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

$35.69 +0.55 (+1.57%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
53
Total
Institutional Inflows
(last 12 months)
$484.21M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$2.76M
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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
5/2/2025Sigma 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%
4/30/2025 M&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%
4/11/2025 DHK Financial Advisors Inc.78,598$2.76M1.5%+100.0%0.189%
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%
2/17/2025Benjamin Edwards Inc.26,265$971K0.0%+41.1%0.467%
2/14/2025Jane Street Group LLC36,152$1.34M0.0%+57.9%0.642%
2/14/2025Comerica Bank10,415$385K0.0%+26.5%0.185%
2/14/2025Berger Financial Group Inc12,323$456K0.0%-21.2%0.219%
2/14/2025Capital Analysts LLC30,903$1.14M0.0%N/A0.549%
2/13/2025Garden State Investment Advisory Services LLC122,050$4.51M1.3%+5.0%2.168%
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2/13/2025Rollins Financial Advisors LLC178,380$6.60M1.0%+28.9%3.168%
2/13/2025 Cerity Partners LLC37,591$1.39M0.0%+254.9%0.668%
2/13/2025 Envestnet Asset Management Inc.84,490$3.12M0.0%N/A1.501%
2/12/2025NBZ Investment Advisors LLC17,478$646K0.4%N/A0.310%
2/12/2025JPMorgan Chase & Co.1,719$64K0.0%+941.8%0.031%
2/10/2025Cozad Asset Management Inc.8,363$309K0.0%+21.9%0.149%
2/10/2025Eaton Financial Holdings Company LLC495,198$18.31M7.0%+88.0%8.796%
2/10/2025First National Trust Co486,467$17.99M0.7%N/A8.641%
2/10/2025Commonwealth Equity Services LLC36,258$1.34M0.0%N/A0.644%
2/10/2025Hopwood Financial Services Inc.44,531$1.65M1.2%N/A0.791%
2/10/2025 Farther Finance Advisors LLC63,575$2.35M0.1%N/A1.129%
2/7/2025HighTower Advisors LLC54,779$2.03M0.0%N/A0.973%
2/6/2025 M&T Bank Corp310,271$11.47M0.0%N/A5.511%
2/6/2025Gryphon Financial Partners LLC9,695$358K0.1%N/A0.172%
2/6/2025Jones Financial Companies Lllp53,005$1.96M0.0%+503.0%0.941%
2/4/2025 Provident Wealth Management LLC1,368,509$50.59M16.9%+4.9%24.307%
2/4/2025Forvis Mazars Wealth Advisors LLC390,846$14.45M0.3%+33.9%6.942%
2/3/2025Sigma Planning Corp52,209$1.93M0.1%+6.4%0.927%
2/3/2025Dahring Cusmano LLC37,638$1.39M1.3%N/A0.669%
1/30/2025 Allworth Financial LP3,125,816$119.88M0.7%+11.0%55.521%
1/30/2025 MidAtlantic Capital Management Inc.6,208$230K0.2%-11.6%0.110%
1/29/2025Comprehensive Financial Planning Inc. PA13,833$511K0.4%N/A0.246%
1/28/2025 Stephens Inc. AR17,938$663K0.0%N/A0.319%
1/27/2025 Silver Oak Securities Incorporated42,688$1.59M0.1%N/A0.758%
1/27/2025 James J. Burns & Company LLC252,666$9.34M1.6%+12.0%4.488%
1/22/2025 DHK Financial Advisors Inc.39,299$1.45M0.9%N/A0.698%
1/22/2025 Bryant Woods Investment Advisors LLC25,171$931K0.5%N/A0.447%
1/21/2025 Alpha Financial Advisors LLC32,565$1.20M0.5%N/A0.578%
1/21/2025 Exchange Traded Concepts LLC256,272$9.47M0.2%N/A4.552%
1/21/2025 Lincoln Capital Corp62,627$2.32M1.0%+2.6%1.112%
1/14/2025 Cox Capital Mgt LLC30,937$1.14M0.7%N/A0.550%
1/13/2025 Future Financial Wealth Managment LLC118,947$4.40M3.2%+6.2%2.113%
11/22/2024Eaton Financial Holdings Company LLC263,418$9.51M3.9%N/A4.679%
11/15/2024Jane Street Group LLC22,889$827K0.0%-36.3%0.407%
11/15/2024Garden State Investment Advisory Services LLC116,276$4.20M1.3%+10.4%2.065%
11/15/2024Benjamin Edwards Inc.18,614$672K0.0%N/A0.331%
11/14/2024Captrust Financial Advisors670,086$24.20M0.1%-1.1%11.902%
11/12/2024Centaurus Financial Inc.37,959$1.37M0.1%N/A0.674%
11/7/2024 MidAtlantic Capital Management Inc.7,025$254K0.2%N/A0.125%
11/4/2024Sigma Planning Corp49,088$1.77M0.1%-17.3%0.872%
10/31/2024Cozad Asset Management Inc.6,863$248K0.0%N/A0.122%
10/30/2024 James J. Burns & Company LLC225,538$8.14M1.5%+17.4%4.006%
10/24/2024 OMNI 360 Wealth Inc.5,660$204K0.1%N/A0.101%
10/24/2024 Wealth Enhancement Advisory Services LLC23,255$840K0.0%-5.0%0.413%
10/23/2024 Allworth Financial LP2,817,249$101.73M0.6%N/A50.040%
10/23/2024 Lincoln Capital Corp61,023$2.20M0.9%+5.2%1.084%
10/16/2024 Provident Wealth Management LLC1,304,828$47.12M16.1%+2.8%23.176%
10/8/2024 Future Financial Wealth Managment LLC112,054$4.05M2.9%+5.6%1.990%
8/13/2024Garden State Investment Advisory Services LLC105,321$3.62M1.2%+68.1%1.871%
8/13/2024Benjamin F. Edwards & Company Inc.16,004$550K0.0%+8.2%0.284%
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8/7/2024 Bright Futures Wealth Management LLC.26,407$884K0.4%N/A0.469%
7/26/2024Financial Connections Group Inc.3,741$128K0.1%+66.9%0.066%
7/17/2024 James J. Burns & Company LLC192,040$6.60M1.3%+153.3%3.411%
7/17/2024 Provident Wealth Management LLC1,269,457$43.66M16.0%+112.6%22.548%
7/16/2024 Wealth Enhancement Advisory Services LLC24,491$842K0.0%-1.7%0.435%
5/4/2024Financial Connections Group Inc.2,241$74K0.1%+2,928.4%0.040%
4/29/2024Benjamin F. Edwards & Company Inc.14,797$485K0.0%+84.2%0.263%
4/23/2024 James J. Burns & Company LLC75,819$2.46M0.9%N/A1.399%
4/22/2024 Provident Wealth Management LLC597,124$19.59M7.3%N/A11.017%
4/19/2024FORVIS Wealth Advisors LLC69,225$2.27M0.1%N/A1.277%
(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, 63 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 ($109.88M), Provident Wealth Management LLC ($48.65M), Alpha Financial Advisors LLC ($30.48M), Captrust Financial Advisors ($23.85M), Prodigy Asset Management LLC ($21.98M), and Eaton Financial Holdings Company LLC ($18.31M).Learn more on TSPA's institutional investors.

