Who Owns T. Rowe Price Floating Rate ETF (TFLR)?Hedge Fund & Institutional Holders

$50.64-0.01 (-0.03%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.485417000140001e+186T

% of Float Held

—

QoQ Change in Holders

+15 / -7

Price History

$49.22$49.93$50.64$51.35$52.06Sep 24Jun 25Mar 26

TFLR — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
CASTLE WEALTH MANAGEMENT LLCNew Position+255K+$13.1M
SteelPeak Wealth, LLCNew Position+198K+$10.2M
My Personal CFO, LLCNew Position+150K+$7.7M
4J Wealth Management LLCNew Position+149K+$7.7M
VERUS CAPITAL PARTNERS, LLCNew Position+97K+$5.0M
Retirement Management Systems Inc.New Position+87K+$4.5M
Clarity Retirement & Wealth, LLCNew Position+71K+$3.6M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+53K+$2.7M
True Wealth Design, LLCNew Position+41K+$2.1M
ENVESTNET ASSET MANAGEMENT INCNew Position+57K+$2.0M
PRICE T ROWE ASSOCIATES INC /MD/New Position+39K+$2.0M
N.E.W. Advisory Services LLCNew Position+34K+$1.8M
River Street Advisors LLCNew Position+30K+$1.6M
Sovran Advisors, LLCNew Position+30K+$1.5M
Tempus Wealth Planning, LLCNew Position+20K+$1.0M

TFLR — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
OSAIC HOLDINGS, INC.Decreased-3K-$15.0B
STIFEL FINANCIAL CORPDecreased-43K-$12.1B
Strategic Financial Concepts, LLCClosed Position-85K-$4.4B
Luken Investment Analytics, LLCDecreased-748-$1.3B
Mariner, LLCDecreased-1K-$1.2B
ALEXANDER LABRUNERIE & CO., INC.Closed Position-19K-$964.4M
DAHRING {-} CUSMANO LLCDecreased-1K-$813.5M
World Investment AdvisorsClosed Position-11K-$578.9M
FIFTH THIRD SECURITIES, INC.Decreased-4K-$460.7M
Centurion Wealth Management LLCClosed Position-8K-$387.4M
Cottage Street Advisors LLCDecreased-954-$309.9M
Allworth Financial LPDecreased-13-$250.9M
FIFTH THIRD BANCORPClosed Position-2K-$111.5M
UBS Group AGClosed Position-1K-$71.1M
CLEAR INVESTMENT RESEARCH, LLCClosed Position-665-$34.2M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Insight Wealth Strategies, LLC483,518$24.9M2.85%Share
2RAYMOND JAMES FINANCIAL INC333,555$17.0M0.01%Share
3OSAIC HOLDINGS, INC.282,721$14.0M0.02%Share
4CASTLE WEALTH MANAGEMENT LLC254,939$13.1M4.34%Share
5Cetera Investment Advisers220,033$11.0M0.01%Share
6SteelPeak Wealth, LLC198,115$10.2M0.33%Share
7STIFEL FINANCIAL CORP192,090$9.0M0.01%Share
8BANK OF AMERICA CORP /DE/185,766$9.0M0.00%Share
9My Personal CFO, LLC149,999$7.7M3.22%Share
104J Wealth Management LLC149,231$7.7M4.39%Share
11Flavin Financial Services, Inc.129,121$6.6M4.55%Share
12VERUS CAPITAL PARTNERS, LLC97,493$5.0M0.31%Share
13Retirement Management Systems Inc.87,217$4.5M1.15%Share
14AVISO WEALTH MANAGEMENT95,814$4.0M1.69%Share
15BANK OF AMERICA CORP /DE/93,428$4.0M0.00%Share
16Clarity Retirement & Wealth, LLC70,821$3.6M3.20%Share
17WEALTH ENHANCEMENT ADVISORY SERVICES, LLC52,770$2.7M0.00%Share
18Turning Point Benefit Group, Inc.51,628$2.7M1.39%Share
19True Wealth Design, LLC40,601$2.1M0.61%Share
20Clark Capital Management Group, Inc.48,221$2.0M0.01%Share
21PRICE T ROWE ASSOCIATES INC /MD/39,000$2.0M0.00%Share
22Kestra Advisory Services, LLC40,505$2.0M0.01%Share
23ENVESTNET ASSET MANAGEMENT INC57,282$2.0M0.00%Share
24Cambridge Investment Research Advisors, Inc.49,148$2.0M0.01%Share
25Turning Point Benefit Group, Inc.37,313$1.9M1.00%Share
26Red Mountain Financial, LLC34,419$1.8M1.74%Share
27N.E.W. Advisory Services LLC34,070$1.8M0.13%Share
28River Street Advisors LLC30,103$1.5M0.58%Share
29Sovran Advisors, LLC29,881$1.5M0.13%Share
30McNamara Financial Services, Inc.29,994$1.5M0.29%Share
31Farther Finance Advisors, LLC28,235$1.5M0.02%Share
32Luken Investment Analytics, LLC24,427$1.3M0.50%Share
33Tempus Wealth Planning, LLC19,881$1.0M0.23%Share
34LPL Financial LLC23,152$1.0M0.00%Share
35COMMONWEALTH EQUITY SERVICES, LLC28,459$1.0M0.00%Share
36Prospera Financial Services Inc25,860$1.0M0.02%Share
37PRINCIPAL SECURITIES, INC.21,252$1.0M0.02%Share
38OneAscent Financial Services LLC24,211$1.0M0.09%Share
39Mariner, LLC21,204$1.0M0.00%Share
40CITADEL ADVISORS LLC38,751$1.0M0.00%Share
41Dynamic Advisor Solutions LLC17,786$914K0.03%Share
42Eaton Financial Holdings Company, LLC16,274$836K0.22%Share
43DAHRING {-} CUSMANO LLC14,427$741K0.52%Share
44Clear Creek Financial Management, LLC13,469$692K0.06%Share
451620 INVESTMENT ADVISORS, INC.12,135$623K0.42%Share
46Occidental Asset Management, LLC9,700$498K0.06%Share
47Wealthspire Retirement, LLC9,594$493K0.03%Share
48Hidden Cove Wealth Management, LLC9,149$470K0.30%Share
49J.W. COLE ADVISORS, INC.8,483$436K0.01%Share
50D.A. DAVIDSON & CO.8,388$431K0.00%Share

TFLR Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202584$198.4M+35
Q3 202549$122.4B-16
Q2 202565$118.1B+13
Q1 202552$99.3B+18
Q4 202434$11.0T+13
Q3 202421$7.9T+6
Q2 202415$6.7T+8
Q1 20247$1.6T—

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As of Q4 2025, 50 institutional investors hold TFLR (T. Rowe Price Floating Rate ETF). The largest holder is Insight Wealth Strategies, LLC with $24.9M in shares. This quarter, 15 institutions opened new positions and 7 closed their positions.

Frequently Asked Questions

How many hedge funds own TFLR?

As of Q4 2025, 50 institutional investors report holding TFLR (T. Rowe Price Floating Rate ETF) in their 13F filings.

Who is the largest institutional holder of TFLR?

The largest institutional holder of TFLR is Insight Wealth Strategies, LLC with $24.9M in shares.

Is institutional ownership of TFLR increasing or decreasing?

This quarter, 15 institutions opened new positions in TFLR and 7 closed their positions.