Who Owns T. Rowe Price Total Return ETF (TOTR)?Hedge Fund & Institutional Holders
Institutional Holders
13
as of Q4 2025
Total Institutional Value
$3.73500012370001e+43T
% of Float Held
—
QoQ Change in Holders
+6 / -3
Price History
TOTR — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| BankPlus Wealth Management LLC | New Position | +92K | +$3.7B |
| JONES FINANCIAL COMPANIES LLLP | New Position | +49K | +$1.0B |
| Landmark Wealth Management, LLC | New Position | +182K | +$7.4M |
| ENVESTNET ASSET MANAGEMENT INC | New Position | +61K | +$2.0M |
| RAYMOND JAMES FINANCIAL INC | New Position | +7K | +$0 |
| Wilmington Savings Fund Society, FSB | New Position | +80 | +$0 |
| Cetera Investment Advisers | Increased | +5K | +$-1.3B |
TOTR — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Closed Position | -29K | -$1.2B |
| CITADEL ADVISORS LLC | Decreased | -2K | -$1.0B |
| JANE STREET GROUP, LLC | Closed Position | -20K | -$830.6M |
| OSAIC HOLDINGS, INC. | Decreased | -2K | -$108.6M |
| United Advisor Group, LLC | Decreased | -3K | -$104.8M |
| Blume Capital Management, Inc. | Decreased | -1K | -$48K |
| FMR LLC | Closed Position | -1 | -$0 |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BankPlus Wealth Management LLC | 91,631 | $3.7B | 2.06% | Share |
| 2 | United Advisor Group, LLC | 30,366 | $1.2B | 0.15% | Share |
| 3 | JONES FINANCIAL COMPANIES LLLP | 48,502 | $1.0B | 0.00% | Share |
| 4 | CITADEL ADVISORS LLC | 47,337 | $1.0B | 0.00% | Share |
| 5 | PRICE T ROWE ASSOCIATES INC /MD/ | 10,500,001 | $427.0M | 0.05% | Share |
| 6 | Landmark Wealth Management, LLC | 181,642 | $7.4M | 2.83% | Share |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 61,404 | $2.0M | 0.00% | Share |
| 8 | Cetera Investment Advisers | 36,161 | $1.0M | 0.00% | Share |
| 9 | Blume Capital Management, Inc. | 9,368 | $381K | 0.07% | Share |
| 10 | OSAIC HOLDINGS, INC. | 882 | $0 | 0.00% | Share |
| 11 | RAYMOND JAMES FINANCIAL INC | 654 | $0 | 0.00% | Share |
| 12 | RAYMOND JAMES FINANCIAL INC | 6,205 | $0 | 0.00% | Share |
| 13 | Wilmington Savings Fund Society, FSB | 80 | $0 | 0.00% | Share |
TOTR Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 12 | $7.4B | +3 |
| Q3 2025 | 9 | $7.2B | -2 |
| Q2 2025 | 11 | $10.1B | -4 |
| Q1 2025 | 15 | $10.2B | +4 |
| Q4 2024 | 11 | $5.8B | +1 |
| Q3 2024 | 10 | $1.9B | -1 |
| Q2 2024 | 11 | $908.0B | +4 |
| Q1 2024 | 7 | $1.3T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 13 institutional investors hold TOTR (T. Rowe Price Total Return ETF). The largest holder is BankPlus Wealth Management LLC with $3.7B in shares. This quarter, 6 institutions opened new positions and 3 closed their positions.
Frequently Asked Questions
How many hedge funds own TOTR?
As of Q4 2025, 13 institutional investors report holding TOTR (T. Rowe Price Total Return ETF) in their 13F filings.
Who is the largest institutional holder of TOTR?
The largest institutional holder of TOTR is BankPlus Wealth Management LLC with $3.7B in shares.
Is institutional ownership of TOTR increasing or decreasing?
This quarter, 6 institutions opened new positions in TOTR and 3 closed their positions.