Which institutional investors have been buying T. Rowe Price U.S. Equity Research ETF stock?

Of the 57 institutional investors that purchased T. Rowe Price U.S. Equity Research ETF 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 ($3.19M), Provident Wealth Management LLC ($1.38M), Alpha Financial Advisors LLC ($866.76K), Prodigy Asset Management LLC ($625.12K), Eaton Financial Holdings Company LLC ($594.71K), and First National Trust Co ($486.47K).

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

Institutional investors have bought a total of 14,599,055 shares in the last 24 months. This purchase volume represents approximately $518.01M in transactions.

Which T. Rowe Price U.S. Equity Research ETF major shareholders have been selling company stock?

Of the 11 institutional investors that sold T. Rowe Price U.S. Equity Research ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Captrust Financial Advisors ($32.32K), Sigma Planning Corp ($21.54K), Kickstand Ventures LLC. ($16.86K), Jane Street Group LLC ($13.03K), Two Sigma Investments LP ($4.79K), Berger Financial Group Inc ($3.31K), and Silver Oak Securities Incorporated ($2.48K).

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

Institutional investors have sold a total of 98,789 shares in the last 24 months. This volume of shares sold represents approximately $3.43M in transactions.



This page (NYSEARCA:TSPA) was last updated on 5/2/2025 by MarketBeat.com Staff
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