Skip to content
Disclosery

TCHP T ROWE PRICE EXCHANGE-TRADED

Follow

PRICE BLUE CHIP (fund)

121 managers (123 13F filers) reported a position in TCHP shares at 2025-03-31, 16,010,292 shares in all. 14 filers opened a position and 12 filers sold out during the quarter.

Managers
121
13F filers
123
New
14
Added
52
Reduced
26
Sold out
12
Shares held by filers
16,010,292

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,681,337$64M0.01%+313,64313F-HRTimelineGroup
Glenview Trust Co1,680,494$64M1.24%+119,90213F-HR/ATimeline
Cetera Investment Advisers1,571,439$59.9M0.12%+673,30313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,524,205$58.1M0.05%+270,05313F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/1,250,001$47.6M0.01%013F-HRTimeline
Trust Co of Kansas833,548$31.8M16.91%+67,68913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC802,896$30.6M0.01%+1,17913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC658,863$25.1M0.04%+87,06013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP499,627$19M0.02%+127,52913F-HR/ATimelineGroup
Harbor Group, Inc.402,025$15.3M3.06%+26,00313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC359,377$13.7M0.01%+48,40213F-HRTimelineGroup
Souders Financial Advisors285,251$10.9M1.52%+37,99313F-HRTimeline
Linscomb Wealth, Inc.248,582$9.47M0.47%+8,80513F-HRTimeline
Janney Montgomery Scott LLC242,529$9.24M0.03%+211,03413F-HRTimeline
National Wealth Management Group, LLC226,539$8.63M5.67%+12,35013F-HRTimeline
MJP ASSOCIATES INC /ADV226,184$8.62M1.55%-30,04313F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC226,184$8.62M0.98%-33,94813F-HRTimelineGroup
D.A. DAVIDSON & CO.213,788$8.14M0.07%+12,27613F-HRTimeline
CMH Wealth Management LLC167,139$6.37M1.6%-2,74713F-HRTimeline
Creative Planningin group Creative Planning156,962$5.98M0.01%+143,67313F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP135,200$5.15M0.01%-3,70013F-HRTimelineGroup
John & Kathleen Schreiber Foundation111,349$4.24M3.14%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC100,751$3.84M0.05%+3,14313F-HRTimelineGroup
Cambridge Investment Research Advisors,…96,337$3.67M0.01%-17,67613F-HRTimeline
Robertson Stephens Wealth Management, L…96,278$3.67M0.14%-37,01913F-HRTimeline
Hopwood Financial Services, Inc.94,976$3.62M2.79%+2,03113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP92,979$3.54M<0.01%+1,51513F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS86,642$3.3M0.13%-4,96213F-HRTimelineGroup
Elevation Capital Advisory, LLC81,501$3.1M1.35%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP81,023$3.09M<0.01%-5,03613F-HRTimelineGroup
CROBAN80,089$3.05M2.81%+15,03013F-HRTimeline
CWM, LLCin group CWM, LLC74,618$2.84M0.01%+20,04013F-HRTimelineGroup
Capital Advisors, Ltd. LLC73,252$2.79M0.37%+4,41013F-HRTimeline
Prospera Financial Services Inc68,417$2.61M0.06%+61,68113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA65,275$2.49M<0.01%+4,52413F-HR/ATimelineGroup
MATRIX ASSET ADVISORS INC/NY62,124$2.37M0.26%+1,64413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…61,714$2.35M<0.01%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…61,056$2.33M<0.01%+4,30513F-HRTimeline
Sigma Planning Corp58,673$2.23M0.07%+1,29413F-HRTimeline
Summit Asset Management, LLC58,147$2.21M0.38%-5013F-HRTimeline
NBZ Investment Advisors LLC56,819$2.16M1.25%-7,80613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC54,878$2.09M0.08%+12,38913F-HRTimelineGroup
NewEdge Advisors, LLC50,348$1.92M0.01%+14,73413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.48,481$1.85M<0.01%+1,99513F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…42,795$1.63M1.59%+32,93713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding42,103$1.6M+900Timeline
Maple Capital Management, Inc.39,563$1.51M0.12%+3,63113F-HRTimeline
Heritage Trust Co36,978$1.41M0.17%+18,85113F-HRTimeline
MML INVESTORS SERVICES, LLC35,697$1.36M<0.01%+4113F-HRTimeline
HARBOUR INVESTMENTS, INC.34,706$1.32M0.04%-1,47113F-HRTimeline
LPL Financial LLC33,518$1.28M<0.01%+13,59613F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding31,817$1.21M-3,440Timeline
Bedel Financial Consulting, Inc.30,256$1.2M0.17%+53713F-HRTimeline
