TCHP Institutional Ownership
T. Rowe Price Blue Chip Growth ETF
1W: +0.8%
1M: +3.7%
3M: +4.3%
YTD: +5.1%
1Y: +5.9%
3Y: +93.8%
5Y: +55.3%
$52.11
+0.67 (+1.30%)
Weekly Expected Move ±2.1%
$50
$51
$52
$53
$54
Overview
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Holdings
Changes
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Analysis
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Institutional Ownership — TCHP
203
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
28
New Positions
69
Increased
72
Reduced
17
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (219 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Cetera Investment Advisers | 4,164,087 | $217M | +242,577 | +6.2% | 10Q | SEC ↗ |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 3,254,691 | $170M | -56,016 | -1.7% | 21Q | SEC ↗ |
| 3 | PRICE T ROWE ASSOCIATES INC /MD | 2,922,582 | $152M | +337,581 | +13.1% | 9Q | SEC ↗ |
| 4 | PNC Financial Services Group, Inc. | 2,306,717 | $120M | -59,074 | -2.5% | 2Q | SEC ↗ |
| 5 | Glenview Trust Co | 2,291,715 | $119M | +230,425 | +11.2% | 16Q | SEC ↗ |
| 6 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 1,617,520 | $84M | -203,501 | -11.2% | 19Q | SEC ↗ |
| 7 | BANK OF AMERICA CORP /DE | 1,580,445 | $82M | +148,194 | +10.3% | 15Q | SEC ↗ |
| 8 | JONES FINANCIAL COMPANIES LLLP | 1,436,652 | $75M | +199,558 | +16.1% | 10Q | SEC ↗ |
| 9 | CWM, LLC | 1,354,277 | $71M | +1,304,619 | +2627.2% | 9Q | SEC ↗ |
| 10 | Advisor OS, LLC | 1,230,918 | $64M | +140,577 | +12.9% | 14Q | SEC ↗ |
| 11 | MJP ASSOCIATES INC /ADV | 969,375 | $51M | +15,398 | +1.6% | 11Q | SEC ↗ |
| 12 | Trust Co of Kansas | 832,998 | $43M | -62,600 | -7.0% | 22Q | SEC ↗ |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | 819,263 | $43M | +40,184 | +5.2% | 23Q | SEC ↗ |
| 14 | Armstrong, Fleming & Moore, Inc | 580,080 | $30M | +21,130 | +3.8% | 5Q | SEC ↗ |
| 15 | Harbor Group, Inc. | 553,441 | $29M | +41,000 | +8.0% | 23Q | SEC ↗ |
| 16 | Janney Montgomery Scott LLC | 371,965 | $19M | -25,980 | -6.5% | 16Q | SEC ↗ |
| 17 | MARS JEWETT FINANCIAL GROUP, INC. | 365,559 | $19M | -27,475 | -7.0% | 3Q | SEC ↗ |
| 18 | Koshinski Asset Management, Inc. | 341,636 | $18M | +191,401 | +127.4% | 2Q | SEC ↗ |
| 19 | Creative Planning | 332,300 | $17M | +183,530 | +123.4% | 7Q | SEC ↗ |
| 20 | RAYMOND JAMES FINANCIAL INC | 324,040 | $17M | -8,049 | -2.4% | 7Q | SEC ↗ |
| 21 | Souders Financial Advisors | 321,483 | $17M | +12,010 | +3.9% | 20Q | SEC ↗ |
| 22 | &PARTNERS | 293,996 | $15M | +53,489 | +22.2% | 5Q | SEC ↗ |
| 23 | Linscomb Wealth, Inc. | 289,957 | $15M | +509 | +0.2% | 21Q | SEC ↗ |
| 24 | D.A. DAVIDSON & CO. | 276,134 | $14M | +12,469 | +4.7% | 18Q | SEC ↗ |
