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

T. Rowe Price U.S. Equity Research ETF logo
$38.85 -0.04 (-0.10%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for T. Rowe Price U.S. Equity Research ETF (NYSEARCA:TSPA)

Number of
Institutional Buyers
(last 12 months)
63
Total
Institutional Inflows
(last 12 months)
$636.27M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$3.06M
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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
5/22/2025Rollins Financial Advisors LLC207,065$7.28M1.3%+16.1%0.480%
5/21/2025Geneos Wealth Management Inc.459,442$16.15M0.5%+197,935.3%1.064%
5/19/2025Jane Street Group LLC29,620$1.04M0.0%-18.1%0.069%
5/15/2025Royal Bank of Canada46,365$1.63M0.0%N/A0.107%
5/14/2025Per Stirling Capital Management LLC.113,165$3.98M0.6%N/A0.262%
5/14/2025Comerica Bank14,532$511K0.0%+39.5%0.034%
5/14/2025Northwestern Mutual Wealth Management Co.1,247,782$43.87M0.0%+1,251.9%2.890%
5/14/2025Kestra Advisory Services LLC332,276$11.68M0.1%+992.1%0.770%
5/14/2025Capital Analysts LLC94,181$3.31M0.1%+204.8%0.218%
5/13/2025Eaton Financial Holdings Company LLC523,251$18.40M7.6%+5.7%1.212%
5/13/2025Menora Mivtachim Holdings LTD.106,025$3.73M0.0%N/A0.246%
5/13/2025Forvis Mazars Wealth Advisors LLC948,805$33.36M0.8%+142.8%2.198%
5/13/2025HighTower Advisors LLC108,553$3.82M0.0%+98.2%0.251%
5/12/2025Berger Financial Group Inc10,438$367K0.0%-15.3%0.024%
5/12/2025Benjamin Edwards Inc.30,429$1.07M0.0%+15.9%0.070%
5/9/2025Comprehensive Financial Planning Inc. PA29,857$1.05M1.0%+115.8%0.070%
5/9/2025NBZ Investment Advisors LLC191,500$6.73M3.9%+995.7%0.451%
5/8/2025Hopwood Financial Services Inc.53,723$1.89M1.5%+20.6%0.126%
5/8/2025First National Trust Co805,940$28.34M1.1%+65.7%1.897%
5/8/2025Geneos Wealth Management Inc.495,521$17.42M0.5%+213,486.6%1.166%
5/8/2025Cozad Asset Management Inc.9,104$320K0.0%+8.9%0.021%
5/7/2025N.E.W. Advisory Services LLC3,200$113K0.0%N/A0.008%
5/7/2025Sterling Investment Advisors Ltd.6,300$222K0.1%N/A0.015%
5/6/2025Cetera Investment Advisers243,284$8.55M0.0%N/A0.573%
5/6/2025Avantax Advisory Services Inc.115,913$4.08M0.0%N/A0.273%
5/5/2025Dahring Cusmano LLC58,833$2.07M1.8%+56.3%0.138%
5/2/2025Sigma Planning Corp46,947$1.65M0.1%-10.1%0.110%
5/1/2025Stephens Inc. AR32,139$1.13M0.0%+79.2%0.076%
4/30/2025Allworth Financial LP3,193,387$109.88M0.6%+2.2%7.516%
4/30/2025Prodigy Asset Management LLC625,124$21.98M17.8%+5.0%1.471%
4/30/2025M&T Bank Corp4,916,092$172.86M0.6%+1,484.5%11.570%
4/30/2025Bryant Woods Investment Advisors LLC73,411$2.58M1.2%+191.6%0.173%
4/29/2025Envestnet Asset Management Inc.115,098$4.05M0.0%+36.2%0.271%
4/29/2025Strategic Blueprint LLC54,496$1.92M0.1%N/A0.128%
4/29/20254J Wealth Management LLC9,530$335K0.3%N/A0.022%
4/29/2025Silver Oak Securities Incorporated40,209$1.41M0.1%-5.8%0.095%
4/28/2025Lincoln Capital Corp65,705$2.31M1.0%+4.9%0.155%
4/23/2025Perigon Wealth Management LLC241,131$8.48M0.2%N/A0.568%
4/23/2025HBK Sorce Advisory LLC33,439$1.18M0.0%N/A0.079%
4/23/2025Alpha Financial Advisors LLC866,761$30.48M13.5%+2,561.6%2.040%
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4/22/2025JFS Wealth Advisors LLC1,546$54K0.0%N/A0.004%
4/22/2025Cambridge Investment Research Advisors Inc.34,834$1.23M0.0%-4.4%0.082%
4/22/2025SK Wealth Management LLC50,583$1.64M0.9%N/A0.119%
4/21/2025Provident Wealth Management LLC1,383,718$48.65M16.8%+1.1%3.257%
4/21/2025CWA Asset Management Group LLC30,122$1.06M0.1%N/A0.071%
4/17/2025Exchange Traded Concepts LLC268,074$9.43M0.2%+4.6%0.645%
