T
T. Rowe Price Floating Rate
TFLR • ARCA
T. Rowe Price Floating Rate is an exchange-traded fund on ARCA. As of Q3 2025, 72 institutional investors hold shares in this ETF, with total holdings valued at $174.3M. Insight Wealth Strategies, LLC is the largest holder with a position valued at $23.5M.
Overview
Overview of institutional ownership in TFLR as of Q3 2025
All Institutions
- Institutions
- 72
- Value Held
- $174.3M
- Shares Held
- 3.4M
- Avg Position
- $2.4M
- Median Position
- $669.5K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in TFLR as of Q3 2025
| Institution | Position Value |
|---|---|
 Insight Wealth Strategies, LLC RIA/Wealth | $23.5M 2.78% of portfolio |
A Advisor Group Holdings, Inc. Institution | $15.0M 0.02% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $13.4M 0.00% of portfolio |
 CASTLE WEALTH MANAGEMENT LLC RIA/Wealth | $12.7M 4.28% of portfolio |
S STIFEL FINANCIAL CORP Long Only Manager | $12.1M 0.01% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $10.6M 0.00% of portfolio |
 Steel Peak Wealth Management LLC RIA/Wealth | $10.5M 0.35% of portfolio |
 4J Wealth Management LLC RIA/Wealth | $10.2M 6.24% of portfolio |
 Cetera Investment Advisers RIA/Wealth | $9.0M 0.01% of portfolio |
F Flavin Financial Services, Inc. RIA/Wealth | $6.1M 4.34% of portfolio |
Net Capital Flow
Institutional buying and selling activity for TFLR in Q3 2025
- Traded
- +$40.6M
- Buyers
- 56
- Sellers
- 17
- Total Bought
- +$51.3M
- Total Sold
- −$10.7M
- Avg Position
- $2.2M
Biggest Buyers
| Institution | Net Bought |
|---|---|
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$13.0M +252.1K shares |
BANK OF AMERICA CORP /DE/ Institution | +$7.4M +144.7K shares |
A Advisor Group Holdings, Inc. Institution | +$6.6M +128.6K shares |
F Flavin Financial Services, Inc. RIA/Wealth | +$3.5M +68.3K shares |
Cetera Investment Advisers RIA/Wealth | +$2.4M +47.2K shares |
Insight Wealth Strategies, LLC RIA/Wealth | +$2.1M +41.2K shares |
S Strategic Financial Concepts, LLC RIA/Wealth | +$1.9M +37.3K shares |
 Sovran Advisors, LLC RIA/Wealth | +$1.4M +28.0K shares |
T Turning Point Benefit Group, Inc. Institution | +$1.4M +26.5K shares |
S STIFEL FINANCIAL CORP Long Only Manager | +$1.2M +22.9K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
C Centurion Wealth Management LLC Institution | −$3.7M −72.7K shares |
M My Personal CFO, LLC RIA/Wealth | −$2.4M −46.9K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$1.6M −31.5K shares |
E EXCHANGE TRADED CONCEPTS, LLC Institution | −$1.3M −25.7K shares |
J JANE STREET GROUP, LLC Institution | −$745.6K −14.5K shares |
 Savvy Advisors, Inc. RIA/Wealth | −$407.3K −7.9K shares |
T TWO SIGMA SECURITIES, LLC Institution | −$201.5K −3.9K shares |
 Financial Connections Group, Inc. RIA/Wealth | −$80.6K −1.6K shares |
 Hanson McClain, Inc. RIA/Wealth | −$80.5K −1.6K shares |
 Ameritas Advisory Services, LLC RIA/Wealth | −$70.2K −1.4K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited TFLR in Q3 2025
- New Positions
- 12
- New Value
- $3.3M
- Exited Positions
- 8
- Exited Value
- $6.7M
New Positions
| Institution | Position Value |
|---|---|
Sovran Advisors, LLC RIA/Wealth | $1.4M 28.0K shares |
 Eaton Financial Holdings Company, LLC RIA/Wealth | $699.2K 13.6K shares |
 LEVEL FOUR ADVISORY SERVICES, LLC RIA/Wealth | $452.5K 8.8K shares |
C Cottage Street Advisors LLC Institution | $310.2K 6.0K shares |
J J.W. COLE ADVISORS, INC. Institution | $273.0K 5.3K shares |
 FIFTH THIRD BANCORP Institution | $111.5K 2.2K shares |
C CLEAR INVESTMENT RESEARCH, LLC RIA/Wealth | $34.2K 665.0 shares |
 Cornerstone Planning Group LLC RIA/Wealth | $27.8K 110.0 shares |
 Strategic Wealth Partners, Ltd. RIA/Wealth | $1.6K 32.0 shares |
 GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager | $412.0 8.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
M My Personal CFO, LLC RIA/Wealth | $2.4M 46.9K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $1.6M 31.5K shares |
E EXCHANGE TRADED CONCEPTS, LLC Institution | $1.3M 25.7K shares |
J JANE STREET GROUP, LLC Institution | $745.6K 14.5K shares |
Savvy Advisors, Inc. RIA/Wealth | $407.3K 7.9K shares |
T TWO SIGMA SECURITIES, LLC Institution | $201.5K 3.9K shares |
 FMR LLC Institution | $1.2K 23.0 shares |
 SALEM INVESTMENT COUNSELORS INC RIA/Wealth | $978.0 19.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in TFLR as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with TFLR as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
4J Wealth Management LLC RIA/Wealth | 6.24% $10.2M |
F Flavin Financial Services, Inc. RIA/Wealth | 4.34% $6.1M |
CASTLE WEALTH MANAGEMENT LLC RIA/Wealth | 4.28% $12.7M |
Insight Wealth Strategies, LLC RIA/Wealth | 2.78% $23.5M |
T Turning Point Benefit Group, Inc. Institution | 1.96% $3.2M |
A AVISO WEALTH MANAGEMENT RIA/Wealth | 1.88% $4.3M |
R Red Mountain Financial, LLC RIA/Wealth | 1.25% $1.2M |
 True Wealth Design, LLC RIA/Wealth | 0.67% $2.1M |
S Strategic Financial Concepts, LLC RIA/Wealth | 0.64% $4.4M |
D DAHRING | CUSMANO LLC RIA/Wealth | 0.59% $814.2K |