| 25 | Sound Income Strategies, LLC | 271,438 | $14M | +41,834 | +18.2% | 3Q | SEC ↗ |
| 26 | TWO SIGMA INVESTMENTS, LP | 243,600 | $13M | -28,000 | -10.3% | 12Q | SEC ↗ |
| 27 | STIFEL FINANCIAL CORP | 214,558 | $11M | +34,730 | +19.3% | 15Q | SEC ↗ |
| 28 | OSAIC HOLDINGS, INC. | 175,085 | $9M | +157,426 | +891.5% | 18Q | SEC ↗ |
| 29 | CMH Wealth Management LLC | 157,576 | $8M | +11,164 | +7.6% | 16Q | SEC ↗ |
| 30 | LPL Financial LLC | 147,175 | $8M | +40,746 | +38.3% | 13Q | SEC ↗ |
| 31 | CAPTRUST FINANCIAL ADVISORS | 134,476 | $7M | -9,508 | -6.6% | 3Q | SEC ↗ |
| 32 | Heritage Trust Co | 128,332 | $7M | +10,507 | +8.9% | 7Q | SEC ↗ |
| 33 | National Wealth Management Group, LLC | 126,336 | $7M | -81,763 | -39.3% | 10Q | SEC ↗ |
| 34 | BENJAMIN EDWARDS INC | 113,835 | $6M | +6,678 | +6.2% | 8Q | SEC ↗ |
| 35 | CROBAN | 113,403 | $6M | +1,884 | +1.7% | 7Q | SEC ↗ |
| 36 | John & Kathleen Schreiber Foundation | 111,349 | $6M | — | +0.0% | 7Q | SEC ↗ |
| 37 | ROTHSCHILD INVESTMENT LLC | 109,955 | $6M | +22,150 | +25.2% | 3Q | SEC ↗ |
| 38 | NewEdge Advisors, LLC | 106,608 | $6M | +9,801 | +10.1% | 13Q | SEC ↗ |
| 39 | Hopwood Financial Services, Inc. | 104,749 | $5M | +3,000 | +2.9% | 7Q | SEC ↗ |
| 40 | Cambridge Investment Research Advisors | 99,555 | $5M | +10,310 | +11.6% | 24Q | SEC ↗ |
| 41 | Capital Analysts, LLC | 98,321 | $5M | +33,090 | +50.7% | 20Q | SEC ↗ |
| 42 | Kestra Advisory Services, LLC | 92,634 | $5M | -7,376 | -7.4% | 11Q | SEC ↗ |
| 43 | Ducere Wealth Management LLC | 92,119 | $5M | +4,843 | +5.5% | 3Q | SEC ↗ |
| 44 | Capital Advisors, Ltd. LLC | 79,884 | $4M | -117 | -0.1% | 23Q | SEC ↗ |
| 45 | REDW Wealth LLC | 78,276 | $4M | +13,708 | +21.2% | 6Q | SEC ↗ |
| 46 | TRUIST FINANCIAL CORP | 76,401 | $4M | -762 | -1.0% | 15Q | SEC ↗ |
| 47 | MATRIX ASSET ADVISORS INC/NY | 76,038 | $4M | -211 | -0.3% | 15Q | SEC ↗ |
| 48 | Rockefeller Capital Management L.P. | 71,206 | $4M | +61,700 | +649.1% | 4Q | SEC ↗ |
| 49 | Maia Wealth LLC | 66,257 | $3M | -2,567 | -3.7% | 8Q | SEC ↗ |
| 50 | AdvisorNet Financial, Inc | 66,099 | $3M | +3,190 | +5.1% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Copper Harbor Investment Advisors, | 51,464 | $3M |
| GOLDMAN SACHS GROUP INC | 38,669 | $2M |
| FIDUCIARY FINANCIAL ADVISORS | 25,084 | $1M |
| Bleakley Financial Group, LLC | 17,076 | $890K |
| D. E. Shaw & Co., Inc. | 14,961 | $780K |
| QUANTUM FINANCIAL PARTNERS LLC | 13,000 | $677K |
| J.W. COLE ADVISORS, INC. | 9,601 | $500K |
| MERCER GLOBAL ADVISORS INC /ADV | 9,591 | $500K |
| Diversify Advisory Services, LLC | 8,880 | $463K |
| AQR CAPITAL MANAGEMENT LLC | 8,096 | $422K |
