T Rowe Price US Eqy ResearchTSPAETF

13F holders, Q4 2025 (December 31)
123holders +10
12new positions
6sold out
1famous investor
$42.78avg. 13F price*

At the end of Q4 2025, 123 institutions reported holding T Rowe Price US Eqy Research (TSPA) in their 13F filings, up 10 from Q3 2025. 12 opened new positions and 6 sold out. The largest holders were National Pension Service ($407.0M), M&T Bank Corp ($252.6M) and Morgan Stanley ($163.5M). 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions12$5.5M
Exits6$1.8M

All 13F filers, Q3 2025 → Q4 2025: 2,078,137 shares bought and 1,394,734 shares sold, net +683,403 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 123 holders

National Pension Service 0.30% No change 9,513,375 $407.0M
M&T Bank Corp 0.81% Add +1.4% 5,903,654 $252.6M
Morgan Stanley 0.01% Add +1.3% 3,821,023 $163.5M
Allworth Financial LP 0.59% Add +1.1% 3,366,745 $144.0M
Forvis Mazars Wealth Advisors, LLC 1.86% Add +23.5% 2,296,981 $98.3M
Provident Wealth Management, LLC 17.51% Add +0.8% 1,382,146 $59.1M
Envestnet Asset Management Inc. 0.01% Add +0.5% 983,483 $42.1M
Fort Washington Investment Advisors Inc. 0.18% Add +11.9% 807,883 $34.6M
First National Trust Co 1.14% Reduce -0.9% 800,775 $34.3M
Alpha Financial Advisors, LLC 10.11% Add +5.3% 772,836 $33.1M
Cetera Investment Advisers 0.03% Add +12.3% 682,264 $29.2M
Prodigy Asset Management LLC 10.23% Add +4.3% 681,406 $29.2M
T. Rowe Price Associates Inc. 0.00% Add +45.4% 648,407 $27.7M
Northwestern Mutual Wealth Management Co. 0.02% Reduce -65.0% 625,871 $26.8M
Captrust Financial Advisors 0.05% Reduce -3.5% 585,318 $25.0M
Geneos Wealth Management Inc. 0.52% Add +3.7% 496,630 $21.2M
Frontier Asset Management, LLC 4.54% Add +2.4% 457,906 $19.6M
Kestra Advisory Services, LLC 0.07% Add +6.9% 390,734 $16.7M
Eaton Financial Holdings Company, LLC 4.43% Add +1.5% 385,664 $16.5M
Exchange Traded Concepts, LLC 0.12% Add +2.0% 338,886 $14.5M
HighTower Advisors, LLC 0.02% Add +69.2% 331,383 $14.2M
NBZ Investment Advisors LLC 5.91% Add +8.1% 316,564 $13.5M
JPMorgan Chase & Co. 0.00% Add +27.7% 312,819 $13.4M
James J. Burns & Company, LLC 1.66% Add +0.5% 280,837 $12.0M
Garden State Investment Advisory Services LLC 2.76% Add +30.3% 271,178 $11.6M
Perigon Wealth Management, LLC 0.19% Add +38.3% 247,858 $10.6M
Stifel Financial Corp. 0.01% Add +32.6% 235,070 $10.1M
Jones Financial Companies LLLP 0.01% Add +35.5% 230,815 $9.9M
Capital Analysts, LLC 0.27% Add +5.2% 225,402 $9.6M
Sanctuary Advisors, LLC 0.05% Reduce -7.6% 214,799 $9.2M
Strategic Blueprint, LLC 0.54% Add +21.0% 213,773 $9.1M
Cambridge Investment Research Advisors, Inc. 0.02% Add +4.4% 207,682 $8.9M
Atria Investments, Inc 0.10% Reduce -9.1% 202,311 $8.7M
Independent Financial Group, LLC 0.19% Add +11.5% 202,264 $8.7M
Rollins Financial Advisors, LLC 1.12% Reduce -6.0% 178,028 $7.6M
N.E.W. Advisory Services LLC 0.55% Add +564.3% 174,154 $7.5M
Menora Mivtachim Holdings LTD. 0.03% Add +9.4% 173,675 $7.4M
Commonwealth Equity Services, LLC 0.01% Add +5.7% 138,089 $5.9M
Rogco, LP 1.93% Add +1.4% 136,204 $5.8M
Bryant Woods Investment Advisors, LLC 2.21% Add +8.3% 133,184 $5.7M
Marshall Financial Group, LLC 0.95% Add +12.2% 114,010 $4.9M
