T Rowe Price Ultra Short-TerTBUXETF
13F holders, Q4 2025 (December 31)91holders +19
23new positions
10sold out
$49.85avg. 13F price*
At the end of Q4 2025, 91 institutions reported holding T Rowe Price Ultra Short-Ter (TBUX) in their 13F filings, up 19 from Q3 2025. 23 opened new positions and 10 sold out. The largest holders were ARS Wealth Advisors Group, LLC ($132.2M), Raymond James Financial Inc. ($69.7M) and Jones Financial Companies LLLP ($14.7M).
- Company
- T Rowe Price Ultra Short-Ter
- CUSIP
- 87283Q701
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $9.7M |
| Exits | 10 | $24.7M |
All 13F filers, Q3 2025 → Q4 2025: 2,392,280 shares bought and 601,110 shares sold, net +1,791,170 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 91 holders
| ARS Wealth Advisors Group, LLC | 11.92% | Add +103.3% | 2,650,978 | $132.2M |
| Raymond James Financial Inc. | 0.02% | Add +29.1% | 1,397,994 | $69.7M |
| Jones Financial Companies LLLP | 0.01% | Add +27.0% | 294,099 | $14.7M |
| Osaic Holdings, Inc. | 0.02% | Add +56.0% | 285,698 | $14.2M |
| William John Sempolinski | 5.63% | — | 229,427 | $11.4M |
| Stifel Financial Corp. | 0.01% | Reduce -20.3% | 210,168 | $10.5M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +7.9% | 207,477 | $10.3M |
| Harfst & Associates, Inc. | 1.69% | Add +221.9% | 188,219 | $9.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +3.4% | 166,140 | $8.3M |
| Sovran Advisors, LLC | 0.62% | Reduce -3.3% | 146,427 | $7.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +14.3% | 130,441 | $6.5M |
| Walker Financial Services, Inc. | 2.21% | Add +16.2% | 122,408 | $6.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +16.6% | 100,944 | $5.0M |
| Austin Wealth Management, LLC | 0.62% | Reduce -9.6% | 83,482 | $4.2M |
| Lawood & Co. | 3.37% | — | 71,322 | $3.6M |
| Entrewealth, LLC | 1.56% | Reduce -6.6% | 69,256 | $3.5M |
| Blom & Howell Financial Planning, Inc. | 3.37% | — | 68,005 | $3.4M |
| CRA Financial Services, LLC | 0.37% | Add +40.8% | 57,298 | $2.9M |
| LPL Financial LLC | 0.00% | Reduce -16.0% | 56,982 | $2.8M |
| Independent Financial Group, LLC | 0.06% | Add +9.9% | 53,356 | $2.7M |
| MidAtlantic Capital Management, Inc. | 1.66% | Add +57.6% | 51,930 | $2.6M |
| Armor Investment Advisors, LLC | 0.85% | Reduce -11.3% | 46,272 | $2.3M |
| Dahring | Cusmano LLC | 1.49% | Reduce -4.0% | 42,885 | $2.1M |
| 9823 Capital, L.P. | 1.45% | — | 42,255 | $2.1M |
| Beaumont Financial Advisors, LLC | 0.14% | Reduce -0.3% | 42,090 | $2.1M |
| Cetera Investment Advisers | 0.00% | Add +40.4% | 41,321 | $2.1M |
| Professional Financial Management, Inc. | 2.31% | — | 40,831 | $2.0M |
| Essex Financial Services, Inc. | 0.12% | Add +16.6% | 40,612 | $2.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.6% | 38,661 | $1.9M |
| Kestra Advisory Services, LLC | 0.01% | Add +83.4% | 36,383 | $1.8M |
| Allworth Financial LP | 0.01% | Add +45.6% | 35,313 | $1.8M |
| Advisory Services Network, LLC | 0.02% | Add +37.8% | 33,845 | $1.7M |
| 4J Wealth Management LLC | 0.96% | Add +20.3% | 33,577 | $1.7M |
| Focus Financial Network, Inc. | 0.05% | Add +4.1% | 30,165 | $1.5M |
| Brookwood Investment Group LLC | 0.17% | New | 28,564 | $1.4M |
| Atlas Wealth LLC | 0.57% | Add +42.5% | 28,500 | $1.4M |
| Investment Partners Asset Management, Inc. | 0.88% | New | 28,308 | $1.4M |
| 3EDGE Asset Management, LP | 0.07% | Add +9.8% | 26,474 | $1.3M |
| N.E.W. Advisory Services LLC | 0.09% | Add +4917.6% | 24,185 | $1.2M |
