T ROWE PRICE ULTRA SHORT-TER (TBUX) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $578.26M 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 $177.39M 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 $177.75M, representing an estimated gain of +0.20% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 73% 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, Harfst & Associates, Inc., 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
113
Total Reported Value
$578.26M
Largest Holder
Ars Wealth Advisors Group, Llc
Largest Position
$177.39M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
130
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 | 13.88% | 3,564,289 | $177,394,640 | $177,751,092 | +$356,452 | +0.20% | |
| Raymond James Financial Inc | 0.02% | 1,720,650 | $85,636,747 | $85,808,816 | +$172,069 | +0.20% | |
| Harfst & Associates, Inc. | 3.94% | 509,707 | $25,368,108 | $25,419,088 | +$50,980 | +0.20% | |
| Jones Financial Companies Lllp | 0.01% | 485,703 | $24,180,730 | $24,222,009 | +$41,279 | +0.17% | |
| Focus Financial Network, Inc. | 0.71% | 459,368 | $22,862,745 | $22,908,682 | +$45,937 | +0.20% | |
| Osaic Holdings, Inc. | 0.03% | 450,969 | $22,447,543 | $22,489,824 | +$42,281 | +0.19% | |
| Mcf Advisors Llc | 0.75% | 423,617 | $21,083,419 | $21,125,780 | +$42,361 | +0.20% | |
| Commonwealth Equity Services, Llc | 0.02% | 293,637 | $14,614,310 | $14,643,677 | +$29,367 | +0.20% | |
| Stifel Financial Corp | 0.01% | 287,348 | $14,301,285 | $14,330,045 | +$28,760 | +0.20% | |
| Strategic Financial Concepts, Llc | 3.50% | 238,317 | $11,775,667 | $11,884,869 | +$109,202 | +0.93% | |
| Mml Investors Services, Llc | 0.02% | 179,524 | $8,934,895 | $8,952,862 | +$17,967 | +0.20% | |
| Kestra Advisory Services, Llc | 0.03% | 178,838 | $8,900,743 | $8,918,651 | +$17,908 | +0.20% | |
| Envestnet Asset Management Inc | 0.00% | 164,710 | $8,197,633 | $8,214,088 | +$16,455 | +0.20% | |
| Lpl Financial Llc | 0.00% | 127,391 | $6,340,242 | $6,352,989 | +$12,747 | +0.20% | |
| Walker Financial Services, Inc. | 1.80% | 116,637 | $5,805,070 | $5,816,687 | +$11,617 | +0.20% | |
| Citadel Advisors Llc | 0.00% | 110,063 | $5,477,836 | $5,488,842 | +$11,006 | +0.20% | |
| Cetera Investment Advisers | 0.00% | 109,703 | $5,459,899 | $5,470,889 | +$10,990 | +0.20% | |
| Hightower Advisors, Llc | 0.00% | 102,616 | $5,107,201 | $5,117,460 | +$10,259 | +0.20% | |
| Professional Financial Management, Inc. | 5.18% | 102,592 | $5,105,991 | $5,116,263 | +$10,272 | +0.20% | |
| Sovran Advisors, Llc | 0.38% | 102,384 | $5,091,531 | $5,105,890 | +$14,359 | +0.28% | |
| Fischer Investment Strategies, Llc | 2.10% | 88,530 | $4,406,143 | $4,414,991 | +$8,848 | +0.20% | |
| Essex Financial Services, Inc. | 0.19% | 77,708 | $3,867,544 | $3,875,298 | +$7,754 | +0.20% | |
| Mission Financial Group, Llc | 3.14% | 75,953 | $3,780,200 | $3,787,776 | +$7,576 | +0.20% | |
| Cra Financial Services, Llc | 0.42% | 72,719 | $3,619,244 | $3,626,497 | +$7,253 | +0.20% | |
| Lawood & Co | 2.44% | 72,258 | $3,596,281 | $3,603,506 | +$7,225 | +0.20% | |
| Integrated Wealth Concepts Llc | 0.02% | 67,554 | $3,362,188 | $3,368,918 | +$6,730 | +0.20% | |
| 4J Wealth Management Llc | 1.57% | 64,295 | $3,199,956 | $3,206,392 | +$6,436 | +0.20% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 59,463 | $2,963,629 | $2,965,420 | +$1,791 | +0.06% | |
| Wealthcare Advisory Partners Llc | 0.06% | 59,421 | $2,957,383 | $2,963,325 | +$5,942 | +0.20% | |
| Iht Wealth Management, Llc | 0.06% | 55,088 | $2,741,743 | $2,747,239 | +$5,496 | +0.20% | |
| Dahring {-} Cusmano Llc | 1.43% | 54,309 | $2,702,959 | $2,708,390 | +$5,431 | +0.20% | |
| Midatlantic Capital Management, Inc. | 1.66% | 53,579 | $2,666,648 | $2,671,985 | +$5,337 | +0.20% | |
| Parsons Capital Management Inc/Ri | 0.12% | 51,130 | $2,544,741 | $2,549,853 | +$5,112 | +0.20% | |
| Advisory Services Network, Llc | 0.03% | 49,502 | $2,463,736 | $2,468,665 | +$4,929 | +0.20% | |
| 9823 Capital, L.P. | 1.65% | 49,002 | $2,438,830 | $2,443,730 | +$4,900 | +0.20% | |
| 3Edge Asset Management, Lp | 0.10% | 47,127 | $2,345,511 | $2,350,223 | +$4,712 | +0.20% | |
| Ameritas Advisory Services, Llc | 0.04% | 40,321 | $2,006,766 | $2,010,808 | +$4,042 | +0.20% | |
| Benchmark Financial, Llc | 1.54% | 37,994 | $1,890,961 | $1,894,761 | +$3,800 | +0.20% | |
| Armor Investment Advisors, Llc | 0.59% | 37,045 | $1,843,709 | $1,847,434 | +$3,725 | +0.20% | |
| Entrewealth, Llc | 0.68% | 36,656 | $1,826,392 | $1,828,035 | +$1,643 | +0.09% | |
| Brookwood Investment Group Llc | 0.20% | 35,065 | $1,745,185 | $1,748,692 | +$3,507 | +0.20% | |
| Investment Partners Asset Management, Inc. | 0.94% | 33,989 | $1,691,633 | $1,695,031 | +$3,398 | +0.20% | |
| Stephens Inc | 0.02% | 32,500 | $1,617,525 | $1,620,775 | +$3,250 | +0.20% | |
| B & T Capital Management Dba Alpha Capital Management | 0.20% | 31,000 | $1,542,870 | $1,545,970 | +$3,100 | +0.20% | |
| Prospera Financial Services Inc | 0.02% | 29,137 | $1,450,348 | $1,453,062 | +$2,714 | +0.19% | |
| Atlas Wealth Llc | 0.20% | 27,616 | $1,374,448 | $1,377,210 | +$2,762 | +0.20% | |
| Geneos Wealth Management Inc. | 0.03% | 26,684 | $1,328,063 | $1,330,731 | +$2,668 | +0.20% | |
| Allworth Financial Lp | 0.01% | 26,319 | $1,309,880 | $1,312,529 | +$2,649 | +0.20% | |
| Carson Advisory Inc. | 0.55% | 24,107 | $1,199,818 | $1,202,216 | +$2,398 | +0.20% | |
| &Partners | 0.00% | 23,885 | $1,190,697 | $1,191,145 | +$448 | +0.04% |
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.