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T. Rowe Price Small-Mid Cap ETF (TMSL) Institutional Ownership

$30.57 +0.71 (+2.38%)
As of 05/2/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for T. Rowe Price Small-Mid Cap ETF (NYSEARCA:TMSL)

Number of
Institutional Buyers
(last 12 months)
73
Total
Institutional Inflows
(last 12 months)
$207.98M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$1.82M
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TMSL Institutional Buying and Selling by Quarter

T. Rowe Price Small-Mid Cap ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2025Kingsview Wealth Management LLC20,176$615K0.0%+12.3%0.087%
5/1/2025 CWM LLC7,962$243K0.0%N/A0.034%
5/1/2025 Financial Security Advisor Inc.12,575$383K0.1%N/A0.054%
4/30/2025 Seamount Financial Group Inc.14,702$448K0.3%+24.3%0.064%
4/30/2025 Stratos Wealth Partners LTD.143,111$4.36M0.1%+33.0%0.620%
4/30/2025 Stratos Wealth Advisors LLC19,345$590K0.0%N/A0.084%
4/30/2025 Brown Advisory Inc.32,816$1M0.0%+10.9%0.142%
4/29/2025 Heritage Wealth Management Inc.14,871$453K0.2%+57.5%0.064%
4/29/2025 Envestnet Asset Management Inc.158,119$4.82M0.0%+5.5%0.684%
4/29/2025 World Investment Advisors20,811$634K0.0%+10.5%0.090%
4/29/2025 Capital Investment Advisory Services LLC11,254$343K0.0%+24.0%0.049%
4/29/2025 OneDigital Investment Advisors LLC159,437$4.86M0.1%-2.3%0.690%
4/28/2025 D.A. Davidson & CO.7,207$220K0.0%N/A0.031%
4/28/2025 Novem Group209,030$6.37M0.9%+4.7%0.905%
4/28/2025 Private Trust Co. NA1,411$43K0.0%-35.6%0.006%
4/28/2025 DAVENPORT & Co LLC129,266$3.94M0.0%+9.8%0.560%
4/25/2025 Essex Financial Services Inc.50,790$1.55M0.1%+56.1%0.234%
4/23/2025 SFG Wealth Management LLC.49,462$1.51M0.7%+37.9%0.228%
4/22/2025 Flagship Harbor Advisors LLC154,345$4.70M0.2%+14.3%0.711%
4/22/2025 Cambridge Investment Research Advisors Inc.236,706$7.22M0.0%+28.9%1.091%
4/17/2025 Robertson Stephens Wealth Management LLC39,855$1.22M0.0%-50.3%0.184%
4/17/2025 Stephens Consulting LLC114,639$3.49M0.9%+8.8%0.528%
4/17/2025 Asio Capital LLC224,891$6.86M1.3%+159.4%1.036%
4/16/2025 Wealth Enhancement Advisory Services LLC724,415$22.08M0.0%+1,168.2%3.338%
4/14/2025 Farther Finance Advisors LLC175,217$5.36M0.1%N/A0.807%
4/14/2025 Miracle Mile Advisors LLC12,836$391K0.0%+13.8%0.059%
4/9/2025 HBW Advisory Services LLC23,104$704K0.1%-5.5%0.106%
4/7/2025 AdvisorNet Financial Inc15,122$461K0.0%+24.2%0.070%
3/17/2025 Wealth Enhancement Advisory Services LLC57,120$1.84M0.0%N/A0.359%
2/18/2025 Novem Group199,672$6.44M0.9%N/A6.240%
2/17/2025Captrust Financial Advisors414,160$13.36M0.0%+35.7%12.943%
2/17/2025Cary Street Partners Financial LLC157,051$5.06M0.2%N/A4.908%
2/17/2025Benjamin Edwards Inc.39,215$1.26M0.0%N/A1.225%
2/14/2025Capital Analysts LLC1,789$58K0.0%N/A0.056%
2/14/2025Stifel Financial Corp296,457$9.56M0.0%N/A9.264%
2/14/2025 OneDigital Investment Advisors LLC163,257$5.26M0.1%+127.0%5.102%
2/14/2025TD Waterhouse Canada Inc.4,799$155K0.0%N/A0.150%
2/14/2025MML Investors Services LLC307,911$9.93M0.0%+17.6%9.622%
2/14/2025GeoWealth Management LLC10,541$340K0.0%N/A0.329%
2/13/2025MSH Capital Advisors LLC10,817$349K0.1%N/A0.338%
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2/13/2025Garden State Investment Advisory Services LLC53,361$1.72M0.5%+10.7%1.668%
2/13/2025CreativeOne Wealth LLC7,430$240K0.0%N/A0.232%
2/13/2025Mariner LLC10,294$332K0.0%N/A0.322%
2/13/2025Raymond James Financial Inc.591,128$19.06M0.0%N/A18.473%
2/13/2025 Envestnet Asset Management Inc.149,847$4.83M0.0%N/A4.683%
