T ROWE PRICE ULTRA SHORT-TER (TBUX) Top Institutional Shareholders
T ROWE PRICE ULTRA SHORT-TER (TBUX) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $517.77M in TBUX holdings during the latest filing period.
Ars Wealth Advisors Group, Llc is currently the largest disclosed institutional shareholder of TBUX tracked by InsiderSet, reporting ownership valued at approximately $169.31M in its March 31, 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 $169.69M, representing an estimated gain of +0.22% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 74% of the total disclosed TBUX value among the investors covered in this analysis. Major shareholders include Ars Wealth Advisors Group, Llc, Raymond James Financial Inc, Mcf Advisors Llc, and several other long-term asset managers with concentrated positions in T ROWE PRICE ULTRA SHORT-TER (TBUX).
This page ranks the largest institutional TBUX 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
103
Total Reported Value
$517.77M
Largest Holder
Ars Wealth Advisors Group, Llc
Largest Position
$169.31M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
114
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ars Wealth Advisors Group, Llc | 14.30% | 3,403,290 | $169,313,654 | $169,688,039 | +$374,385 | +0.22% | |
| Raymond James Financial Inc | 0.02% | 1,508,840 | $75,064,788 | $75,230,762 | +$165,974 | +0.22% | |
| Mcf Advisors Llc | 0.92% | 421,818 | $20,985,446 | $21,031,845 | +$46,399 | +0.22% | |
| Osaic Holdings, Inc. | 0.03% | 417,685 | $20,782,587 | $20,825,774 | +$43,187 | +0.21% | |
| Harfst & Associates, Inc. | 3.64% | 409,793 | $20,387,193 | $20,432,279 | +$45,086 | +0.22% | |
| Jones Financial Companies Lllp | 0.01% | 373,382 | $18,553,339 | $18,616,827 | +$63,488 | +0.34% | |
| Members Advisory Group Llc | 6.05% | 354,730 | $17,647,884 | $17,686,838 | +$38,954 | +0.22% | |
| Strategic Financial Concepts, Llc | 3.48% | 286,399 | $14,118,274 | $14,279,854 | +$161,580 | +1.14% | |
| Northwestern Mutual Wealth Management Co | 0.01% | 268,343 | $13,350,082 | $13,379,582 | +$29,500 | +0.22% | |
| 3Edge Asset Management, Lp | 0.62% | 258,852 | $12,877,862 | $12,906,361 | +$28,499 | +0.22% | |
| Commonwealth Equity Services, Llc | 0.02% | 253,381 | $12,605,720 | $12,633,577 | +$27,857 | +0.22% | |
| Stifel Financial Corp | 0.01% | 241,524 | $12,015,983 | $12,042,387 | +$26,404 | +0.22% | |
| Sovran Advisors, Llc | 0.55% | 139,842 | $6,959,922 | $6,972,522 | +$12,600 | +0.18% | |
| Walker Financial Services, Inc. | 2.12% | 124,568 | $6,197,281 | $6,210,960 | +$13,679 | +0.22% | |
| Professional Financial Management, Inc. | 2.70% | 99,818 | $4,970,006 | $4,976,925 | +$6,919 | +0.14% | |
| Integrated Wealth Concepts Llc | 0.03% | 87,270 | $4,341,683 | $4,351,282 | +$9,599 | +0.22% | |
| Mission Financial Group, Llc | 3.57% | 77,750 | $3,868,086 | $3,876,615 | +$8,529 | +0.22% | |
| Cra Financial Services, Llc | 0.46% | 70,491 | $3,506,907 | $3,514,681 | +$7,774 | +0.22% | |
| Essex Financial Services, Inc. | 0.19% | 67,347 | $3,350,514 | $3,357,921 | +$7,407 | +0.22% | |
| Entrewealth, Llc | 1.50% | 67,303 | $3,348,348 | $3,355,728 | +$7,380 | +0.22% | |
| Cetera Investment Advisers | 0.00% | 65,999 | $3,283,456 | $3,290,710 | +$7,254 | +0.22% | |
