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

$38.09 +0.36 (+0.95%)
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)
20
Total
Institutional Inflows
(last 12 months)
$190.65M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$1.84M
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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
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%
1/14/2025 Cox Capital Mgt LLC30,937$1.14M0.7%N/A0.550%
1/13/2025 Future 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%
11/15/2024Garden State Investment Advisory Services LLC116,276$4.20M1.3%+10.4%2.065%
11/15/2024Benjamin Edwards Inc.18,614$672K0.0%N/A0.331%
11/14/2024Captrust Financial Advisors670,086$24.20M0.1%-1.1%11.902%
11/12/2024Centaurus Financial Inc.37,959$1.37M0.1%N/A0.674%
11/7/2024MidAtlantic Capital Management Inc.7,025$254K0.2%N/A0.125%
11/4/2024Sigma Planning Corp49,088$1.77M0.1%-17.3%0.872%
10/31/2024Cozad Asset Management Inc.6,863$248K0.0%N/A0.122%
10/30/2024James J. Burns & Company LLC225,538$8.14M1.5%+17.4%4.006%
10/24/2024OMNI 360 Wealth Inc.5,660$204K0.1%N/A0.101%
10/24/2024 Wealth Enhancement Advisory Services LLC23,255$840K0.0%-5.0%0.413%
10/23/2024Allworth Financial LP2,817,249$101.73M0.6%N/A50.040%
10/23/2024Lincoln Capital Corp61,023$2.20M0.9%+5.2%1.084%
10/16/2024Provident Wealth Management LLC1,304,828$47.12M16.1%+2.8%23.176%
10/8/2024 Future Financial Wealth Managment LLC112,054$4.05M2.9%+5.6%1.990%
8/13/2024Garden State Investment Advisory Services LLC105,321$3.62M1.2%+68.1%1.871%
8/13/2024Benjamin F. Edwards & Company Inc.16,004$550K0.0%+8.2%0.284%
8/7/2024Bright Futures Wealth Management LLC.26,407$884K0.4%N/A0.469%
7/26/2024Financial Connections Group Inc.3,741$128K0.1%+66.9%0.066%
7/17/2024James J. Burns & Company LLC192,040$6.60M1.3%+153.3%3.411%
7/17/2024Provident Wealth Management LLC1,269,457$43.66M16.0%+112.6%22.548%
7/16/2024 Wealth Enhancement Advisory Services LLC24,491$842K0.0%-1.7%0.435%
5/4/2024Financial Connections Group Inc.2,241$74K0.1%+2,928.4%0.040%
4/29/2024Benjamin F. Edwards & Company Inc.14,797$485K0.0%+84.2%0.263%
4/23/2024James J. Burns & Company LLC75,819$2.46M0.9%N/A1.399%
4/22/2024Provident Wealth Management LLC597,124$19.59M7.3%N/A11.017%
4/19/2024FORVIS Wealth Advisors LLC69,225$2.27M0.1%N/A1.277%
4/16/2024 Wealth Enhancement Advisory Services LLC24,926$818K0.0%+82.2%0.460%
4/15/2024 Future Financial Wealth Managment LLC108,278$3.55M2.7%N/A1.998%
2/12/2024Eaton Financial Holdings Company LLC99,510$2.93M0.7%N/A8.965%
2/8/2024Kickstand Ventures LLC.6,847$201K0.1%-71.1%0.617%
2/6/2024Benjamin F. Edwards & Company Inc.8,035$236K0.0%N/A0.724%
2/1/2024Sigma Planning Corp28,296$832K0.1%-17.5%2.549%
1/16/2024Raymond James Financial Services Advisors Inc.10,831$318K0.0%N/A0.976%
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11/8/2023 Janney Montgomery Scott LLC15,311$403K0.0%N/A1.379%
11/6/2023Sigma Planning Corp34,312$902K0.0%N/A3.091%
5/8/2023MGO One Seven LLC21,294$523K0.0%N/A2.108%
4/27/2023Benjamin F. Edwards & Company Inc.6,850$168K0.0%-21.3%0.678%
2/13/2023Tcwp LLC49,397$1.12M0.2%+21.2%4.843%
5/4/2022Benjamin F. Edwards & Company Inc.8,338$225K0.0%N/A0.942%
(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, 28 institutional investors and hedge funds held shares of T. Rowe Price U.S. Equity Research ETF. The most heavily invested institutionals were Allworth Financial LP ($101.73M), Provident Wealth Management LLC ($47.12M), Captrust Financial Advisors ($24.20M), Eaton Financial Holdings Company LLC ($9.51M), Exchange Traded Concepts LLC ($9.47M), James J. Burns & Company LLC ($8.14M), and Future Financial Wealth Managment LLC ($4.40M).Learn more on TSPA's institutional investors.

Which institutional investors have been buying T. Rowe Price U.S. Equity Research ETF stock?

Of the 25 institutional investors that purchased T. Rowe Price U.S. Equity Research ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Allworth Financial LP ($2.82M), Provident Wealth Management LLC ($1.30M), Eaton Financial Holdings Company LLC ($362.93K), Exchange Traded Concepts LLC ($256.27K), James J. Burns & Company LLC ($225.54K), Future Financial Wealth Managment LLC ($121.15K), and FORVIS Wealth Advisors LLC ($69.23K).

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

Institutional investors have bought a total of 5,502,774 shares in the last 24 months. This purchase volume represents approximately $192.99M in transactions.

Which T. Rowe Price U.S. Equity Research ETF major shareholders have been selling company stock?

The following institutional investors have sold T. Rowe Price U.S. Equity Research ETF stock in the last 24 months: Kickstand Ventures LLC. ($16.86K), Sigma Planning Corp ($16.27K), Jane Street Group LLC ($13.03K), Captrust Financial Advisors ($7.47K), Benjamin F. Edwards & Company Inc. ($1.85K), 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 57,154 shares in the last 24 months. This volume of shares sold represents approximately $1.89M in transactions.



This page (NYSEARCA:TSPA) was last updated on 1/21/2025 by MarketBeat.com Staff
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