Ted Buchan & Co31,361$1.19M0.56%-5,85013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC26,820$1.13M0.03%013F-HRTimelineGroup
Maia Wealth LLC30,093$1.13M0.26%-24513F-HRTimeline
WNY Asset Management, LLC28,159$1.07M0.13%013F-HRTimeline
Lighthouse Wealth Management Inc.27,237$1.04M0.95%+76513F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.26,494$1.01M0.07%+19,53913F-HRTimelineGroup
IFP Advisors, Inc25,120$957K0.03%+1,14013F-HRTimeline
Legacy Capital Wealth Partners, LLC23,414$892K0.22%+9,66113F-HRTimeline
ELLERSON GROUP INC /ADV22,083$841K0.67%+95013F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC19,769$753K0.16%+16313F-HRTimeline
Swisher Financial Concepts, Inc.19,487$742K0.61%-3,53713F-HRTimeline
SITTNER & NELSON, LLC18,918$721K0.31%+2,04013F-HRTimeline
Roundview Capital LLC16,136$615K0.04%+2,78513F-HRTimeline
DAVENPORT & Co LLC14,965$570K<0.01%+1,64513F-HRTimeline
Goldstone Financial Group, LLC13,868$528K0.08%-15,33413F-HRTimeline
Citizens National Bank Trust Department13,260$505K0.11%-23513F-HRTimeline
Private Advisor Group, LLC12,724$485K<0.01%-74013F-HRTimeline
LANDAAS & CO /WI /ADV10,967$418K0.12%new13F-HRTimeline
HighTower Advisors, LLC10,673$407K<0.01%013F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC10,000$381K0.05%013F-HRTimeline
Dana Investment Advisors, Inc.9,916$378K0.01%013F-HRTimeline
MAI Capital Management9,905$377K<0.01%-8913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED9,893$377K0.04%-22,02513F-HR/ATimeline
REDW Wealth LLC9,397$358K0.13%new13F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …8,985$348K0.03%013F-HRTimelineGroup
Per Stirling Capital Management, LLC.8,133$310K0.04%-19,98513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…7,910$301K0.01%new13F-HRTimelineGroup
Verum Partners LLC7,399$282K0.08%013F-HRTimeline
Traynor Capital Management, Inc.6,887$262K0.02%new13F-HRTimeline
Cascades Capital Asset Management, LLC6,845$261K0.14%013F-HRTimeline
Equita Financial Network, Inc.6,821$260K0.09%+48013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…5,905$247K0.01%013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.6,333$241K0.01%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,075$231K0.01%+30013F-HRTimelineGroup
Bey-Douglas LLC5,912$225K0.21%-50413F-HRTimeline
Saxony Capital Management, LLC5,800$221K0.19%new13F-HRTimeline
Cascade Investment Advisors, Inc.5,770$220K0.15%+73013F-HRTimeline
SAPIENT CAPITAL LLC5,723$218K<0.01%013F-HRTimeline
Destination Wealth Management5,458$208K0.01%013F-HRTimeline
Mokosak Advisory Group, LLC5,384$205K0.06%-94413F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC5,334$203K0.17%+15313F-HRTimeline
STEPH & CO3,903$149K0.05%013F-HRTimeline
CENTAURUS FINANCIAL, INC.3,227$123K0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,905$71.9K<0.01%-513F-HRTimelineGroup
SIGNATUREFD, LLC1,775$67.6K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,752$66.7K<0.01%new13F-HRTimelineGroup
TD Waterhouse Canada Inc.1,561$59.3K<0.01%-2,04213F-HRTimeline
Trust Co1,465$55.8K0.01%new13F-HRTimeline
Glass Jacobson Investment Advisors llc1,222$51.5K0.02%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,122$42.7K<0.01%+1,00813F-HRTimelineGroup
COMERICA BANK1,000$38.1K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…725$27.6K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.694$26.4K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…652$24.8K0.01%new13F-HRTimeline
Allworth Financial LP393$15K<0.01%013F-HRTimeline
Arax Advisory Partners366$13.9K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC347$13.2K<0.01%013F-HRTimeline
Keystone Financial Group, Inc.311$12.3K0.01%+1813F-HRTimeline
Cape Investment Advisory, Inc.248$9.45K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC200$7.62K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.200$6.81K<0.01%013F-HRTimelineGroup
Tidemark, LLC173$6.59K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division168$6.4K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.85$3.24K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB65$2.48K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.56$2.13K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP14$534<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.