| Envestnet Asset Management Inc | 0.00% | 65,104 | $3,238,924 | $3,246,085 | +$7,161 | +0.22% | |
| Lawood & Co | 2.81% | 60,801 | $3,024,850 | $3,031,538 | +$6,688 | +0.22% | |
| Goldman Sachs Group Inc | 0.00% | 58,203 | $2,895,599 | $2,902,002 | +$6,403 | +0.22% | |
| Iht Wealth Management, Llc | 0.06% | 54,954 | $2,733,964 | $2,740,006 | +$6,042 | +0.22% | |
| Dahring {-} Cusmano Llc | 1.57% | 51,471 | $2,560,658 | $2,566,344 | +$5,686 | +0.22% | |
| Midatlantic Capital Management, Inc. | 1.75% | 50,853 | $2,529,930 | $2,535,531 | +$5,601 | +0.22% | |
| 9823 Capital, L.P. | 1.85% | 49,374 | $2,456,389 | $2,461,788 | +$5,399 | +0.22% | |
| Lpl Financial Llc | 0.00% | 48,830 | $2,429,292 | $2,434,664 | +$5,372 | +0.22% | |
| Allworth Financial Lp | 0.01% | 46,243 | $2,300,567 | $2,305,676 | +$5,109 | +0.22% | |
| Advisory Services Network, Llc | 0.03% | 46,012 | $2,289,119 | $2,294,158 | +$5,039 | +0.22% | |
| Focus Financial Network, Inc. | 0.08% | 44,314 | $2,204,622 | $2,209,496 | +$4,874 | +0.22% | |
| Encompass More Asset Management | 0.37% | 43,750 | $2,176,563 | $2,181,375 | +$4,812 | +0.22% | |
| 4J Wealth Management Llc | 1.24% | 43,702 | $2,174,175 | $2,178,982 | +$4,807 | +0.22% | |
| Beaumont Financial Advisors, Llc | 0.13% | 38,869 | $1,933,722 | $1,938,008 | +$4,286 | +0.22% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 37,917 | $1,887,151 | $1,890,542 | +$3,391 | +0.18% | |
| Armor Investment Advisors, Llc | 0.68% | 37,913 | $1,886,178 | $1,890,342 | +$4,164 | +0.22% | |
| Citadel Advisors Llc | 0.00% | 36,045 | $1,793,239 | $1,797,204 | +$3,965 | +0.22% | |
| Investment Partners Asset Management, Inc. | 1.04% | 33,963 | $1,689,659 | $1,693,395 | +$3,736 | +0.22% | |
| Kestra Advisory Services, Llc | 0.01% | 33,896 | $1,686,310 | $1,690,055 | +$3,745 | +0.22% | |
| Hightower Advisors, Llc | 0.00% | 30,788 | $1,533,725 | $1,535,090 | +$1,365 | +0.09% | |
| Brookwood Investment Group Llc | 0.19% | 30,421 | $1,513,445 | $1,516,791 | +$3,346 | +0.22% | |
| Stephens Inc | 0.02% | 25,550 | $1,271,113 | $1,273,923 | +$2,810 | +0.22% | |
| B & T Capital Management Dba Alpha Capital Management | 0.18% | 25,000 | $1,243,750 | $1,246,500 | +$2,750 | +0.22% | |
| Carson Advisory Inc. | 0.55% | 21,349 | $1,062,127 | $1,064,461 | +$2,334 | +0.22% | |
| Mai Capital Management | 0.01% | 20,563 | $1,023,010 | $1,025,271 | +$2,261 | +0.22% | |
| Bay Colony Advisory Group, Inc D/B/A Bay Colony Advisors | 0.12% | 19,694 | $979,788 | $981,943 | +$2,155 | +0.22% | |
| N.E.W. Advisory Services Llc | 0.06% | 17,419 | $866,617 | $868,511 | +$1,894 | +0.22% | |
| Bridgeport Financial Solutions, Llc | 0.23% | 16,551 | $823,412 | $825,233 | +$1,821 | +0.22% | |
| Truist Financial Corp | 0.00% | 16,106 | $801,251 | $803,045 | +$1,794 | +0.22% |
Frequently asked questions about TBUX
Who owns the most TBUX stock?
The largest holders of TBUX are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for T ROWE PRICE ULTRA SHORT-TER (TBUX).
Is TBUX widely held by superinvestors?
Many widely followed stocks like TBUX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly TBUX is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.