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T. Rowe Price Growth ETF (TGRT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares6,598,527 from 6,511,810
Change+86,717 (+1%)
Value$310.9M (+$13.2M)
Filed 2026-11-06
Northwest Wealth Advisors, LLC
INCREASED
Shares192,390 from 147,514
Change+44,876 (+30%)
Value$9.1M (+$2.3M)
Filed 2026-11-02
Independent Financial Group, LLC
INCREASED
Shares137,724 from 136,775
Change+949 (+1%)
Value$6.5M (+$236.2K)
Filed 2026-10-13
Flagship Wealth Advisors, LLC
DECREASED
Shares100,856 from 113,526
Change-12,670 (-11%)
Value$4.8M (-$438.1K)
Filed 2026-11-03
Commonwealth Equity Services, LLC
DECREASED
Shares70,934 from 71,008
Change-74 (0%)
Value$3.3M (+$95.9K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares62,713 from 51,507
Change+11,206 (+22%)
Value$3.0K (-$2.4M)
Filed 2026-11-02
Creative Planning
NEW
Shares25,435
Change+25,435
Value$1.2M
Filed 2026-11-02
Blue Capital, Inc.
NEW
Shares19,831
Change+19,831
Value$934.4K
Filed 2026-10-13
L.K. Benson & Company, P.C.
NEW
Shares10,575
Change+10,575
Value$498.3K
Filed 2026-10-23
Money Concepts Capital Corp
UNCHANGED
Shares9,565 from 9,565
Change0 (0%)
Value$450.7K (+$13.4K)
Filed 2026-11-06
RFG Advisory, LLC
INCREASED
Shares8,800 from 8,600
Change+200 (+2%)
Value$414.7K (+$21.5K)
Filed 2026-11-03
Truist Financial Corp
UNCHANGED
Shares6,989 from 6,989
Change0 (0%)
Value$329.3K (+$9.8K)
Filed 2026-10-30
Private Trust Co NA
DECREASED
Shares3,954 from 3,983
Change-29 (-1%)
Value$186.3K (+$4.2K)
Filed 2026-10-20
Root Financial Partners, LLC
NEW
Shares1,286
Change+1,286
Value$60.6K
Filed 2026-10-21
Capital Investment Advisory Services, LLC
UNCHANGED
Shares1,280 from 1,280
Change0 (0%)
Value$60.3K (+$1.8K)
Filed 2026-10-30
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares731 from 731
Change0 (0%)
Value$34.5K (+$1.0K)
Filed 2026-10-27
Assetmark, Inc
DECREASED
Shares696 from 729
Change-33 (-5%)
Value$32.8K (-$534)
Filed 2026-10-21
Tradewinds Capital Management, LLC
UNCHANGED
Shares131 from 131
Change0 (0%)
Value$6.2K (+$183)
Filed 2026-10-23
Latitude Advisors, LLC
NEW
Shares123
Change+123
Value$5.8K
Filed 2026-10-27
Signature Equity Partners, LLC
UNCHANGED
Shares79 from 79
Change0 (0%)
Value$3.7K (+$110)
Filed 2026-10-29
KWB Wealth
CLOSED
Shares0 from 68,743
Change-68,743 (-100%)
Value$0 (-$3.1M)
Filed 2026-10-16
WIN Advisors, Inc
CLOSED
Shares0 from 9,154
Change-9,154 (-100%)
Value$0 (-$418.5K)
Filed 2026-11-06
Price T Rowe Associates Inc
N/A
Shares— from 13,349,402
Change-13,349,402 (-100%)
Value—
Mason Investment Advisory Services, Inc.
N/A
Shares— from 5,646,517
Change-5,646,517 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,143,705
Change-1,143,705 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 557,359
Change-557,359 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 369,482
Change-369,482 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 321,872
Change-321,872 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 129,130
Change-129,130 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 127,455
Change-127,455 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 101,323
Change-101,323 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 74,707
Change-74,707 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 71,265
Change-71,265 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 26,815
Change-26,815 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 17,122
Change-17,122 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 16,433
Change-16,433 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 13,478
Change-13,478 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 13,094
Change-13,094 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 11,544
Change-11,544 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 10,458
Change-10,458 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 9,891
Change-9,891 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 9,274
Change-9,274 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 8,583
Change-8,583 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 7,570
Change-7,570 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 6,102
Change-6,102 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 4,850
Change-4,850 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 2,886
Change-2,886 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,128
Change-1,128 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 874
Change-874 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 810
Change-810 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 371
Change-371 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 364
Change-364 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 261
Change-261 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 102
Change-102 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 40
Change-40 (-100%)
Value—
Status
LPL Financial LLC
INCREASED6,598,5276,511,810+86,717+1%$297.7M$310.9M+$13.2M2026-11-06
Northwest Wealth Advisors, LLC
INCREASED192,390147,514+44,876+30%$6.7M$9.1M+$2.3M2026-11-02
Independent Financial Group, LLC
INCREASED137,724136,775+949+1%$6.3M$6.5M+$236.2K2026-10-13
Flagship Wealth Advisors, LLC
DECREASED100,856113,526-12,670-11%$5.2M$4.8M-$438.1K2026-11-03
Commonwealth Equity Services, LLC
DECREASED70,93471,008-740%$3.2M$3.3M+$95.9K2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED62,71351,507+11,206+22%$2.4M$3.0K-$2.4M2026-11-02
Creative Planning
NEW25,435—+25,435——$1.2M—2026-11-02
Blue Capital, Inc.
