DOSSIER · 13F Holders · Q2 2026
TRMCX

ROWE T PRIC MID CP VAL COM

3 institutions still hold ROWE T PRIC MID CP VAL COM as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 77957Y106·3 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$1M
visible holders
Holders
3
filers reporting
Concentration
58.85%
Ethos Financial Group, LLC #1
top holder share
AI Holders Summary · Q2 2026

3 institutions reported TRMCX in Q2 2026. Ethos Financial Group, LLC leads at 58.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Ethos Financial Group, LLC
CIK 0001954242
$668K17K0.04%Q2 2026
02
CARRET ASSET MANAGEMENT, LLC
CIK 0000791490
$264K7K0.02%Q2 2026
03
NEVILLE RODIE & SHAW INC
CIK 0000071210
$203K5K0.01%Q2 2026