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T Rowe Price Ultra Short-Ter (TBUX)

CUSIP: 87283Q701 | NYSE | 183 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

ARS Wealth Advisors Group, LLC3,733,512
13.5% of portfolio›$185.1M
Pacific Center for Financial Services1,091,790
11.4% of portfolio›$54.1M
Peterson Wealth Advisors, LLC772,452
4.4% of portfolio›$38.3M
Harfst & Associates, Inc.584,210
4.3% of portfolio›$29.0M
Focus Financial Network, Inc.477,557
0.7% of portfolio›$23.7M
Commonwealth Equity Services, LLC419,603
0.0% of portfolio›$20.8M
William John Sempolinski344,091
6.6% of portfolio›$17.1M
Kestra Advisory Services, LLC291,523
0.0% of portfolio›$14.5M
Cambridge Investment Research Advisors, Inc.244,834
0.0% of portfolio›$12.1K
Professional Financial Management, Inc.165,750
8.4% of portfolio›$8.2M
Parsons Capital Management Inc158,609
0.3% of portfolio›$7.9M
Gaddis Premier Wealth Advisors LLC124,515
3.4% of portfolio›$6.2M
Sovran Advisors, LLC106,767
0.4% of portfolio›$5.3M
3Edge Asset Management, LP98,273
0.2% of portfolio›$4.9M
Master's Wealth Management Inc.80,110
1.2% of portfolio›$4.0M
4J Wealth Management LLC77,962
1.8% of portfolio›$3.9M
CRA Financial Services, LLC72,623
0.4% of portfolio›$3.6M
Mission Financial Group, LLC72,433
2.8% of portfolio›$3.6M
Walker Financial Services, Inc.72,384
1.1% of portfolio›$3.6M
Lawood & Co71,061
2.4% of portfolio›$3.5M
Wealthcare Advisory Partners LLC65,563
0.1% of portfolio›$3.2M
Wealth Enhancement Advisory Services, LLC59,293
0.0% of portfolio›$2.9M
Dahring | Cusmano LLC57,417
1.3% of portfolio›$2.8M
Armor Investment Advisors, LLC54,049
0.9% of portfolio›$2.7M
Integrity Alliance, Llc.51,644
0.1% of portfolio›$2.6M
MidAtlantic Capital Management, Inc.48,016
1.4% of portfolio›$2.4M
Carolina Wealth Management Inc40,544
0.9% of portfolio›$2.0M
Investment Partners Asset Management, Inc.36,135
1.0% of portfolio›$1.8M
Entrewealth, LLC35,744
0.6% of portfolio›$1.8M
Prospera Financial Services Inc30,897
0.0% of portfolio›$1.5M
Midwest Financial Group LLC29,485
0.5% of portfolio›$1.5M
Davenport & Co LLC26,173
0.0% of portfolio›$1.3M
Benchmark Financial, LLC24,642
0.9% of portfolio›$1.2M
Sard Wealth Management Group, LLC23,231
0.5% of portfolio›$1.2M
United Advisor Group, LLC22,695
0.1% of portfolio›$1.1M
Farther Finance Advisors, LLC22,531
0.0% of portfolio›$1.1M
Heritage Wealth Management, Inc.19,494
0.2% of portfolio›$966.3K
Lynch Investment Planning, LLC18,738
0.7% of portfolio›$928.8K
Pinnacle Wealth Planning Services, Inc.16,900
0.1% of portfolio›$837.7K
Encompass More Asset Management15,805
0.1% of portfolio›$783.5K
Kestra Private Wealth Services, LLC14,717
0.0% of portfolio›$729.5K
Truist Financial Corp14,560
0.0% of portfolio›$721.7K
Axxcess Wealth Management, LLC13,214
0.0% of portfolio›$655.0K
Asset One Wealth Management LLC11,881
0.1% of portfolio›$588.9K
Flagship Harbor Advisors, LLC11,675
0.0% of portfolio›$578.7K
AdvisorNet Financial, Inc11,540
0.0% of portfolio›$573.5K
Topor & Co. Korea11,008
0.4% of portfolio›$545.7K
BridgePort Financial Solutions, LLC10,619
0.1% of portfolio›$526.4K
Trademark Financial Management, LLC10,450
0.2% of portfolio›$518.0K
Perigon Wealth Management, LLC8,155
0.0% of portfolio›$404.2K
Old Port Advisors6,750
0.1% of portfolio›$334.6K
Triumph Capital Management6,425
