Who owns T. Rowe Price Intermediate Municipal Income ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of TAXE from SEC Form 13F filings across 25 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 25 institutions disclosed 1.1M shares of T. Rowe Price Intermediate Municipal Income ETF worth $39.9M — about 30.7% of shares outstanding; the largest disclosed holder is PRICE T ROWE ASSOCIATES INC /MD/. Source: SEC Form 13F filings, parsed by EvidInvest.
25
13F holders
$39.9M
value, 2026 filers
30.7%
of shares outstanding (1.1M sh)
7
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of TAXE's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | PRICE T ROWE ASSOCIATES INC /MD/ | 286,867 | $14,710 | 0.0% | 8.3% | +105.8% |
| 2 | LPL Financial LLC | 188,792 | $9.7M | 0.0% | 5.5% | +27.9% |
| 3 | Bank of New York Mellon CorpNEW | 109,751 | $5.6M | 0.0% | 3.2% | new |
| 4 | JONES FINANCIAL COMPANIES LLLP | 60,008 | $3.1M | 0.0% | 1.7% | +913.5% |
| 5 | Well Done, LLC | 56,905 | $2.9M | 0.4% | 1.6% | 0.0% |
| 6 | RAYMOND JAMES FINANCIAL INC | 55,395 | $2.8M | 0.0% | 1.6% | -76.5% |
| 7 | Cetera Investment Advisers | 54,200 | $2.8M | 0.0% | 1.6% | +20.6% |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 52,916 | $2.7M | 0.0% | 1.5% | -18.7% |
| 9 | Bensler, LLCNEW | 48,588 | $2.5M | 0.2% | 1.4% | new |
| 10 | &PARTNERS | 37,874 | $1.9M | 0.0% | 1.1% | +1.6% |
| 11 | Integrated Wealth Concepts LLCNEW | 16,524 | $847,268 | 0.0% | 0.5% | new |
| 12 | OLD MISSION CAPITAL LLC | 13,394 | $686,777 | 0.0% | 0.4% | +1.5% |
| 13 | KFG WEALTH MANAGEMENT, LLCNEW | 12,142 | $622,581 | 0.1% | 0.4% | new |
| 14 | Private Advisor Group, LLC | 10,800 | $553,771 | 0.0% | 0.3% | +32.5% |
| 15 | Thompson David BlairNEW | 9,156 | $469,474 | 0.2% | 0.3% | new |
| 16 | JANE STREET GROUP, LLC | 8,608 | $441,375 | 0.0% | 0.2% | -68.4% |
| 17 | JB Capital LLC | 8,396 | $430,527 | 0.0% | 0.2% | +35.7% |
| 18 | TRUIST FINANCIAL CORP | 8,208 | $420,865 | 0.0% | 0.2% | -4.2% |
| 19 | CARY STREET PARTNERS FINANCIAL LLC | 6,129 | $314,264 | 0.0% | 0.2% | +40.6% |
| 20 | CITADEL ADVISORS LLCNEW | 5,028 | $257,811 | 0.0% | 0.1% | new |
| 21 | Landmark Wealth Management, LLC | 4,909 | $251,698 | 0.1% | 0.1% | -1.9% |
| 22 | Fourth Dimension Wealth, LLC | 3,500 | $179,463 | 0.1% | 0.1% | 0.0% |
| 23 | NewEdge Advisors, LLCNEW | 3,290 | $168,684 | 0.0% | 0.1% | new |
| 24 | OSAIC HOLDINGS, INC. | 1,243 | $63,763 | 0.0% | 0% | +23.2% |
| 25 | CREATIVE FINANCIAL DESIGNS INC /ADV | 1,200 | $61,530 | 0.0% | 0% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.