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

T. Rowe Price U.S. Equity Research ETF logo
$46.88 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for T. Rowe Price U.S. Equity Research ETF (NYSEARCA:TSPA)

Number of
Institutional Buyers
(last 12 months)
104
Total
Institutional Inflows
(last 12 months)
$334.91M
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$406.58M
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TSPA Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/2/2026 MassMutual Private Wealth & Trust FSB5,225$248K0.0%-4.4%0.006%
5/28/2026Cozad Asset Management Inc.27,608$1.13M0.1%+62.4%0.049%
5/19/2026Bank of America Corp DE8,490$347K0.0%-51.5%0.015%
5/19/2026Centaurus Financial Inc.48,593$1.99M0.1%+6.0%0.086%
5/13/2026Cetera Investment Advisers753,355$30.81M0.0%+10.4%1.339%
5/7/2026Hopwood Financial Services Inc.92,350$3.78M2.5%+35.3%0.164%
5/6/2026Frontier Asset Management LLC480,744$19.66M4.1%+5.0%0.855%
5/6/2026SK Wealth Management LLC9,539$396K0.1%-39.6%0.017%
5/6/2026Gryphon Financial Partners LLC12,817$524K0.1%+14.3%0.023%
5/6/2026Independent Financial Group LLC161,933$6.62M0.2%N/A0.288%
5/6/2026Dahring Cusmano LLC80,822$3.31M2.0%+1.1%0.144%
5/5/2026Geneos Wealth Management Inc.498,791$20.40M0.5%+0.4%0.887%
5/5/2026Sanctuary Advisors LLC212,080$8.67M0.0%-1.3%0.377%
5/5/2026Sterling Investment Advisors Ltd.8,975$367K0.1%+5.6%0.016%
5/4/2026NBZ Investment Advisors LLC335,256$13.71M6.0%+5.9%0.596%
5/2/2026Carnegie Investment Counsel38,385$1.57M0.0%+1.4%0.068%
5/1/2026Midwest Trust Co4,932$202K0.0%N/A0.009%
5/1/2026Fifth Third Bancorp17,100$699K0.0%+2,278.3%0.030%
5/1/2026Mascoma Wealth Management LLC2,644$108K0.0%N/A0.005%
4/30/2026Kestra Advisory Services LLC212,249$8.68M0.0%-45.7%0.378%
4/28/2026Stephens Inc. AR38,954$1.59M0.0%-7.2%0.069%
4/28/2026Bryant Woods Investment Advisors LLC148,453$6.07M2.2%+11.5%0.268%
4/22/2026Fort Washington Investment Advisors Inc. OH902,637$36.92M0.2%+11.7%1.661%
4/21/2026Silver Oak Securities Incorporated53,531$2.19M0.2%+15.5%0.099%
4/17/2026Provident Wealth Management LLC1,371,224$56.08M17.0%-0.8%2.523%
4/17/2026James J. Burns & Company LLC279,461$11.43M1.6%-0.5%0.514%
4/16/2026True Vision MN LLC10,453$428K0.2%-3.6%0.019%
4/16/2026Lincoln Capital Corp70,275$2.87M1.1%+1.4%0.129%
4/16/2026Future Financial Wealth Managment LLC119,727$5.30M3.5%+4.5%0.221%
3/9/2026Corient Private Wealth LLC5,326$229K0.0%N/A0.011%
2/19/2026Corient Private Wealth LLC6,412$274K0.0%N/A0.013%
2/18/2026Skyview Financial Group LLC24,883$1.07M1.1%N/A0.049%
2/17/2026Cetera Investment Advisers682,264$29.19M0.0%+12.3%1.357%
2/17/2026Price T Rowe Associates Inc. MD648,407$27.74M0.0%+45.4%1.290%
2/17/2026Osaic Holdings Inc.7,783$333K0.0%+9.1%0.015%
2/17/2026Advisory Services Network LLC8,466$362K0.0%+18.2%0.017%
2/17/2026Captrust Financial Advisors585,318$25.04M0.0%-3.5%1.164%
2/17/2026Royal Bank of Canada4,111$176K0.0%+585.2%0.008%
2/16/2026MML Investors Services LLC48,276$2.07M0.0%+2.6%0.096%
2/16/2026Aptus Capital Advisors LLC12,608$539K0.0%N/A0.025%
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2/13/2026Kestra Advisory Services LLC390,734$16.72M0.1%+6.9%0.777%
2/13/2026Stifel Financial Corp235,070$10.06M0.0%+32.6%0.468%
2/13/2026Morgan Stanley3,821,023$163.46M0.0%+1.3%7.599%
2/13/2026Alvarez & Marsal Private Wealth Partners LLC6,089$260K0.0%N/A0.012%
2/13/2026Wells Fargo & Company MN3,470$148K0.0%+45.8%0.007%
2/12/2026Bank of Jackson Hole Trust12,672$542K0.3%+101.7%0.025%
