T ROWE PRICE ULTRA SHORT-TER (TBUX) Institutional Ownership Changes & 13F Activity

T ROWE PRICE ULTRA SHORT-TER (TBUX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Raymond James Financial Inc, Jones Financial Companies Lllp, Jdm Financial Group Llc, Mission Financial Group, Llc, and Citadel Advisors Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcSell-19,715-22.6%67,555$3.36MQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+74,018+205.3%110,063$5.48MQ2 2026Sep 02, 2026
Kingsview Wealth Management, LlcSell-642-6.4%9,397$467.68KQ2 2026Aug 19, 2026
Jdm Financial Group LlcBuy+86,27686,276$4.29MQ2 2026Aug 18, 2026
Leo H. Evart, Inc.Buy+1+1.1%91$4.54KQ2 2026Aug 18, 2026
Raymond James Financial IncBuy+211,810+14.0%1,720,650$85.64MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+112,321+30.1%485,703$24.18MQ2 2026Aug 14, 2026
Goldman Sachs Group IncSell-42,347-72.8%15,856$789.15KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+33,284+8.0%450,969$22.45MQ2 2026Aug 14, 2026
Flow Traders U.S. LlcBuy+32,43632,436$1.61MQ2 2026Aug 14, 2026
Entrewealth, LlcSell-30,647-45.5%36,656$1.83MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+25,808+177.8%40,321$2.01MQ2 2026Aug 14, 2026
&PartnersBuy+23,88523,885$1.19MQ2 2026Aug 14, 2026
Natixis Advisors, LlcBuy+16,14816,148$803.00KQ2 2026Aug 14, 2026
Price T Rowe Associates IncBuy+4,1424,142$207.00KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+2,060+65.2%5,220$259.80KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-499-99.8%1$47.00Q2 2026Aug 14, 2026
9823 Capital, L.P.Sell-372-0.8%49,002$2.44MQ2 2026Aug 14, 2026
Iht Wealth Management, LlcBuy+134+0.2%55,088$2.74MQ2 2026Aug 14, 2026
World Investment AdvisorsBuy+11+0.2%7,177$357.20KQ2 2026Aug 14, 2026
Mission Financial Group, LlcBuy+75,95375,953$3.78MQ2 2026Aug 13, 2026
Investor'S Fiduciary Advisor Network, LlcBuy+7,3847,384$367.00KQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcBuy+4,059+96.5%8,264$411.30KQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcSell-1,001-26.7%2,747$136.69KQ2 2026Aug 13, 2026
Mark Sheptoff Financial Planning, LlcBuy+510510$25.39KQ2 2026Aug 13, 2026
Morgan StanleyBuy+349+139.6%599$29.81KQ2 2026Aug 13, 2026
Asset One Wealth Management LlcSell-78-0.7%11,217$559.50KQ2 2026Aug 13, 2026
Fmr LlcSell-27-84.4%5$249.00Q2 2026Aug 13, 2026
Stifel Financial CorpBuy+45,824+19.0%287,348$14.30MQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+43,704+66.2%109,703$5.46MQ2 2026Aug 12, 2026
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Frequently asked questions about TBUX activity

  • Which institutional owners are buying TBUX?

    Institutional owners buying TBUX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in TBUX activity?

    "Buy" means an investor increased their reported position in TBUX compared to the prior reporting period. This reflects growing exposure to T ROWE PRICE ULTRA SHORT-TER (TBUX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in TBUX increasing?

    Institutional interest in TBUX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.