2/13/2025Wells Fargo & Company MN327,417$10.56M0.0%N/A10.232%
2/12/2025Thoroughbred Financial Services LLC11,935$384K0.0%N/A0.373%
2/12/2025 World Investment Advisors18,829$607K0.0%+5.7%0.588%
2/12/2025 DKM Wealth Management Inc.16,075$518K0.5%N/A0.502%
2/12/2025Watchman Group Inc.764,696$24.66M6.5%+10.3%23.897%
2/12/2025Tyler Stone Wealth Management31,932$1.03M0.2%+10.8%0.998%
2/11/2025LPL Financial LLC492,902$15.89M0.0%+222.9%15.403%
2/10/2025 Axxcess Wealth Management LLC6,309$203K0.0%-18.7%0.197%
2/10/2025Corient Private Wealth LLC15,200$490K0.0%N/A0.475%
2/10/2025Blume Capital Management Inc.3,500$113K0.0%+75.0%0.109%
2/10/2025Commonwealth Equity Services LLC57,491$1.85M0.0%+57.7%1.797%
2/7/2025PFG Advisors36,845$1.19M0.1%+43.1%1.151%
2/7/2025HighTower Advisors LLC38,951$1.26M0.0%N/A1.217%
2/6/2025Raymond James Financial Inc.591,128$19.06M0.0%N/A18.473%
2/6/2025Atria Investments Inc48,521$1.57M0.0%N/A1.516%
2/6/2025Souders Financial Advisors164,319$5.30M0.7%+7.6%5.135%
2/6/2025Jones Financial Companies Lllp18,211$587K0.0%N/A0.569%
2/5/2025 Heritage Wealth Management Inc.9,444$305K0.1%N/A0.295%
2/5/2025 Private Trust Co. NA2,191$71K0.0%+55.3%0.068%
2/5/2025Advisor OS LLC24,111$777K0.1%N/A0.753%
2/4/2025 World Equity Group Inc.7,528$243K0.1%N/A0.235%
2/3/2025Sigma Planning Corp56,868$1.83M0.1%N/A1.777%
2/3/2025Dahring Cusmano LLC24,104$777K0.7%N/A0.753%
2/3/2025Legacy Capital Group California Inc.35,144$1.13M0.3%N/A1.098%
2/3/2025Private Advisor Group LLC51,061$1.65M0.0%+567.5%1.596%
1/31/2025Global Retirement Partners LLC39,677$1.28M0.0%+7.8%1.240%
1/31/2025Atria Wealth Solutions Inc.91,371$2.95M0.0%N/A2.855%
1/31/2025 JFS Wealth Advisors LLC1,665$54K0.0%N/A0.052%
1/30/2025Legacy Capital Wealth Partners LLC8,860$286K0.1%N/A0.277%
1/30/2025 Walkner Condon Financial Advisors LLC10,067$325K0.1%N/A0.315%
1/29/2025 Essex Financial Services Inc.32,535$1.05M0.1%+19.6%1.017%
1/28/2025Kingsview Wealth Management LLC17,960$579K0.0%N/A0.561%
1/28/2025 Seamount Financial Group Inc.11,832$382K0.3%-11.6%0.370%
1/27/2025 Robertson Stephens Wealth Management LLC80,209$2.59M0.1%N/A2.507%
1/27/2025 Stratos Wealth Partners LTD.107,602$3.47M0.0%N/A3.363%
1/27/2025 Stephens Consulting LLC105,390$3.40M0.9%+12.3%3.293%
1/24/2025 DAVENPORT & Co LLC117,737$3.80M0.0%N/A3.679%
1/23/2025 New Wave Wealth Advisors LLC1,261$41K0.0%N/A0.039%
1/23/2025 Capital Investment Advisory Services LLC9,078$293K0.0%+381.6%0.284%
1/22/2025Astor Investment Management LLC149,360$4.82M2.5%N/A4.668%
1/21/2025 Asio Capital LLC86,703$2.80M0.5%N/A2.709%
1/21/2025 Flagship Harbor Advisors LLC134,982$4.35M0.2%-6.8%4.218%
1/17/2025 Raleigh Capital Management Inc.3,117$101K0.0%N/A0.097%
1/16/2025 SFG Wealth Management LLC.35,863$1.16M0.6%N/A1.121%
1/10/2025 HBW Advisory Services LLC24,453$788K0.1%+9.7%0.764%
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12/10/2024Garden State Investment Advisory Services LLC48,186$1.56M0.5%+15.7%1.506%
11/15/2024MML Investors Services LLC261,898$8.50M0.0%N/A8.184%
11/15/2024Garden State Investment Advisory Services LLC48,186$1.56M0.4%+15.7%1.506%
11/14/2024Captrust Financial Advisors305,271$9.91M0.0%+816.7%9.540%
11/13/2024 Private Trust Co. NA1,411$46K0.0%N/A0.044%
11/6/2024 OneDigital Investment Advisors LLC71,932$2.34M0.0%+57.6%2.248%
11/5/2024Souders Financial Advisors152,670$4.96M0.7%N/A4.771%
11/5/2024First Heartland Consultants Inc.6,190$201K0.0%N/A0.193%
11/4/2024Tyler Stone Wealth Management28,830$936K0.2%N/A0.901%
11/4/2024 Axxcess Wealth Management LLC7,759$252K0.0%N/A0.242%
(Data available from 1/1/2016 forward)

