T Rowe Price Ultra Short-TerTBUXETF
13F holders, Q1 2026 (March 31)108holders +17
27new positions
9sold out
1famous investor
$49.74avg. 13F price*
At the end of Q1 2026, 108 institutions reported holding T Rowe Price Ultra Short-Ter (TBUX) in their 13F filings, up 17 from Q4 2025. 27 opened new positions and 9 sold out. The largest holders were ARS Wealth Advisors Group, LLC ($169.3M), Raymond James Financial Inc. ($75.1M) and MCF Advisors LLC ($21.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- T Rowe Price Ultra Short-Ter
- CUSIP
- 87283Q701
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $71.9M |
| Exits | 9 | $2.4M |
All 13F filers, Q4 2025 → Q1 2026: 3,625,182 shares bought and 206,093 shares sold, net +3,419,089 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 108 holders
| ARS Wealth Advisors Group, LLC | 14.30% | Add +28.4% | 3,403,290 | $169.3M |
| Raymond James Financial Inc. | 0.02% | Add +7.9% | 1,508,840 | $75.1M |
| MCF Advisors LLC | 0.92% | New | 421,818 | $21.0M |
| Osaic Holdings, Inc. | 0.03% | Add +46.2% | 417,685 | $20.8M |
| Harfst & Associates, Inc. | 3.64% | Add +117.7% | 409,793 | $20.4M |
| Jones Financial Companies LLLP | 0.01% | Add +27.0% | 373,382 | $18.6M |
| Members Advisory Group LLC | 6.05% | New | 354,730 | $17.6M |
| Strategic Financial Concepts, LLC | 3.48% | New | 286,399 | $14.1M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +29.3% | 268,343 | $13.4M |
| 3EDGE Asset Management, LP | 0.62% | Add +877.8% | 258,852 | $12.9M |
| William John Sempolinski | 6.39% | Add +11.5% | 255,877 | $12.7M |
| Commonwealth Equity Services, LLC | 0.02% | Add +94.3% | 253,381 | $12.6M |
| Stifel Financial Corp. | 0.01% | Add +14.9% | 241,524 | $12.0M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +34.5% | 223,533 | $11.1M |
| Sovran Advisors, LLC | 0.55% | Reduce -4.5% | 139,842 | $7.0M |
| Walker Financial Services, Inc. | 2.12% | Add +1.8% | 124,568 | $6.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +5.1% | 106,124 | $5.3M |
| Integrated Wealth Concepts LLC | 0.03% | New | 87,270 | $4.3M |
| Fischer Investment Strategies, LLC | 2.07% | Add +525.5% | 71,372 | $3.6M |
| CRA Financial Services, LLC | 0.46% | Add +23.0% | 70,491 | $3.5M |
| Essex Financial Services, Inc. | 0.19% | Add +65.8% | 67,347 | $3.4M |
| Entrewealth, LLC | 1.50% | Reduce -2.8% | 67,303 | $3.3M |
| Blom & Howell Financial Planning, Inc. | 3.27% | Reduce -1.4% | 67,021 | $3.3M |
| Cetera Investment Advisers | 0.00% | Add +59.7% | 65,999 | $3.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +68.4% | 65,104 | $3.2M |
| Lawood & Co. | 2.81% | Reduce -14.8% | 60,801 | $3.0M |
| Professional Financial Management, Inc. | 3.06% | Add +44.5% | 58,987 | $2.9M |
| Goldman Sachs Group Inc. | 0.00% | New | 58,203 | $2.9M |
| IHT Wealth Management, LLC | 0.06% | New | 54,954 | $2.7M |
| Dahring | Cusmano LLC | 1.57% | Add +20.0% | 51,471 | $2.6M |
| MidAtlantic Capital Management, Inc. | 1.75% | Reduce -2.1% | 50,853 | $2.5M |
| 9823 Capital, L.P. | 1.85% | Add +16.9% | 49,374 | $2.5M |
| LPL Financial LLC | 0.00% | Reduce -14.3% | 48,830 | $2.4M |
| Allworth Financial LP | 0.01% | Add +30.9% | 46,243 | $2.3M |
| Advisory Services Network, LLC | 0.03% | Add +36.0% | 46,012 | $2.3M |
| Focus Financial Network, Inc. | 0.08% | Add +46.9% | 44,314 | $2.2M |
| Encompass More Asset Management | 0.37% | Add +930.4% | 43,750 | $2.2M |
| 4J Wealth Management LLC | 1.24% | Add +30.1% | 43,702 | $2.2M |
| Independent Financial Group, LLC | 0.05% | Reduce -18.6% | 43,433 | $2.2M |
| Beaumont Financial Advisors, LLC | 0.13% | Reduce -7.7% | 38,869 | $1.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +79.5% | 37,917 | $1.9M |
| Armor Investment Advisors, LLC | 0.68% | Reduce -18.1% | 37,913 | $1.9M |
| Citadel Advisors | 0.00% | New | 36,045 | $1.8M |
| Investment Partners Asset Management, Inc. | 1.04% | Add +20.0% | 33,963 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -6.8% | 33,896 | $1.7M |
| HighTower Advisors, LLC | 0.00% | New | 30,788 | $1.5M |
| Brookwood Investment Group LLC | 0.19% | Add +6.5% | 30,421 | $1.5M |
