T Rowe Price US Eqy ResearchTSPAETF

13F holders, Q2 2024 (June 30)
29holders +12
15new positions
2sold out
$34.39avg. 13F price*

At the end of Q2 2024, 29 institutions reported holding T Rowe Price US Eqy Research (TSPA) in their 13F filings, up 12 from Q1 2024. 15 opened new positions and 2 sold out. The largest holders were National Pension Service ($327.2M), Provident Wealth Management, LLC ($43.7M) and Morgan Stanley ($35.5M).

Company
T Rowe Price US Eqy Research
CUSIP
87283Q503
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 17Q1 2024Q2 2024: 29Q2 2024Q3 2024: 42Q3 2024Q4 2024: 61Q4 2024Q1 2025: 83Q1 2025Q2 2025: 102Q2 2025Q3 2025: 113Q3 2025Q4 2025: 123Q4 2025Q1 2026: 119Q1 2026Q2 2026: 137Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions15$366.5M
Exits2$376K

All 13F filers, Q1 2024 → Q2 2024: 12,631,659 shares bought and 25,855 shares sold, net +12,605,804 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 29 holders
National Pension Service 0.38% New 9,513,375 $327.2M
Provident Wealth Management, LLC 15.97% Add +112.6% 1,269,457 $43.7M
Morgan Stanley 0.00% Add +103075.9% 1,031,759 $35.5M
Captrust Financial Advisors 0.07% New 677,559 $23.3M
Mariner, LLC 0.01% New 218,837 $7.5M
James J. Burns & Company, LLC 1.30% Add +153.3% 192,040 $6.6M
Forvis Mazars Wealth Advisors, LLC 0.15% Add +144.7% 169,375 $5.8M
Future Financial Wealth Managment LLC 3.21% Reduce -2.0% 106,075 $3.6M
Garden State Investment Advisory Services LLC 1.25% Add +68.1% 105,321 $3.6M
Sigma Planning Corp 0.06% Add +3.0% 59,345 $2.0M
Lincoln Capital Corp. 0.86% New 57,983 $2.0M
Berger Financial Group, Inc 0.11% New 40,189 $1.4M
Jane Street Group, LLC 0.00% New 35,916 $1.2M
Rollins Financial Advisors, LLC 0.18% New 31,078 $1.1M
Bright Futures Wealth Management, LLC. 0.48% New 26,407 $884K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -1.8% 24,491 $842K
Susquehanna International Group, LLP 0.00% New 21,126 $727K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -37.6% 17,810 $613K
Benjamin F. Edwards & Company, Inc. 0.01% Add +8.2% 16,004 $550K
Beacon Financial Group 0.06% New 14,525 $500K
Cerity Partners LLC 0.00% New 10,591 $364K
Royal Bank of Canada 0.00% Add +771.1% 8,389 $288K
Comerica Bank 0.00% New 8,034 $276K
MidAtlantic Capital Management, Inc. 0.22% Reduce -12.0% 7,567 $260K
Financial Connections Group, Inc. 0.07% Add +66.9% 3,741 $128K
Osaic Holdings, Inc. 0.00% Add +143.8% 1,419 $49K
Capital Investment Advisory Services, LLC 0.00% New 900 $31K
POM Investment Strategies, LLC 0.01% New 239 $8K
Vermillion & White Wealth Management Group, LLC 0.00% New 91 $3K

"% 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.