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

T. Rowe Price Small-Mid Cap ETF logo
$43.37 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
112
Total
Institutional Inflows
(last 12 months)
$335.46M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$38.61M
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Skip Chart & View Institutional Buying and Selling Data

TMSL Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/18/2026Western Wealth Management LLC13,333$489K0.0%+28.7%0.028%
6/3/2026NewEdge Advisors LLC78,935$2.90M0.0%+4.5%0.166%
5/19/2026Western Wealth Management LLC13,333$489K0.0%+28.7%0.028%
5/19/2026Bank of America Corp DE553,628$20.30M0.0%+234.7%1.166%
5/19/2026Centaurus Financial Inc.128,058$4.70M0.2%-0.6%0.270%
5/18/2026Royal Bank of Canada47,217$1.73M0.0%+6,979.0%0.099%
5/15/2026Bradley Foster & Sargent Inc. CT12,671$465K0.0%+65.9%0.027%
5/14/2026RMG Wealth Management LLC2,287$84K0.0%N/A0.005%
5/13/2026Cetera Investment Advisers1,062,785$38.97M0.0%+18.7%2.237%
5/13/2026Signature Equity Partners LLC1,967$72K0.0%+187.2%0.004%
5/6/2026Frontier Asset Management LLC11,340$416K0.1%-3.6%0.024%
5/6/2026Thayer Partners LLC MA32,640$1.20M0.6%+23.6%0.069%
5/6/2026Dahring Cusmano LLC42,852$1.57M1.0%-2.0%0.090%
5/5/2026D.A. Davidson & CO.181,950$6.67M0.0%-37.2%0.383%
5/5/2026Bank of New York Mellon Corp8,053$295K0.0%N/A0.017%
5/5/2026Sigma Planning Corp5,963$219K0.0%N/A0.013%
5/4/2026Retirement Planning Group LLC24,103$884K0.0%+41.8%0.051%
5/4/2026Legacy Capital Group California Inc.87,811$3.22M1.2%+151.0%0.185%
5/4/2026Bleakley Financial Group LLC243,722$8.94M0.1%+27.8%0.513%
5/2/2026Valmark Advisers Inc.102,453$3.76M0.0%N/A0.216%
5/1/2026Fifth Third Bancorp6,851$251K0.0%N/A0.015%
4/30/2026Pearl Planning LLC120,078$4.40M2.4%+4.6%0.257%
4/30/2026Kestra Advisory Services LLC7,923$291K0.0%+26.0%0.017%
4/29/2026SilverOak Wealth Management LLC10,271$377K0.1%N/A0.022%
4/29/2026Axxcess Wealth Management LLC29,551$1.08M0.0%+421.4%0.063%
4/28/2026Red Mountain Financial LLC7,738$284K0.3%N/A0.017%
4/28/2026Raleigh Capital Management Inc.8,348$306K0.1%+208.2%0.019%
4/28/2026Walkner Condon Financial Advisors LLC6,970$256K0.0%+17.0%0.016%
4/28/2026Beacon Financial Advisory LLC27,198$997K0.2%N/A0.061%
4/27/2026World Investment Advisors17,213$631K0.0%-19.3%0.039%
4/27/2026Private Advisor Group LLC520,974$19.10M0.1%+9.4%1.167%
4/24/2026Essex Financial Services Inc.118,162$4.33M0.2%+11.9%0.267%
4/24/2026Barnes Pettey Financial Advisors LLC7,355$270K0.1%N/A0.017%
4/23/2026SageGuard Financial Group LLC13,379$491K0.1%N/A0.030%
4/22/2026TPG Advisors LLC9,018$331K0.2%+24.2%0.020%
4/22/2026Janney Montgomery Scott LLC52,758$1.94M0.0%+69.8%0.120%
4/20/2026Watchman Group Inc.811,272$29.75M7.2%-0.1%1.848%
4/20/2026Heritage Wealth Management Inc.53,141$1.95M1.0%+8.3%0.121%
4/18/2026Nautilus Advisors LLC9,125$335K0.2%-9.5%0.021%
4/16/2026Founders Financial Securities LLC17,823$691K0.0%N/A0.041%
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3/13/2026World Investment Advisors21,336$766K0.0%+16.5%0.057%
3/9/2026Corient Private Wealth LLC239,913$8.61M0.0%-1.1%0.643%
2/19/2026Axxcess Wealth Management LLC5,668$203K0.0%N/A0.015%
2/19/2026Corient Private Wealth LLC239,913$8.61M0.0%-1.1%0.643%
2/17/2026AQR Capital Management LLC7,050$253K0.0%+22.6%0.019%
2/17/2026Cetera Investment Advisers895,710$32.16M0.0%+129.3%2.401%
