T ROWE PRICE QM US BOND ETF (TAGG) Institutional Shareholders
T ROWE PRICE QM US BOND ETF (TAGG) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $2.16B in TAGG holdings during the latest filing period.
Price T Rowe Associates Inc is currently the largest disclosed institutional shareholder of TAGG tracked by InsiderSet, reporting ownership valued at approximately $1.94B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.86B, representing an estimated loss of -4.42% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 99% of the total disclosed TAGG value among the investors covered in this analysis. Major shareholders include Price T Rowe Associates Inc, Lpl Financial Llc, Kickstand Ventures, Llc., and several other long-term asset managers with concentrated positions in T ROWE PRICE QM US BOND ETF (TAGG).
This page ranks the largest institutional TAGG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
39
Total Reported Value
$2.16B
Largest Holder
Price T Rowe Associates Inc
Largest Position
$1.94B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
43
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 0.19% | 45,734,841 | $1,942,130,000 | $1,856,377,196 | -$85,752,804 | -4.42% | |
| Lpl Financial Llc | 0.03% | 2,796,845 | $118,768,004 | $113,523,939 | -$5,244,065 | -4.42% | |
| Kickstand Ventures, Llc. | 4.34% | 562,513 | $23,887,116 | $22,832,403 | -$1,054,713 | -4.42% | |
| Morgan Stanley | 0.00% | 448,396 | $19,041,149 | $18,200,394 | -$840,755 | -4.42% | |
| Towerpoint Wealth, Llc | 4.79% | 324,622 | $13,785,078 | $13,176,407 | -$608,671 | -4.42% | |
| Cetera Investment Advisers | 0.00% | 127,343 | $5,407,630 | $5,168,852 | -$238,778 | -4.42% | |
| Raymond James Financial Inc | 0.00% | 122,139 | $5,186,633 | $4,957,622 | -$229,011 | -4.42% | |
| Envestnet Asset Management Inc | 0.00% | 105,023 | $4,459,782 | $4,262,884 | -$196,898 | -4.41% | |
| Commonwealth Equity Services, Llc | 0.01% | 97,951 | $4,159,500 | $3,975,831 | -$183,669 | -4.42% | |
| Jones Financial Companies Lllp | 0.00% | 76,784 | $3,271,766 | $3,116,663 | -$155,103 | -4.74% | |
| Jpmorgan Chase & Co | 0.00% | 63,685 | $2,716,484 | $2,584,974 | -$131,510 | -4.84% | |
| Citadel Advisors Llc | 0.00% | 55,918 | $2,374,558 | $2,269,712 | -$104,846 | -4.42% | |
| Rothschild Investment Llc | 0.08% | 50,186 | $2,131,131 | $2,037,050 | -$94,081 | -4.41% | |
| Davenport & Co Llc | 0.01% | 36,117 | $1,533,696 | $1,465,989 | -$67,707 | -4.41% | |
| D.A. Davidson & Co. | 0.01% | 32,884 | $1,396,419 | $1,334,762 | -$61,657 | -4.42% | |
| Truist Financial Corp | 0.00% | 28,595 | $1,214,297 | $1,160,671 | -$53,626 | -4.42% | |
| Osaic Holdings, Inc. | 0.00% | 27,727 | $1,177,585 | $1,125,439 | -$52,146 | -4.43% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 17,865 | $758,637 | $725,140 | -$33,497 | -4.42% | |
| Ifp Advisors, Inc | 0.01% | 15,205 | $645,680 | $617,171 | -$28,509 | -4.42% | |
| Natixis Advisors, Llc | 0.00% | 14,600 | $619,000 | $592,614 | -$26,386 | -4.26% | |
| Flow Traders U.S. Llc | 0.03% | 14,479 | $615,000 | $587,703 | -$27,297 | -4.44% | |
| Fifth Third Bancorp | 0.00% | 11,092 | $471,022 | $450,224 | -$20,798 | -4.42% | |
| Geowealth Management, Llc | 0.01% | 10,108 | $429,236 | $410,284 | -$18,952 | -4.42% | |
| Hrt Financial Lp | 0.00% | 8,145 | $345,000 | $330,606 | -$14,394 | -4.17% | |
| Savvy Advisors, Inc. | 0.01% | 7,341 | $311,749 | $297,971 | -$13,778 | -4.42% | |
| Cofg Advisors, Llc | 0.05% | 6,510 | $276,447 | $264,241 | -$12,206 | -4.42% | |
| Brown Brothers Harriman & Co | 0.00% | 6,089 | $258,569 | $247,153 | -$11,416 | -4.42% | |
| 1900 Wealth Management Llc | 0.01% | 5,706 | $242,287 | $231,607 | -$10,680 | -4.41% | |
| Principal Securities, Inc. | 0.00% | 4,948 | $210,117 | $200,839 | -$9,278 | -4.42% | |
| Bank Of New York Mellon Corp | 0.00% | 4,841 | $205,570 | $196,496 | -$9,074 | -4.41% | |
| Goldman Sachs Group Inc | 0.00% | 4,834 | $205,276 | $196,212 | -$9,064 | -4.42% | |
| Farther Finance Advisors, Llc | 0.00% | 4,140 | $176,292 | $168,043 | -$8,249 | -4.68% | |
| Rmg Wealth Management Llc | 0.01% | 2,287 | $101,863 | $92,829 | -$9,034 | -8.87% | |
| Private Trust Co Na | 0.01% | 2,057 | $87,351 | $83,494 | -$3,857 | -4.42% | |
| Vanguard Advisers Inc | 0.00% | 829 | $35,203 | $33,649 | -$1,554 | -4.41% | |
| Wells Fargo & Company/Mn | 0.00% | 651 | $27,645 | $26,424 | -$1,221 | -4.42% | |
| Bank Of Montreal | 0.00% | 376 | $16,031 | $15,262 | -$769 | -4.80% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 10,957 | $465 | $444,745 | +$444,280 | +95544.01% | |
| Fmr Llc | 0.00% | 1 | $42 | $41 | -$1 | -3.36% |
Frequently asked questions about TAGG
Who are the largest institutional holders of TAGG?
The largest institutional holders of TAGG reported in the latest SEC Form 13F filings include Price T Rowe Associates Inc, Lpl Financial Llc, Kickstand Ventures, Llc., Morgan Stanley, and Towerpoint Wealth, Llc. InsiderSet ranks institutional holders by their latest reported TAGG position.
What is TAGG institutional ownership?
This page tracks TAGG positions reported by institutional investment managers through SEC Form 13F. T ROWE PRICE QM US BOND ETF (TAGG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own TAGG?
InsiderSet currently tracks 39 institutional managers reporting TAGG holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of TAGG shareholders.
How much TAGG stock do institutions own?
Institutional investment managers disclosed approximately $2.16B in TAGG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was TAGG institutional ownership last updated?
The latest TAGG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional TAGG holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its TAGG position after the reporting date.
Are institutions buying or selling TAGG?
Institutional buying and selling can be analyzed by comparing TAGG positions across consecutive 13F reporting periods. InsiderSet's TAGG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View TAGG ownership changes.
How has TAGG institutional ownership changed over time?
InsiderSet tracks TAGG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.