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Disclosery

TGRT T ROWE PRICE EXCHANGE-TRADED

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CMN (fund)

38 managers (38 13F filers) reported a position in TGRT shares at 2026-03-31, 22,174,959 shares in all. 9 filers opened a position and 4 filers sold out during the quarter.

Managers
38
13F filers
38
New
9
Added
16
Reduced
8
Sold out
4
Shares held by filers
22,174,959

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
PRICE T ROWE ASSOCIATES INC /MD/12,220,083$481M0.06%+2,959,99413F-HRTimeline
Mason Investment Advisory Services, Inc.5,616,586$221M10.19%+224,70213F-HRTimeline
LPL Financial LLC1,276,159$50.2M0.01%+17,59513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,011,697$39.8M<0.01%new13F-HRTimelineGroup
OneDigital Investment Advisors LLC573,981$22.6M0.22%+83,24113F-HRTimeline
Private Advisor Group, LLC350,410$13.8M0.06%-29,90513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC298,062$11.7M<0.01%+44,00613F-HR/ATimelineGroup
Northwest Wealth Advisors, LLC109,900$4.32M3.09%+27,55913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC98,186$3.86M<0.01%+36,92613F-HRTimelineGroup
FLAGSHIP WEALTH ADVISORS, LLC90,291$3.65M1.57%-22,41913F-HRTimeline
Cetera Investment Advisers90,713$3.57M<0.01%+33,63313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC71,056$2.79M<0.01%+48,02713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.70,541$2.77M<0.01%-3013F-HRTimelineGroup
KWB Wealth52,435$2.32M0.23%013F-HRTimeline
Cambridge Investment Research Advisors,…53,532$2.1M0.01%-2,39813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP45,437$1.73M<0.01%+16,92113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC31,897$1.25M<0.01%+2,98213F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,314$602K<0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,799$582K<0.01%+1,26713F-HRTimelineGroup
JACKSON THORNTON WEALTH MANAGEMENT, LLC10,458$435K0.04%+4,96913F-HRTimeline
Vertex Planning Partners, LLC9,878$388K0.08%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP9,565$376K0.02%new13F-HRTimeline
Arkadios Wealth Advisors9,493$373K0.01%new13F-HRTimeline
GeoWealth Management, LLC8,468$333K0.01%+1,83213F-HRTimeline
Geneos Wealth Management Inc.7,626$300K0.01%-30313F-HRTimeline
Keystone Financial Group7,570$298K0.02%-3,16113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP6,962$274K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC3,466$136K<0.01%-2,96213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,743$104K<0.01%new13F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,702$66.9K<0.01%-21,07213F-HR/ATimelineGroup
Capital Investment Advisory Services, L…1,550$60.9K<0.01%+58013F-HRTimeline
UBS Group AGin group UBS Group AG1,360$53.5K<0.01%+51213F-HRTimelineGroup
Root Financial Partners, LLC1,286$50.6K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.810$31.9K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…731$28.7K0.02%013F-HRTimeline
Tradewinds Capital Management, LLC131$5.15K<0.01%new13F-HRTimeline
Signature Equity Partners, LLC79$3.1K<0.01%new13F-HRTimeline
MAI Capital Management2$79<0.01%new13F-HRTimeline