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

T. Rowe Price U.S. Equity Research ETF logo
$48.56 -0.43 (-0.88%)
Closing price 09/23/2026 04:10 PM Eastern
Extended Trading
$48.56 0.00 (0.00%)
As of 09/23/2026 07:30 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 Massive. 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)
101
Total
Institutional Inflows
(last 12 months)
$268.59M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$420.91M
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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
9/23/2026 Envestnet Portfolio Solutions Inc.10,050$478K0.0%+28.9%0.011%
9/23/2026 Envestnet Asset Management Inc.1,292,825$61.45M0.0%+24.9%1.379%
9/9/2026 Capital Analysts LLC275,185$13.08M0.3%+10.6%0.306%
9/9/2026 Integrated Wealth Concepts LLC71,566$3.40M0.0%+633.9%0.080%
9/9/2026 NewEdge Advisors LLC5,294$252K0.0%N/A0.006%
9/8/2026 Allworth Financial LP2,509,835$119.29M0.5%-25.9%2.791%
8/22/2026 NBH Bank11,110$528K0.2%N/A0.012%
8/22/2026 Comprehensive Financial Planning Inc. PA47,416$2.25M1.2%+13.6%0.053%
8/22/2026 Rogco LP147,360$7.00M2.2%-0.2%0.164%
8/22/2026 Kickstand Ventures LLC.763,165$36.27M6.6%N/A0.849%
8/7/2026 Trust Co. of Vermont535$25K0.0%N/A0.001%
7/10/2026 AdviceOne Advisory Services LLC4,912$233K0.1%N/A0.005%
7/9/2026 Sax Wealth Advisors LLC12,341$587K0.0%N/A0.014%
7/8/2026 Prodigy Asset Management LLC708,088$33.66M10.1%+0.8%0.787%
7/7/2026 Balefire LLC18,365$873K0.1%N/A0.021%
7/2/2026 MassMutual Private Wealth & Trust FSB5,225$248K0.0%-4.4%0.006%
5/28/2026 Cozad Asset Management Inc.27,608$1.13M0.1%+62.4%0.049%
5/19/2026 Bank of America Corp DE8,490$347K0.0%-51.5%0.015%
5/19/2026 Centaurus Financial Inc.48,593$1.99M0.1%+6.0%0.086%
5/13/2026 Cetera Investment Advisers753,355$30.81M0.0%+10.4%1.339%
5/7/2026 Hopwood Financial Services Inc.92,350$3.78M2.5%+35.3%0.164%
5/6/2026 Frontier Asset Management LLC480,744$19.66M4.1%+5.0%0.855%
5/6/2026 SK Wealth Management LLC9,539$396K0.1%-39.6%0.017%
5/6/2026 Gryphon Financial Partners LLC12,817$524K0.1%+14.3%0.023%
5/6/2026 Independent Financial Group LLC161,933$6.62M0.2%N/A0.288%
5/6/2026 Dahring Cusmano LLC80,822$3.31M2.0%+1.1%0.144%
5/5/2026 Geneos Wealth Management Inc.498,791$20.40M0.5%+0.4%0.887%
5/5/2026 Sanctuary Advisors LLC212,080$8.67M0.0%-1.3%0.377%
5/5/2026 Sterling Investment Advisors Ltd.8,975$367K0.1%+5.6%0.016%
5/4/2026 NBZ Investment Advisors LLC335,256$13.71M6.0%+5.9%0.596%
5/2/2026 Carnegie Investment Counsel38,385$1.57M0.0%+1.4%0.068%
5/1/2026 Midwest Trust Co4,932$202K0.0%N/A0.009%
5/1/2026 Fifth Third Bancorp17,100$699K0.0%+2,278.3%0.030%
5/1/2026 Mascoma Wealth Management LLC2,644$108K0.0%N/A0.005%
4/30/2026 Kestra Advisory Services LLC212,249$8.68M0.0%-45.7%0.378%
4/28/2026 Stephens Inc. AR38,954$1.59M0.0%-7.2%0.069%
4/28/2026 Bryant Woods Investment Advisors LLC148,453$6.07M2.2%+11.5%0.268%
4/22/2026 Fort Washington Investment Advisors Inc. OH902,637$36.92M0.2%+11.7%1.661%
4/21/2026 Silver Oak Securities Incorporated53,531$2.19M0.2%+15.5%0.099%
4/17/2026 Provident Wealth Management LLC1,371,224$56.08M17.0%-0.8%2.523%
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4/17/2026 James 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%
4/16/2026 Lincoln Capital Corp70,275$2.87M1.1%+1.4%0.129%
4/16/2026 Future Financial Wealth Managment LLC119,727$5.30M3.5%+4.5%0.221%
3/9/2026 Corient Private Wealth LLC5,326$229K0.0%N/A0.011%
2/19/2026 Corient Private Wealth LLC6,412$274K0.0%N/A0.013%
2/18/2026Skyview Financial Group LLC24,883$1.07M1.1%N/A0.049%
2/17/2026 Cetera Investment Advisers682,264$29.19M0.0%+12.3%1.357%
2/17/2026 Price T Rowe Associates Inc. MD648,407$27.74M0.0%+45.4%1.290%
2/17/2026 Osaic Holdings Inc.7,783$333K0.0%+9.1%0.015%
2/17/2026 Advisory Services Network LLC8,466$362K0.0%+18.2%0.017%
2/17/2026 Captrust Financial Advisors585,318$25.04M0.0%-3.5%1.164%
2/17/2026 Royal Bank of Canada4,111$176K0.0%+585.2%0.008%
2/16/2026 MML Investors Services LLC48,276$2.07M0.0%+2.6%0.096%
2/16/2026 Aptus Capital Advisors LLC12,608$539K0.0%N/A0.025%
2/13/2026 Kestra Advisory Services LLC390,734$16.72M0.1%+6.9%0.777%
