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5%+ stakes · Schedule 13D and 13G

T. Rowe Price Exchange-Traded Funds, Inc.: 5%+ holders

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Who has reported owning 5% or more of T. Rowe Price Exchange-Traded Funds, Inc., from Schedule 13D and 13G filings: each holder's stake as filed, the timeline, and the purpose each 13D states, quoted.

As of November 6, 2026, T. Rowe Price Exchange-Traded Funds, Inc. has Schedule 13D or 13G filings on record, none whose latest reports a stake of 5% or more. 4 filings are on record since April 14, 2026 (Schedule 13G/A, August 13, 2026).

Forvis Mazars Wealth Advisors, LLC also filed stake reports on 2 other companies ↓

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Key facts

  • · Reporting person: Robert W. Baird & Co. Inc · Sole voting: 0 · Shared voting: 212,820 · Sole dispositive: 0 · Shared dispositive: 212,820 · SCHEDULE 13G/A, 2026-08-13
  • · Reporting person: Forvis Mazars Wealth Advisors, LLC · Sole voting: 1,252 · Shared voting: 0 · Sole dispositive: 3,058,283 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-08-11
  • · Holder: Forvis Mazars Wealth Advisors, LLC · Percent: 5.02% · SCHEDULE 13G
  • · Holder: Robert W. Baird & Co. Inc · Percent: 9.2% · SCHEDULE 13G
At 5% or more0
Filings4
Latest filing2026-08-13

T. Rowe Price Exchange-Traded Funds, Inc. has 4 Schedule 13D or 13G filings on record since 2026-04-14. No holder's latest filing reports 5% or more. Each figure below is the holder's own, as filed, with the filing linked.

Holders

HolderPercentSharesLatestEvent date
Forvis Mazars Wealth Advisors, LLC3.55%3,058,283SCHEDULE 13G/A, 2026-08-112026-06-30
Robert W. Baird & Co. Inc2.6%212,820SCHEDULE 13G/A, 2026-08-132026-06-30

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More on T. Rowe Price Exchange-Traded Funds, Inc. and the records around it.

Companies that share a holder

Want the whole picture on T. Rowe Price Exchange-Traded Funds, Inc.?

Example from a real report (our sample on Target): “Target eliminated approximately 1,800 corporate positions, with around 1,000 employees receiving layoff notices and the remainder accounted for by eliminating open roles.” Source: NBC News

A Full Report on T. Rowe Price Exchange-Traded Funds, Inc.: verified, sourced, every claim cited, ready in a few minutes. See pricing.

What the Full Report on T. Rowe Price Exchange-Traded Funds, Inc. covers

  1. The Short Answer

  2. Which Company This Is

  3. What They Do, And How The Money Works

  4. Who Runs It, And How To Reach Them

  5. The Money: Funding, Valuation, Runway

  6. Who Pays Them, And Who They Are Up Against

  7. Warning Bells

  8. Sources

    4 cited sources found

Plus the sections for what you are deciding, which you pick after ordering.

See a sample report

First screen of a real sample Full Report on EchoStar: the verdict, 17 sections, 63 cited sources, built 2026-10-21A real finished report, first screen. Opens in a new tab.

Voting and dispositive power, as filed

Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Forvis Mazars Wealth Advisors, LLC1,25203,058,2830SCHEDULE 13G/A, 2026-08-11
Robert W. Baird & Co. Inc0212,8200212,820SCHEDULE 13G/A, 2026-08-13
Baird Financial Corp0212,8200212,820SCHEDULE 13G/A, 2026-08-13
Baird Financial Group, Inc.0212,8200212,820SCHEDULE 13G/A, 2026-08-13

The latest filing identifies T. Rowe Price Exchange-Traded Funds, Inc. by CUSIP 87283Q792 and gives its principal executive office as 1307 POINT STREET, BALTIMORE, MD 21231 (SCHEDULE 13G/A, 2026-08-13).

What the percentages are based on

See the responses to Item (11) on the foregoing cover pages. The percentage was calculated based upon 8,250,000 Shares outstanding at June 30, 2026.Robert W. Baird & Co. Inc, SCHEDULE 13G/A, 2026-08-13

Timeline

FiledHolderPercentFiling
2026-04-14Robert W. Baird & Co. Inc9.2%SCHEDULE 13G
2026-05-11Forvis Mazars Wealth Advisors, LLC5.02%SCHEDULE 13G
2026-08-11Forvis Mazars Wealth Advisors, LLC3.55%SCHEDULE 13G/A
2026-08-13Robert W. Baird & Co. Inc2.6%SCHEDULE 13G/A

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Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

Cite this page

Permanent URL: https://mentionfox.com/stakes/t-rowe-price-exchange-traded-funds
Last updated 2026-11-06
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
Who owns 5% or more of T. Rowe Price Exchange-Traded Funds, Inc.? Stakes filed. MentionFox, 2026-11-06. https://mentionfox.com/stakes/t-rowe-price-exchange-traded-funds