NEW19,831—+19,831——$934.4K—2026-10-13
L.K. Benson & Company, P.C.
NEW10,575—+10,575——$498.3K—2026-10-23
Money Concepts Capital Corp
UNCHANGED9,5659,56500%$437.3K$450.7K+$13.4K2026-11-06
RFG Advisory, LLC
INCREASED8,8008,600+200+2%$393.2K$414.7K+$21.5K2026-11-03
Truist Financial Corp
UNCHANGED6,9896,98900%$319.5K$329.3K+$9.8K2026-10-30
Private Trust Co NA
DECREASED3,9543,983-29-1%$182.1K$186.3K+$4.2K2026-10-20
Root Financial Partners, LLC
NEW1,286—+1,286——$60.6K—2026-10-21
Capital Investment Advisory Services, LLC
UNCHANGED1,2801,28000%$58.5K$60.3K+$1.8K2026-10-30
Comprehensive Financial Planning, Inc.
UNCHANGED73173100%$33.4K$34.5K+$1.0K2026-10-27
Assetmark, Inc
DECREASED696729-33-5%$33.3K$32.8K-$5342026-10-21
Tradewinds Capital Management, LLC
UNCHANGED13113100%$6.0K$6.2K+$1832026-10-23
Latitude Advisors, LLC
NEW123—+123——$5.8K—2026-10-27
Signature Equity Partners, LLC
UNCHANGED797900%$3.6K$3.7K+$1102026-10-29
KWB Wealth
CLOSED068,743-68,743-100%$3.1M$0-$3.1M2026-10-16
WIN Advisors, Inc
CLOSED09,154-9,154-100%$418.5K$0-$418.5K2026-11-06
Price T Rowe Associates Inc
N/A—13,349,402-13,349,402-100%$610.3M———
Mason Investment Advisory Services, Inc.
N/A—5,646,517-5,646,517-100%$258.2M———
Morgan Stanley
N/A—1,143,705-1,143,705-100%$52.3M———
OneDigital Investment Advisors LLC
N/A—557,359-557,359-100%$25.5M———
Private Advisor Group, LLC
N/A—369,482-369,482-100%$16.9M———
Ameriprise Financial Inc
N/A—321,872-321,872-100%$14.7M———
Cetera Investment Advisers
N/A—129,130-129,130-100%$5.9M———
Envestnet Asset Management Inc
N/A—127,455-127,455-100%$5.8M———
Osaic Holdings, Inc.
N/A—101,323-101,323-100%$4.6M———
Jones Financial Companies Lllp
N/A—74,707-74,707-100%$3.3M———
Raymond James Financial Inc
N/A—71,265-71,265-100%$3.3M———
Susquehanna International Group, LLP
N/A—26,815-26,815-100%$1.2M———
Goldman Sachs Group Inc
N/A—17,122-17,122-100%$782.8K———
Citadel Advisors LLC
N/A—16,433-16,433-100%$751.3K———
Arkadios Wealth Advisors
N/A—13,478-13,478-100%$616.2K———
Royal Bank of Canada
N/A—13,094-13,094-100%$599.0K———
Vertex Planning Partners, LLC
N/A—11,544-11,544-100%$527.8K———
Jackson Thornton Wealth Management, LLC
N/A—10,458-10,458-100%$478.1K———
Wells Fargo & Company
N/A—9,891-9,891-100%$452.2K———
GeoWealth Management, LLC
N/A—9,274-9,274-100%$424.0K———
Integrated Wealth Concepts LLC
N/A—8,583-8,583-100%$392.4K———
Keystone Financial Group
N/A—7,570-7,570-100%$346.1K———
Jane Street Group, LLC
N/A—6,102-6,102-100%$279.0K———
Stratos Wealth Partners, Ltd.
N/A—4,850-4,850-100%$221.8K———
Geneos Wealth Management Inc.
N/A—2,886-2,886-100%$131.9K———
Global Retirement Partners, LLC
N/A—1,128-1,128-100%$51.6K———
Vanguard Advisers Inc
N/A—874-874-100%$40.0K———
Strategic Wealth Partners, Ltd.
N/A—810-810-100%$37.0K———
Northwestern Mutual Wealth Management Co
N/A—371-371-100%$17.0K———
JPMorgan Chase & Co
N/A—364-364-100%$16.4K———
Bank of Montreal
N/A—261-261-100%$11.3K———
NewEdge Advisors, LLC
N/A—102-102-100%$4.7K———
Qube Research & Technologies Ltd
N/A—40-40-100%$1.8K———
Showing 55 of 55 institutions