2/17/2026Equitable Holdings Inc.35,316$1.27M0.0%-11.5%0.095%
2/17/2026Price T Rowe Associates Inc. MD5,861,191$210.79M0.0%+14.1%15.714%
2/17/2026GeoWealth Management LLC13,316$478K0.0%+35.3%0.036%
2/17/2026Osaic Holdings Inc.615,552$22.10M0.0%+24.5%1.650%
2/17/2026Private Advisor Group LLC476,286$17.10M0.1%+10.8%1.277%
2/17/2026Captrust Financial Advisors859,092$30.84M0.1%+1.2%2.303%
2/17/2026&PARTNERS31,246$1.12M0.0%+24.4%0.084%
2/17/2026Harborfront Financial Group LLC11,124$399K3.0%N/A0.030%
2/16/2026MML Investors Services LLC126,448$4.54M0.0%+4.1%0.339%
2/16/2026Mariner LLC11,587$416K0.0%+12.2%0.031%
2/16/2026Arax Advisory Partners753$27K0.0%N/A0.002%
2/16/2026Brown Advisory Inc.33,361$1.20M0.0%-4.3%0.089%
2/13/2026Kestra Advisory Services LLC6,287$226K0.0%N/A0.017%
2/13/2026CreativeOne Wealth LLC7,857$282K0.0%-4.2%0.021%
2/13/2026Stifel Financial Corp33,090$1.19M0.0%+193.8%0.089%
2/13/2026Wells Fargo & Company MN403,264$14.48M0.0%+33.8%1.081%
2/12/2026Jane Street Group LLC27,426$985K0.0%+145.0%0.074%
2/12/2026Beacon Capital Management Inc.129,702$4.66M0.2%-31.9%0.348%
2/12/2026Commonwealth Equity Services LLC130,328$4.68M0.0%+24.6%0.349%
2/12/2026Steward Partners Investment Advisory LLC70,502$2.53M0.0%+22.0%0.189%
2/12/2026Bradley Foster & Sargent Inc. CT7,639$274K0.0%+34.2%0.020%
2/12/2026Bank of Montreal Can802$29K0.0%N/A0.002%
2/12/2026Moneta Group Investment Advisors LLC7,911$284K0.0%+5.9%0.021%
2/11/2026Janney Montgomery Scott LLC31,072$1.12M0.0%N/A0.083%
2/11/2026Capital Analysts LLC16,770$602K0.0%+92.8%0.045%
2/11/2026Omnitrust Wealth Management Inc9,554$343K0.4%N/A0.026%
2/11/2026LPL Financial LLC4,307,521$154.64M0.0%+85.3%11.548%
2/11/2026Sittner & Nelson LLC77,769$3.04M1.1%+18.6%0.208%
2/10/2026Natixis Advisors LLC54,068$1.94M0.0%+346.7%0.145%
2/10/2026Essex Financial Services Inc.105,581$3.79M0.2%+18.3%0.283%
2/10/2026Northwestern Mutual Wealth Management Co.309,294$11.10M0.0%-33.5%0.829%
2/10/2026IFG Advisory LLC23,228$834K0.0%+11.5%0.062%
2/9/2026Kingsview Wealth Management LLC34,548$1.24M0.0%-3.4%0.093%
2/9/2026Bleakley Financial Group LLC190,734$6.85M0.1%N/A0.511%
2/9/2026MSH Capital Advisors LLC12,243$440K0.1%+3.3%0.033%
2/6/2026Lloyd Advisory Services LLC.2,438$88K0.0%N/A0.007%
2/6/2026Axxcess Wealth Management LLC5,668$203K0.0%N/A0.015%
2/6/2026Global Retirement Partners LLC121,464$4.36M0.1%+9.1%0.326%
2/6/2026HighTower Advisors LLC63,532$2.28M0.0%+1.9%0.170%
2/6/2026L.K. Benson & Company P.C.7,435$267K0.1%N/A0.020%
2/6/2026Watchman Group Inc.812,081$29.15M7.0%+1.0%2.177%
2/5/2026Atlas Wealth LLC103,991$3.73M1.1%+43.6%0.279%
2/5/2026Financial Security Advisor Inc.16,551$594K0.1%-8.2%0.044%
2/4/2026World Investment Advisors21,336$766K0.0%+16.5%0.058%
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2/4/2026Frontier Asset Management LLC11,766$422K0.1%N/A0.032%
2/3/2026Pearl Planning LLC114,775$4.12M2.5%N/A0.309%
2/3/2026Vantage Financial Partners LLC97,703$3.51M0.7%+2.2%0.263%
2/2/2026Souders Financial Advisors345,979$12.42M1.4%+2.4%0.933%
2/2/2026Benjamin Edwards Inc.24,109$865K0.0%-16.8%0.065%
2/2/2026Robertson Stephens Wealth Management LLC28,959$1.04M0.0%+4.7%0.078%
1/29/2026D.A. Davidson & CO.289,784$10.40M0.1%+1.5%0.797%
1/29/2026UBS Group AG555,902$19.96M0.0%+9.3%1.529%
1/28/2026N.E.W. Advisory Services LLC1,006$36K0.0%N/A0.003%
1/28/2026Legacy Capital Group California Inc.34,979$1.26M0.3%-3.7%0.096%


