T Rowe Price US Eqy ResearchTSPAETF

13F holders, Q3 2025 (September 30)
113holders +11
19new positions
5sold out
1famous investor
$41.91avg. 13F price*

At the end of Q3 2025, 113 institutions reported holding T Rowe Price US Eqy Research (TSPA) in their 13F filings, up 11 from Q2 2025. 19 opened new positions and 5 sold out. The largest holders were National Pension Service ($398.7M), M&T Bank Corp ($244.1M) and Morgan Stanley ($158.1M). 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

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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions19$42.0M
Exits5$11.8M

All 13F filers, Q2 2025 → Q3 2025: 3,655,806 shares bought and 713,635 shares sold, net +2,942,171 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 113 holders

National Pension Service 0.31% No change 9,513,375 $398.7M
M&T Bank Corp 0.82% Add +2.4% 5,824,182 $244.1M
Morgan Stanley 0.01% Reduce -7.5% 3,772,817 $158.1M
Allworth Financial LP 0.62% Add +1.8% 3,329,644 $139.5M
Forvis Mazars Wealth Advisors, LLC 1.55% Add +25.9% 1,859,262 $77.9M
Northwestern Mutual Wealth Management Co. 0.05% Add +24.0% 1,785,415 $74.8M
Provident Wealth Management, LLC 17.38% Reduce -0.2% 1,370,892 $57.5M
Envestnet Asset Management Inc. 0.01% Add +31.8% 978,828 $41.0M
First National Trust Co 1.16% Reduce -2.6% 807,847 $33.9M
Alpha Financial Advisors, LLC 10.83% Add +2.3% 734,151 $30.8M
Fort Washington Investment Advisors Inc. 0.16% New 722,076 $30.3M
Prodigy Asset Management LLC 12.36% Add +1.6% 653,122 $27.4M
Cetera Investment Advisers 0.03% Add +73.6% 607,279 $25.5M
Captrust Financial Advisors 0.05% Reduce -1.9% 606,430 $25.4M
Geneos Wealth Management Inc. 0.51% Add +2.1% 478,894 $20.1M
Frontier Asset Management, LLC 4.68% Add +44.9% 447,393 $18.8M
T. Rowe Price Associates Inc. 0.00% Add +24.2% 446,058 $18.7M
Eaton Financial Holdings Company, LLC 4.49% Reduce -6.0% 380,070 $15.9M
Kestra Advisory Services, LLC 0.07% Add +6.1% 365,657 $15.3M
Exchange Traded Concepts, LLC 0.13% Reduce -0.5% 332,142 $13.9M
NBZ Investment Advisors LLC 6.43% Add +30.3% 292,950 $12.3M
James J. Burns & Company, LLC 1.75% Add +1.4% 279,538 $11.7M
JPMorgan Chase & Co. 0.00% Add +70.9% 245,010 $10.3M
Sanctuary Advisors, LLC 0.06% Add +17.5% 232,484 $9.7M
Atria Investments, Inc 0.11% Add +17.0% 222,573 $9.3M
Capital Analysts, LLC 0.26% Add +25.0% 214,221 $9.0M
Garden State Investment Advisory Services LLC 2.21% Add +4.7% 208,142 $8.7M
Cambridge Investment Research Advisors, Inc. 0.02% Add +49.4% 198,995 $8.3M
HighTower Advisors, LLC 0.01% Add +21.4% 195,866 $8.2M
Rollins Financial Advisors, LLC 1.20% Reduce -3.8% 189,443 $7.9M
Independent Financial Group, LLC 0.18% Reduce -2.8% 181,457 $7.6M
Perigon Wealth Management, LLC 0.15% Add +104.9% 179,206 $7.5M
Stifel Financial Corp. 0.01% Add +91.6% 177,330 $7.4M
Strategic Blueprint, LLC 0.32% Add +39.7% 176,624 $7.4M
Jones Financial Companies LLLP 0.00% Add +36.4% 170,290 $7.1M
Menora Mivtachim Holdings LTD. 0.03% Reduce -3.3% 158,733 $6.7M
Rogco, LP 1.98% New 134,343 $5.6M
Commonwealth Equity Services, LLC 0.01% Add +38.3% 130,636 $5.5M
Bryant Woods Investment Advisors, LLC 2.02% Add +14.3% 123,021 $5.2M
Future Financial Wealth Managment LLC 3.05% Add +0.1% 115,514 $4.8M
Marshall Financial Group, LLC 0.83% Add +1.6% 101,650 $4.3M
Dahring | Cusmano LLC 2.32% Add +8.3% 76,689 $3.2M
Signature Estate & Investment Advisors LLC 0.07% Add +77.7% 76,296 $3.2M
Wealth Enhancement Advisory Services, LLC 0.00% Add +50.2% 69,298 $2.9M
Lincoln Capital Corp. 1.04% Add +2.0% 68,678 $2.9M
Commons Capital, LLC 1.84% Add +0.6% 65,454 $2.7M
