TOTR

T Rowe Price Total Return Et
UnclassifiedUSCUSIP 87283Q800◍ Confluence graph
Tracked 13F Holders
17
-8 QoQ
13F Value (tracked)
$449.1M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBearish
BearishBullish
13F funds (latest Q)1 adding · 2 trimming
Insider net (180d)$0

Who owns TOTR?

17 tracked 13F filers

17 tracked 13F filers disclose a position in TOTR as of the latest SEC 13F filings, a combined $449.1M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1PRICE T ROWE ASSOCIATES INC /MD/
$422.9M
10.5M
Held
Q1 2026
2Landmark Wealth Management, LLC
$9.9M
247K
+8.5%
Added · +19K sh
Q2 2026
3BankPlus Wealth Management LLC
$4.4M
111K
+1.9%
Added · +2K sh
Q2 2026
4ENVESTNET ASSET MANAGEMENT INC
$2.9M
71K
+16%
Added · +10K sh
Q1 2026
5JONES FINANCIAL COMPANIES LLLP
$2.6M
65K
+35%
Added · +17K sh
Q1 2026
6RAYMOND JAMES FINANCIAL INC
$1.9M
48K
+600%
Added · +41K sh
Q1 2026
7Cetera Investment Advisers
$1.9M
46K
+28%
Added · +10K sh
Q1 2026
8GOLDMAN SACHS GROUP INC
$850K
21K
New
+21K sh
Q1 2026
9United Advisor Group, LLC
$538K
13K
−26%
Reduced · −5K sh
Q2 2026
10KICKSTAND VENTURES, LLC.
$427K
11K
New
+11K sh
Q2 2026
11Blume Capital Management, Inc.
$373K
9K
Held
Q2 2026
12CITADEL ADVISORS LLC
$318K
8K
−77%
Reduced · −26K sh
Q2 2026
13OSAIC HOLDINGS, INC.
$36K
898
+1.8%
Added · +16 sh
Q1 2026
14JPMORGAN CHASE & CO
$22K
556
New
+556 sh
Q1 2026
15Integrated Wealth Concepts LLC
$11K
274
New
+274 sh
Q2 2026
16Wilmington Savings Fund Society, FSB
$3K
80
Held
Q2 2026
17FMR LLC
$40
1
New
+1 sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is TOTR being bought or sold by institutions?

Last quarter, 1 fund opened a new position in TOTR, while 2 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
1
funds
Added
0
funds
Reduced
2
funds
Exited
0
funds

Funds that own TOTR also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA6 funds$67.9B
APPLE INCAAPL6 funds$52.5B
MICROSOFT CORPMSFT6 funds$44.5B
AMAZON.COM INCAMZN6 funds$27.4B
BROADCOM INCAVGO6 funds$27.2B
ALPHABET INC-CL AGOOGL6 funds$24.0B
BANK OF AMERICA CORPBAC6 funds$5.0B
THERMO FISHER SCIENTIFIC INCTMO6 funds$3.6B
CITIGROUP INCC6 funds$3.5B
MICRON TECHNOLOGY INCMU6 funds$3.4B
LAM RESEARCH CORPLRCX6 funds$3.1B
SHOPIFY INC - CLASS ASHOP6 funds$3.0B

Ranked by how many of TOTR's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Institutional ownership over time

7 funds+0 since Q3 2024
0815Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $15.7M

Share classes

Class13F holdersValue held
TCAFmc325 funds$4.4B
TCHPmc171 funds$1.4B
TMSLmc157 funds$1.3B
TDVGmc128 funds$836.5M
TSPAmc125 funds$1.8B
TFLRmc111 funds$352.9M
TBUXULTRA SHRT TRM108 funds$377.9M
TOUSMF Closed and MF Open75 funds$1.1B

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in TOTR

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/TOTR/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for TOTR.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for TOTR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.