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

T. Rowe Price U.S. Equity Research ETF logo
$47.11 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
Compare

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)
$334.48M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$406.57M
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Skip Chart & View Institutional Buying and Selling Data

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
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%
4/17/2026 James J. Burns & Company LLC279,461$11.43M1.6%-0.5%0.514%
4/16/2026 True 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%
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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%
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%
1/28/2026 Geneos Wealth Management Inc.496,630$21.25M0.5%+3.7%0.992%
1/28/2026 M&T Bank Corp7,809$334K0.0%-99.9%0.016%
1/27/2026 Berger Financial Group Inc8,991$385K0.0%-3.8%0.018%
1/23/2026 Farther Finance Advisors LLC7,759$332K0.0%-35.5%0.016%
1/23/2026 James J. Burns & Company LLC280,837$12.01M1.7%+0.5%0.561%
1/23/2026 Bryant Woods Investment Advisors LLC133,184$5.70M2.2%+8.3%0.266%
1/23/2026 Carnegie Investment Counsel37,850$1.62M0.0%-0.8%0.076%
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1/23/2026 Lincoln Capital Corp69,313$2.97M1.1%+0.9%0.139%
1/21/2026 Capital Investment Advisory Services LLC1,350$58K0.0%+116.0%0.003%
1/21/2026 Carolina Wealth Advisors LLC1,032$44K0.0%N/A0.002%
1/21/2026 Future Financial Wealth Managment LLC114,525$4.86M3.3%-0.9%0.229%
1/20/2026 Alpha Financial Advisors LLC772,836$33.06M10.1%+5.3%1.548%
1/20/2026 Savvy Advisors Inc.6,754$289K0.0%-63.5%0.014%
1/16/2026 Perigon Wealth Management LLC247,858$10.60M0.2%+38.3%0.498%
1/16/2026 Hopwood Financial Services Inc.68,237$2.92M2.1%+9.4%0.137%
1/15/2026 4J Wealth Management LLC46,146$1.97M1.1%+1.3%0.093%
1/15/2026 Silver Oak Securities Incorporated46,336$2.00M0.1%-0.6%0.093%


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 8,187,113 shares in the last 24 months. This purchase volume represents approximately $334.48M in transactions.

Of the 39 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 9,579,042 shares in the last 24 months. This volume of shares sold represents approximately $406.57M in transactions.


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This page (NYSEARCA:TSPA) was last updated on 5/25/2026 by MarketBeat.com Staff.
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