0.1% of portfolio›$318.5K
Ignite Planners, LLC5,887
0.0% of portfolio›$282.9K
L.K. Benson & Company, P.C.5,585
0.1% of portfolio›$276.9K
Family Investment Center, Inc.5,458
0.0% of portfolio›$270.5K
MCF Advisors LLC5,261
0.0% of portfolio›$260.8K
Creative Financial Designs Inc5,061
0.0% of portfolio›$250.9K
Altfest L J & Co Inc5,027
0.0% of portfolio›$249.2K
Financial Network Wealth Advisors LLC4,950
0.2% of portfolio›$245.4K
StoneX Group Inc.4,797
0.0% of portfolio›$238.8K
Southland Equity Partners LLC4,649
0.0% of portfolio›$230.5K
Sigma Planning Corp4,281
0.0% of portfolio›$212.2K
YHB Investment Advisors, Inc.4,208
0.0% of portfolio›$208.6K
Latitude Advisors, LLC4,166
0.1% of portfolio›$206.5K
Krilogy Financial LLC4,124
0.0% of portfolio›$205.0K
1620 Investment Advisors, Inc.2,926
0.1% of portfolio›$145.0K
EverSource Wealth Advisors, LLC674
0.0% of portfolio›$33.4K
Capital Investment Advisory Services, LLC400
0.0% of portfolio›$19.8K
Vima LLC230
0.0% of portfolio›$11.4K
Jnba Financial Advisors142
0.0% of portfolio›$7.1K
Fifth Third Bancorp118
0.0% of portfolio›$5.8K
GGM Financial LLC65
0.0% of portfolio›$3.2K
StyleTurnoverLocationFiled
ARS Wealth Advisors Group, LLC
3,733,512$185.1M13.5%CoreLowSt. Petersburg, FL2026-10-16
Pacific Center for Financial Services
1,091,790$54.1M11.4%ETFMediumDanville, CA2026-10-15
Peterson Wealth Advisors, LLC
772,452$38.3M4.4%ETFLowOrem, UT2026-10-08
Harfst & Associates, Inc.
584,210$29.0M4.3%GARPLowSheridan, WY2026-10-20
Focus Financial Network, Inc.
477,557$23.7M0.7%ETFLowMinneapolis, MN2026-10-14
Commonwealth Equity Services, LLC
419,603$20.8M0.0%ETFLowWaltham, MA2026-11-02
William John Sempolinski
344,091$17.1M6.6%MomentumLowEaston, MA2026-10-20
Kestra Advisory Services, LLC
291,523$14.5M0.0%CoreLowAustin, TX2026-11-02
Cambridge Investment Research Advisors, Inc.
244,834$12.1K0.0%ETFLowFairfield, IA2026-11-02
Professional Financial Management, Inc.
165,750$8.2M8.4%ETFMediumAppleton, WI2026-10-22
Parsons Capital Management Inc
158,609$7.9M0.3%CoreLowProvidence, RI2026-10-28
Gaddis Premier Wealth Advisors LLC
124,515$6.2M3.4%ETFMediumDurant, OK2026-10-29
Sovran Advisors, LLC
106,767$5.3M0.4%ETFMediumSan Diego, CA2026-11-02
3Edge Asset Management, LP
98,273$4.9M0.2%ETFMediumNaples, FL2026-10-30
Master's Wealth Management Inc.
80,110$4.0M1.2%ETFMediumLancaster, PA2026-10-22
4J Wealth Management LLC
77,962$3.9M1.8%ETFMediumMclean, VA2026-11-02
CRA Financial Services, LLC
72,623$3.6M0.4%ETFVery LowNorthfield, NJ2026-10-16
Mission Financial Group, LLC
72,433$3.6M2.8%ETFN/AHonolulu, HI2026-10-21
Walker Financial Services, Inc.
72,384$3.6M1.1%ETFLowBowling Green, KY2026-10-26
Lawood & Co
71,061$3.5M2.4%CoreLowWilliamsport, PA2026-10-09
Wealthcare Advisory Partners LLC
65,563$3.2M0.1%ETFLowWest Chester, PA2026-10-21
Wealth Enhancement Advisory Services, LLC
59,293$2.9M0.0%CoreLowPlymouth, MN2026-10-13
Dahring | Cusmano LLC
57,417$2.8M1.3%ETFLowNovi, MI2026-11-03
Armor Investment Advisors, LLC
54,049$2.7M0.9%ETFLowRaleigh, NC2026-10-27
Integrity Alliance, Llc.
51,644$2.6M0.1%ETFMediumUrbandale, IA2026-10-29
MidAtlantic Capital Management, Inc.
48,016$2.4M1.4%ETFVery LowRichmond, VA2026-11-05
Carolina Wealth Management Inc
40,544$2.0M0.9%ETFN/AGreenville, NC2026-10-29
Investment Partners Asset Management, Inc.
