TBUX Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy T Rowe Price Exchange-Traded (TBUX) following the 2026 Q2 hedge fund 13F filings?

As of today, TBUX has moved +0.2% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.6% for the SPY sector ETF — an outperformance of +1.8%. Since the quarter end (June 30, 2026), TBUX gained +0.1% vs +2.3% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

T Rowe Price Exchange-Traded (TBUX)

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

Smart Money Signals — TBUX

Based on 121 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q

For 11 consecutive quarters, more hedge funds added TBUX 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

121 hedge funds hold TBUX 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 — +89% more funds vs a year ago

fund count last 6Q

+57 new funds entered over the past year (+89% 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 — 67% buying

84 buying41 selling

Last quarter: 84 funds were net buyers (27 opened a brand new position + 57 added to an existing one). Only 41 were sellers (29 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~27 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 12 → 28 → 29 → 27. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 50% entered in last year

■ 15% conviction (2yr+) ■ 36% medium ■ 50% new

Only 18 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.

📈

Growing discovery — still being found

16 → 12 → 28 → 29 → 27 new funds/Q

New funds entering each quarter: 12 → 28 → 29 → 27. A growing number of institutions are discovering TBUX each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🌱

Early stage — 60% of holders entered in last year

■ 12% veterans ■ 27% 1-2yr ■ 60% new

Of 121 current holders: 73 (60%) entered in the past year, only 15 (12%) 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.

📋

Smaller funds dominant — 11% AUM from top-100

11% from top-100 AUM funds

10 of 121 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

5.3

out of 10

Moderate Exit Risk

Exit risk score 5.3/10 — 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	121	106	14.15%
13F Shares	12M	11M	15.59%
Total Value	$614M	$521M	17.86%
New Positions	27	29	-2
Increased Positions	57	45	+12
Closed Positions	12	11	+1
Reduced Positions	29	27	+2
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

121

106

14.15%

13F Shares

12M

11M

15.59%

Total Value

$614M

$521M

17.86%

New Positions

-2

Increased Positions

+12

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

121 + investors

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

QUARTER:

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

Top 25 TBUX holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	ARS Wealth Advisors Group, LLC	13.88%	3,564,289	$177.4M
2	William John Sempolinski	6.34%	315,491	$15.7M
3	Professional Financial Management, Inc.	5.18%	102,592	$5.1M
4	Harfst & Associates, Inc.	3.94%	509,707	$25.4M
5	Strategic Financial Concepts, LLC	3.50%	238,317	$11.8M
6	Blom & Howell Financial Planning, Inc.	3.37%	68,005	$3.4M
7	Mission Financial Group, LLC	3.14%	75,953	$3.8M
8	Lawood & Co	2.44%	72,258	$3.6M
9	Fischer Investment Strategies, LLC	2.10%	88,530	$4.4M
10	Walker Financial Services, Inc.	1.80%	116,637	$5.8M
11	MidAtlantic Capital Management, Inc.	1.66%	53,579	$2.7M
12	9823 Capital, L.P.	1.65%	49,002	$2.4M
13	4J Wealth Management LLC	1.57%	64,295	$3.2M
14	Benchmark Financial, LLC	1.54%	37,994	$1.9M
15	JDM Financial Group LLC	1.47%	86,276	$4.3M
16	Dahring \| Cusmano LLC	1.43%	54,309	$2.7M
17	Turner Financial Group, Inc.	1.30%	26,234	$1.3M
18	Investment Partners Asset Management, Inc.	0.94%	33,989	$1.7M
19	MCF Advisors LLC	0.75%	423,617	$21.1M
20	Carolina Wealth Management Inc	0.75%	32,856	$1.6M
21	Focus Financial Network, Inc.	0.71%	459,368	$22.9M
22	Entrewealth, LLC	0.68%	36,656	$1.8M
23	Armor Investment Advisors, LLC	0.59%	37,045	$1.8M
24	Carson Advisory Inc.	0.55%	24,107	$1.2M
25	Topor & Co. Korea	0.53%	13,531	$673K

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 (TBUX)

What does the Smart Money Trend signal show for TBUX?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added TBUX 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 TBUX?

More buyers than sellers — 67% buying: Last quarter: 84 funds were net buyers (27 opened a brand new position + 57 added to an existing one). Only 41 were sellers (29 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for TBUX holders?

Smaller funds dominant — 11% AUM from top-100: 10 of 121 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held TBUX?

Mostly new holders — 50% entered in last year: Only 18 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.

Is it too late to buy T Rowe Price Exchange-Traded (TBUX) following the 2026 Q2 hedge fund 13F filings?

As of today, TBUX has moved +0.2% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.6% for the SPY sector ETF — an outperformance of +1.8%. Since the quarter end (June 30, 2026), TBUX has gained +0.1% vs +2.3% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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 (TBUX)

Smart Money Signals — TBUX

Buying streak — 11 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +89% more funds vs a year ago

More buyers than sellers — 67% buying

Steady new buyers — ~27 new funds per quarter

Mostly new holders — 50% entered in last year

Growing discovery — still being found

Early stage — 60% of holders entered in last year

Smaller funds dominant — 11% AUM from top-100

Institutional Sentiment Summary — TBUX

Hedge Fund Ownership: TBUX

Market Analysis: TBUX

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: TBUX

Is It Too Late to Buy T Rowe Price Exchange-Traded (TBUX) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: TBUX

Statistics: TBUX

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

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

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