| Carson Advisory Inc. | 0.57% | Add +64.9% | 22,185 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +229.3% | 21,127 | $1.1M |
| MAI Capital Management | 0.01% | Add +2.0% | 20,839 | $1.0M |
| Silver Oak Securities, Incorporated | 0.07% | Add +7.1% | 19,681 | $981K |
| United Advisor Group, LLC | 0.12% | Add +1.9% | 18,077 | $901K |
| BridgePort Financial Solutions, LLC | 0.24% | Reduce -15.6% | 17,619 | $878K |
| Geneos Wealth Management Inc. | 0.02% | Add +1.5% | 13,922 | $694K |
| AdvisorNet Financial, Inc | 0.04% | Reduce -19.9% | 13,434 | $670K |
| Stephens Inc. | 0.01% | New | 13,250 | $661K |
| Heritage Wealth Management, Inc. | 0.18% | New | 13,200 | $658K |
| WESPAC Advisors, LLC | 0.32% | New | 11,721 | $584K |
| Fischer Investment Strategies, LLC | 0.33% | New | 11,410 | $569K |
| Kovack Advisors, Inc. | 0.02% | Reduce -2.5% | 10,391 | $518K |
| Savvy Advisors, Inc. | 0.02% | Add +6.7% | 10,004 | $499K |
| Topor & Co. Korea | 0.37% | — | 9,977 | $497K |
| Flow Traders U.S. LLC | 0.01% | Add +12.4% | 8,660 | $432K |
| Tectonic Advisors LLC | 0.02% | Add +21.9% | 7,862 | $392K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +25.8% | 7,726 | $385K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | New | 7,656 | $382K |
| Old Port Advisors | 0.09% | Add +4.9% | 7,340 | $366K |
| Family Investment Center, Inc. | 0.07% | New | 7,208 | $359K |
| Kingsview Wealth Management, LLC | 0.01% | New | 6,911 | $344K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | New | 6,679 | $333K |
| Integrity Alliance, Llc. | 0.01% | New | 6,624 | $330K |
| Concorde Asset Management, LLC | 0.13% | Add +43.3% | 6,599 | $329K |
| Midwest Financial Group LLC | 0.14% | New | 6,363 | $317K |
| Nicolet Advisory Services, LLC | 0.02% | New | 5,718 | $285K |
| L.K. Benson & Company, P.C. | 0.14% | No change | 5,571 | $278K |
| Lineweaver Wealth Advisors, LLC | 0.04% | New | 5,371 | $268K |
| Level Four Advisory Services, LLC | 0.01% | New | 5,343 | $266K |
| Altfest L J & Co. Inc. | 0.03% | Add +11.0% | 5,027 | $251K |
| Catalyst Financial Partners LLC | 0.03% | New | 5,002 | $249K |
| Jane Street Group, LLC | 0.00% | Reduce -50.6% | 5,001 | $249K |
| Stratos Wealth Advisors, LLC | 0.01% | Add +1.2% | 4,962 | $247K |
| MML Investors Services, LLC | 0.00% | Reduce -15.9% | 4,907 | $245K |
| HRT Financial LP | 0.00% | New | 4,806 | $239K |
| Mariner, LLC | 0.00% | New | 4,655 | $232K |
| Planning Directions Inc. | 0.11% | New | 4,330 | $216K |
| Encompass More Asset Management | 0.04% | New | 4,246 | $212K |
| Sanctuary Advisors, LLC | 0.00% | New | 4,205 | $210K |
| Krilogy Financial LLC | 0.01% | No change | 4,124 | $206K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 3,614 | $180K |
| Financial Connections Group, Inc. | 0.06% | No change | 3,539 | $176K |
| 1620 Investment Advisors, Inc. | 0.08% | Add +31.1% | 2,532 | $126K |
| Farther Finance Advisors, LLC | 0.00% | No change | 2,524 | $126K |
| Harbour Investments, Inc. | 0.00% | Reduce -19.1% | 2,037 | $102K |
| Wells Fargo & Company | 0.00% | Add +75500.0% | 1,512 | $75K |
| Morgan Stanley | 0.00% | Reduce -0.4% | 250 | $12K |
| Creative Financial Designs Inc. | 0.00% | Add +57.7% | 164 | $8K |
| JNBA Financial Advisors | 0.00% | Add +1.5% | 138 | $7K |
| Comerica Bank | 0.00% | Reduce -20.3% | 118 | $6K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 100 | $5K |
"% of holder's portfolio" is TBUX's weight in each manager's 13F, not the share of T Rowe Price Ultra Short-Ter the manager owns.