Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

T Rowe Price Exchange-Traded (TOUS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +11
Streak
6Q ▲
Buyers last Q
74%

Smart Money Signals — TOUS

Based on 84 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 consecutive quarters, more hedge funds added TOUS 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
84 hedge funds hold TOUS 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 — +87% more funds vs a year ago

fund count last 6Q
+39 new funds entered over the past year (+87% 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 — 74% buying

66 buying23 selling
Last quarter: 66 funds were net buyers (22 opened a brand new position + 44 added to an existing one). Only 23 were sellers (12 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new TOUS position: 9 → 18 → 15 → 22. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 46% entered in last year

■ 7% conviction (2yr+) ■ 46% medium ■ 46% new
Only 6 funds (7%) 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

25 → 9 → 18 → 15 → 22 new funds/Q
New funds entering each quarter: 9 → 18 → 15 → 22. A growing number of institutions are discovering TOUS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 70% of holders entered in last year

■ 11% veterans ■ 19% 1-2yr ■ 70% new
Of 84 current holders: 59 (70%) entered in the past year, only 9 (11%) 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 — 57% AUM from top-100 funds

57% from top-100 AUM funds
12 of 84 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in TOUS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
5.1
out of 10
Moderate Exit Risk
Exit risk score 5.1/10 — 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.

Institutional Sentiment Summary — TOUS

In 2026 Q2, 66 hedge funds were net buyers of TOUS (22 opened a new position, 44 added to an existing one), while 23 reduced or exited (12 trimmed, 11 sold completely) — a 74% buyer ratio, indicating clear institutional accumulation. This marks 6 consecutive quarters of net institutional buying — a persistent conviction signal. 57% of total institutional value in TOUS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +11 funds (more new holders than closures). Total institutional holders: 84.

Hedge Fund Ownership: TOUS

How many hedge funds hold TOUS — quarterly history vs. share price
Quarterly hedge fund ownership of TOUS vs. share price

Market Analysis: TOUS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TOUS

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: TOUS
83 + Investors

Track Smart Money conviction in TOUS. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 83 73 13.7%
13F Shares 32M 32M 1.02%
Total Value $571M $517M 10.4%
New Positions 22 15 +7
Increased Positions 43 39 +4
Closed Positions 12 6 +6
Reduced Positions 12 10 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TOUS

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

83 + investors

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

QUARTER:
Top 25 TOUS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 4J Wealth Management LLC 9.24% 491,077 $18.8M
2 New England Capital Financial Advisors LLC 1.17% 128,034 $4.9M
3 Maia Wealth LLC 1.02% 180,940 $6.9M
4 Wealth Alliance, LLC 0.95% 295,625 $11.3M
5 Kickstand Ventures, LLC. 0.83% 119,675 $4.6M
6 Cordgrass Capital Advisors, LLC 0.66% 46,423 $1.8M
7 PCG Wealth Advisors, LLC 0.64% 75,128 $2.9M
8 Smith, Moore & CO. 0.58% 234,402 $9.0M
9 Peck Wealth Management, LLC 0.42% 13,038 $500K
10 TPG Advisors LLC 0.40% 18,922 $726K
11 Sittner & Nelson, LLC 0.28% 23,177 $889K
12 Kingsview Wealth Management, LLC 0.24% 507,460 $19.5M
13 Harborfront Financial Group LLC 0.23% 1,603 $62K
14 Thayer Partners, LLC / MA 0.22% 13,797 $529K
15 United Advisor Group, LLC 0.18% 45,170 $1.7M
16 Orion Porfolio Solutions, LLC 0.18% 597,784 $22.9M
17 Walkner Condon Financial Advisors LLC 0.17% 39,232 $1.5M
18 Francis Financial, Inc. 0.17% 26,593 $1.0M
19 Eldridge Investment Advisors, Inc. 0.14% 19,032 $730K
20 Vertex Planning Partners, LLC 0.12% 21,861 $839K
21 Golden State Wealth Management, LLC 0.08% 22,837 $876K
22 Integrated Wealth Concepts LLC 0.07% 373,298 $14.3M
23 Koshinski Asset Management, Inc. 0.04% 21,905 $840K
24 Atlas Wealth LLC 0.04% 7,902 $303K
25 Northwest Financial Advisors 0.03% 5,830 $224K
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 (TOUS)

What does the Smart Money Trend signal show for TOUS?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added TOUS 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 TOUS?

More buyers than sellers — 74% buying: Last quarter: 66 funds were net buyers (22 opened a brand new position + 44 added to an existing one). Only 23 were sellers (12 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for TOUS holders?

Elite ownership — 57% AUM from top-100 funds: 12 of 84 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in TOUS. 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 TOUS?

Mostly new holders — 46% entered in last year: Only 6 funds (7%) 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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →