T. ROWE PRICE VALUE ETF (TVAL) Institutional Ownership Changes & 13F Activity
T. ROWE PRICE VALUE ETF (TVAL). 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 Lpl Financial Llc, Price T Rowe Associates Inc, Modern Wealth Management, Llc, Morgan Stanley, and Osaic Holdings, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +25,701 | +32.2% | 105,635 | $4.40M | Q2 2026 | Sep 23, 2026 |
| Integrated Wealth Concepts Llc | Buy | +7,587 | — | 7,587 | $316.23K | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Buy | +8,274 | — | 8,274 | $344.86K | Q2 2026 | Sep 02, 2026 |
| Price T Rowe Associates Inc | Buy | +686,053 | +5.7% | 12,806,802 | $533.79M | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, Llc | Buy | +468,439 | — | 468,439 | $19.52M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +50,104 | +30.0% | 216,975 | $9.04M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +33,615 | +48.2% | 103,413 | $4.28M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +8,359 | +8.4% | 108,071 | $4.50M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -5,001 | -21.1% | 18,708 | $779.75K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +1,840 | +292.5% | 2,469 | $102.91K | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +490 | — | 490 | $20.42K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +74,663 | +13.7% | 618,978 | $25.80M | Q2 2026 | Aug 13, 2026 |
| Vanguard Advisers Inc | Buy | +2,971 | — | 2,971 | $123.83K | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +1,659 | +10.4% | 17,596 | $733.40K | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | Buy | +28,280 | +21.6% | 159,446 | $6.65M | Q2 2026 | Aug 12, 2026 |
| Brown Brothers Harriman & Co | Buy | +12,857 | — | 12,857 | $535.88K | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +309 | — | 309 | $12.86K | Q2 2026 | Aug 12, 2026 |
| Bank Of Montreal | Buy | +63 | — | 63 | $2.63K | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Buy | +1 | +0.0% | 3,759 | $156.66K | Q2 2026 | Aug 12, 2026 |
| Lpl Financial Llc | Buy | +4,488,023 | +2089.1% | 4,702,854 | $196.01M | Q2 2026 | Aug 07, 2026 |
| Onedigital Investment Advisors Llc | Sell | -28,421 | -5.1% | 531,080 | $22.14M | Q2 2026 | Aug 07, 2026 |
| Continuum Advisory, Llc | Buy | +31,775 | — | 31,775 | $1.32M | Q2 2026 | Aug 06, 2026 |
| N.E.W. Advisory Services Llc | Buy | +537 | +2.3% | 23,435 | $976.77K | Q2 2026 | Aug 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +35,175 | +55.8% | 98,247 | $4.09K | Q2 2026 | Jul 30, 2026 |
| Geowealth Management, Llc | Sell | -275 | -3.4% | 7,737 | $322.48K | Q2 2026 | Jul 30, 2026 |
| Assetmark, Inc | Buy | +31 | — | 31 | $1.29K | Q2 2026 | Jul 30, 2026 |
| Commonwealth Equity Services, Llc | Buy | +4,677 | +17.3% | 31,779 | $1.32M | Q2 2026 | Jul 29, 2026 |
| Private Trust Co Na | Buy | +3,522 | — | 3,522 | $146.80K | Q2 2026 | Jul 28, 2026 |
| Northwest Wealth Advisors, Llc | Buy | +27,713 | +15.6% | 205,589 | $8.57M | Q2 2026 | Jul 23, 2026 |
| Cape Investment Advisory, Inc. | Buy | +50 | — | 50 | $2.08K | Q2 2026 | Jul 23, 2026 |
Frequently asked questions about TVAL activity
Which institutional owners are buying TVAL?
Institutional owners buying TVAL 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 TVAL activity?
"Buy" means an investor increased their reported position in TVAL compared to the prior reporting period. This reflects growing exposure to T. ROWE PRICE VALUE ETF (TVAL) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in TVAL increasing?
Institutional interest in TVAL 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.