Go Pro

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

T. Rowe Price Small-Mid Cap ETF logo
$42.78 +0.04 (+0.09%)
As of 07/24/2026 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)
114
Total
Institutional Inflows
(last 12 months)
$312.99M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$35.31M
Get TMSL Insider Trade Alerts

Want to know when executives and insiders are buying or selling T. Rowe Price Small-Mid Cap ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/12/2026 Ballast Inc.33,000$1.45M0.3%N/A0.053%
7/8/2026 First Heartland Consultants Inc.18,585$815K0.1%+2.5%0.030%
7/7/2026 Harbor Investment Advisory LLC707$31K0.0%N/A0.001%
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%
4/30/2026 Pearl 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%
4/28/2026 Red Mountain Financial LLC7,738$284K0.3%N/A0.017%
4/28/2026 Raleigh 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%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
4/20/2026Heritage Wealth Management Inc.53,141$1.95M1.0%+8.3%0.121%
4/18/2026 Nautilus Advisors LLC9,125$335K0.2%-9.5%0.021%
4/16/2026Founders Financial Securities LLC17,823$691K0.0%N/A0.041%
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%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
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%
2/4/2026Frontier Asset Management LLC11,766$422K0.1%N/A0.032%
2/3/2026 Pearl 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%


TMSL Institutional Ownership - Frequently Asked Questions

During the previous two years, 142 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 141 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 8,849,554 shares in the last 24 months. This purchase volume represents approximately $312.99M in transactions.

Of the 37 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 Beacon Capital Management Inc. ($60.84K).

Institutional investors have sold a total of 1,018,505 shares in the last 24 months. This volume of shares sold represents approximately $35.31M in transactions.



This page (NYSEARCA:TMSL) was last updated on 7/25/2026 by MarketBeat.com Staff.
From Our Partners