T Rowe Price US Eqy ResearchTSPAETF
13F holders, Q1 2025 (March 31)83holders +22
26new positions
3sold out
$35.09avg. 13F price*
At the end of Q1 2025, 83 institutions reported holding T Rowe Price US Eqy Research (TSPA) in their 13F filings, up 22 from Q4 2024. 26 opened new positions and 3 sold out. The largest holders were National Pension Service ($334.5M), M&T Bank Corp ($172.9M) and Morgan Stanley ($143.0M).
- Company
- T Rowe Price US Eqy Research
- CUSIP
- 87283Q503
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $58.7M |
| Exits | 3 | $6.1M |
All 13F filers, Q4 2024 → Q1 2025: 11,793,327 shares bought and 222,468 shares sold, net +11,570,859 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 83 holders
| National Pension Service | 0.32% | No change | 9,513,375 | $334.5M |
| M&T Bank Corp | 0.63% | Add +1484.5% | 4,916,092 | $172.9M |
| Morgan Stanley | 0.01% | Add +21.1% | 4,066,504 | $143.0M |
| Allworth Financial LP | 0.62% | Add +2.2% | 3,193,387 | $109.9M |
| Provident Wealth Management, LLC | 16.76% | Add +1.1% | 1,383,718 | $48.7M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +1251.9% | 1,247,782 | $43.9M |
| Forvis Mazars Wealth Advisors, LLC | 0.80% | Add +142.8% | 948,805 | $33.4M |
| Alpha Financial Advisors, LLC | 13.55% | Add +2561.6% | 866,761 | $30.5M |
| First National Trust Co | 1.14% | Add +65.7% | 805,940 | $28.3M |
| Prodigy Asset Management LLC | 17.76% | Add +5.0% | 625,124 | $22.0M |
| Captrust Financial Advisors | 0.05% | Reduce -4.2% | 617,967 | $21.7M |
| Eaton Financial Holdings Company, LLC | 7.64% | Add +5.7% | 523,251 | $18.4M |
| Geneos Wealth Management Inc. | 0.54% | Add +197935.3% | 459,442 | $16.2M |
| T. Rowe Price Associates Inc. | 0.00% | New | 336,418 | $11.8M |
| Kestra Advisory Services, LLC | 0.06% | Add +992.1% | 332,276 | $11.7M |
| Exchange Traded Concepts, LLC | 0.17% | Add +4.6% | 268,074 | $9.4M |
| James J. Burns & Company, LLC | 1.66% | Add +4.2% | 263,183 | $9.3M |
| Cetera Investment Advisers | 0.02% | New | 243,284 | $8.6M |
| Perigon Wealth Management, LLC | 0.22% | New | 241,131 | $8.5M |
| JPMorgan Chase & Co. | 0.00% | Add +11960.2% | 207,315 | $7.3M |
| Rollins Financial Advisors, LLC | 1.27% | Add +16.1% | 207,065 | $7.3M |
| NBZ Investment Advisors LLC | 3.89% | Add +995.7% | 191,500 | $6.7M |
| Independent Financial Group, LLC | 0.22% | Add +37.6% | 181,412 | $6.4M |
| Garden State Investment Advisory Services LLC | 1.63% | Add +18.5% | 144,577 | $5.1M |
| Future Financial Wealth Managment LLC | 3.12% | Add +1.6% | 120,888 | $4.3M |
| Avantax Advisory Services, Inc. | 0.02% | New | 115,913 | $4.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +36.2% | 115,098 | $4.0M |
| Jones Financial Companies LLLP | 0.00% | Add +115.7% | 114,314 | $4.0M |
| Per Stirling Capital Management, LLC. | 0.57% | New | 113,165 | $4.0M |
| Farther Finance Advisors, LLC | 0.10% | Add +76.8% | 112,432 | $4.0M |
| HighTower Advisors, LLC | 0.01% | Add +98.2% | 108,553 | $3.8M |
| Menora Mivtachim Holdings LTD. | 0.02% | New | 106,025 | $3.7M |
| Marshall Financial Group, LLC | 0.75% | New | 97,667 | $3.4M |
| Capital Analysts, LLC | 0.12% | Add +204.8% | 94,181 | $3.3M |