4/16/2025Wealth Enhancement Advisory Services LLC42,624$1.50M0.0%+37.5%0.103%
4/16/2025Marshall Financial Group LLC97,667$3.43M0.8%N/A0.235%
4/14/2025Farther Finance Advisors LLC112,432$3.97M0.1%+76.8%0.271%
4/11/2025DHK Financial Advisors Inc.78,598$2.76M1.5%+100.0%0.189%
4/10/2025Beacon Financial Group15,684$551K0.1%-2.4%0.038%
4/9/2025Cox Capital Mgt LLC34,475$1.21M0.9%+11.4%0.083%
4/9/2025Future Financial Wealth Managment LLC120,888$4.25M3.1%+1.6%0.291%
4/8/2025James J. Burns & Company LLC263,183$9.25M1.7%+4.2%0.633%
3/17/2025Wealth Enhancement Advisory Services LLC30,995$1.15M0.0%+33.3%0.080%
3/12/2025Centaurus Financial Inc.39,614$1.47M0.1%+4.4%0.109%
2/17/2025Two Sigma Investments LP158,913$5.88M0.0%-2.9%2.823%
2/17/2025Prodigy Asset Management LLC595,076$22M18.8%N/A10.570%
2/17/2025Captrust Financial Advisors645,236$23.85M0.1%-3.7%11.461%
2/17/2025Bank of America Corp DE14,033$519K0.0%N/A0.249%
2/17/2025Benjamin Edwards Inc.26,265$971K0.0%+41.1%0.467%
2/14/2025Jane Street Group LLC36,152$1.34M0.0%+57.9%0.642%
2/14/2025Comerica Bank10,415$385K0.0%+26.5%0.185%
2/14/2025Berger Financial Group Inc12,323$456K0.0%-21.2%0.219%
2/14/2025Capital Analysts LLC30,903$1.14M0.0%N/A0.549%
2/13/2025Garden State Investment Advisory Services LLC122,050$4.51M1.3%+5.0%2.168%
2/13/2025Rollins Financial Advisors LLC178,380$6.60M1.0%+28.9%3.168%
2/13/2025Cerity Partners LLC37,591$1.39M0.0%+254.9%0.668%
2/13/2025Envestnet Asset Management Inc.84,490$3.12M0.0%N/A1.501%
2/12/2025NBZ Investment Advisors LLC17,478$646K0.4%N/A0.310%
2/12/2025JPMorgan Chase & Co.1,719$64K0.0%+941.8%0.031%
2/10/2025Cozad Asset Management Inc.8,363$309K0.0%+21.9%0.149%
2/10/2025Eaton Financial Holdings Company LLC495,198$18.31M7.0%+88.0%8.796%
2/10/2025First National Trust Co486,467$17.99M0.7%N/A8.641%
2/10/2025Commonwealth Equity Services LLC36,258$1.34M0.0%N/A0.644%
2/10/2025Hopwood Financial Services Inc.44,531$1.65M1.2%N/A0.791%
2/10/2025Farther Finance Advisors LLC63,575$2.35M0.1%N/A1.129%
2/7/2025HighTower Advisors LLC54,779$2.03M0.0%N/A0.973%
2/6/2025M&T Bank Corp310,271$11.47M0.0%N/A5.511%
2/6/2025Gryphon Financial Partners LLC9,695$358K0.1%N/A0.172%
2/6/2025Jones Financial Companies Lllp53,005$1.96M0.0%+503.0%0.941%
2/4/2025Provident Wealth Management LLC1,368,509$50.59M16.9%+4.9%24.307%
2/4/2025Forvis Mazars Wealth Advisors LLC390,846$14.45M0.3%+33.9%6.942%
2/3/2025Sigma Planning Corp52,209$1.93M0.1%+6.4%0.927%
2/3/2025Dahring Cusmano LLC37,638$1.39M1.3%N/A0.669%
1/30/2025Allworth Financial LP3,125,816$119.88M0.7%+11.0%55.521%
1/30/2025MidAtlantic Capital Management Inc.6,208$230K0.2%-11.6%0.110%
1/29/2025Comprehensive Financial Planning Inc. PA13,833$511K0.4%N/A0.246%
1/28/2025Stephens Inc. AR17,938$663K0.0%N/A0.319%
1/27/2025Silver Oak Securities Incorporated42,688$1.59M0.1%N/A0.758%
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1/27/2025James J. Burns & Company LLC252,666$9.34M1.6%+12.0%4.488%
1/22/2025DHK Financial Advisors Inc.39,299$1.45M0.9%N/A0.698%
1/22/2025Bryant Woods Investment Advisors LLC25,171$931K0.5%N/A0.447%
1/21/2025Alpha Financial Advisors LLC32,565$1.20M0.5%N/A0.578%
1/21/2025Exchange Traded Concepts LLC256,272$9.47M0.2%N/A4.552%
1/21/2025Lincoln Capital Corp62,627$2.32M1.0%+2.6%1.112%
1/14/2025Cox Capital Mgt LLC30,937$1.14M0.7%N/A0.550%
1/13/2025Future Financial Wealth Managment LLC118,947$4.40M3.2%+6.2%2.113%
11/22/2024Eaton Financial Holdings Company LLC263,418$9.51M3.9%N/A4.679%
11/15/2024Jane Street Group LLC22,889$827K0.0%-36.3%0.407%
(Data available from 1/1/2016 forward)