2/13/2026 Stifel Financial Corp235,070$10.06M0.0%+32.6%0.468%
2/13/2026 Morgan Stanley3,821,023$163.46M0.0%+1.3%7.599%
2/13/2026 Alvarez & Marsal Private Wealth Partners LLC6,089$260K0.0%N/A0.012%
2/13/2026 Wells Fargo & Company MN3,470$148K0.0%+45.8%0.007%
2/12/2026 Bank of Jackson Hole Trust12,672$542K0.3%+101.7%0.025%
2/12/2026 Commonwealth Equity Services LLC138,089$5.91M0.0%+5.7%0.275%
2/12/2026 Wilmington Savings Fund Society FSB699$30K0.0%N/A0.001%
2/11/2026 Capital Analysts LLC225,402$9.64M0.3%+5.2%0.448%
2/11/2026 Focus Partners Advisor Solutions LLC5,660$242K0.0%N/A0.011%
2/11/2026 Cerity Partners LLC40,330$1.73M0.0%+7.0%0.080%
2/11/2026 LPL Financial LLC28,962$1.24M0.0%+67.6%0.058%
2/11/2026 JPMorgan Chase & Co.312,819$13.38M0.0%+27.7%0.622%
2/11/2026 Comprehensive Financial Planning Inc. PA40,610$1.74M1.2%+2.4%0.081%
2/10/2026 Goldman Sachs Group Inc.20,525$878K0.0%-4.2%0.041%
2/10/2026 Prodigy Asset Management LLC681,406$29.15M10.2%+4.3%1.355%
2/10/2026 Northwestern Mutual Wealth Management Co.625,871$26.78M0.0%-64.9%1.245%
2/10/2026 MidAtlantic Capital Management Inc.3,895$167K0.1%N/A0.008%
2/9/2026 Eaton Financial Holdings Company LLC385,664$16.50M4.4%+1.5%0.767%
2/9/2026 Integrity Alliance LLC.31,004$1.33M0.0%N/A0.062%
2/9/2026 Sterling Investment Advisors Ltd.8,500$364K0.1%N/A0.017%
2/9/2026 First National Trust Co800,775$34.26M1.1%-0.9%1.593%
2/9/2026 Prospera Financial Services Inc21,316$913K0.0%+5.1%0.042%
2/6/2026 Platt Wealth Management LLC68,431$2.93M2.9%N/A0.136%
2/6/2026 Signature Estate & Investment Advisors LLC76,712$3.28M0.1%+0.5%0.153%
2/6/2026 PNC Financial Services Group Inc.3,372$144K0.0%N/A0.007%
2/6/2026 HighTower Advisors LLC331,383$14.18M0.0%+69.2%0.659%
2/5/2026 Stephens Inc. AR41,977$1.80M0.0%+11.8%0.083%
2/5/2026 Northwestern Mutual Wealth Management Co.386,192$16.52M0.0%-78.4%0.768%
2/5/2026 Dahring Cusmano LLC79,956$3.42M2.4%+4.3%0.159%
2/5/2026 Allworth Financial LP3,366,745$144.03M0.6%+1.1%6.696%
2/5/2026 Atria Investments Inc202,311$8.66M0.1%-9.1%0.402%
2/4/2026 Rollins Financial Advisors LLC178,028$7.62M1.1%-6.0%0.355%
2/4/2026 Frontier Asset Management LLC457,906$19.59M4.5%+2.3%0.913%
2/3/2026 NBZ Investment Advisors LLC316,564$13.54M5.9%+8.1%0.631%
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2/2/2026 Benjamin Edwards Inc.25,228$1.08M0.0%+13.0%0.050%
2/2/2026 Fifth Third Bancorp719$31K0.0%+2,895.8%0.001%
1/30/2026 SK Wealth Management LLC15,780$690K0.2%-63.3%0.032%
1/30/2026 Strategic Blueprint LLC213,773$9.15M0.5%+21.0%0.427%
1/30/2026 Rogco LP136,204$5.83M1.9%+1.4%0.272%
1/30/2026 M&T Bank Corp5,903,654$252.58M0.8%+1.4%11.786%
1/29/2026Comerica Bank16,850$721K0.0%-4.6%0.034%
1/29/2026 Sanctuary Advisors LLC214,799$9.19M0.1%-7.6%0.429%
1/28/2026 Provident Wealth Management LLC1,382,146$59.13M17.5%+0.8%2.760%
1/28/2026 N.E.W. Advisory Services LLC174,154$7.45M0.6%+564.3%0.348%


TSPA Institutional Ownership - Frequently Asked Questions

During the previous two years, 126 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 ($119.29M), Forvis Mazars Wealth Advisors LLC ($77.92M), Envestnet Asset Management Inc. ($61.45M), Provident Wealth Management LLC ($56.08M), 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 119 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), Envestnet Asset Management Inc. ($1.24M), Geneos Wealth Management Inc. ($993.85K), and Alpha Financial Advisors LLC ($922.24K).

Institutional investors have bought a total of 6,231,322 shares in the last 24 months. This purchase volume represents approximately $268.59M in transactions.

Of the 35 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), Allworth Financial LP ($876.98K), Kestra Advisory Services LLC ($178.49K), Commons Capital LLC ($59.23K), SK Wealth Management LLC ($44.22K), and Captrust Financial Advisors ($32.92K).

Institutional investors have sold a total of 9,752,733 shares in the last 24 months. This volume of shares sold represents approximately $420.91M in transactions.



Institutional ownership data for NYSEARCA:TSPA is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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