2/12/2026Commonwealth Equity Services LLC138,089$5.91M0.0%+5.7%0.275%
2/12/2026Wilmington Savings Fund Society FSB699$30K0.0%N/A0.001%
2/11/2026Capital Analysts LLC225,402$9.64M0.3%+5.2%0.448%
2/11/2026Focus Partners Advisor Solutions LLC5,660$242K0.0%N/A0.011%
2/11/2026Cerity Partners LLC40,330$1.73M0.0%+7.0%0.080%
2/11/2026LPL Financial LLC28,962$1.24M0.0%+67.6%0.058%
2/11/2026JPMorgan Chase & Co.312,819$13.38M0.0%+27.7%0.622%
2/11/2026Comprehensive Financial Planning Inc. PA40,610$1.74M1.2%+2.4%0.081%
2/10/2026Goldman Sachs Group Inc.20,525$878K0.0%-4.2%0.041%
2/10/2026Prodigy Asset Management LLC681,406$29.15M10.2%+4.3%1.355%
2/10/2026Northwestern Mutual Wealth Management Co.625,871$26.78M0.0%-64.9%1.245%
2/10/2026MidAtlantic Capital Management Inc.3,895$167K0.1%N/A0.008%
2/9/2026Eaton Financial Holdings Company LLC385,664$16.50M4.4%+1.5%0.767%
2/9/2026Integrity Alliance LLC.31,004$1.33M0.0%N/A0.062%
2/9/2026Sterling Investment Advisors Ltd.8,500$364K0.1%N/A0.017%
2/9/2026First National Trust Co800,775$34.26M1.1%-0.9%1.593%
2/9/2026Prospera Financial Services Inc21,316$913K0.0%+5.1%0.042%
2/6/2026Platt Wealth Management LLC68,431$2.93M2.9%N/A0.136%
2/6/2026Signature Estate & Investment Advisors LLC76,712$3.28M0.1%+0.5%0.153%
2/6/2026PNC Financial Services Group Inc.3,372$144K0.0%N/A0.007%
2/6/2026HighTower Advisors LLC331,383$14.18M0.0%+69.2%0.659%
2/5/2026Stephens Inc. AR41,977$1.80M0.0%+11.8%0.083%
2/5/2026Northwestern Mutual Wealth Management Co.386,192$16.52M0.0%-78.4%0.768%
2/5/2026Dahring Cusmano LLC79,956$3.42M2.4%+4.3%0.159%
2/5/2026Allworth Financial LP3,366,745$144.03M0.6%+1.1%6.696%
2/5/2026Atria Investments Inc202,311$8.66M0.1%-9.1%0.402%
2/4/2026Rollins Financial Advisors LLC178,028$7.62M1.1%-6.0%0.355%
2/4/2026Frontier Asset Management LLC457,906$19.59M4.5%+2.3%0.913%
2/3/2026NBZ Investment Advisors LLC316,564$13.54M5.9%+8.1%0.631%
2/2/2026Benjamin Edwards Inc.25,228$1.08M0.0%+13.0%0.050%
2/2/2026Fifth Third Bancorp719$31K0.0%+2,895.8%0.001%
1/30/2026SK Wealth Management LLC15,780$690K0.2%-63.3%0.032%
1/30/2026Strategic Blueprint LLC213,773$9.15M0.5%+21.0%0.427%
1/30/2026Rogco LP136,204$5.83M1.9%+1.4%0.272%
1/30/2026M&T Bank Corp5,903,654$252.58M0.8%+1.4%11.786%
1/29/2026Comerica Bank16,850$721K0.0%-4.6%0.034%
1/29/2026Sanctuary Advisors LLC214,799$9.19M0.1%-7.6%0.429%
1/28/2026Provident Wealth Management LLC1,382,146$59.13M17.5%+0.8%2.760%
1/28/2026N.E.W. Advisory Services LLC174,154$7.45M0.6%+564.3%0.348%
1/28/2026Geneos Wealth Management Inc.496,630$21.25M0.5%+3.7%0.992%
1/28/2026M&T Bank Corp7,809$334K0.0%-99.9%0.016%
1/27/2026Berger Financial Group Inc8,991$385K0.0%-3.8%0.018%
1/23/2026Farther Finance Advisors LLC7,759$332K0.0%-35.5%0.016%
1/23/2026James J. Burns & Company LLC280,837$12.01M1.7%+0.5%0.561%
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1/23/2026Bryant Woods Investment Advisors LLC133,184$5.70M2.2%+8.3%0.266%
1/23/2026Carnegie Investment Counsel37,850$1.62M0.0%-0.8%0.076%
1/23/2026Lincoln Capital Corp69,313$2.97M1.1%+0.9%0.139%
1/21/2026Capital Investment Advisory Services LLC1,350$58K0.0%+116.0%0.003%
1/21/2026Carolina Wealth Advisors LLC1,032$44K0.0%N/A0.002%
1/21/2026Future Financial Wealth Managment LLC114,525$4.86M3.3%-0.9%0.229%
1/20/2026Alpha Financial Advisors LLC772,836$33.06M10.1%+5.3%1.548%
1/20/2026Savvy Advisors Inc.6,754$289K0.0%-63.5%0.014%
1/16/2026Perigon Wealth Management LLC247,858$10.60M0.2%+38.3%0.498%
1/16/2026Hopwood Financial Services Inc.68,237$2.92M2.1%+9.4%0.137%


