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T. Rowe Price Small-Mid Cap ETF (TMSL) Institutional Ownership

$34.72 +0.92 (+2.72%)
Closing price 08/22/2025 04:10 PM Eastern
Extended Trading
$34.66 -0.06 (-0.17%)
As of 08/22/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for T. Rowe Price Small-Mid Cap ETF (NYSEARCA:TMSL)

Number of
Institutional Buyers
(last 12 months)
88
Total
Institutional Inflows
(last 12 months)
$460.94M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$19.15M
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TMSL Institutional Buying and Selling by Quarter

T. Rowe Price Small-Mid Cap ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/18/2025 Tyler Stone Wealth Management67,259$2.21M0.4%-4.3%0.262%
8/15/2025 Corient Private Wealth LLC236,612$7.76M0.0%+3.6%0.922%
8/15/2025 Captrust Financial Advisors848,317$27.83M0.1%+55.0%3.307%
8/15/2025 MML Investors Services LLC44,506$1.46M0.0%-85.8%0.174%
8/15/2025 IHT Wealth Management LLC10,192$334K0.0%N/A0.040%
8/15/2025 Garden State Investment Advisory Services LLC65,470$2.15M0.5%+11.1%0.255%
8/15/2025 Benjamin Edwards Inc.32,311$1.06M0.0%-11.2%0.126%
8/14/2025 Raymond James Financial Inc.915,343$30.02M0.0%-7.8%3.569%
8/14/2025 Heritage Wealth Management Inc.23,945$785K0.3%+61.0%0.093%
8/13/2025 Northwestern Mutual Wealth Management Co.404,723$13.28M0.0%+32.1%1.578%
8/12/2025 Steward Partners Investment Advisory LLC55,456$1.82M0.0%+2.9%0.216%
8/12/2025 Global Retirement Partners LLC92,806$3.04M0.1%N/A0.362%
8/12/2025 Watchman Group Inc.805,178$26.41M6.9%+4.9%3.139%
8/8/2025 Kingsview Wealth Management LLC24,695$810K0.0%+22.4%0.097%
8/8/2025 Thoroughbred Financial Services LLC8,860$290K0.0%-25.8%0.035%
8/8/2025 Cetera Investment Advisers336,743$11.05M0.0%+21.9%1.328%
8/8/2025 Sittner & Nelson LLC62,689$2.06M0.8%+12.9%0.247%
8/8/2025 Good Life Advisors LLC61,281$2.01M0.1%+506.5%0.242%
8/7/2025 PFG Advisors48,632$1.60M0.1%-2.9%0.192%
8/6/2025 AE Wealth Management LLC15,227$499K0.0%+4.0%0.060%
8/6/2025 Souders Financial Advisors495,161$16.24M2.1%+8.8%1.953%
8/5/2025 Atlas Wealth LLC50,574$1.67M0.6%N/A0.200%
8/4/2025 IFG Advisory LLC20,228$663K0.0%+28.7%0.080%
8/4/2025 Atria Investments Inc48,334$1.59M0.0%-4.0%0.191%
8/4/2025 World Investment Advisors18,310$601K0.0%-12.0%0.072%
8/4/2025 Flagship Harbor Advisors LLC215,069$7.05M0.3%+39.3%0.848%
8/1/2025 Envestnet Asset Management Inc.161,336$5.29M0.0%+2.0%0.636%
7/30/2025 Retirement Planning Group LLC17,003$558K0.0%N/A0.067%
7/30/2025 D.A. Davidson & CO.276,949$9.08M0.1%+3,742.8%1.093%
7/30/2025 Blume Capital Management Inc.5,000$164K0.0%+11.1%0.020%
7/29/2025 Stratos Wealth Partners LTD.145,415$4.77M0.1%+1.6%0.574%
7/29/2025 Stratos Wealth Advisors LLC12,419$407K0.0%-35.8%0.049%
7/25/2025 Atria Wealth Solutions Inc.142,613$4.78M0.1%-13.1%0.563%
7/25/2025 Stephens Consulting LLC109,837$3.60M0.9%-4.2%0.433%
7/25/2025 CWM LLC8,314$273K0.0%+4.4%0.033%
7/24/2025 Robertson Stephens Wealth Management LLC33,517$1.10M0.0%-15.9%0.132%
7/24/2025 Financial Security Advisor Inc.18,027$591K0.1%+43.4%0.071%
7/24/2025 MSH Capital Advisors LLC6,765$222K0.1%-34.5%0.027%
7/22/2025 DAVENPORT & Co LLC130,500$4.28M0.0%+1.0%0.515%
7/18/2025 Astor Investment Management LLC141,254$4.63M2.5%-3.5%0.557%
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7/17/2025 Asio Capital LLC377,121$12.37M2.1%+67.7%1.462%
7/15/2025 DKM Wealth Management Inc.22,511$738K0.6%N/A0.087%
7/14/2025 AdvisorNet Financial Inc17,772$583K0.0%+17.5%0.069%
7/11/2025 Farther Finance Advisors LLC115,978$3.80M0.1%-33.8%0.455%
7/11/2025 CMH Wealth Management LLC489,121$16.04M3.7%N/A1.918%
