T ROWE PRICE EXCHANGE-TRADED

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TAXE·87283Q818·US·ETF·Unknown - Unknown

TAXE (T ROWE PRICE EXCHANGE-TRADED) is held by 15 institutional investors as of Q2 2026. Largest holders: LPL Financial LLC ($9.7M), Bank of New York Mellon Corp ($5.6M), JONES FINANCIAL COMPANIES LLLP ($3.1M). Net institutional sentiment: Mixed.

15

Holders

(1 Elite)

$31.4M

Total Value

65% (17)

Consensus

11 buying - 6 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)38

Insider (Form 4)55

Activist (13D/13G)41

Congressional (STOCK Act)36

Holder Quality

63

★★★★★

Elite

47

★★★★

Strong

71

★★★

Solid

29

★★

Below

64

★

Weak

Held by 15 funds

1 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for TAXE.

Top Holders

Top Holders (15)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	188,792(+27.9%)	$9.7M	0.0%	+0.11%	34
Bank of New York Mellon Corp	New	109,751	$5.6M	0.0%	-1.48%	37
JONES FINANCIAL COMPANIES LLLP	Increased	60,008(+913.5%)	$3.1M	0.0%	-1.29%	43
RAYMOND JAMES FINANCIAL INC	Decreased	55,395(-76.5%)	$2.8M	0.0%	+0.66%	0
Cetera Investment Advisers	Increased	54,200(+20.6%)	$2.8M	0.0%	+0.17%	31
ENVESTNET ASSET MANAGEMENT INC	Decreased	52,916(-18.7%)	$2.7M	0.0%	+0.69%	0
&PARTNERS	Increased	37,874(+1.6%)	$1.9M	0.0%	+0.52%	26
IWIntegrated Wealth Concepts LLC	New	16,524	$847,268	0.0%	-1.48%	34
Private Advisor Group, LLC	Increased	10,800(+32.5%)	$553,771	0.0%	+0.11%	31
JANE STREET GROUP, LLC	Decreased	8,608(-68.4%)	$441,375	0.0%	+2.04%	0
TRUIST FINANCIAL CORP	Decreased	8,208(-4.2%)	$420,865	0.0%	+1.58%	0
CITADEL ADVISORS LLC	New	5,028	$257,811	0.0%	-1.48%	36
NewEdge Advisors, LLC	Increased	3,290(+44.0%)	$168,684	0.0%	-0.05%	30
OSAIC HOLDINGS, INC.	Increased	1,243(+23.2%)	$63,763	0.0%	+0.27%	25
PRICE T ROWE ASSOCIATES INC /MD/	Increased	286,867(+105.8%)	$14,710	0.0%	+0.87%	29
UBS Group AG	Exited	0(-100.0%)	$4,819	0.0%	+2.19%	0
FMR LLC	Exited	0(-100.0%)	$51	0.0%	+2.03%	0

TAXET ROWE PRICE EXCHANGE-TRADED

1M3M6M1Y3Y5Y

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer