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T. Rowe Price U.S. Equity Research ETF (TSPA) Institutional Ownership

T. Rowe Price U.S. Equity Research ETF logo
$40.08 +0.29 (+0.73%)
Closing price 08/8/2025 04:10 PM Eastern
Extended Trading
$40.10 +0.02 (+0.05%)
As of 08/8/2025 04:24 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for T. Rowe Price U.S. Equity Research ETF (NYSEARCA:TSPA)

Number of
Institutional Buyers
(last 12 months)
69
Total
Institutional Inflows
(last 12 months)
$685.06M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$27.09M
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TSPA Institutional Buying and Selling by Quarter

T. Rowe Price U.S. Equity Research ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/8/2025Avantax Advisory Services Inc.150,212$5.84M0.0%+29.6%0.326%
8/8/2025Cetera Investment Advisers349,845$13.61M0.0%+43.8%0.758%
8/8/2025Comprehensive Financial Planning Inc. PA37,364$1.45M1.1%+25.1%0.081%
8/7/2025 Allworth Financial LP3,269,796$127.16M0.6%+2.4%7.087%
8/7/2025 Rollins Financial Advisors LLC196,848$7.66M1.2%-4.9%0.427%
8/7/2025 Alpha Financial Advisors LLC717,360$27.90M10.8%-17.2%1.555%
8/6/2025 Prospera Financial Services Inc17,002$661K0.0%-80.5%0.037%
8/6/2025 AE Wealth Management LLC3,362$131K0.0%N/A0.007%
8/6/2025 Prodigy Asset Management LLC642,614$24.99M16.4%+2.8%1.393%
8/4/2025 NBZ Investment Advisors LLC224,896$8.75M5.0%+17.4%0.487%
8/4/2025 4J Wealth Management LLC15,573$606K0.4%+63.4%0.034%
8/4/2025 Atria Investments Inc190,232$7.40M0.1%N/A0.412%
8/4/2025 Savvy Advisors Inc.12,945$503K0.0%N/A0.028%
8/1/2025 First National Trust Co829,752$32.27M1.2%+3.0%1.798%
8/1/2025 Envestnet Asset Management Inc.742,679$28.88M0.0%+545.3%1.610%
7/31/2025 Carnegie Investment Counsel38,080$1.48M0.0%N/A0.083%
7/30/2025 Strategic Blueprint LLC126,430$4.92M0.2%+132.0%0.274%
7/29/2025 Stephens Inc. AR30,922$1.20M0.0%-3.8%0.067%
7/29/2025 Forvis Mazars Wealth Advisors LLC1,476,762$57.43M1.2%+55.6%3.201%
7/29/2025 Signature Estate & Investment Advisors LLC42,945$1.67M0.0%N/A0.093%
7/29/2025 Commons Capital LLC65,075$2.53M1.9%-0.9%0.141%
7/25/2025 Envestnet Portfolio Solutions Inc.10,281$400K0.0%N/A0.022%
7/25/2025 Welch Group LLC9,238$359K0.0%N/A0.020%
7/24/2025 Bryant Woods Investment Advisors LLC107,677$4.19M1.8%+46.7%0.233%
7/23/2025 True Vision MN LLC9,304$362K0.2%N/A0.020%
7/22/2025 Berger Financial Group Inc9,347$364K0.0%-10.5%0.020%
7/21/2025 Future Financial Wealth Managment LLC115,379$4.49M3.1%-4.6%0.250%
7/18/2025 Provident Wealth Management LLC1,373,423$53.41M17.5%-0.7%2.980%
7/16/2025 Cox Capital Mgt LLC33,625$1.31M0.9%-2.5%0.073%
7/16/2025 Perigon Wealth Management LLC87,446$3.40M0.1%-63.7%0.189%
7/15/2025 James J. Burns & Company LLC275,607$10.72M1.7%+4.7%0.597%
7/15/2025 Eaton Financial Holdings Company LLC404,468$15.73M4.8%-22.7%0.876%
7/11/2025 Farther Finance Advisors LLC16,825$654K0.0%-85.0%0.037%
7/11/2025 Silver Oak Securities Incorporated44,460$1.73M0.1%+10.6%0.097%
7/10/2025 Exchange Traded Concepts LLC333,828$12.98M0.2%+24.5%0.727%
7/10/2025 Marshall Financial Group LLC100,051$3.91M0.8%+2.4%0.218%
7/10/2025 Wealth Enhancement Advisory Services LLC46,145$1.82M0.0%+8.3%0.101%
7/10/2025 SK Wealth Management LLC53,755$2.11M0.9%+6.3%0.117%
7/9/2025 Lincoln Capital Corp67,339$2.62M1.0%+2.5%0.147%
7/9/2025 Beacon Financial Group14,767$574K0.1%-5.8%0.032%
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5/22/2025 Rollins Financial Advisors LLC207,065$7.28M1.3%+16.1%0.480%
5/21/2025Geneos Wealth Management Inc.459,442$16.15M0.5%+197,935.3%1.064%
5/19/2025Jane Street Group LLC29,620$1.04M0.0%-18.1%0.069%
5/15/2025Royal Bank of Canada46,365$1.63M0.0%N/A0.107%
5/14/2025Per Stirling Capital Management LLC.113,165$3.98M0.6%N/A0.262%
