T Rowe Price US Eqy ResearchTSPA ETF 13F holders, Q3 2024 (September 30) 42 holders +13
13 new positions
1 sold out
$36.11 avg. 13F price*
At the end of Q3 2024 , 42 institutions reported holding T Rowe Price US Eqy Research (TSPA) in their 13F filings, up 13 from Q2 2024. 13 opened new positions and 1 sold out. The largest holders were National Pension Service ($343.5M), Allworth Financial LP ($101.7M) and Morgan Stanley ($87.4M).
Company T Rowe Price US Eqy Research
CUSIP 87283Q503
Latest filing quarter Q2 2026 History Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024 Institutions Total Value New Positions 13 $113.3M Exits 1 $288K
All 13F filers, Q2 2024 → Q3 2024: 4,852,113 shares bought and 87,772 shares sold, net +4,764,341 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 42 holders Portfolio Manager % of Holder's Portfolio Change vs Q2 2024 Shares Value ▼ National Pension Service 0.33% No change 9,513,375 $343.5M Allworth Financial LP 0.62% New 2,817,249 $101.7M Morgan Stanley 0.01% Add +134.5% 2,419,264 $87.4M Provident Wealth Management, LLC 16.07% Add +2.8% 1,304,828 $47.1M Captrust Financial Advisors 0.07% Reduce -1.1% 670,086 $24.2M Forvis Mazars Wealth Advisors, LLC 0.24% Add +72.4% 291,971 $10.5M Eaton Financial Holdings Company, LLC 3.87% — 263,418 $9.5M James J. Burns & Company, LLC 1.47% Add +17.4% 225,538 $8.1M Mariner, LLC 0.01% Reduce -2.6% 213,064 $7.7M Two Sigma Investments, LP 0.01% New 163,700 $5.9M Rollins Financial Advisors, LLC 0.83% Add +345.1% 138,342 $5.0M Garden State Investment Advisory Services LLC 1.35% Add +10.4% 116,276 $4.2M Future Financial Wealth Managment LLC 2.89% Add +5.6% 112,054 $4.0M Lincoln Capital Corp. 0.90% Add +5.2% 61,023 $2.2M Independent Financial Group, LLC 0.07% New 54,893 $2.0M Sigma Planning Corp 0.05% Reduce -17.3% 49,088 $1.8M Centaurus Financial, Inc. 0.09% New 37,959 $1.4M Bright Futures Wealth Management, LLC. 0.56% Add +20.1% 31,710 $1.2M Wealth Enhancement Advisory Services, LLC 0.00% Reduce -5.0% 23,255 $840K Jane Street Group, LLC 0.00% Reduce -36.3% 22,889 $827K Benjamin Edwards Inc. 0.01% New 18,614 $672K Beacon Financial Group 0.06% Add +10.5% 16,053 $580K Berger Financial Group, Inc 0.04% Reduce -61.1% 15,635 $565K Cambridge Investment Research Advisors, Inc. 0.00% Reduce -17.5% 14,693 $531K Kestra Advisory Services, LLC 0.00% New 12,633 $456K Goldman Sachs Group Inc. 0.00% New 11,505 $415K Cerity Partners LLC 0.00% No change 10,591 $382K Jones Financial Companies LLLP 0.00% New 8,790 $316K Comerica Bank 0.00% Add +2.5% 8,233 $297K Susquehanna International Group, LLP 0.00% Reduce -63.5% 7,722 $279K MidAtlantic Capital Management, Inc. 0.19% Reduce -7.2% 7,025 $254K Cozad Asset Management Inc. 0.02% New 6,863 $248K OMNI 360 Wealth, Inc. 0.14% New 5,660 $204K Financial Connections Group, Inc. 0.07% No change 3,741 $135K Osaic Holdings, Inc. 0.00% Add +7.0% 1,519 $53K Capital Investment Advisory Services, LLC 0.00% Add +11.1% 1,000 $36K Northwestern Mutual Wealth Management Co. 0.00% New 567 $20K POM Investment Strategies, LLC 0.01% No change 239 $9K JPMorgan Chase & Co. 0.00% New 165 $6K Vermillion & White Wealth Management Group, LLC 0.00% No change 91 $3K Wells Fargo & Company 0.00% New 60 $2K Concourse Financial Group Securities, Inc. 0.00% Add +0.0% 17 $613
"% 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.