TMSL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TMSL shares?

During the previous two years, 74 institutional investors and hedge funds held shares of T. Rowe Price Small-Mid Cap ETF. The most heavily invested institutionals were Watchman Group Inc. ($24.66M), Wealth Enhancement Advisory Services LLC ($22.08M), Raymond James Financial Inc. ($19.06M), LPL Financial LLC ($15.89M), Captrust Financial Advisors ($13.36M), Wells Fargo & Company MN ($10.56M), and MML Investors Services LLC ($9.93M).Learn more on TMSL's institutional investors.

Which institutional investors have been buying T. Rowe Price Small-Mid Cap ETF stock?

Of the 74 institutional investors that purchased T. Rowe Price Small-Mid Cap ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($1.18M), Wealth Enhancement Advisory Services LLC ($724.42K), Captrust Financial Advisors ($380.86K), LPL Financial LLC ($340.27K), Wells Fargo & Company MN ($327.42K), MML Investors Services LLC ($307.91K), and Stifel Financial Corp ($296.46K).

How much institutional buying is happening at T. Rowe Price Small-Mid Cap ETF?

Institutional investors have bought a total of 6,590,050 shares in the last 24 months. This purchase volume represents approximately $210.07M in transactions.

Which T. Rowe Price Small-Mid Cap ETF major shareholders have been selling company stock?

The following institutional investors have sold T. Rowe Price Small-Mid Cap ETF stock in the last 24 months: Robertson Stephens Wealth Management LLC ($40.35K), Flagship Harbor Advisors LLC ($9.82K), OneDigital Investment Advisors LLC ($3.82K), Seamount Financial Group Inc. ($1.56K), Axxcess Wealth Management LLC ($1.45K), HBW Advisory Services LLC ($1.35K), and Private Trust Co. NA ($780.00).

How much institutional selling is happening at T. Rowe Price Small-Mid Cap ETF?

Institutional investors have sold a total of 59,128 shares in the last 24 months. This volume of shares sold represents approximately $1.82M in transactions.



This page (NYSEARCA:TMSL) was last updated on 5/3/2025 by MarketBeat.com Staff
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