TBUX

T ROWE PRICE ULTRA SHORT-TER
USCUSIP 87283Q701
Institutional Owners
31
+7 QoQ
13F Value Held
$61.7M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)24 adding · 6 trimming
Insider net (180d)+$0
Price history not yet available for TBUX.

Top institutional holders

31 13F filers
#FundPosition valueSharesLast moveAs of
1MCF Advisors LLC
$21.0M
421.8KNewQ1 2026
23EDGE Asset Management, LP
$12.9M
258.9KAddedQ1 2026
3Integrated Wealth Concepts LLC
$4.3M
87.3KNewQ1 2026
4Essex Financial Services, Inc.
$3.4M
67.3KAddedQ1 2026
5IHT Wealth Management, LLC
$2.7M
55.0KNewQ1 2026
6INDEPENDENT FINANCIAL GROUP, LLC
$2.2M
43.4KNewQ1 2026
7WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$1.9M
37.9KAddedQ1 2026
8CITADEL ADVISORS LLC
$1.8M
36.0KNewQ1 2026
9Advisory Services Network, LLC
$1.7M
33.8KNewQ4 2025
10Kestra Advisory Services, LLC
$1.7M
33.9KReducedQ1 2026
11STEPHENS INC /AR/
$1.3M
25.6KAddedQ1 2026
12MAI Capital Management
$1.0M
20.6KReducedQ1 2026
13Ameritas Advisory Services, LLC
$722K
14.5KNewQ1 2026
14Geneos Wealth Management Inc.
$694K
13.9KNewQ4 2025
15AdvisorNet Financial, Inc
$672K
13.5KAddedQ1 2026
16Kovack Advisors, Inc.
$533K
10.7KAddedQ1 2026
17Kingsview Wealth Management, LLC
$499K
10.0KAddedQ1 2026
18TECTONIC ADVISORS LLC
$461K
9.3KAddedQ1 2026
19KESTRA PRIVATE WEALTH SERVICES, LLC
$372K
7.5KReducedQ1 2026
20INTEGRITY ALLIANCE, LLC.
$359K
7.2KAddedQ1 2026
21Perigon Wealth Management, LLC
$356K
7.2KNewQ1 2026
22Wealthcare Advisory Partners LLC
$332K
6.7KNewQ1 2026
23LEVEL FOUR ADVISORY SERVICES, LLC
$279K
5.6KAddedQ1 2026
24Stratos Wealth Advisors, LLC
$245K
4.9KReducedQ1 2026
25Sanctuary Advisors, LLC
$209K
4.2KHeldQ1 2026

Fund activity — latest quarter

Opened (NEW)
13
funds
Added
11
funds
Reduced
4
funds
Exited
2
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

28 funds+27 since Q2 2025
01428Q2 2025Q3 2025Q4 2025Q1 2026
funds holding aggregate valuelatest $59M

Funds that own TBUX also own

CompanyCo-held byCombined value
ISHARES TR CORE S&P500 ETFIVV31 funds$10.7B
Nvidia CorpNVDA31 funds$8.5B
TATE STR SPDR S&P 500 ETF TSPY31 funds$3.4B
ISHARES TR CORE US AGGBD ETAGG31 funds$2.8B
SPDR GOLD TR GOLD SHSGLD31 funds$1.3B
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETFBIL31 funds$1.2B
Microsoft CorpMSFT30 funds$5.4B
GOOGLE INCGOOGL30 funds$3.9B
VANGUARD S&P 500 ETFVOO30 funds$3.0B
Broadcom IncAVGO30 funds$2.9B
Meta Platforms Inc Cl AMETA30 funds$2.9B
Jpmorgan Chase & CoJPM30 funds$2.8B

Ranked by how many of TBUX's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

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

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for TBUX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.