| FLAGSHIP WEALTH ADVISORS, LLC | 6,047 | $315K |
| Waterfront Wealth Inc. | 5,700 | $297K |
| G&S Capital LLC | 5,643 | $294K |
| Ameritas Advisory Services, LLC | 5,600 | $292K |
| Argent Trust Co | 4,374 | $228K |
| KFA Private Wealth Group, LLC | 4,298 | $224K |
| Cerity Partners LLC | 4,244 | $221K |
| Qube Research & Technologies Ltd | 4,185 | $218K |
| INTEGRITY ALLIANCE, LLC. | 4,158 | $217K |
| MARINO, STRAM & ASSOCIATES LLC | 4,135 | $215K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Value Investment Professionals, LLC | 38,345 | $2M |
| HRT FINANCIAL LP | 23,404 | $1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 14,212 | $741K |
| Private Advisor Group, LLC | 14,114 | $735K |
| Per Stirling Capital Management, LL | 8,001 | $417K |
| Bey-Douglas LLC | 6,704 | $349K |
| Wealthcare Advisory Partners LLC | 6,105 | $318K |
| JANE STREET GROUP, LLC | 5,559 | $290K |
| TIAA-CREF INDIVIDUAL & INSTITUTIONA | 5,454 | $284K |
| Foundations Investment Advisors, LL | 5,441 | $284K |
| Mokosak Advisory Group, LLC | 5,315 | $277K |
| CALTON & ASSOCIATES, INC. | 5,223 | $272K |
| Ashton Thomas Private Wealth, LLC | 5,147 | $268K |
| Financial Security Advisor, Inc. | 5,074 | $264K |
| CITADEL ADVISORS LLC | 4,428 | $231K |
| AMERIPRISE FINANCIAL INC | 4,413 | $230K |
| Cornerstone Advisory, LLC | 4,301 | $224K |
| COMMERCE BANK | 4,083 | $213K |
| MidAtlantic Capital Management, Inc | 1,733 | $90K |
| Missouri Trust & Investment Co | 1,500 | $78K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CWM, LLC | +1,304,619 | +2627.2% | 1,354,277 |
| PRICE T ROWE ASSOCIATES INC /MD | +337,581 | +13.1% | 2,922,582 |
| Cetera Investment Advisers | +242,577 | +6.2% | 4,164,087 |
| Glenview Trust Co | +230,425 | +11.2% | 2,291,715 |
| JONES FINANCIAL COMPANIES LLLP | +199,558 | +16.1% | 1,436,652 |
| Koshinski Asset Management, Inc. | +191,401 | +127.4% | 341,636 |
| Creative Planning | +183,530 | +123.4% | 332,300 |
| OSAIC HOLDINGS, INC. | +157,426 | +891.5% | 175,085 |
| BANK OF AMERICA CORP /DE | +148,194 | +10.3% | 1,580,445 |
| Advisor OS, LLC | +140,577 | +12.9% | 1,230,918 |
| Rockefeller Capital Management L.P. | +61,700 | +649.1% | 71,206 |
| &PARTNERS | +53,489 | +22.2% | 293,996 |
| Sound Income Strategies, LLC | +41,834 | +18.2% | 271,438 |
| Harbor Group, Inc. | +41,000 | +8.0% | 553,441 |
| LPL Financial LLC | +40,746 | +38.3% | 147,175 |
| COMMONWEALTH EQUITY SERVICES, LLC | +40,184 | +5.2% | 819,263 |
| STIFEL FINANCIAL CORP | +34,730 | +19.3% | 214,558 |
| Capital Analysts, LLC | +33,090 | +50.7% | 98,321 |
| ROTHSCHILD INVESTMENT LLC | +22,150 | +25.2% | 109,955 |
| Armstrong, Fleming & Moore, Inc | +21,130 | +3.8% | 580,080 |