC2,292$117K0.0%-30.5%0.039%
4/11/2025 McNamara Financial Services Inc.29,507$1.51M0.3%N/A0.502%
2/17/2025True Wealth Design LLC42,363$2.19M0.8%-6.9%1.569%
2/17/2025Clark Capital Management Group Inc.40,173$2.08M0.0%+3.2%1.488%
2/17/2025Cetera Investment Advisers4,666$241K0.0%N/A0.173%
2/17/2025Bank of America Corp DE24,353$1.26M0.0%N/A0.902%
2/14/2025Stifel Financial Corp179,759$9.29M0.0%+116.2%6.658%
2/13/2025 Envestnet Asset Management Inc.23,165$1.20M0.0%+6.8%0.858%
2/12/2025World Investment Advisors13,827$715K0.0%+42.6%0.512%
2/12/2025Aviso Wealth Management56,705$2.93M1.5%+28.4%2.100%
2/11/2025LPL Financial LLC12,586$651K0.0%+56.6%0.466%
2/10/2025 Centurion Wealth Management LLC5,164$267K0.1%+26.8%0.191%
2/10/2025Commonwealth Equity Services LLC26,767$1.38M0.0%+43.1%0.991%
2/3/2025 Turning Point Benefit Group Inc.13,665$708K0.7%N/A0.506%
2/3/2025Dahring Cusmano LLC9,318$482K0.4%N/A0.345%
1/30/2025Strategic Financial Concepts LLC5,625$291K0.0%-10.0%0.208%
1/30/2025Allworth Financial LP5,493$286K0.0%N/A0.203%
1/30/2025Principal Securities Inc.7,634$395K0.0%+47.1%0.283%
1/30/2025MidAtlantic Capital Management Inc.2,021$104K0.1%+63.9%0.075%
1/29/2025 Castle Wealth Management LLC225,592$11.66M4.6%+6.0%8.355%
1/28/2025Kingsview Wealth Management LLC4,019$208K0.0%N/A0.149%
1/28/2025Strategic Financial Concepts LLC290,759$15.03M0.0%+4,553.6%10.769%
1/27/2025 Alexander Labrunerie & CO. Inc.19,540$1.01M0.4%-1.4%0.724%
1/27/2025 Pennsylvania Capital Management Inc. ADV163,449$8.45M2.9%N/A6.054%
1/24/2025 Flavin Financial Services Inc.53,215$2.75M2.6%N/A1.971%
1/24/2025 River Street Advisors LLC21,888$1.13M0.6%+196.8%0.811%
1/24/20254J Wealth Management LLC146,938$7.60M6.1%+5.9%5.442%
1/24/2025 Clear Creek Financial Management LLC4,704$243K0.0%N/A0.174%
1/23/2025 Luken Investment Analytics LLC3,512$182K0.1%N/A0.130%
1/23/2025 Fifth Third Securities Inc.7,069$365K0.0%+78.5%0.262%
1/23/2025 OLD Second National Bank of Aurora1,837$95K0.0%+58.5%0.068%
1/23/2025 SteelPeak Wealth LLC152,953$7.91M0.3%+112.0%5.665%
1/21/2025 Exchange Traded Concepts LLC31,040$1.60M0.0%N/A1.150%
1/15/2025 Ameritas Advisory Services LLC9,775$505K0.0%+3.4%0.362%
11/25/2024World Investment Advisors LLC9,693$500K0.0%N/A0.359%
11/15/2024Jane Street Group LLC11,498$594K0.0%-66.6%0.426%
11/15/2024Stifel Financial Corp83,137$4.29M0.0%-38.5%3.079%
11/15/2024True Wealth Design LLC45,492$2.35M0.9%+17.2%1.685%
11/7/2024MidAtlantic Capital Management Inc.1,233$64K0.0%N/A0.046%
11/7/2024Aviso Wealth Management44,152$2.28M1.2%N/A1.635%
11/6/2024 River Street Advisors LLC7,374$381K0.2%+12.3%0.273%
10/31/2024 Castle Wealth Management LLC212,867$10.99M4.4%+9.0%7.884%
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10/25/2024 SteelPeak Wealth LLC72,137$3.72M0.2%-1.5%2.672%
10/24/2024 Wealth Enhancement Advisory Services LLC13,194$681K0.0%+3.0%0.489%
10/22/2024 Alexander Labrunerie & CO. Inc.19,810$1.02M0.5%N/A0.734%
8/6/2024Strategic Financial Concepts LLC248,405$12.81M0.1%N/A9.200%
8/2/2024Birchcreek Wealth Management LLC7,185$370K0.2%N/A0.266%
7/31/2024Commonwealth Equity Services LLC6,366$328K0.0%N/A0.236%
7/29/2024 Ameritas Advisory Services LLC5,165$266K0.0%N/A0.191%
7/26/2024 Financial Connections Group Inc.1,667$85K0.0%-19.5%0.062%
7/18/20244J Wealth Management LLC121,623$6.27M5.2%+15.2%4.505%
7/17/2024 SteelPeak Wealth LLC73,259$3.78M0.2%N/A2.713%
(Data available from 1/1/2016 forward)

TFLR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TFLR shares?

During the previous two years, 51 institutional investors and hedge funds held shares of T. Rowe Price Floating Rate ETF. The most heavily invested institutionals were Insight Wealth Strategies LLC ($21.42M), Castle Wealth Management LLC ($11.99M), SteelPeak Wealth LLC ($10.14M), Pennsylvania Capital Management Inc. ADV ($9.74M), Stifel Financial Corp ($9.29M), 4J Wealth Management LLC ($8.44M), and Centurion Wealth Management LLC ($4.13M).Learn more on T. Rowe Price Floating Rate ETF's institutional investors.

Which institutional investors have been buying T. Rowe Price Floating Rate ETF's stock?

Of the 48 institutional investors that purchased T. Rowe Price Floating Rate ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Strategic Financial Concepts LLC ($550.73K), Insight Wealth Strategies LLC ($416.02K), SteelPeak Wealth LLC ($198.18K), Pennsylvania Capital Management Inc. ADV ($190.74K), Castle Wealth Management LLC ($173.65K), 4J Wealth Management LLC ($148.25K), and Stifel Financial Corp ($96.62K).

How much institutional buying is happening at T. Rowe Price Floating Rate ETF?

Institutional investors have bought a total of 2,178,085 shares in the last 24 months. This purchase volume represents approximately $112.13M in transactions.

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

Of the 17 institutional investors that sold T. Rowe Price Floating Rate ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Royal Bank of Canada ($55.65K), Stifel Financial Corp ($52.01K), Jane Street Group LLC ($22.95K), Flavin Financial Services Inc. ($17.81K), River Street Advisors LLC ($11.05K), Exchange Traded Concepts LLC ($5.32K), and Envestnet Asset Management Inc. ($3.96K).

How much institutional selling is happening at T. Rowe Price Floating Rate ETF?

Institutional investors have sold a total of 187,261 shares in the last 24 months. This volume of shares sold represents approximately $9.62M in transactions.



This page (NYSEARCA:TFLR) was last updated on 8/3/2025 by MarketBeat.com Staff
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