5/14/2025Comerica Bank14,532$511K0.0%+39.5%0.034%
5/14/2025Northwestern Mutual Wealth Management Co.1,247,782$43.87M0.0%+1,251.9%2.890%
5/14/2025Kestra Advisory Services LLC332,276$11.68M0.1%+992.1%0.770%
5/14/2025Capital Analysts LLC94,181$3.31M0.1%+204.8%0.218%
5/13/2025 Eaton Financial Holdings Company LLC523,251$18.40M7.6%+5.7%1.212%
5/13/2025Menora Mivtachim Holdings LTD.106,025$3.73M0.0%N/A0.246%
5/13/2025 Forvis Mazars Wealth Advisors LLC948,805$33.36M0.8%+142.8%2.198%
5/13/2025HighTower Advisors LLC108,553$3.82M0.0%+98.2%0.251%
5/12/2025 Berger Financial Group Inc10,438$367K0.0%-15.3%0.024%
5/12/2025Benjamin Edwards Inc.30,429$1.07M0.0%+15.9%0.070%
5/9/2025Comprehensive Financial Planning Inc. PA29,857$1.05M1.0%+115.8%0.070%
5/9/2025 NBZ Investment Advisors LLC191,500$6.73M3.9%+995.7%0.451%
5/8/2025Hopwood Financial Services Inc.53,723$1.89M1.5%+20.6%0.126%
5/8/2025 First National Trust Co805,940$28.34M1.1%+65.7%1.897%
5/8/2025Geneos Wealth Management Inc.495,521$17.42M0.5%+213,486.6%1.166%
5/8/2025Cozad Asset Management Inc.9,104$320K0.0%+8.9%0.021%
5/7/2025N.E.W. Advisory Services LLC3,200$113K0.0%N/A0.008%
5/7/2025 Sterling Investment Advisors Ltd.6,300$222K0.1%N/A0.015%
5/6/2025Cetera Investment Advisers243,284$8.55M0.0%N/A0.573%
5/6/2025Avantax Advisory Services Inc.115,913$4.08M0.0%N/A0.273%
5/5/2025 Dahring Cusmano LLC58,833$2.07M1.8%+56.3%0.138%
5/2/2025 Sigma Planning Corp46,947$1.65M0.1%-10.1%0.110%
5/1/2025 Stephens Inc. AR32,139$1.13M0.0%+79.2%0.076%
4/30/2025 Allworth Financial LP3,193,387$109.88M0.6%+2.2%7.516%
4/30/2025 Prodigy Asset Management LLC625,124$21.98M17.8%+5.0%1.471%
4/30/2025M&T Bank Corp4,916,092$172.86M0.6%+1,484.5%11.570%
4/30/2025 Bryant Woods Investment Advisors LLC73,411$2.58M1.2%+191.6%0.173%
4/29/2025 Envestnet Asset Management Inc.115,098$4.05M0.0%+36.2%0.271%
4/29/2025 Strategic Blueprint LLC54,496$1.92M0.1%N/A0.128%
4/29/2025 4J Wealth Management LLC9,530$335K0.3%N/A0.022%
4/29/2025 Silver Oak Securities Incorporated40,209$1.41M0.1%-5.8%0.095%
4/28/2025 Lincoln Capital Corp65,705$2.31M1.0%+4.9%0.155%
4/23/2025 Perigon Wealth Management LLC241,131$8.48M0.2%N/A0.568%
4/23/2025 HBK Sorce Advisory LLC33,439$1.18M0.0%N/A0.079%
4/23/2025 Alpha Financial Advisors LLC866,761$30.48M13.5%+2,561.6%2.040%
4/22/2025 JFS Wealth Advisors LLC1,546$54K0.0%N/A0.004%
4/22/2025 Cambridge Investment Research Advisors Inc.34,834$1.23M0.0%-4.4%0.082%
4/22/2025 SK Wealth Management LLC50,583$1.64M0.9%N/A0.119%
4/21/2025 Provident Wealth Management LLC1,383,718$48.65M16.8%+1.1%3.257%
4/21/2025 CWA Asset Management Group LLC30,122$1.06M0.1%N/A0.071%
4/17/2025 Exchange Traded Concepts LLC268,074$9.43M0.2%+4.6%0.645%
4/16/2025 Wealth Enhancement Advisory Services LLC42,624$1.50M0.0%+37.5%0.103%
4/16/2025 Marshall Financial Group LLC97,667$3.43M0.8%N/A0.235%
4/14/2025 Farther Finance Advisors LLC112,432$3.97M0.1%+76.8%0.271%
4/11/2025DHK Financial Advisors Inc.78,598$2.76M1.5%+100.0%0.189%
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4/10/2025 Beacon Financial Group15,684$551K0.1%-2.4%0.038%
4/9/2025 Cox Capital Mgt LLC34,475$1.21M0.9%+11.4%0.083%
4/9/2025 Future Financial Wealth Managment LLC120,888$4.25M3.1%+1.6%0.291%
4/8/2025 James J. Burns & Company LLC263,183$9.25M1.7%+4.2%0.633%
3/17/2025 Wealth Enhancement Advisory Services LLC30,995$1.15M0.0%+33.3%0.080%
3/12/2025Centaurus Financial Inc.39,614$1.47M0.1%+4.4%0.109%
2/17/2025Two Sigma Investments LP158,913$5.88M0.0%-2.9%2.823%
2/17/2025 Prodigy Asset Management LLC595,076$22M18.8%N/A10.570%
2/17/2025Captrust Financial Advisors645,236$23.85M0.1%-3.7%11.461%
2/17/2025Bank of America Corp DE14,033$519K0.0%N/A0.249%
(Data available from 1/1/2016 forward)

