TAGG Hedge Fund Ownership (Q2 2026)

T Rowe Price Exchange-Traded (TAGG)

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

Smart Money Signals — TAGG

Based on 39 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added TAGG 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

39 hedge funds hold TAGG 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 — +62% more funds vs a year ago

fund count last 6Q

+15 new funds entered over the past year (+62% 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 — 76% buying

32 buying10 selling

Last quarter: 32 funds were net buyers (15 opened a brand new position + 17 added to an existing one). Only 10 were sellers (6 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter

Funds opening a new TAGG position: 4 → 4 → 6 → 15. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔄

Mostly new holders — 44% entered in last year

■ 15% conviction (2yr+) ■ 41% medium ■ 44% new

Only 6 funds (15%) 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 +192% but shares only +25% — price-driven

Value

+191%

+25%

Last quarter: the total dollar value of institutional holdings rose +192%, but actual share count only changed +25%. 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.

📈

Growing discovery — still being found

13 → 4 → 4 → 6 → 15 new funds/Q

New funds entering each quarter: 4 → 4 → 6 → 15. A growing number of institutions are discovering TAGG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🌱

Early stage — 59% of holders entered in last year

■ 28% veterans ■ 13% 1-2yr ■ 59% new

Of 39 current holders: 23 (59%) entered in the past year, only 11 (28%) 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 — 69% AUM from top-100 funds

69% from top-100 AUM funds

11 of 39 holders are among the 100 largest funds by AUM, controlling 69% of total institutional value in TAGG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.8

out of 10

Moderate Exit Risk

Exit risk score 4.8/10 — 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	39	28	39.29%
13F Shares	51M	41M	25.04%
Total Value	$217M	$75M	191.52%
New Positions	15	6	+9
Increased Positions	17	17	-
Closed Positions	4	4	-
Reduced Positions	6	3	+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

39.29%

13F Shares

51M

41M

25.04%

Total Value

$217M

$75M

191.52%

New Positions

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

39 + investors

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

QUARTER:

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

Top 25 TAGG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Towerpoint Wealth, LLC	4.77%	324,622	$13.8M
2	Kickstand Ventures, LLC.	4.34%	562,513	$23.9M
3	Rothschild Investment LLC	0.08%	50,186	$2.1M
4	COFG Advisors, LLC	0.05%	6,510	$276K
5	LPL Financial LLC	0.03%	2,796,845	$118.8M
6	GeoWealth Management, LLC	0.01%	10,108	$429K
7	1900 Wealth Management LLC	0.01%	5,706	$242K
8	IFP Advisors, Inc	0.01%	15,205	$646K
9	RMG Wealth Management LLC	0.01%	2,287	$102K
10	D.A. Davidson & CO.	0.01%	32,884	$1.4M
11	DAVENPORT & Co LLC	0.01%	36,117	$1.5M
12	Private Trust Co NA	0.01%	2,057	$87K
13	Savvy Advisors, Inc.	0.01%	7,341	$312K
14	Commonwealth Equity Services, LLC	0.01%	97,951	$4.2M
15	Cetera Investment Advisers	0.00%	127,343	$5.4M
16	Steward Partners Investment Advisory, LLC	0.00%	17,865	$759K
17	Principal Securities, INC.	0.00%	4,948	$210K
18	Truist Financial Corp	0.00%	28,595	$1.2M
19	Raymond James Financial Inc	0.00%	122,139	$5.2M
20	Osaic Holdings, INC.	0.00%	27,727	$1.2M
21	Farther Finance Advisors, LLC	0.00%	4,140	$176K
22	Jones Financial Companies Lllp	0.00%	76,784	$3.3M
23	Brown Brothers Harriman & Co	0.00%	6,089	$259K
24	Envestnet Asset Management Inc	0.00%	105,023	$4.5M
25	Morgan Stanley	0.00%	448,396	$19.0M

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 (TAGG)

What does the Smart Money Trend signal show for TAGG?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added TAGG 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 TAGG?

More buyers than sellers — 76% buying: Last quarter: 32 funds were net buyers (15 opened a brand new position + 17 added to an existing one). Only 10 were sellers (6 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for TAGG holders?

Elite ownership — 69% AUM from top-100 funds: 11 of 39 holders are among the 100 largest funds by AUM, controlling 69% of total institutional value in TAGG. 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 TAGG?

Mostly new holders — 44% entered in last year: Only 6 funds (15%) 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 (TAGG)

Smart Money Signals — TAGG

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +62% more funds vs a year ago

More buyers than sellers — 76% buying

More new buyers each quarter (+9 vs last Q)

Mostly new holders — 44% entered in last year

Value +192% but shares only +25% — price-driven

Growing discovery — still being found

Early stage — 59% of holders entered in last year

Elite ownership — 69% AUM from top-100 funds

Institutional Sentiment Summary — TAGG

Hedge Fund Ownership: TAGG

Market Analysis: TAGG

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: TAGG

Hedge Fund Positioning: TAGG

Statistics: TAGG

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

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

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