LPL Financial
TOTR icon

LPL Financial’s T. Rowe Price Total Return ETF TOTR Stock Holding History

LPL Financial’s Portfolio TOTR Stock Details TOTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.3M Buy
+381,079
New +$15.3M ﹤0.01% 1761

Other funds holding TOTR

BWM
BankPlus Wealth Management Jackson, Mississippi $222M AUM 19.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return
KV
Kickstand Ventures Pittsford, New York $550M AUM 22.11% 1-Year Est. Return
BCM
Blume Capital Management Berkeley, California $684M AUM 41.68% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

LPL Financial's TOTR Position: Q2 2026 in Review

LPL Financial opened a new position in T. Rowe Price Total Return ETF (TOTR) in Q2 2026: 381,079 shares worth $15.3M. The stake represents ﹤0.01% of the portfolio and ranks #1761 among its holdings.

7 funds tracked by Wall St. Rank hold TOTR as of Q2 2026.

  • LPL Financial held 381,079 shares of T. Rowe Price Total Return ETF worth $15.3M as of Q2 2026.
  • T. Rowe Price Total Return ETF was a new LPL Financial position in Q2 2026.
  • T. Rowe Price Total Return ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1761 holding.
  • 7 funds tracked by Wall St. Rank held T. Rowe Price Total Return ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.