TSPA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TSPA shares?

During the previous two years, 72 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 ($172.86M), Allworth Financial LP ($109.88M), Provident Wealth Management LLC ($48.65M), Northwestern Mutual Wealth Management Co. ($43.87M), Forvis Mazars Wealth Advisors LLC ($33.36M), Alpha Financial Advisors LLC ($30.48M), and First National Trust Co ($28.34M).Learn more on T. Rowe Price U.S. Equity Research ETF's institutional investors.

Which institutional investors have been buying T. Rowe Price U.S. Equity Research ETF's stock?

Of the 66 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 ($4.92M), Allworth Financial LP ($3.19M), Provident Wealth Management LLC ($1.38M), Northwestern Mutual Wealth Management Co. ($1.16M), Geneos Wealth Management Inc. ($954.50K), Alpha Financial Advisors LLC ($866.76K), and First National Trust Co ($805.94K).

How much institutional buying is happening at T. Rowe Price U.S. Equity Research ETF?

Institutional investors have bought a total of 17,865,902 shares in the last 24 months. This purchase volume represents approximately $636.27M in transactions.

Which of T. Rowe Price U.S. Equity Research ETF's major shareholders have been selling company stock?

Of the 10 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: Captrust Financial Advisors ($32.32K), Jane Street Group LLC ($19.56K), Sigma Planning Corp ($15.52K), Berger Financial Group Inc ($5.20K), Two Sigma Investments LP ($4.79K), Silver Oak Securities Incorporated ($2.48K), and Wealth Enhancement Advisory Services LLC ($1.67K).

How much institutional selling is happening at T. Rowe Price U.S. Equity Research ETF?

Institutional investors have sold a total of 84,330 shares in the last 24 months. This volume of shares sold represents approximately $3.06M in transactions.



This page (NYSEARCA:TSPA) was last updated on 7/1/2025 by MarketBeat.com Staff
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