TBUX

T Rowe Price Ultra Short-Ter
UnclassifiedUSCUSIP 87283Q701◍ Confluence graph
Tracked 13F Holders
108
-15 QoQ
13F Value (tracked)
$371.3M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)38 adding · 19 trimming
Insider net (180d)$0

Who owns TBUX?

108 tracked 13F filers

108 tracked 13F filers disclose a position in TBUX as of the latest SEC 13F filings, a combined $371.3M 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
1RAYMOND JAMES FINANCIAL INC
$75.1M
1.5M
+7.9%
Added · +111K sh
Q1 2026
2Harfst & Associates, Inc.
$25.4M
510K
+24%
Added · +100K sh
Q2 2026
3MCF Advisors LLC
$21.1M
424K
+0.4%
Added · +2K sh
Q2 2026
4OSAIC HOLDINGS, INC.
$20.8M
418K
+46%
Added · +132K sh
Q1 2026
5JONES FINANCIAL COMPANIES LLLP
$18.6M
373K
+27%
Added · +79K sh
Q1 2026
6NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
$13.4M
268K
+29%
Added · +61K sh
Q1 2026
7WILLIAM JOHN SEMPOLINSKI
$12.7M
256K
New
+256K sh
Q3 2026
8COMMONWEALTH EQUITY SERVICES, LLC
$12.6M
253K
+94%
Added · +123K sh
Q1 2026
9STIFEL FINANCIAL CORP
$12.0M
242K
+15%
Added · +31K sh
Q1 2026
10Strategic Financial Concepts, LLC
$11.8M
238K
−17%
Reduced · −48K sh
Q2 2026
11MML INVESTORS SERVICES, LLC
$8.9M
180K
New
+180K sh
Q2 2026
12Kestra Advisory Services, LLC
$8.9M
179K
+428%
Added · +145K sh
Q2 2026
13Walker Financial Services, Inc.
$5.8M
117K
−6.4%
Reduced · −8K sh
Q2 2026
14Sovran Advisors, LLC
$5.1M
102K
−27%
Reduced · −37K sh
Q2 2026
15FISCHER INVESTMENT STRATEGIES, LLC
$4.4M
89K
+24%
Added · +17K sh
Q2 2026
16JDM Financial Group LLC
$4.3M
86K
New
+86K sh
Q2 2026
17Essex Financial Services, Inc.
$3.9M
78K
+15%
Added · +10K sh
Q2 2026
18Mission Financial Group, LLC
$3.8M
76K
−17%
Reduced · −15K sh
Q2 2026
19CRA Financial Services, LLC
$3.6M
73K
+3.2%
Added · +2K sh
Q2 2026
20LAWOOD & CO
$3.6M
72K
+19%
Added · +11K sh
Q2 2026
21Integrated Wealth Concepts LLC
$3.4M
68K
−23%
Reduced · −20K sh
Q2 2026
22Blom & Howell Financial Planning, Inc.
$3.3M
67K
−0.4%
Reduced · −288 sh
Q2 2026
23Cetera Investment Advisers
$3.3M
66K
+60%
Added · +25K sh
Q1 2026
24ENVESTNET ASSET MANAGEMENT INC
$3.2M
65K
+68%
Added · +26K sh
Q1 2026
254J Wealth Management LLC
$3.2M
64K
+47%
Added · +21K sh
Q2 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 TBUX being bought or sold by institutions?

Last quarter, 11 funds opened a new position in TBUX and 27 added to an existing one, while 19 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)
11
funds
Added
27
funds
Reduced
19
funds
Exited
0
funds

Funds that own TBUX also own

CompanyCo-held byCombined value
APPLE INCAAPL62 funds$4.4B
VANGUARD S&P 500 ETFVOO62 funds$1.9B
MICROSOFT CORPMSFT61 funds$2.4B
SS SPDR S&P 500 ETF TRUST-USSPY60 funds$1.5B
NVIDIA CORPNVDA59 funds$6.1B
AMAZON.COM INCAMZN59 funds$3.2B
ALPHABET INC-CL AGOOGL57 funds$1.9B
INVESCO QQQ TRUST SERIES 1QQQ57 funds$1.8B
BERKSHIRE HATHAWAY INC-CL BBRK/B57 funds$1.2B
ISHARES CORE S&P 500 ETFIVV56 funds$5.4B
VANGUARD TOTAL STOCK MKT ETFVTI56 funds$1.4B
WALMART INCWMT56 funds$821.7M

Ranked by how many of TBUX'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

81 funds+60 since Q3 2024
04896Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $180.9M

Recent filings

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

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Ask your agent what changed in TBUX

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/TBUX/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for TBUX.
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 TBUX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.