TMSL Institutional Ownership - Frequently Asked Questions

During the previous two years, 141 institutional investors and hedge funds held shares of T. Rowe Price Small-Mid Cap ETF. The most heavily invested institutionals were Price T Rowe Associates Inc. MD ($210.79M), LPL Financial LLC ($154.64M), Raymond James Financial Inc. ($40.68M), Cetera Investment Advisers ($38.97M), Wealth Enhancement Advisory Services LLC ($33.58M), Captrust Financial Advisors ($30.84M), and Watchman Group Inc. ($29.75M).Learn more on T. Rowe Price Small-Mid Cap ETF's institutional investors.

Of the 140 institutional investors that purchased T. Rowe Price Small-Mid Cap ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Price T Rowe Associates Inc. MD ($4.89M), LPL Financial LLC ($3.01M), Raymond James Financial Inc. ($1.83M), Cetera Investment Advisers ($1.01M), Wealth Enhancement Advisory Services LLC ($898.72K), Captrust Financial Advisors ($692.60K), and Kendall Capital Management ($692.12K).

Institutional investors have bought a total of 9,545,994 shares in the last 24 months. This purchase volume represents approximately $335.46M in transactions.

Of the 42 institutional investors that sold T. Rowe Price Small-Mid Cap ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: MML Investors Services LLC ($269.31K), Souders Financial Advisors ($157.31K), Northwestern Mutual Wealth Management Co. ($155.63K), D.A. Davidson & CO. ($107.83K), Flagship Harbor Advisors LLC ($87.65K), Raymond James Financial Inc. ($77.41K), and Farther Finance Advisors LLC ($74.82K).

Institutional investors have sold a total of 1,118,977 shares in the last 24 months. This volume of shares sold represents approximately $38.61M in transactions.


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This page (NYSEARCA:TMSL) was last updated on 7/5/2026 by MarketBeat.com Staff.
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