IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

T Rowe Price Total Return ET (TOTR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares473,747 from 381,079
Change+92,668 (+24%)
Value$18.1M (+$2.8M)
Filed 2026-11-06
Landmark Wealth Management, LLC
INCREASED
Shares255,810 from 247,447
Change+8,363 (+3%)
Value$9.8M (-$159.2K)
Filed 2026-11-03
BankPlus Wealth Management LLC
DECREASED
Shares106,742 from 110,869
Change-4,127 (-4%)
Value$4.1M (-$371.9K)
Filed 2026-10-13
United Advisor Group, LLC
DECREASED
Shares13,351 from 13,429
Change-78 (-1%)
Value$509.2K (-$28.9K)
Filed 2026-11-03
Blume Capital Management, Inc.
INCREASED
Shares9,818 from 9,318
Change+500 (+5%)
Value$374.4K (+$1.1K)
Filed 2026-10-26
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$3.1K (-$154)
Filed 2026-10-23
Price T Rowe Associates Inc
N/A
Shares— from 10,500,374
Change-10,500,374 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 427,404
Change-427,404 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 79,217
Change-79,217 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 71,081
Change-71,081 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 50,143
Change-50,143 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 25,265
Change-25,265 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 15,885
Change-15,885 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 10,797
Change-10,797 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 10,669
Change-10,669 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 10,669
Change-10,669 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 7,934
Change-7,934 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,558
Change-1,558 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 256
Change-256 (-100%)
Value—
Status
LPL Financial LLC
INCREASED473,747381,079+92,668+24%$15.3M$18.1M+$2.8M2026-11-06
Landmark Wealth Management, LLC
INCREASED255,810247,447+8,363+3%$9.9M$9.8M-$159.2K2026-11-03
BankPlus Wealth Management LLC
DECREASED106,742110,869-4,127-4%$4.4M$4.1M-$371.9K2026-10-13
United Advisor Group, LLC
DECREASED13,35113,429-78-1%$538.1K$509.2K-$28.9K2026-11-03
Blume Capital Management, Inc.
INCREASED9,8189,318+500+5%$373.3K$374.4K+$1.1K2026-10-26
Wilmington Savings Fund Society, FSB
UNCHANGED808000%$3.2K$3.1K-$1542026-10-23
Price T Rowe Associates Inc
N/A—10,500,374-10,500,374-100%$420.7M———
Raymond James Financial Inc
N/A—427,404-427,404-100%$17.1M———
Jones Financial Companies Lllp
N/A—79,217-79,217-100%$3.2M———
Envestnet Asset Management Inc
N/A—71,081-71,081-100%$2.8M———
Cetera Investment Advisers
N/A—50,143-50,143-100%$2.0M———
Flow Traders U.S. LLC
N/A—25,265-25,265-100%$1.0M———
Goldman Sachs Group Inc
N/A—15,885-15,885-100%$636.5K———
Jane Street Group, LLC
N/A—10,797-10,797-100%$432.6K———
Kickstand Ventures, Llc.
N/A—10,669-10,669-100%$427.5K———
JPMorgan Chase & Co
N/A—10,669-10,669-100%$429.1K———
Citadel Advisors LLC
N/A—7,934-7,934-100%$317.9K———
UBS Group AG
N/A—1,558-1,558-100%$62.4K———
Osaic Holdings, Inc.
N/A—256-256-100%$10.3K———
Showing 19 of 19 institutions