| Prospera Financial Services Inc | 0.07% | Add +500.8% | 87,319 | $3.1M |
| DHK Financial Advisors, Inc. | 1.52% | Add +100.0% | 78,598 | $2.8M |
| Bryant Woods Investment Advisors, LLC | 1.24% | Add +191.7% | 73,411 | $2.6M |
| Lincoln Capital Corp. | 0.96% | Add +4.9% | 65,705 | $2.3M |
| Commons Capital, LLC | 2.12% | New | 65,677 | $2.3M |
| Dahring | Cusmano LLC | 1.78% | Add +56.3% | 58,833 | $2.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +55.4% | 56,329 | $2.0M |
| Strategic Blueprint, LLC | 0.10% | New | 54,496 | $1.9M |
| Hopwood Financial Services, Inc. | 1.46% | Add +20.6% | 53,723 | $1.9M |
| Stifel Financial Corp. | 0.00% | New | 51,151 | $1.8M |
| Sigma Planning Corp | 0.05% | Reduce -10.1% | 46,947 | $1.7M |
| SK Wealth Management, LLC | 0.88% | New | 50,583 | $1.6M |
| Royal Bank of Canada | 0.00% | New | 46,365 | $1.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +37.5% | 42,624 | $1.5M |
| Centaurus Financial, Inc. | 0.09% | Add +7.5% | 42,582 | $1.5M |
| Silver Oak Securities, Incorporated | 0.13% | Reduce -5.8% | 40,209 | $1.4M |
| Cerity Partners LLC | 0.00% | No change | 37,591 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | New | 37,010 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -4.4% | 34,834 | $1.2M |
| Cox Capital Mgt LLC | 0.88% | Add +11.4% | 34,475 | $1.2M |
| HBK Sorce Advisory LLC | 0.03% | New | 33,439 | $1.2M |
| Stephens Inc. | 0.02% | Add +79.2% | 32,139 | $1.1M |
| Benjamin Edwards Inc. | 0.01% | Add +15.8% | 30,429 | $1.1M |
| CWA Asset Management Group, LLC | 0.05% | New | 30,122 | $1.1M |
| Comprehensive Financial Planning, Inc. | 1.02% | Add +115.8% | 29,857 | $1.0M |
| Jane Street Group, LLC | 0.00% | Reduce -18.1% | 29,620 | $1.0M |
| Beacon Financial Group | 0.06% | Reduce -2.4% | 15,684 | $551K |
| Comerica Bank | 0.00% | Add +39.5% | 14,532 | $511K |
| MML Investors Services, LLC | 0.00% | New | 10,986 | $386K |
| Berger Financial Group, Inc | 0.03% | Reduce -15.3% | 10,438 | $367K |
| Gryphon Financial Partners LLC | 0.05% | Add +2.0% | 9,885 | $348K |
| 4J Wealth Management LLC | 0.26% | New | 9,530 | $335K |
| Cozad Asset Management Inc. | 0.03% | Add +8.9% | 9,104 | $320K |
| Flow Traders U.S. LLC | 0.01% | New | 8,948 | $315K |
| Sanctuary Advisors, LLC | 0.00% | New | 6,910 | $243K |
| OMNI 360 Wealth, Inc. | 0.15% | Add +1.2% | 6,560 | $231K |
| Sterling Investment Advisors, Ltd. | 0.05% | New | 6,300 | $222K |
| GeoWealth Management, LLC | 0.01% | New | 4,401 | $155K |
| Financial Connections Group, Inc. | 0.06% | No change | 3,741 | $131K |
| N.E.W. Advisory Services LLC | 0.01% | New | 3,200 | $113K |
| Bank of America Corp. | 0.00% | Reduce -83.8% | 2,267 | $80K |
| Wells Fargo & Company | 0.00% | Add +3513.3% | 2,168 | $76K |
| JFS Wealth Advisors, LLC | 0.00% | New | 1,546 | $54K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 1,125 | $40K |
| Osaic Holdings, Inc. | 0.00% | Add +100.0% | 200 | $7K |
| VSM Wealth Advisory, LLC | 0.00% | New | 122 | $4K |
| Cape Investment Advisory, Inc. | 0.00% | New | 120 | $4K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 91 | $3K |
| Nvwm, LLC | 0.00% | New | 65 | $2K |
"% 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.