TFLR Institutional Ownership & Shareholders
T ROWE PRICE FLOATING RT ETF (TFLR) is currently held by 116 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $402.19M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Sei Investments Co is currently the largest disclosed institutional shareholder of TFLR tracked by InsiderSet, reporting ownership valued at approximately $85.25M 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 $84.74M, representing an estimated loss of -0.61% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 57% of the total disclosed TFLR value among the investors covered in this analysis. Major shareholders include Sei Investments Co, Raymond James Financial Inc, Insight Wealth Strategies, Llc, and several other long-term asset managers with concentrated positions in T ROWE PRICE FLOATING RT ETF (TFLR).
This page ranks the largest institutional TFLR 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
116
Total Reported Value
$402.19M
Largest Holder
Sei Investments Co
Largest Position
$85.25M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
104
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sei Investments Co | 0.08% | 1,691,342 | $85,253,860 | $84,736,234 | -$517,626 | -0.61% | |
| Raymond James Financial Inc | 0.01% | 675,599 | $34,056,960 | $33,847,510 | -$209,450 | -0.61% | |
| Insight Wealth Strategies, Llc | 1.92% | 383,452 | $19,364,346 | $19,210,945 | -$153,401 | -0.79% | |
| Onyx Bridge Wealth Group Llc | 1.36% | 307,285 | $15,517,875 | $15,394,979 | -$122,897 | -0.79% | |
| Cetera Investment Advisers | 0.01% | 301,290 | $15,188,061 | $15,094,629 | -$93,432 | -0.62% | |
| Castle Wealth Management Llc | 3.99% | 267,075 | $13,463,274 | $13,380,458 | -$82,817 | -0.62% | |
| Bank Of America Corp | 0.00% | 252,312 | $12,719,072 | $12,640,831 | -$78,241 | -0.62% | |
| Stifel Financial Corp | 0.01% | 242,888 | $12,243,884 | $12,168,689 | -$75,195 | -0.61% | |
| Nestegg Advisors, Inc. | 7.55% | 227,349 | $11,481,142 | $11,390,185 | -$90,957 | -0.79% | |
| Flavin Financial Services, Inc. | 5.59% | 204,909 | $10,347,905 | $10,265,941 | -$81,964 | -0.79% | |
| My Personal Cfo, Llc | 3.54% | 195,175 | $9,856,345 | $9,778,268 | -$78,078 | -0.79% | |
| Goldman Sachs Group Inc | 0.00% | 173,487 | $8,745,480 | $8,691,699 | -$53,781 | -0.61% | |
| Strategic Financial Concepts, Llc | 2.53% | 168,403 | $8,491,071 | $8,436,990 | -$54,081 | -0.64% | |
| Commonwealth Equity Services, Llc | 0.01% | 162,949 | $8,228,940 | $8,163,745 | -$65,195 | -0.79% | |
| Steelpeak Wealth, Llc | 0.20% | 153,245 | $7,738,876 | $7,677,575 | -$61,302 | -0.79% | |
| Envestnet Asset Management Inc | 0.00% | 146,534 | $7,386,762 | $7,341,353 | -$45,409 | -0.61% | |
| Vicus Capital | 0.47% | 145,340 | $7,326,589 | $7,281,534 | -$45,055 | -0.61% | |
| Osaic Holdings, Inc. | 0.01% | 134,067 | $6,760,517 | $6,716,757 | -$43,760 | -0.65% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 128,141 | $6,462,141 | $6,419,864 | -$42,277 | -0.65% | |
| 4J Wealth Management Llc | 2.75% | 117,953 | $5,956,614 | $5,909,445 | -$47,169 | -0.79% | |
| Aviso Wealth Management | 1.82% | 106,129 | $5,349,998 | $5,317,063 | -$32,935 | -0.62% | |
| Kestra Advisory Services, Llc | 0.01% | 104,315 | $5,267,906 | $5,226,182 | -$41,725 | -0.79% | |
| Retirement Management Systems Inc. | 1.01% | 98,088 | $4,944,616 | $4,914,209 | -$30,407 | -0.61% | |
| Verus Capital Partners, Llc | 0.27% | 97,519 | $4,915,931 | $4,885,702 | -$30,229 | -0.61% | |
| Principal Securities, Inc. | 0.05% | 88,523 | $4,462,465 | $4,435,002 | -$27,463 | -0.62% | |
| Clarity Retirement & Wealth, Llc | 2.97% | 85,235 | $4,296,680 | $4,270,274 | -$26,407 | -0.61% | |
| Advyzon Investment Management, Llc | 0.31% | 84,872 | $4,278,381 | $4,252,087 | -$26,294 | -0.61% | |
