T Rowe Price US Eqy ResearchTSPAETF
13F holders, Q2 2025 (June 30)102holders +19
27new positions
9sold out
1famous investor
$38.89avg. 13F price*
At the end of Q2 2025, 102 institutions reported holding T Rowe Price US Eqy Research (TSPA) in their 13F filings, up 19 from Q1 2025. 27 opened new positions and 9 sold out. The largest holders were National Pension Service ($370.0M), M&T Bank Corp ($221.2M) and Morgan Stanley ($158.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- T Rowe Price US Eqy Research
- CUSIP
- 87283Q503
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $34.1M |
| Exits | 9 | $8.2M |
All 13F filers, Q1 2025 → Q2 2025: 4,245,993 shares bought and 1,005,989 shares sold, net +3,240,004 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 102 holders
| National Pension Service | 0.32% | No change | 9,513,375 | $370.0M |
| M&T Bank Corp | 0.76% | Add +15.7% | 5,689,431 | $221.2M |
| Morgan Stanley | 0.01% | Add +0.3% | 4,079,363 | $158.6M |
| Allworth Financial LP | 0.61% | Add +2.4% | 3,269,796 | $127.2M |
| Forvis Mazars Wealth Advisors, LLC | 1.24% | Add +55.6% | 1,476,762 | $57.4M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +15.4% | 1,440,251 | $56.0M |
| Provident Wealth Management, LLC | 17.47% | Reduce -0.7% | 1,373,423 | $53.4M |
| First National Trust Co | 1.21% | Add +3.0% | 829,752 | $32.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +545.3% | 742,679 | $28.9M |
| Alpha Financial Advisors, LLC | 10.78% | Reduce -17.2% | 717,360 | $27.9M |
| Prodigy Asset Management LLC | 16.37% | Add +2.8% | 642,614 | $25.0M |
| Captrust Financial Advisors | 0.05% | Add +0.0% | 618,234 | $24.0M |
| Geneos Wealth Management Inc. | 0.45% | Add +2.1% | 468,914 | $18.2M |
| Eaton Financial Holdings Company, LLC | 4.84% | Reduce -22.7% | 404,468 | $15.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +6.8% | 359,186 | $14.0M |
| Cetera Investment Advisers | 0.02% | Add +43.8% | 349,845 | $13.6M |
| Kestra Advisory Services, LLC | 0.07% | Add +3.7% | 344,695 | $13.4M |
| Exchange Traded Concepts, LLC | 0.17% | Add +24.5% | 333,828 | $13.0M |
| Frontier Asset Management, LLC | 3.27% | New | 308,785 | $12.0M |
| James J. Burns & Company, LLC | 1.75% | Add +4.7% | 275,607 | $10.7M |
| NBZ Investment Advisors LLC | 5.01% | Add +17.4% | 224,896 | $8.7M |
| Garden State Investment Advisory Services LLC | 2.09% | Add +37.5% | 198,788 | $7.7M |
| Sanctuary Advisors, LLC | 0.05% | Add +2762.4% | 197,793 | $7.7M |
| Rollins Financial Advisors, LLC | 1.22% | Reduce -4.9% | 196,848 | $7.7M |
| Atria Investments, Inc | 0.09% | New | 190,232 | $7.4M |
| Independent Financial Group, LLC | 0.20% | Add +2.9% | 186,719 | $7.3M |
| Capital Analysts, LLC | 0.22% | Add +82.0% | 171,358 | $6.7M |
| Two Sigma Investments, LP | 0.01% | New | 168,313 | $6.5M |
| Menora Mivtachim Holdings LTD. | 0.04% | Add +54.8% | 164,111 | $6.4M |
| HighTower Advisors, LLC | 0.01% | Add +48.6% | 161,306 | $6.3M |
| Avantax Advisory Services, Inc. | 0.03% | Add +29.6% | 150,212 | $5.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -30.9% | 143,357 | $5.6M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +282.3% | 133,162 | $5.2M |
| Strategic Blueprint, LLC | 0.24% | Add +132.0% | 126,430 | $4.9M |
| Jones Financial Companies LLLP | 0.00% | Add +9.2% | 124,857 | $4.8M |
| Future Financial Wealth Managment LLC | 3.06% | Reduce -4.6% | 115,379 | $4.5M |
| Per Stirling Capital Management, LLC. | 0.58% | Add +0.7% | 113,981 | $4.4M |
| Bryant Woods Investment Advisors, LLC | 1.81% | Add +46.7% | 107,677 | $4.2M |
| Marshall Financial Group, LLC | 0.77% | Add +2.4% | 100,051 | $3.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +67.7% | 94,467 | $3.7M |
| Stifel Financial Corp. | 0.00% | Add +80.9% | 92,541 | $3.6M |
| Perigon Wealth Management, LLC | 0.08% | Reduce -63.7% | 87,446 | $3.4M |
