TGRT Hedge Fund Ownership (Q2 2026)

T Rowe Price Exchange-Traded (TGRT)

49 + Investors. Track Smart Money conviction in TGRT. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — TGRT

Based on 49 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q

For 10 consecutive quarters, more hedge funds added TGRT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

49 hedge funds hold TGRT right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +104% more funds vs a year ago

fund count last 6Q

+25 new funds entered over the past year (+104% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 77% buying

37 buying11 selling

Last quarter: 37 funds were net buyers (17 opened a brand new position + 20 added to an existing one). Only 11 were sellers (5 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter

Funds opening a new TGRT position: 7 → 6 → 10 → 17. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔄

Mostly new holders — 51% entered in last year

■ 14% conviction (2yr+) ■ 35% medium ■ 51% new

Only 7 funds (14%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

💰

Value +85% but shares only +31% — price-driven

Value

+85%

+31%

Last quarter: the total dollar value of institutional holdings rose +85%, but actual share count only changed +31%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

🚀

Acceleration phase — new buyers rushing in

4 → 7 → 6 → 10 → 17 new funds/Q

New funds entering each quarter: 7 → 6 → 10 → 17. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🌱

Early stage — 55% of holders entered in last year

■ 8% veterans ■ 37% 1-2yr ■ 55% new

Of 49 current holders: 27 (55%) entered in the past year, only 4 (8%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds

12 of 49 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in TGRT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

5.4

out of 10

Moderate Exit Risk

Exit risk score 5.4/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	49	38	28.95%
13F Shares	29M	22M	31.44%
Total Value	$723M	$390M	85.31%
New Positions	17	10	+7
Increased Positions	20	16	+4
Closed Positions	6	4	+2
Reduced Positions	5	8	-3
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

28.95%

13F Shares

29M

22M

31.44%

Total Value

$723M

$390M

85.31%

New Positions

Increased Positions

Closed Positions

Reduced Positions

-3

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

49 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in TGRT. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 TGRT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Mason Investment Advisory Services, Inc.	9.82%	5,646,517	$258.2M
2	Northwest Wealth Advisors, LLC	3.88%	147,514	$6.7M
3	Flagship Wealth Advisors, LLC	1.16%	113,526	$5.2M
4	KWB Wealth	0.27%	68,743	$3.1M
5	OneDigital Investment Advisors LLC	0.22%	557,359	$25.5M
6	Win Advisors, Inc	0.15%	9,154	$419K
7	Independent Financial Group, LLC	0.12%	136,775	$6.3M
8	Vertex Planning Partners, LLC	0.08%	11,544	$528K
9	Private Advisor Group, LLC	0.08%	369,482	$16.9M
10	LPL Financial LLC	0.07%	6,511,810	$297.7M
11	Jackson Thornton Wealth Management, LLC	0.04%	10,458	$478K
12	Keystone Financial Group	0.02%	7,570	$346K
13	Money Concepts Capital Corp	0.02%	9,565	$437K
14	Comprehensive Financial Planning, Inc./PA	0.02%	731	$33K
15	Private Trust Co NA	0.01%	3,983	$182K
16	GeoWealth Management, LLC	0.01%	9,274	$424K
17	Arkadios Wealth Advisors	0.01%	13,478	$616K
18	RFG Advisory, LLC	0.01%	8,600	$393K
19	Osaic Holdings, INC.	0.01%	101,323	$4.6M
20	Cetera Investment Advisers	0.01%	129,130	$5.9M
21	Commonwealth Equity Services, LLC	0.00%	71,008	$3.2M
22	Capital Investment Advisory Services, LLC	0.00%	1,280	$59K
23	Ameriprise Financial Inc	0.00%	321,872	$14.7M
24	Morgan Stanley	0.00%	1,143,705	$52.3M
25	Geneos Wealth Management Inc.	0.00%	2,886	$132K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — T Rowe Price Exchange-Traded (TGRT)

What does the Smart Money Trend signal show for TGRT?

Buying streak — 10 quarters in a row: For 10 consecutive quarters, more hedge funds added TGRT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for TGRT?

More buyers than sellers — 77% buying: Last quarter: 37 funds were net buyers (17 opened a brand new position + 20 added to an existing one). Only 11 were sellers (5 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for TGRT holders?

Elite ownership — 52% AUM from top-100 funds: 12 of 49 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in TGRT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held TGRT?

Mostly new holders — 51% entered in last year: Only 7 funds (14%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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T Rowe Price Exchange-Traded (TGRT)

Smart Money Signals — TGRT

Buying streak — 10 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +104% more funds vs a year ago

More buyers than sellers — 77% buying

More new buyers each quarter (+7 vs last Q)

Mostly new holders — 51% entered in last year

Value +85% but shares only +31% — price-driven

Acceleration phase — new buyers rushing in

Early stage — 55% of holders entered in last year

Elite ownership — 52% AUM from top-100 funds

Institutional Sentiment Summary — TGRT

Hedge Fund Ownership: TGRT

Market Analysis: TGRT

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: TGRT

Hedge Fund Positioning: TGRT

Statistics: TGRT

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — T Rowe Price Exchange-Traded (TGRT)

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