7/10/2025 Wealth Enhancement Advisory Services LLC781,458$26.18M0.0%+7.9%3.065%
7/2/2025 HBW Advisory Services LLC24,090$790K0.1%+4.3%0.093%
6/27/2025 Goldman Sachs Group Inc.22,373$682K0.0%-45.1%0.088%
5/19/2025 Jane Street Group LLC22,888$698K0.0%N/A0.097%
5/16/2025 Goldman Sachs Group Inc.22,373$682K0.0%-45.1%0.097%
5/16/2025 Jones Financial Companies Lllp933$28K0.0%-94.9%0.004%
5/16/2025National Wealth Management Group LLC17,465$532K0.3%N/A0.076%
5/14/2025 CreativeOne Wealth LLC8,440$257K0.0%+13.6%0.037%
5/14/2025 Per Stirling Capital Management LLC.49,239$1.50M0.2%N/A0.213%
5/14/2025 Northwestern Mutual Wealth Management Co.306,312$9.34M0.0%+79.2%1.326%
5/14/2025 Price T Rowe Associates Inc. MD4,169,160$127.07M0.0%N/A18.048%
5/13/2025 Tyler Stone Wealth Management70,276$2.14M0.4%+120.1%0.304%
5/13/2025 Raymond James Financial Inc.992,755$30.26M0.0%+67.9%4.298%
5/13/2025 Watchman Group Inc.767,550$23.40M6.6%+0.4%3.323%
5/13/2025 MSH Capital Advisors LLC10,330$315K0.1%-4.5%0.045%
5/13/2025 HighTower Advisors LLC49,505$1.51M0.0%+27.1%0.214%
5/12/2025 Astor Investment Management LLC146,346$4.46M2.4%-2.0%0.634%
5/12/2025 Benjamin Edwards Inc.36,402$1.11M0.0%-7.2%0.158%
5/9/2025 Legacy Capital Group California Inc.36,042$1.10M0.4%+2.6%0.156%
5/9/2025 Atria Wealth Solutions Inc.164,049$5M0.1%+79.5%0.710%
5/9/2025 Cary Street Partners Financial LLC155,569$4.74M0.1%-0.9%0.673%
5/8/2025 IFG Advisory LLC15,713$479K0.0%+91.2%0.068%
5/7/2025 LPL Financial LLC1,174,214$35.79M0.0%+138.2%5.083%
5/7/2025 First Heartland Consultants Inc.7,163$218K0.0%N/A0.031%
5/6/2025 Cetera Investment Advisers276,237$8.42M0.0%N/A1.196%
5/6/2025 Advisor OS LLC25,182$768K0.1%+4.4%0.109%
5/6/2025 AE Wealth Management LLC14,645$446K0.0%-3.0%0.063%
5/6/2025 Blume Capital Management Inc.4,500$137K0.0%+28.6%0.019%
5/6/2025 PFG Advisors50,107$1.53M0.1%+36.0%0.217%
5/5/2025 Souders Financial Advisors455,308$13.88M1.9%+177.1%1.971%
5/5/2025 IFP Advisors Inc4,228$129K0.0%N/A0.018%
5/5/2025 Dahring Cusmano LLC37,233$1.14M1.0%+54.5%0.161%
5/5/2025 OneAscent Family Office LLC27,783$849K0.8%N/A0.120%
5/5/2025 Private Advisor Group LLC227,274$6.93M0.0%+345.1%0.984%
5/2/2025 Kingsview Wealth Management LLC20,176$615K0.0%+12.3%0.087%
5/1/2025 CWM LLC7,962$243K0.0%N/A0.034%
5/1/2025 Financial Security Advisor Inc.12,575$383K0.1%N/A0.054%
4/30/2025 Seamount Financial Group Inc.14,702$448K0.3%+24.3%0.064%
4/30/2025 Stratos Wealth Partners LTD.143,111$4.36M0.1%+33.0%0.620%
4/30/2025 Stratos Wealth Advisors LLC19,345$590K0.0%N/A0.084%
4/30/2025 Brown Advisory Inc.32,816$1M0.0%+10.9%0.142%
4/29/2025 Heritage Wealth Management Inc.14,871$453K0.2%+57.5%0.064%
4/29/2025 Envestnet Asset Management Inc.158,119$4.82M0.0%+5.5%0.684%
4/29/2025 World Investment Advisors20,811$634K0.0%+10.5%0.090%
4/29/2025 Capital Investment Advisory Services LLC11,254$343K0.0%+24.0%0.049%
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4/29/2025 OneDigital Investment Advisors LLC159,437$4.86M0.1%-2.3%0.690%
4/28/2025 D.A. Davidson & CO.7,207$220K0.0%N/A0.031%
4/28/2025 Novem Group209,030$6.37M0.9%+4.7%0.905%
4/28/2025 Private Trust Co. NA1,411$43K0.0%-35.6%0.006%
4/28/2025 DAVENPORT & Co LLC129,266$3.94M0.0%+9.8%0.560%
4/25/2025 Essex Financial Services Inc.50,790$1.55M0.1%+56.1%0.234%
4/23/2025 SFG Wealth Management LLC.49,462$1.51M0.7%+37.9%0.228%
4/22/2025 Flagship Harbor Advisors LLC154,345$4.70M0.2%+14.3%0.711%
4/22/2025 Cambridge Investment Research Advisors Inc.236,706$7.22M0.0%+28.9%1.091%
4/17/2025 Robertson Stephens Wealth Management LLC39,855$1.22M0.0%-50.3%0.184%
(Data available from 1/1/2016 forward)

