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Disclosery

TCHP T ROWE PRICE EXCHANGE-TRADED

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PRICE BLUE CHIP (fund)

132 managers (133 13F filers) reported a position in TCHP shares at 2025-06-30, 19,204,409 shares in all. 14 filers opened a position and 6 filers sold out during the quarter.

Managers
132
13F filers
133
New
14
Added
55
Reduced
35
Sold out
6
Shares held by filers
19,204,409

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Cetera Investment Advisers3,282,913$149M0.25%+1,711,47413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,959,197$88.8M0.06%+434,99213F-HRTimelineGroup
Glenview Trust Co1,759,213$79.8M1.38%+78,71913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,585,204$71.9M0.01%-96,13313F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/1,250,001$56.7M0.01%013F-HRTimeline
Trust Co of Kansas935,625$42.4M20.25%+102,07713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC793,857$36M0.01%-9,03913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC737,938$33.5M0.04%+79,07513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP689,919$31.1M0.02%+190,29213F-HRTimelineGroup
Harbor Group, Inc.442,912$20.1M3.56%+40,88713F-HRTimeline
Armstrong, Fleming & Moore, Inc437,876$19.9M10.78%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC353,837$16M0.01%-5,54013F-HRTimelineGroup
Souders Financial Advisors302,768$13.7M1.75%+17,51713F-HRTimeline
Elevation Capital Advisory, LLC288,685$13.1M5.25%+207,18413F-HRTimeline
Janney Montgomery Scott LLC286,763$13M0.03%+44,23413F-HRTimeline
Linscomb Wealth, Inc.249,386$11.3M0.52%+80413F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP233,900$10.6M0.02%+98,70013F-HRTimelineGroup
National Wealth Management Group, LLC231,365$10.5M5.88%+4,82613F-HRTimeline
D.A. DAVIDSON & CO.212,216$9.62M0.07%-1,57213F-HRTimeline
MJP ASSOCIATES INC /ADV184,102$8.35M1.24%-42,08213F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC181,924$8.25M0.81%-44,26013F-HRTimelineGroup
CMH Wealth Management LLC157,427$7.14M1.66%-9,71213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC119,614$5.42M0.07%+18,86313F-HRTimelineGroup
John & Kathleen Schreiber Foundation111,349$5.05M3.56%013F-HRTimeline
Hopwood Financial Services, Inc.99,249$4.5M3.52%+4,27313F-HRTimeline
Cambridge Investment Research Advisors,…99,201$4.5M0.01%+2,86413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP95,569$4.33M<0.01%+2,59013F-HRTimelineGroup
CWM, LLCin group CWM, LLC93,359$4.23M0.01%+18,74113F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS86,476$3.92M0.15%-16613F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP80,580$3.65M0.01%-44313F-HRTimelineGroup
CROBAN76,981$3.49M2.98%-3,10813F-HRTimeline
Creative Planningin group Creative Planning73,347$3.33M<0.01%-83,61513F-HRTimelineGroup
Capital Advisors, Ltd. LLC73,072$3.31M0.41%-18013F-HRTimeline
Empire Life Investments Inc.68,100$3.09M0.2%new13F-HRTimeline
MATRIX ASSET ADVISORS INC/NY64,641$2.93M0.3%+2,51713F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…61,952$2.83M<0.01%+89613F-HRTimeline
NBZ Investment Advisors LLC60,764$2.76M1.58%+3,94513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA56,211$2.55M<0.01%-9,06413F-HR/ATimelineGroup
Summit Asset Management, LLC56,047$2.54M0.41%-2,10013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC55,996$2.54M0.08%+1,11813F-HRTimelineGroup
MML INVESTORS SERVICES, LLC52,264$2.37M0.01%+16,56713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding50,236$2.28M+8,133Timeline
Heritage Trust Co49,454$2.24M0.26%+12,47613F-HRTimeline
Comprehensive Financial Planning, Inc./…43,421$1.97M1.55%+62613F-HRTimeline
Maia Wealth LLC42,251$1.92M0.37%+12,15813F-HRTimeline
Maple Capital Management, Inc.40,895$1.85M0.13%+1,33213F-HRTimeline
LPL Financial LLC40,556$1.84M<0.01%+7,03813F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.36,809$1.67M0.11%+10,31513F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED35,551$1.61M0.13%+25,65813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…35,518$1.61M<0.01%-26,19613F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.35,177$1.6M0.04%+47113F-HRTimeline
NewEdge Advisors, LLC34,013$1.54M0.01%-16,33513F-HRTimeline
Bedel Financial Consulting, Inc.31,295$1.42M0.19%+1,03913F-HRTimeline
Ted Buchan & Co30,439$1.38M0.55%-92213F-HRTimeline
Roundview Capital LLC28,740$1.3M0.09%+12,60413F-HRTimeline
Lighthouse Wealth Management Inc.28,213$1.28M1.11%+97613F-HRTimeline
Legacy Capital Wealth Partners, LLC25,661$1.16M0.26%+2,24713F-HRTimeline
IFP Advisors, Inc25,120$1.14M0.03%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…23,733$1.08M0.06%+17,82813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.23,418$1.06M<0.01%-25,06313F-HR/ATimelineGroup