Hopwood Financial Services, Inc. 1.75% New 62,361 $2.6M
MML Investors Services, LLC 0.01% Add +14.5% 47,054 $2.0M
Silver Oak Securities, Incorporated 0.15% Add +4.9% 46,639 $2.0M
4J Wealth Management LLC 1.12% Add +192.4% 45,532 $1.9M
Centaurus Financial, Inc. 0.09% Add +0.5% 43,675 $1.8M
SK Wealth Management, LLC 0.68% Reduce -19.9% 43,035 $1.8M
Comprehensive Financial Planning, Inc. 1.14% Add +6.2% 39,677 $1.7M
Carnegie Investment Counsel 0.03% Add +0.2% 38,170 $1.6M
Cerity Partners LLC 0.00% No change 37,686 $1.6M
Stephens Inc. 0.02% Add +21.4% 37,549 $1.6M
Cox Capital Mgt LLC 0.95% Add +3.4% 34,780 $1.5M
N.E.W. Advisory Services LLC 0.10% Add +26118.0% 26,218 $1.1M
Citadel Advisors 0.00% Add +326.8% 25,910 $1.1M
Raymond James Financial Inc. 0.00% Add +1825.9% 25,383 $1.1M
Tobias Financial Advisors, Inc. 0.16% Add +1.4% 25,346 $1.1M
Benjamin Edwards Inc. 0.01% Reduce -7.5% 22,331 $936K
Goldman Sachs Group Inc. 0.00% Add +96.8% 21,421 $898K
Prospera Financial Services Inc 0.01% Add +19.3% 20,280 $850K
Flow Traders U.S. LLC 0.03% New 20,017 $839K
Savvy Advisors, Inc. 0.04% Add +43.0% 18,518 $776K
Comerica Bank 0.00% Reduce -0.5% 17,657 $740K
LPL Financial LLC 0.00% New 17,276 $724K
Cozad Asset Management Inc. 0.05% No change 15,119 $634K
Beacon Financial Group 0.06% Reduce -0.1% 14,757 $618K
CWA Asset Management Group, LLC 0.02% Add +165.7% 14,149 $593K
Bank of America Corp. 0.00% Add +155.7% 13,519 $567K
Farther Finance Advisors, LLC 0.01% Reduce -28.5% 12,028 $504K
True Vision MN LLC 0.24% Add +20.1% 11,179 $469K
Gryphon Financial Partners LLC 0.05% Add +3.6% 10,887 $456K
First Heartland Consultants, Inc. 0.03% Reduce -1.1% 9,978 $418K
Berger Financial Group, Inc 0.02% No change 9,347 $392K
Welch Group, LLC 0.02% No change 9,238 $387K
Susquehanna International Group, LLP 0.00% New 7,633 $320K
MainStreet Investment Advisors LLC 0.04% New 7,415 $311K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -30.0% 7,194 $302K
Advisory Services Network, LLC 0.00% Add +5.0% 7,160 $300K
Osaic Holdings, Inc. 0.00% Add +496.5% 7,134 $299K
Integrated Wealth Concepts LLC 0.00% Add +27.3% 7,024 $294K
Cary Street Partners Financial LLC 0.01% No change 6,564 $275K
2UniFi Bank 0.13% New 6,284 $263K
Creative Planning 0.00% New 5,926 $248K
MassMutual Private Wealth & Trust, FSB 0.01% New 5,665 $237K
OMNI 360 Wealth, Inc. 0.13% Reduce -15.0% 5,660 $237K
HRT Financial LP 0.00% New 5,421 $227K
B. Riley Wealth Advisors, Inc. 0.01% New 4,923 $206K
CIBC Private Wealth Group LLC 0.00% No change 4,172 $175K
Financial Connections Group, Inc. 0.06% No change 3,741 $156K
Principal Securities, Inc. 0.00% Add +53.1% 3,046 $128K
AE Wealth Management LLC 0.00% Reduce -12.3% 2,948 $124K
CoreCap Advisors, LLC 0.00% Add +30.1% 2,605 $109K
Qube Research & Technologies Ltd 0.00% Add +43.2% 2,471 $104K
Wells Fargo & Company 0.00% Add +953.1% 2,380 $100K
UBS Group AG 0.00% Add +2831.6% 1,114 $47K
Clear Investment Research, LLC 0.05% New 862 $36K
JFS Wealth Advisors, LLC 0.00% New 660 $28K
Capital Investment Advisory Services, LLC 0.00% No change 625 $26K
Royal Bank of Canada 0.00% New 600 $25K
Global Retirement Partners, LLC 0.00% Add +250.0% 490 $21K
Hantz Financial Services, Inc. 0.00% New 260 $11K
Larson Financial Group LLC 0.00% New 216 $9K
IFP Advisors, Inc 0.00% Add +167.4% 115 $5K
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% No change 55 $2K
Cape Investment Advisory, Inc. 0.00% Reduce -58.3% 50 $2K
Fifth Third Bancorp 0.00% New 24 $1K
JNBA Financial Advisors 0.00% New 7 $294

"% 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.