| Stephens Inc. | 0.02% | Add +92.8% | 25,550 | $1.3M |
| B & T Capital Management DBA Alpha Capital Management | 0.18% | New | 25,000 | $1.2M |
| Atlas Wealth LLC | 0.46% | Reduce -18.0% | 23,358 | $1.2M |
| Carson Advisory Inc. | 0.55% | Reduce -3.8% | 21,349 | $1.1M |
| MAI Capital Management | 0.01% | Reduce -1.3% | 20,563 | $1.0M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.12% | Add +194.9% | 19,694 | $980K |
| N.E.W. Advisory Services LLC | 0.06% | Reduce -28.0% | 17,419 | $867K |
| BridgePort Financial Solutions, LLC | 0.23% | Reduce -6.1% | 16,551 | $823K |
| Truist Financial Corp. | 0.00% | New | 16,106 | $801K |
| United Advisor Group, LLC | 0.10% | Reduce -12.5% | 15,816 | $787K |
| Silver Oak Securities, Incorporated | 0.06% | Reduce -19.9% | 15,756 | $784K |
| Ameritas Advisory Services, LLC | 0.03% | New | 14,513 | $722K |
| Heritage Wealth Management, Inc. | 0.35% | Add +8.8% | 14,365 | $715K |
| Family Investment Center, Inc. | 0.13% | Add +92.1% | 13,846 | $689K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -2.2% | 13,620 | $678K |
| AdvisorNet Financial, Inc | 0.03% | Add +0.5% | 13,506 | $672K |
| Midwest Financial Group LLC | 0.26% | Add +91.7% | 12,200 | $607K |
| Asset One Wealth Management LLC | 0.06% | New | 11,295 | $564K |
| Kovack Advisors, Inc. | 0.03% | Add +3.2% | 10,724 | $533K |
| Austin Wealth Management, LLC | 0.11% | Reduce -88.0% | 10,045 | $500K |
| Kingsview Wealth Management, LLC | 0.01% | Add +45.3% | 10,039 | $499K |
| Savvy Advisors, Inc. | 0.01% | Reduce -1.7% | 9,837 | $489K |
| Tectonic Advisors LLC | 0.02% | Add +17.8% | 9,258 | $461K |
| Topor & Co. Korea | 0.37% | Reduce -12.2% | 8,763 | $436K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -3.2% | 7,478 | $372K |
| Integrity Alliance, Llc. | 0.01% | Add +8.9% | 7,217 | $359K |
| UBS Group AG | 0.00% | New | 7,192 | $358K |
| World Investment Advisors | 0.01% | New | 7,166 | $357K |
| Perigon Wealth Management, LLC | 0.01% | New | 7,158 | $356K |
| Old Port Advisors | 0.08% | Reduce -4.6% | 7,000 | $348K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 6,678 | $332K |
| Retirement Management Systems Inc. | 0.08% | New | 6,451 | $321K |
| WESPAC Advisors, LLC | 0.16% | Reduce -49.7% | 5,894 | $293K |
| Concorde Asset Management, LLC | 0.14% | Reduce -12.1% | 5,799 | $289K |
| Benchmark Financial, LLC | 0.26% | New | 5,740 | $286K |
| Level Four Advisory Services, LLC | 0.01% | Add +5.0% | 5,613 | $279K |
| L.K. Benson & Company, P.C. | 0.09% | No change | 5,571 | $277K |
| Altfest L J & Co. Inc. | 0.03% | No change | 5,027 | $250K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -0.7% | 4,928 | $245K |
| Planning Directions Inc. | 0.11% | Add +1.0% | 4,374 | $218K |
| Susquehanna International Group, LLP | 0.00% | New | 4,249 | $211K |
| Sanctuary Advisors, LLC | 0.00% | No change | 4,205 | $209K |
| Krilogy Financial LLC | 0.01% | No change | 4,124 | $206K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +3.7% | 3,748 | $186K |
| IFG Advisory, LLC | 0.45% | New | 3,160 | $157K |
| 1620 Investment Advisors, Inc. | 0.10% | Add +16.4% | 2,946 | $147K |
| Financial Connections Group, Inc. | 0.05% | Reduce -22.7% | 2,736 | $136K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -11.0% | 2,246 | $112K |
| Triumph Capital Management | 0.02% | New | 1,610 | $80K |
| Capital Analysts, LLC | 0.00% | New | 952 | $48K |
| Creative Financial Designs Inc. | 0.00% | Add +336.6% | 716 | $36K |
| Wells Fargo & Company | 0.00% | Reduce -66.9% | 500 | $25K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +300.0% | 400 | $20K |
| Bessemer Group Inc. | 0.00% | New | 369 | $18K |
| Morgan Stanley | 0.00% | No change | 250 | $12K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 200 | $10K |
| JNBA Financial Advisors | 0.00% | Add +0.7% | 139 | $7K |
| Fifth Third Bancorp | 0.00% | New | 118 | $6K |
| Leo H. Evart, Inc. | 0.00% | — | 90 | $4K |
| FMR LLC | 0.00% | New | 32 | $2K |
| IFP Advisors, Inc | 0.00% | New | 20 | $995 |
"% 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.