TSPA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TSPA shares?

During the previous two years, 82 institutional investors and hedge funds held shares of T. Rowe Price U.S. Equity Research ETF. The most heavily invested institutionals were M&T Bank Corp ($172.86M), Allworth Financial LP ($127.16M), Forvis Mazars Wealth Advisors LLC ($57.43M), Provident Wealth Management LLC ($53.41M), Northwestern Mutual Wealth Management Co. ($43.87M), First National Trust Co ($32.27M), and Envestnet Asset Management Inc. ($28.88M).Learn more on T. Rowe Price U.S. Equity Research ETF's institutional investors.

Which institutional investors have been buying T. Rowe Price U.S. Equity Research ETF's stock?

Of the 74 institutional investors that purchased T. Rowe Price U.S. Equity Research ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: M&T Bank Corp ($4.92M), Allworth Financial LP ($3.27M), Provident Wealth Management LLC ($1.38M), Forvis Mazars Wealth Advisors LLC ($1.18M), Northwestern Mutual Wealth Management Co. ($1.16M), Geneos Wealth Management Inc. ($954.50K), and Alpha Financial Advisors LLC ($866.76K).

How much institutional buying is happening at T. Rowe Price U.S. Equity Research ETF?

Institutional investors have bought a total of 19,026,223 shares in the last 24 months. This purchase volume represents approximately $685.06M in transactions.

Which of T. Rowe Price U.S. Equity Research ETF's major shareholders have been selling company stock?

Of the 21 institutional investors that sold T. Rowe Price U.S. Equity Research ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Perigon Wealth Management LLC ($153.69K), Alpha Financial Advisors LLC ($149.40K), Eaton Financial Holdings Company LLC ($118.78K), Farther Finance Advisors LLC ($95.61K), Prospera Financial Services Inc ($70.32K), Captrust Financial Advisors ($32.32K), and Jane Street Group LLC ($19.56K).

How much institutional selling is happening at T. Rowe Price U.S. Equity Research ETF?

Institutional investors have sold a total of 702,386 shares in the last 24 months. This volume of shares sold represents approximately $27.09M in transactions.



This page (NYSEARCA:TSPA) was last updated on 8/9/2025 by MarketBeat.com Staff
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