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

T. Rowe Price U.S. Equity Research ETF logo
$49.22 -0.04 (-0.08%)
Closing price 10/13/2026 04:10 PM Eastern
Extended Trading
$49.22 0.00 (0.00%)
As of 10/13/2026 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.
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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)
101
Total
Institutional Inflows
(last 12 months)
$283.92M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$423.95M
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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
10/14/2026B. Riley Wealth Advisors Inc.4,929$238K0.0%N/A0.005%
10/13/2026Forvis Mazars Wealth Advisors LLC3,346,333$161.49M2.7%+10.0%3.509%
10/13/2026Lincoln Capital Corp70,875$3.42M1.1%-51.9%0.074%
10/9/2026First Heartland Consultants Inc.11,756$567K0.0%N/A0.012%
10/8/2026Farther Finance Advisors LLC7,139$345K0.0%-18.2%0.007%
9/23/2026Envestnet Portfolio Solutions Inc.10,050$478K0.0%+28.9%0.011%
9/23/2026Envestnet Asset Management Inc.1,292,825$61.45M0.0%+24.9%1.379%
9/9/2026Capital Analysts LLC275,185$13.08M0.3%+10.6%0.306%
9/9/2026Integrated Wealth Concepts LLC71,566$3.40M0.0%+633.9%0.080%
9/9/2026NewEdge Advisors LLC5,294$252K0.0%N/A0.006%
9/8/2026Allworth Financial LP2,509,835$119.29M0.5%-25.9%2.791%
8/22/2026NBH Bank11,110$528K0.2%N/A0.012%
8/22/2026Comprehensive Financial Planning Inc. PA47,416$2.25M1.2%+13.6%0.053%
8/22/2026Rogco LP147,360$7.00M2.2%-0.2%0.164%
8/22/2026Kickstand Ventures LLC.763,165$36.27M6.6%N/A0.849%
8/7/2026Trust Co. of Vermont535$25K0.0%N/A0.001%
7/10/2026AdviceOne Advisory Services LLC4,912$233K0.1%N/A0.005%
7/9/2026Sax Wealth Advisors LLC12,341$587K0.0%N/A0.014%
7/8/2026Prodigy Asset Management LLC708,088$33.66M10.1%+0.8%0.787%
7/7/2026Balefire LLC18,365$873K0.1%N/A0.021%
7/2/2026MassMutual 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%
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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%
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%
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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%


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), Forvis Mazars Wealth Advisors LLC ($161.49M), Allworth Financial LP ($119.29M), 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 120 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), Forvis Mazars Wealth Advisors LLC ($1.87M), Northwestern Mutual Wealth Management Co. ($1.69M), 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 6,543,725 shares in the last 24 months. This purchase volume represents approximately $283.68M in transactions.

Of the 36 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), Lincoln Capital Corp ($76.42K), Commons Capital LLC ($59.23K), and SK Wealth Management LLC ($33.50K).

Institutional investors have sold a total of 9,820,030 shares in the last 24 months. This volume of shares sold represents approximately $424.22M in transactions.


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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 10/14/2026. New 13F filings are added each quarter as they're published.
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