36,135$1.8M1.0%CoreLowMetuchen, NJ2026-10-09
Entrewealth, LLC
35,744$1.8M0.6%ETFLowAustin, TX2026-10-14
Prospera Financial Services Inc
30,897$1.5M0.0%CoreMediumDallas, TX2026-11-04
Midwest Financial Group LLC
29,485$1.5M0.5%ETFLowOverland Park, KS2026-10-15
Davenport & Co LLC
26,173$1.3M0.0%CoreMediumRichmond, VA2026-10-14
Benchmark Financial, LLC
24,642$1.2M0.9%ETFVery LowWilmington, DE2026-10-16
Sard Wealth Management Group, LLC
23,231$1.2M0.5%ETFVery LowAtlanta, GA2026-10-16
United Advisor Group, LLC
22,695$1.1M0.1%ETFLowCincinnati, OH2026-11-03
Farther Finance Advisors, LLC
22,531$1.1M0.0%IndexLowSan Francisco, CA2026-10-08
Heritage Wealth Management, Inc.
19,494$966.3K0.2%CoreLowCincinnati, OH2026-10-28
Lynch Investment Planning, LLC
18,738$928.8K0.7%ETFLowNewtown Square, PA2026-10-27
Pinnacle Wealth Planning Services, Inc.
16,900$837.7K0.1%GARPLowMansfield, OH2026-10-27
Encompass More Asset Management
15,805$783.5K0.1%ETFHighDanville, CA2026-10-16
Kestra Private Wealth Services, LLC
14,717$729.5K0.0%GrowthLowAustin, TX2026-10-30
Truist Financial Corp
14,560$721.7K0.0%CoreLowCharlotte, NC2026-10-30
Axxcess Wealth Management, LLC
13,214$655.0K0.0%CoreLowCarlsbad, CA2026-10-21
Asset One Wealth Management LLC
11,881$588.9K0.1%GrowthLowBellevue, WA2026-11-02
Flagship Harbor Advisors, LLC
11,675$578.7K0.0%ETFMediumBoston, MA2026-10-26
AdvisorNet Financial, Inc
11,540$573.5K0.0%ETFLowMinnetonka, MN2026-10-15
Topor & Co. Korea
11,008$545.7K0.4%ETFN/ASeoul, Malaysia2026-10-22
BridgePort Financial Solutions, LLC
10,619$526.4K0.1%ETFLowFairfield, IA2026-11-02
Trademark Financial Management, LLC
10,450$518.0K0.2%ETFMediumBloomington, MN2026-10-23
Perigon Wealth Management, LLC
8,155$404.2K0.0%GrowthLowSan Francisco, CA2026-10-22
Old Port Advisors
6,750$334.6K0.1%GARPLowPortland, ME2026-10-23
Triumph Capital Management
6,425$318.5K0.1%ETFMediumDenver, CO2026-10-14
Ignite Planners, LLC
5,887$282.9K0.0%CoreLowSan Clemente, CA2026-10-14
L.K. Benson & Company, P.C.
5,585$276.9K0.1%YieldVery LowTimonium, MD2026-10-23
Family Investment Center, Inc.
5,458$270.5K0.0%ETFMediumSaint Joseph, MO2026-10-19
MCF Advisors LLC
5,261$260.8K0.0%ETFLowLexington, KY2026-10-28
Creative Financial Designs Inc
5,061$250.9K0.0%ETFMediumKokomo, IN2026-11-04
Altfest L J & Co Inc
5,027$249.2K0.0%ETFHighNew York, NY2026-10-27
Financial Network Wealth Advisors LLC
4,950$245.4K0.2%ETFLowMurray, UT2026-10-28
StoneX Group Inc.
4,797$238.8K0.0%ETFMediumNew York, NY2026-11-03
Southland Equity Partners LLC
4,649$230.5K0.0%ETFLowWildwood, MO2026-10-14
Sigma Planning Corp
4,281$212.2K0.0%GrowthMediumAnn Arbor, MI2026-10-23
YHB Investment Advisors, Inc.
4,208$208.6K0.0%GrowthLowWest Hartford, CT2026-10-08
Latitude Advisors, LLC
4,166$206.5K0.1%ETFLowYorkville, IL2026-10-27
Krilogy Financial LLC
4,124$205.0K0.0%GrowthLowSt. Louis, MO2026-10-13
1620 Investment Advisors, Inc.
2,926$145.0K0.1%ValueLowPlymouth, MA2026-11-04
EverSource Wealth Advisors, LLC
674$33.4K0.0%CoreMediumBirmingham, AL2026-11-04
Capital Investment Advisory Services, LLC
400$19.8K0.0%CoreMediumRaleigh, NC2026-10-30
Vima LLC
230$11.4K0.0%CoreLowTroy, MI2026-10-23
Jnba Financial Advisors
142$7.1K0.0%ETFMediumBloomington, MN2026-11-03
Fifth Third Bancorp
118$5.8K0.0%IndexVery LowCincinnati, OH2026-11-05
GGM Financial LLC
65$3.2K0.0%ETFMediumColumbus, OH2026-11-05