| Dahring | Cusmano LLC | 2.14% | Add +20.3% | 70,782 | $2.8M |
| Lincoln Capital Corp. | 1.01% | Add +2.5% | 67,339 | $2.6M |
| Commons Capital, LLC | 1.93% | Reduce -0.9% | 65,075 | $2.5M |
| SK Wealth Management, LLC | 0.92% | Add +6.3% | 53,755 | $2.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +8.3% | 46,145 | $1.8M |
| Silver Oak Securities, Incorporated | 0.14% | Add +10.6% | 44,460 | $1.7M |
| Centaurus Financial, Inc. | 0.10% | Add +2.0% | 43,452 | $1.7M |
| Signature Estate & Investment Advisors LLC | 0.04% | New | 42,945 | $1.7M |
| MML Investors Services, LLC | 0.00% | Add +273.9% | 41,080 | $1.6M |
| DHK Financial Advisors, Inc. | 0.88% | Reduce -50.0% | 39,299 | $1.5M |
| Carnegie Investment Counsel | 0.03% | New | 38,080 | $1.5M |
| Cerity Partners LLC | 0.00% | Add +0.3% | 37,686 | $1.5M |
| Comprehensive Financial Planning, Inc. | 1.14% | Add +25.1% | 37,364 | $1.5M |
| Cox Capital Mgt LLC | 0.89% | Reduce -2.5% | 33,625 | $1.3M |
| Stephens Inc. | 0.02% | Reduce -3.8% | 30,922 | $1.2M |
| Tobias Financial Advisors, Inc. | 0.17% | New | 24,988 | $972K |
| Benjamin Edwards Inc. | 0.01% | Reduce -20.6% | 24,153 | $939K |
| Comerica Bank | 0.00% | Add +22.2% | 17,753 | $690K |
| Prospera Financial Services Inc | 0.01% | Reduce -80.5% | 17,002 | $661K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -85.0% | 16,825 | $654K |
| 4J Wealth Management LLC | 0.41% | Add +63.4% | 15,573 | $606K |
| Cozad Asset Management Inc. | 0.05% | Add +66.1% | 15,119 | $588K |
| Beacon Financial Group | 0.06% | Reduce -5.8% | 14,767 | $574K |
| Jane Street Group, LLC | 0.00% | Reduce -51.1% | 14,494 | $564K |
| Savvy Advisors, Inc. | 0.03% | New | 12,945 | $503K |
| Goldman Sachs Group Inc. | 0.00% | New | 10,884 | $423K |
| Gryphon Financial Partners LLC | 0.05% | Add +6.3% | 10,505 | $409K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 10,281 | $400K |
| First Heartland Consultants, Inc. | 0.03% | New | 10,094 | $393K |
| Berger Financial Group, Inc | 0.02% | Reduce -10.4% | 9,347 | $364K |
| True Vision MN LLC | 0.20% | New | 9,304 | $362K |
| Welch Group, LLC | 0.01% | New | 9,238 | $359K |
| Advisory Services Network, LLC | 0.00% | New | 6,818 | $271K |
| OMNI 360 Wealth, Inc. | 0.16% | Add +1.5% | 6,660 | $259K |
| Cary Street Partners Financial LLC | 0.01% | New | 6,564 | $255K |
| Sterling Investment Advisors, Ltd. | 0.05% | No change | 6,300 | $245K |
| Citadel Advisors | 0.00% | New | 6,071 | $236K |
| Integrated Wealth Concepts LLC | 0.00% | New | 5,520 | $215K |
| CWA Asset Management Group, LLC | 0.01% | Reduce -82.3% | 5,326 | $207K |
| Bank of America Corp. | 0.00% | Add +133.3% | 5,288 | $206K |
| CIBC Private Wealth Group LLC | 0.00% | New | 4,172 | $162K |
| Financial Connections Group, Inc. | 0.06% | No change | 3,741 | $145K |
| AE Wealth Management LLC | 0.00% | New | 3,362 | $131K |
| CoreCap Advisors, LLC | 0.00% | New | 2,003 | $78K |
| Principal Securities, Inc. | 0.00% | New | 1,990 | $77K |
| Qube Research & Technologies Ltd | 0.00% | New | 1,726 | $67K |
| United Community Bank | 0.02% | New | 1,500 | $58K |
| Raymond James Financial Inc. | 0.00% | New | 1,318 | $51K |
| Osaic Holdings, Inc. | 0.00% | Add +498.0% | 1,196 | $47K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -44.4% | 625 | $24K |
| Wells Fargo & Company | 0.00% | Reduce -89.6% | 226 | $9K |
| Global Retirement Partners, LLC | 0.00% | — | 140 | $5K |
| First Horizon Advisors, Inc. | 0.00% | New | 123 | $5K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 120 | $5K |
| N.E.W. Advisory Services LLC | 0.00% | Reduce -96.9% | 100 | $4K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 91 | $4K |
| Nvwm, LLC | 0.00% | No change | 65 | $3K |
| Parallel Advisors, LLC | 0.00% | New | 55 | $2K |
| IFP Advisors, Inc | 0.00% | New | 43 | $2K |
| UBS Group AG | 0.00% | New | 38 | $1K |
"% 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.