TOTR

T Rowe Price Total Return Et$39.90 0.06%
UnclassifiedUSCUSIP 87283Q800· EOD Jul 16, 2026◍ Confluence graph
Tracked 13F Holders
12
+3 QoQ
13F Value (tracked)
$438.9M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBearish
BearishBullish
13F funds (latest Q)0 adding · 1 trimming
Insider net (180d)$0

Price & smart-money activity

$39.90 0.06%5Y -20.3%
$37.22$40.73$44.23$47.73$51.242021202220232024202520262
Hover for who · click for detailEnd-of-day closing prices52w $39.73 – $41.27

Who owns TOTR?

12 tracked 13F filers

12 tracked 13F filers disclose a position in TOTR as of the latest SEC 13F filings, a combined $438.9M 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
2BankPlus Wealth Management LLC
$4.4M
111K
+1.9%
Added · +2K sh
Q2 2026
3ENVESTNET ASSET MANAGEMENT INC
$2.9M
71K
+16%
Added · +10K sh
Q1 2026
4JONES FINANCIAL COMPANIES LLLP
$2.6M
65K
+35%
Added · +17K sh
Q1 2026
5RAYMOND JAMES FINANCIAL INC
$1.9M
48K
+600%
Added · +41K sh
Q1 2026
6Cetera Investment Advisers
$1.9M
46K
+28%
Added · +10K sh
Q1 2026
7CITADEL ADVISORS LLC
$1.4M
34K
−28%
Reduced · −13K sh
Q1 2026
8GOLDMAN SACHS GROUP INC
$850K
21K
New
+21K sh
Q1 2026
9OSAIC HOLDINGS, INC.
$36K
898
+1.8%
Added · +16 sh
Q1 2026
10JPMORGAN CHASE & CO
$22K
556
New
+556 sh
Q1 2026
11Wilmington Savings Fund Society, FSB
$3K
80
Held
Q1 2026
12FMR 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, 0 funds opened a new position in TOTR, while 1 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)
0
funds
Added
0
funds
Reduced
1
funds
Exited
0
funds

Funds that own TOTR also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA2 funds$3.3B
ISHARES CORE S&P 500 ETFIVV2 funds$2.8B
AMAZON.COM INCAMZN2 funds$1.7B
MICRON TECHNOLOGY INCMU2 funds$1.6B
SS SPDR DOW JONES INDUS AVGDIA2 funds$1.6B
APPLE INCAAPL2 funds$1.5B
TAIWAN SEMICONDUCTOR-SP ADRTSM2 funds$1.4B
MICROSOFT CORPMSFT2 funds$1.1B
META PLATFORMS INC-CLASS AMETA2 funds$1.1B
BROADCOM INCAVGO2 funds$1.0B
ALPHABET INC-CL AGOOGL2 funds$847.4M
WARNER BROS DISCOVERY INCWBD2 funds$807.1M

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

12 funds+6 since Q3 2024
0612Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $438.9M

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.