SITTNER & NELSON, LLC23,049$1.05M0.42%+4,13113F-HRTimeline
ELLERSON GROUP INC /ADV22,632$1.03M0.72%+54913F-HR/ATimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC20,362$923K0.17%+59313F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP19,701$893K<0.01%new13F-HRTimelineGroup
FIDUCIENT ADVISORS LLC19,200$871K0.11%new13F-HRTimeline
&PARTNERS18,761$851K0.01%new13F-HRTimeline
Sigma Planning Corp18,167$824K0.02%-40,50613F-HRTimeline
Swisher Financial Concepts, Inc.18,133$822K0.53%-1,35413F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding17,994$816K-13,823Timeline
LANDAAS & CO /WI /ADV17,617$799K0.19%+6,65013F-HRTimeline
DAVENPORT & Co LLC15,997$725K<0.01%+1,03213F-HRTimeline
WNY Asset Management, LLC14,683$666K0.07%-13,47613F-HRTimeline
MAI Capital Management13,986$634K<0.01%+4,08113F-HRTimeline
Goldstone Financial Group, LLC13,736$627K0.08%-13213F-HRTimeline
Robertson Stephens Wealth Management, L…13,232$600K0.02%-83,04613F-HRTimeline
Citizens National Bank Trust Department12,536$569K0.11%-72413F-HRTimeline
Private Advisor Group, LLC11,209$508K<0.01%-1,51513F-HRTimeline
HighTower Advisors, LLC10,637$482K<0.01%-3613F-HRTimeline
M Holdings Securities, Inc.10,249$464K0.08%new13F-HRTimeline
REDW Wealth LLC10,084$457K0.18%+68713F-HRTimeline
Dana Investment Advisors, Inc.9,916$450K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC9,598$435K0.01%-17,22213F-HRTimelineGroup
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …8,985$427K0.03%013F-HRTimelineGroup
Hershey Financial Advisers, LLC9,414$427K0.38%13F-HRTimeline
Per Stirling Capital Management, LLC.8,133$369K0.05%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC7,929$360K<0.01%new13F-HRTimelineGroup
Verum Partners LLC7,399$336K0.08%013F-HRTimeline
Prospera Financial Services Inc7,152$324K0.01%-61,26513F-HRTimeline
Bey-Douglas LLC6,849$311K0.19%+93713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…6,356$288K0.01%-1,55413F-HRTimelineGroup
J.W. COLE ADVISORS, INC.6,333$287K0.01%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,205$281K0.01%+13013F-HRTimelineGroup
Cascade Investment Advisors, Inc.6,193$281K0.18%+42313F-HRTimeline
Equita Financial Network, Inc.6,093$276K0.11%-72813F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC5,879$267K0.2%+54513F-HRTimeline
SAPIENT CAPITAL LLC5,723$260K<0.01%013F-HRTimeline
Cascades Capital Asset Management, LLC5,573$253K0.13%-1,27213F-HRTimeline
Mokosak Advisory Group, LLC5,384$244K0.07%013F-HRTimeline
Cornerstone Advisory, LLC5,264$239K0.03%new13F-HRTimeline
CALTON & ASSOCIATES, INC.5,198$236K0.04%new13F-HRTimeline
Saxony Capital Management, LLC5,100$231K0.18%-70013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC4,828$219K<0.01%new13F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.4,775$217K<0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.4,561$202K<0.01%+3,00013F-HRTimeline
STEPH & CO4,062$184K0.06%+15913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,155$96.6K<0.01%+25013F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,849$83.9K<0.01%new13F-HRTimelineGroup
SIGNATUREFD, LLC1,775$80.5K<0.01%013F-HRTimeline
Trust Co1,465$66.4K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…1,288$58.4K<0.01%+56313F-HRTimeline
Glass Jacobson Investment Advisors llc1,222$55.4K0.02%013F-HRTimeline
FMR LLCin group FMR LLC1,100$49.9K<0.01%new13F-HRTimelineGroup
COMERICA BANK1,000$45.4K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.898$40.7K<0.01%+20413F-HRTimeline
Atlantic Edge Private Wealth Management…652$29.6K0.01%013F-HRTimeline
Arax Advisory Partners605$27.4K<0.01%+23913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY602$27.3K<0.01%-52013F-HRTimelineGroup
Allworth Financial LP393$17.8K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC347$15.7K<0.01%013F-HRTimeline
Global Retirement Partners, LLC345$15.6K<0.01%13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…272$12.3K<0.01%-1,48013F-HRTimelineGroup
Cape Investment Advisory, Inc.248$11.2K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.200$9.07K<0.01%013F-HRTimelineGroup
MARK SHEPTOFF FINANCIAL PLANNING, LLC200$9.07K<0.01%013F-HRTimeline
Tidemark, LLC173$7.85K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division168$7.62K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.85$3.85K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB65$2.95K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners65$2.95K<0.01%new13F-HRTimelineGroup
Pinnacle Bancorp, Inc.56$2.54K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP14$635<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.