T Rowe Price US Eqy ResearchTSPAETF
13F holders, Q4 2024 (December 31)61holders +19
18new positions
4sold out
$37.16avg. 13F price*
At the end of Q4 2024, 61 institutions reported holding T Rowe Price US Eqy Research (TSPA) in their 13F filings, up 19 from Q3 2024. 18 opened new positions and 4 sold out. The largest holders were National Pension Service ($351.7M), Morgan Stanley ($124.2M) and Allworth Financial LP ($119.9M).
- Company
- T Rowe Price US Eqy Research
- CUSIP
- 87283Q503
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $57.3M |
| Exits | 4 | $9.5M |
All 13F filers, Q3 2024 → Q4 2024: 3,593,063 shares bought and 299,249 shares sold, net +3,293,814 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 61 holders
| National Pension Service | 0.33% | No change | 9,513,375 | $351.7M |
| Morgan Stanley | 0.01% | Add +38.8% | 3,358,817 | $124.2M |
| Allworth Financial LP | 0.66% | Add +10.9% | 3,125,816 | $119.9M |
| Provident Wealth Management, LLC | 16.88% | Add +4.9% | 1,368,509 | $50.6M |
| Captrust Financial Advisors | 0.07% | Reduce -3.7% | 645,236 | $23.9M |
| Prodigy Asset Management LLC | 18.76% | — | 595,076 | $22.0M |
| Eaton Financial Holdings Company, LLC | 7.05% | Add +88.0% | 495,198 | $18.3M |
| First National Trust Co | 0.68% | New | 486,467 | $18.0M |
| Forvis Mazars Wealth Advisors, LLC | 0.33% | Add +33.9% | 390,846 | $14.4M |
| M&T Bank Corp | 0.04% | New | 310,271 | $11.5M |
| Exchange Traded Concepts, LLC | 0.19% | New | 256,272 | $9.5M |
| James J. Burns & Company, LLC | 1.62% | Add +12.0% | 252,666 | $9.3M |
| Rollins Financial Advisors, LLC | 1.03% | Add +28.9% | 178,380 | $6.6M |
| Two Sigma Investments, LP | 0.01% | Reduce -2.9% | 158,913 | $5.9M |
| Independent Financial Group, LLC | 0.16% | Add +140.2% | 131,856 | $4.9M |
| Garden State Investment Advisory Services LLC | 1.39% | Add +5.0% | 122,050 | $4.5M |
| Future Financial Wealth Managment LLC | 3.22% | Add +6.2% | 118,947 | $4.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +16178.7% | 92,300 | $3.4M |
| Envestnet Asset Management Inc. | 0.00% | New | 84,490 | $3.1M |
| Farther Finance Advisors, LLC | 0.09% | New | 63,575 | $2.4M |
| Lincoln Capital Corp. | 0.95% | Add +2.6% | 62,627 | $2.3M |
| HighTower Advisors, LLC | 0.00% | New | 54,779 | $2.0M |
| Jones Financial Companies LLLP | 0.00% | Add +503.0% | 53,005 | $2.0M |
| Sigma Planning Corp | 0.06% | Add +6.4% | 52,209 | $1.9M |
| Hopwood Financial Services, Inc. | 1.25% | — | 44,531 | $1.6M |
| Silver Oak Securities, Incorporated | 0.15% | New | 42,688 | $1.6M |
| Centaurus Financial, Inc. | 0.09% | Add +4.4% | 39,614 | $1.5M |
| DHK Financial Advisors, Inc. | 0.88% | New | 39,299 | $1.5M |
| Dahring | Cusmano LLC | 1.26% | — | 37,638 | $1.4M |
| Cerity Partners LLC | 0.00% | Add +254.9% | 37,591 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +147.9% | 36,424 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | New | 36,258 | $1.3M |
| Jane Street Group, LLC | 0.00% | Add +57.9% | 36,152 | $1.3M |
| Alpha Financial Advisors, LLC | 0.55% | New | 32,565 | $1.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +33.3% | 30,995 | $1.1M |
| Cox Capital Mgt LLC | 0.73% | New | 30,937 | $1.1M |
| Capital Analysts, LLC | 0.05% | New | 30,903 | $1.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +140.8% | 30,425 | $1.1M |
| Benjamin Edwards Inc. | 0.01% | Add +41.1% | 26,265 | $971K |
| Bryant Woods Investment Advisors, LLC | 0.45% | New | 25,171 | $931K |
| Stephens Inc. | 0.01% | New | 17,938 | $663K |
| NBZ Investment Advisors LLC | 0.36% | — | 17,478 | $646K |
| Beacon Financial Group | 0.06% | Add +0.1% | 16,072 | $594K |
| Prospera Financial Services Inc | 0.01% | New | 14,533 | $537K |
| Bank of America Corp. | 0.00% | New | 14,033 | $519K |
| Comprehensive Financial Planning, Inc. | 0.43% | — | 13,833 | $511K |
| Berger Financial Group, Inc | 0.03% | Reduce -21.2% | 12,323 | $456K |
| Comerica Bank | 0.00% | Add +26.5% | 10,415 | $385K |
| Gryphon Financial Partners LLC | 0.05% | New | 9,695 | $358K |
| Cozad Asset Management Inc. | 0.03% | Add +21.9% | 8,363 | $309K |
| OMNI 360 Wealth, Inc. | 0.16% | Add +14.5% | 6,480 | $240K |
| MidAtlantic Capital Management, Inc. | 0.17% | Reduce -11.6% | 6,208 | $230K |
| Financial Connections Group, Inc. | 0.07% | No change | 3,741 | $138K |
| JPMorgan Chase & Co. | 0.00% | Add +941.8% | 1,719 | $64K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +12.5% | 1,125 | $42K |
| Geneos Wealth Management Inc. | 0.00% | New | 232 | $9K |
| POM Investment Strategies, LLC | 0.00% | Reduce -26.4% | 176 | $7K |
| Osaic Holdings, Inc. | 0.00% | Reduce -93.4% | 100 | $4K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 91 | $3K |
| Wells Fargo & Company | 0.00% | No change | 60 | $2K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 17 | $651 |
"% 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.