| Lpl Financial Llc | 0.00% | 77,977 | $3,930,844 | $3,906,648 | -$24,196 | -0.62% | |
| Soltis Investment Advisors Llc | 0.16% | 68,965 | $3,482,718 | $3,455,147 | -$27,572 | -0.79% | |
| Beacon Pointe Advisors, Llc | 0.01% | 58,619 | $2,954,984 | $2,936,812 | -$18,172 | -0.61% | |
| River Street Advisors Llc | 0.90% | 57,472 | $2,902,358 | $2,879,347 | -$23,011 | -0.79% | |
| Clark Capital Management Group, Inc. | 0.02% | 55,110 | $2,778,095 | $2,761,011 | -$17,084 | -0.61% | |
| Turning Point Benefit Group, Inc. | 0.98% | 47,768 | $2,408,463 | $2,393,177 | -$15,286 | -0.63% | |
| Summit Wealth Group Llc / Co | 0.14% | 43,058 | $2,174,407 | $2,157,206 | -$17,201 | -0.79% | |
| Citadel Advisors Llc | 0.00% | 40,577 | $2,045,487 | $2,032,908 | -$12,579 | -0.61% | |
| Red Mountain Financial, Llc | 1.68% | 39,607 | $1,996,607 | $1,984,311 | -$12,296 | -0.62% | |
| Price T Rowe Associates Inc | 0.00% | 38,305 | $1,931,000 | $1,919,081 | -$11,920 | -0.62% | |
| Farther Finance Advisors, Llc | 0.01% | 38,175 | $1,927,843 | $1,912,568 | -$15,276 | -0.79% | |
| Sovran Advisors, Llc | 0.12% | 33,733 | $1,692,722 | $1,690,023 | -$2,699 | -0.16% | |
| Mcnamara Financial Services, Inc. | 0.29% | 33,156 | $1,671,394 | $1,661,116 | -$10,278 | -0.61% | |
| Truist Financial Corp | 0.00% | 32,779 | $1,655,327 | $1,642,228 | -$13,099 | -0.79% | |
| Davenport & Co Llc | 0.01% | 30,654 | $1,548,027 | $1,535,765 | -$12,262 | -0.79% | |
| Financially In Tune, Llc | 1.19% | 27,442 | $1,381,979 | $1,374,844 | -$7,135 | -0.52% | |
| True Wealth Design, Llc | 0.32% | 27,026 | $1,364,812 | $1,354,003 | -$10,809 | -0.79% | |
| Mariner, Llc | 0.00% | 24,970 | $1,258,738 | $1,250,997 | -$7,741 | -0.61% | |
| Dynamic Advisor Solutions Llc | 0.04% | 24,887 | $1,256,794 | $1,246,839 | -$9,955 | -0.79% | |
| Mml Investors Services, Llc | 0.00% | 24,662 | $1,243,222 | $1,235,566 | -$7,656 | -0.62% | |
| Oneascent Financial Services Llc | 0.05% | 22,735 | $1,146,085 | $1,139,024 | -$7,062 | -0.62% | |
| Jane Street Group, Llc | 0.00% | 21,381 | $1,077,816 | $1,071,188 | -$6,628 | -0.61% | |
| Merit Financial Group, Llc | 0.01% | 18,469 | $931,022 | $925,297 | -$5,725 | -0.61% |
Frequently asked questions about TFLR
Who are the largest institutional holders of TFLR?
The largest institutional holders of TFLR reported in the latest SEC Form 13F filings include Sei Investments Co, Raymond James Financial Inc, Insight Wealth Strategies, Llc, Onyx Bridge Wealth Group Llc, and Cetera Investment Advisers. InsiderSet ranks institutional holders by their latest reported TFLR position.
What is TFLR institutional ownership?
This page tracks TFLR positions reported by institutional investment managers through SEC Form 13F. T ROWE PRICE FLOATING RT ETF (TFLR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own TFLR?
InsiderSet currently tracks 116 institutional managers reporting TFLR 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 TFLR shareholders.
How much TFLR stock do institutions own?
Institutional investment managers disclosed approximately $402.19M in TFLR holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was TFLR institutional ownership last updated?
The latest TFLR 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 TFLR 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 TFLR position after the reporting date.
Are institutions buying or selling TFLR?
Institutional buying and selling can be analyzed by comparing TFLR positions across consecutive 13F reporting periods. InsiderSet's TFLR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View TFLR ownership changes.
How has TFLR institutional ownership changed over time?
InsiderSet tracks TFLR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.