T Rowe Price US Eqy ResearchTSPAETF
13F holders, Q1 2024 (March 31)17holders
$32.93avg. 13F price*
At the end of Q1 2024, 17 institutions reported holding T Rowe Price US Eqy Research (TSPA) in their 13F filings. The largest holders were Provident Wealth Management, LLC ($19.6M), Eaton Financial Holdings Company, LLC ($3.6M) and Future Financial Wealth Managment LLC ($3.6M).
- Company
- T Rowe Price US Eqy Research
- CUSIP
- 87283Q503
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $30.0M |
| Exits | 3 | $1.2M |
Ownership 17 holders
| Provident Wealth Management, LLC | 7.34% | New | 597,124 | $19.6M |
| Eaton Financial Holdings Company, LLC | 1.86% | Add +9.6% | 109,017 | $3.6M |
| Future Financial Wealth Managment LLC | 2.73% | New | 108,278 | $3.6M |
| James J. Burns & Company, LLC | 0.86% | New | 75,819 | $2.5M |
| Forvis Mazars Wealth Advisors, LLC | 0.06% | New | 69,225 | $2.3M |
| Garden State Investment Advisory Services LLC | 0.75% | New | 62,666 | $2.1M |
| Sigma Planning Corp | 0.06% | Add +103.7% | 57,624 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +9.4% | 28,547 | $937K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +82.2% | 24,926 | $818K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Add +84.2% | 14,797 | $485K |
| MidAtlantic Capital Management, Inc. | 0.39% | Add +176.0% | 8,602 | $444K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -76.5% | 11,232 | $369K |
| Financial Connections Group, Inc. | 0.08% | Add +2928.4% | 2,241 | $74K |
| Morgan Stanley | 0.00% | No change | 1,000 | $33K |
| Royal Bank of Canada | 0.00% | New | 963 | $32K |
| Osaic Holdings, Inc. | 0.00% | New | 582 | $19K |
| Planning Capital Management Corp | 0.01% | New | 213 | $7K |
"% of holder's portfolio" is TSPA's weight in each manager's 13F, not the share of T Rowe Price US Eqy Research the manager owns.