TSPA Institutional Ownership - Frequently Asked Questions

During the previous two years, 122 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 ($252.58M), Morgan Stanley ($163.46M), Allworth Financial LP ($144.03M), Forvis Mazars Wealth Advisors LLC ($77.92M), Provident Wealth Management LLC ($56.08M), Envestnet Asset Management Inc. ($41.02M), and Fort Washington Investment Advisors Inc. OH ($36.92M).Learn more on T. Rowe Price U.S. Equity Research ETF's institutional investors.

Of the 115 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 ($5.90M), Allworth Financial LP ($3.37M), Northwestern Mutual Wealth Management Co. ($1.69M), Forvis Mazars Wealth Advisors LLC ($1.57M), Geneos Wealth Management Inc. ($993.85K), Envestnet Asset Management Inc. ($978.83K), and Alpha Financial Advisors LLC ($922.24K).

Institutional investors have bought a total of 8,197,725 shares in the last 24 months. This purchase volume represents approximately $334.91M in transactions.

Of the 40 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: M&T Bank Corp ($5.82M), Northwestern Mutual Wealth Management Co. ($2.56M), Kestra Advisory Services LLC ($178.49K), Perigon Wealth Management LLC ($153.69K), Alpha Financial Advisors LLC ($149.40K), Eaton Financial Holdings Company LLC ($143.18K), and Farther Finance Advisors LLC ($104.67K).

Institutional investors have sold a total of 9,579,282 shares in the last 24 months. This volume of shares sold represents approximately $406.58M in transactions.


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