TFNS Institutional Ownership & Shareholders
T ROWE PRICE FINANCIALS ETF (TFNS) is currently held by 3 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $3.57M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Mowery & Schoenfeld Wealth Management, Llc is currently the largest disclosed institutional shareholder of TFNS tracked by InsiderSet, reporting ownership valued at approximately $1.64M in its September 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 $1.73M, representing an estimated gain of +5.19% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed TFNS value among the investors covered in this analysis. Major shareholders include Mowery & Schoenfeld Wealth Management, Llc, Dahring {-} Cusmano Llc, Citadel Advisors Llc, and several other long-term asset managers with concentrated positions in T ROWE PRICE FINANCIALS ETF (TFNS).
This page ranks the largest institutional TFNS 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
3
Total Reported Value
$3.57M
Largest Holder
Mowery & Schoenfeld Wealth Management, Llc
Largest Position
$1.64M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
3
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Mowery & Schoenfeld Wealth Management, Llc | 1.83% | 59,925 | $1,642,215 | $1,727,452 | +$85,237 | +5.19% | |
| Dahring {-} Cusmano Llc | 0.56% | 38,824 | $1,067,947 | $1,119,176 | +$51,229 | +4.80% | |
| Citadel Advisors Llc | 0.00% | 31,327 | $861,724 | $903,060 | +$41,336 | +4.80% |
Frequently asked questions about TFNS
Who are the largest institutional holders of TFNS?
The largest institutional holders of TFNS reported in the latest SEC Form 13F filings include Mowery & Schoenfeld Wealth Management, Llc, Dahring {-} Cusmano Llc, and Citadel Advisors Llc. InsiderSet ranks institutional holders by their latest reported TFNS position.
What is TFNS institutional ownership?
This page tracks TFNS positions reported by institutional investment managers through SEC Form 13F. T ROWE PRICE FINANCIALS ETF (TFNS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own TFNS?
InsiderSet currently tracks 3 institutional managers reporting TFNS 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 TFNS shareholders.
How much TFNS stock do institutions own?
Institutional investment managers disclosed approximately $3.57M in TFNS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was TFNS institutional ownership last updated?
The latest TFNS 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 TFNS 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 TFNS position after the reporting date.
Are institutions buying or selling TFNS?
Institutional buying and selling can be analyzed by comparing TFNS positions across consecutive 13F reporting periods. InsiderSet's TFNS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View TFNS ownership changes.
How has TFNS institutional ownership changed over time?
InsiderSet tracks TFNS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.