T ROWE PRICE ULTRA SHORT-TER TBUX
$49.83
+0.1% 52w: $47.49 – $49.83
Latest 13F among current holders filed 31 days ago (Jun 4, 2026)
Price — last 12 months
research preview data47.4948.6649.83
Jun 20, 2025 Jul 2, 2026
Institutional holders
106
+17 QoQ
13F value
$535.6M
+45.6% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns TBUX?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| ARS Wealth Advisors Group, LLC | Other | 3.4M | $169.3M | 14.3% | +28.4% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.5M | $75.1M | 0.0% | +7.9% |
| MCF Advisors LLC | Wealth advisor | 421.8K | $21.0M | 0.9% | New |
| OSAIC HOLDINGS, INC. | Wealth advisor | 417.7K | $20.8M | 0.0% | +46.2% |
| Harfst & Associates, Inc. | Other | 409.8K | $20.4M | 3.6% | +117.7% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 373.4K | $18.6M | 0.0% | +27.0% |
| Members Advisory Group LLC | Wealth advisor | 354.7K | $17.6M | 6.1% | New |
| Strategic Financial Concepts, LLC | Wealth advisor | 286.4K | $14.1M | 3.5% | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 268.3K | $13.4M | 0.0% | +29.3% |
| 3EDGE Asset Management, LP | Wealth advisor | 258.9K | $12.9M | 0.6% | +877.8% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 253.4K | $12.6M | 0.0% | +94.2% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 241.5K | $12.0M | 0.0% | +14.9% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 223.5K | $11.1M | 0.0% | +34.5% |
| Sovran Advisors, LLC | Wealth advisor | 139.8K | $7.0M | 0.5% | -4.5% |
| Walker Financial Services, Inc. | Wealth advisor | 124.6K | $6.2M | 2.1% | +1.8% |
| Janney Montgomery Scott LLC | Diversified mechanical | 106.1K | $5.3M | 0.0% | +5.1% |
| Integrated Wealth Concepts LLC | Wealth advisor | 87.3K | $4.3M | 0.0% | New |
| FISCHER INVESTMENT STRATEGIES, LLC | Wealth advisor | 71.4K | $3.6M | 2.1% | +525.5% |
| CRA Financial Services, LLC | Wealth advisor | 70.5K | $3.5M | 0.5% | +23.0% |
| Essex Financial Services, Inc. | Wealth advisor | 67.3K | $3.4M | 0.2% | +65.8% |
| ENTREWEALTH, LLC | Wealth advisor | 67.3K | $3.3M | 1.5% | -2.8% |
| Cetera Investment Advisers | Wealth advisor | 66.0K | $3.3M | 0.0% | +59.7% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 65.1K | $3.2M | 0.0% | +68.4% |
| LAWOOD & CO ★2 | Fundamental diversified | 60.8K | $3.0M | 2.8% | -14.8% |
| Professional Financial Management, Inc. | Wealth advisor | 59.0K | $2.9M | 3.1% | +44.5% |
| GOLDMAN SACHS GROUP INC | Bank broker | 58.2K | $2.9M | 0.0% | New |
| IHT Wealth Management, LLC | Wealth advisor | 55.0K | $2.7M | 0.1% | New |
| DAHRING | CUSMANO LLC | Wealth advisor | 51.5K | $2.6M | 1.6% | +20.0% |
| MidAtlantic Capital Management, Inc. | Wealth advisor | 50.9K | $2.5M | 1.7% | -2.1% |
| 9823 Capital, L.P. ★2 | Fundamental concentrated | 49.4K | $2.5M | 1.9% | +16.8% |
| LPL Financial LLC | Bank broker | 48.8K | $2.4M | 0.0% | -14.3% |
| Allworth Financial LP | Wealth advisor | 46.2K | $2.3M | 0.0% | +31.0% |
| Advisory Services Network, LLC | Diversified mechanical | 46.0K | $2.3M | 0.0% | +35.9% |
| Focus Financial Network, Inc. | Wealth advisor | 44.3K | $2.2M | 0.1% | +46.9% |
| Encompass More Asset Management | Wealth advisor | 43.8K | $2.2M | 0.4% | +930.4% |
| 4J Wealth Management LLC | Wealth advisor | 43.7K | $2.2M | 1.2% | +30.2% |
| INDEPENDENT FINANCIAL GROUP, LLC | Wealth advisor | 43.4K | $2.2M | 0.0% | -18.6% |
| Beaumont Financial Advisors, LLC | Wealth advisor | 38.9K | $1.9M | 0.1% | -7.7% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 37.9K | $1.9M | 0.0% | +79.5% |
| Armor Investment Advisors, LLC | Wealth advisor | 37.9K | $1.9M | 0.7% | -18.1% |
| CITADEL ADVISORS LLC | Multistrat pod | 36.0K | $1.8M | 0.0% | New |
| Investment Partners Asset Management, Inc. | Other | 34.0K | $1.7M | 1.0% | +20.0% |
| Kestra Advisory Services, LLC | Wealth advisor | 33.9K | $1.7M | 0.0% | -6.8% |
| HighTower Advisors, LLC | Diversified mechanical | 30.8K | $1.5M | 0.0% | New |
| Brookwood Investment Group LLC | Wealth advisor | 30.4K | $1.5M | 0.2% | +6.5% |
| STEPHENS INC /AR/ | Diversified mechanical | 25.6K | $1.3M | 0.0% | +92.8% |
| B & T Capital Management DBA Alpha Capital Management | Other | 25.0K | $1.2M | 0.2% | New |
| Atlas Wealth LLC | Other | 23.4K | $1.2M | 0.3% | -18.0% |
| Carson Advisory Inc. | Other | 21.3K | $1.1M | 0.6% | -3.8% |
| MAI Capital Management | Wealth advisor | 20.6K | $1.0M | 0.0% | -1.3% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.