TMSL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TMSL shares?

During the previous two years, 91 institutional investors and hedge funds held shares of T. Rowe Price Small-Mid Cap ETF. The most heavily invested institutionals were Price T Rowe Associates Inc. MD ($127.07M), LPL Financial LLC ($35.79M), Raymond James Financial Inc. ($30.02M), Captrust Financial Advisors ($27.83M), Watchman Group Inc. ($26.41M), Wealth Enhancement Advisory Services LLC ($26.18M), and Souders Financial Advisors ($16.24M).Learn more on T. Rowe Price Small-Mid Cap ETF's institutional investors.

Which institutional investors have been buying T. Rowe Price Small-Mid Cap ETF's stock?

Of the 90 institutional investors that purchased T. Rowe Price Small-Mid Cap ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Price T Rowe Associates Inc. MD ($4.17M), Raymond James Financial Inc. ($1.58M), LPL Financial LLC ($1.02M), Wealth Enhancement Advisory Services LLC ($781.46K), Captrust Financial Advisors ($681.83K), Souders Financial Advisors ($495.16K), and CMH Wealth Management LLC ($489.12K).

How much institutional buying is happening at T. Rowe Price Small-Mid Cap ETF?

Institutional investors have bought a total of 14,676,234 shares in the last 24 months. This purchase volume represents approximately $460.94M in transactions.

Which of T. Rowe Price Small-Mid Cap ETF's major shareholders have been selling company stock?

Of the 25 institutional investors that sold T. Rowe Price Small-Mid Cap ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: MML Investors Services LLC ($269.31K), Raymond James Financial Inc. ($77.41K), Farther Finance Advisors LLC ($59.24K), Robertson Stephens Wealth Management LLC ($46.69K), Goldman Sachs Group Inc. ($36.72K), Atria Wealth Solutions Inc. ($21.44K), and Jones Financial Companies Lllp ($17.28K).

How much institutional selling is happening at T. Rowe Price Small-Mid Cap ETF?

Institutional investors have sold a total of 591,697 shares in the last 24 months. This volume of shares sold represents approximately $19.15M in transactions.



This page (NYSEARCA:TMSL) was last updated on 8/23/2025 by MarketBeat.com Staff
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