Filing Research | T ROWE PRICE EXCHANGE-TRADED Institutional Holdings

Snapshot holdings

38 / 38 loaded

#		Instrument	quantity
1	Sequoia Financial Advisors, LLC	Shares	4.4MSH	$215.5M
2	YARGER WEALTH STRATEGIES, LLC	Shares	395.6KSH	$19.6M
3	MBL Wealth, LLC	Shares	112.0KSH	$5.5M
4	Sandy Cove Advisors, LLC	Shares	87.2KSH	$4.3M
5	MB, LEVIS & ASSOCIATES, LLC	Shares	59.5KSH	$2.9M
6	Nautilus Advisors LLC	Shares	58.2KSH	$2.9M
7	Capital Investment Advisory Services, LLC	Shares	52.1KSH	$2.6M
8	Lighthouse Wealth Management Inc.	Shares	43.0KSH	$2.1M
9	Apella Capital, LLC	Shares	39.2KSH	$1.9M
10	Formidable Asset Management, LLC	Shares	32.3KSH	$1.4M
11	Bill Few Associates, Inc.	Shares	28.5KSH	$1.4M
12	Selby Wealth Management, LLC	Shares	27.9KSH	$1.4M
13	NavPoint Financial, Inc.	Shares	25.7KSH	$1.3M
14	Nvest Wealth Strategies, Inc.	Shares	22.6KSH	$1.1M
15	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	21.1KSH	$1.0M
16	Fortis Group Advisors, LLC	Shares	20.8KSH	$1.0M
17	Winthrop Advisory Group LLC	Shares	19.1KSH	$934.9K
18	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	17.9KSH	$875.8K
19	SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI	Shares	16.8KSH	$823.4K
20	Saxony Capital Management, LLC	Shares	14.2KSH	$696.9K
21	Legacy Advisors, LLC	Shares	13.4KSH	$658.6K
22	MARINO, STRAM & ASSOCIATES LLC	Shares	12.8KSH	$628.3K
23	First Heartland Consultants, Inc.	Shares	11.3KSH	$554.1K
24	Wealthcare Capital Partners, LLC	Shares	11.0KSH	$540.7K
25	Balefire, LLC	Shares	10.8KSH	$531.2K
26	DAVENPORT & Co LLC	Shares	10.5KSH	$516.9K
27	Future Financial Wealth Managment LLC	Shares	6.7KSH	$332.5K
28	IFP Advisors, Inc	Shares	6.3KSH	$308.4K
29	Apollon Wealth Management, LLC	Shares	4.7KSH	$230.4K
30	ADIRONDACK TRUST CO	Shares	2.3KSH	$112.5K
31	Strategic Investment Solutions, Inc. /IL	Shares	1.7KSH	$81.4K
32	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	1.1KSH	$56.4K
33	Farther Finance Advisors, LLC	Shares	729SH	$35.8K
34	Cape Investment Advisory, Inc.	Shares	521SH	$25.5K
35	AdvisorNet Financial, Inc	Shares	463SH	$22.7K
36	CoreCap Advisors, LLC	Shares	422SH	$20.7K
37	GGM Financial LLC	Shares	355SH	$17.4K
38	Capital Advisors, Ltd. LLC	Shares	28.0KSH	$1.4K

Manager changes2026-06-30 vs 2026-03-31

40 / 40 loaded

#		Instrument
1	Sequoia Financial Advisors, LLC added	Shares	+161.3K	+$26.5M	$215.5M
2	Sandy Cove Advisors, LLC added	Shares	+67.8K	+$3.4M	$4.3M
3	YARGER WEALTH STRATEGIES, LLC added	Shares	+4.4K	+$2.1M	$19.6M
4	Legacy Advisors, LLC new	Shares	+13.4K	+$658.6K	$658.6K
5	MB, LEVIS & ASSOCIATES, LLC added	Shares	+8.5K	+$641.0K	$2.9M
6	Nvest Wealth Strategies, Inc. added	Shares	+10.8K	+$580.9K	$1.1M
7	Lighthouse Wealth Management Inc. added	Shares	+5.3K	+$425.1K	$2.1M
8	Capital Investment Advisory Services, LLC added	Shares	+3.3K	+$377.8K	$2.6M
9	Nautilus Advisors LLC added	Shares	+723	+$316.9K	$2.9M
10	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added	Shares	+3.1K	+$217.6K	$875.8K
11	Selby Wealth Management, LLC added	Shares	+2.1K	+$215.5K	$1.4M
12	Winthrop Advisory Group LLC added	Shares	+2.9K	+$213.3K	$934.9K
13	MARINO, STRAM & ASSOCIATES LLC added	Shares	+2.3K	+$157.1K	$628.3K
14	Bill Few Associates, Inc. added	Shares	+380	+$142.3K	$1.4M
15	NavPoint Financial, Inc. added	Shares	+380	+$130.1K	$1.3M
16	DAVENPORT & Co LLC added	Shares	+1.4K	+$108.3K	$516.9K
17	SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI added	Shares	+721	+$106.1K	$823.4K
18	Fortis Group Advisors, LLC added	Shares	+509	+$60.9K	$1.0M
19	Wealthcare Capital Partners, LLC added	Shares	+243	+$59.4K	$540.7K
20	Balefire, LLC added	Shares	+16	+$48.4K	$531.2K
21	Apella Capital, LLC trimmed	Shares	-956	+$45.8K	$1.9M
22	First Heartland Consultants, Inc. trimmed	Shares	-373	+$33.1K	$554.1K
23	IFP Advisors, Inc unchanged	Shares	0	+$27.7K	$308.4K
24	Cape Investment Advisory, Inc. new	Shares	+521	+$25.5K	$25.5K
25	Apollon Wealth Management, LLC added	Shares	+3	+$20.8K	$230.4K
26	Future Financial Wealth Managment LLC unchanged	Shares	0	+$18.7K	$332.5K
27	ADIRONDACK TRUST CO unchanged	Shares	0	+$10.1K	$112.5K
28	Strategic Investment Solutions, Inc. /IL unchanged	Shares	0	+$7.3K	$81.4K
29	BARTLETT & CO. WEALTH MANAGEMENT LLC added	Shares	+100	+$7.3K	$56.4K
30	AdvisorNet Financial, Inc added	Shares	+1	+$2.1K	$22.7K
31	CoreCap Advisors, LLC added	Shares	+1	+$1.9K	$20.7K
32	GGM Financial LLC added	Shares	+1	+$1.6K	$17.4K
33	Farther Finance Advisors, LLC trimmed	Shares	-53	+$791	$35.8K
34	Capital Advisors, Ltd. LLC unchanged	Shares	0	+$124	$1.4K
35	Formidable Asset Management, LLC trimmed	Shares	-1.2K	-$65.6K	$1.4M
36	Composition Wealth, LLC exited	Shares	-5.3K	-$236.9K	$0
37	Saxony Capital Management, LLC trimmed	Shares	-17.3K	-$707.5K	$696.9K
38	MBL Wealth, LLC trimmed	Shares	-28.2K	-$767.6K	$5.5M
39	Newman Dignan & Sheerar, Inc. exited	Shares	-28.2K	-$1.3M	$0
40	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-40.6K	-$1.7M	$1.0M