Future Financial Wealth Managment LLC 3.27% Reduce -0.9% 114,525 $4.9M
Wealth Enhancement Advisory Services, LLC 0.00% Add +13.8% 78,856 $3.4M
Dahring | Cusmano LLC 2.38% Add +4.3% 79,956 $3.4M
Signature Estate & Investment Advisors LLC 0.07% Add +0.6% 76,712 $3.3M
Lincoln Capital Corp. 1.05% Add +0.9% 69,313 $3.0M
Platt Wealth Management LLC 2.90% — 68,431 $2.9M
Hopwood Financial Services, Inc. 2.06% Add +9.4% 68,237 $2.9M
United Capital Financial Advisors, LLC 0.01% New 55,955 $2.4M
MML Investors Services, LLC 0.01% Add +2.6% 48,276 $2.1M
Silver Oak Securities, Incorporated 0.13% Reduce -0.7% 46,336 $2.0M
4J Wealth Management LLC 1.13% Add +1.4% 46,146 $2.0M
Centaurus Financial, Inc. 0.09% Add +5.0% 45,858 $2.0M
Stephens Inc. 0.02% Add +11.8% 41,977 $1.8M
Comprehensive Financial Planning, Inc. 1.15% Add +2.4% 40,610 $1.7M
Cerity Partners LLC 0.00% Add +7.0% 40,330 $1.7M
Carnegie Investment Counsel 0.03% Reduce -0.8% 37,850 $1.6M
Cox Capital Mgt LLC 0.94% Add +0.0% 34,795 $1.5M
Citadel Advisors 0.00% Add +22.8% 31,812 $1.4M
Integrity Alliance, Llc. 0.05% New 31,004 $1.3M
LPL Financial LLC 0.00% Add +67.6% 28,962 $1.2M
Raymond James Financial Inc. 0.00% Add +1.4% 25,749 $1.1M
Tobias Financial Advisors, Inc. 0.15% No change 25,346 $1.1M
Benjamin Edwards Inc. 0.01% Add +13.0% 25,228 $1.1M
Skyview Financial Group LLC 1.10% — 24,883 $1.1M
Prospera Financial Services Inc 0.01% Add +5.1% 21,316 $913K
Goldman Sachs Group Inc. 0.00% Reduce -4.2% 20,525 $878K
Bank of America Corp. 0.00% Add +29.4% 17,496 $748K
Cozad Asset Management Inc. 0.06% Add +12.4% 16,996 $727K
Comerica Bank 0.00% Reduce -4.6% 16,850 $721K
SK Wealth Management, LLC 0.19% Reduce -63.3% 15,780 $690K
Beacon Financial Group 0.06% Add +0.1% 14,766 $632K
2UniFi Bank 0.26% Add +101.7% 12,672 $542K
Aptus Capital Advisors, LLC 0.00% New 12,608 $539K
Gryphon Financial Partners LLC 0.05% Add +3.0% 11,217 $480K
True Vision MN LLC 0.24% Reduce -3.0% 10,841 $464K
Susquehanna International Group, LLP 0.00% Add +27.4% 9,722 $416K
CWA Asset Management Group, LLC 0.01% Reduce -33.5% 9,410 $403K
Welch Group, LLC 0.02% No change 9,238 $395K
Berger Financial Group, Inc 0.02% Reduce -3.8% 8,991 $385K
Ducere Wealth Management LLC 0.14% — 8,646 $370K
Sterling Investment Advisors, Ltd. 0.07% New 8,500 $364K
Advisory Services Network, LLC 0.01% Add +18.2% 8,466 $362K
First Heartland Consultants, Inc. 0.03% Reduce -21.3% 7,850 $336K
Osaic Holdings, Inc. 0.00% Add +9.1% 7,783 $333K
Farther Finance Advisors, LLC 0.00% Reduce -35.5% 7,759 $332K
Envestnet Portfolio Solutions, Inc. 0.00% Add +2.6% 7,382 $316K
Savvy Advisors, Inc. 0.01% Reduce -63.5% 6,754 $289K
Cary Street Partners Financial LLC 0.01% No change 6,564 $281K
UBS Group AG 0.00% Add +479.4% 6,454 $276K
Commons Capital, LLC 0.19% Reduce -90.5% 6,220 $266K
Alvarez & Marsal Private Wealth Partners, LLC 0.05% — 6,089 $260K
OMNI 360 Wealth, Inc. 0.13% No change 5,660 $245K
Focus Partners Advisor Solutions, LLC 0.00% New 5,660 $242K
MainStreet Investment Advisors LLC 0.03% Reduce -24.9% 5,565 $238K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -1.8% 5,565 $238K
Corient Private Wealth LP 0.00% New 5,326 $229K
B. Riley Wealth Advisors, Inc. 0.01% Add +0.1% 4,929 $211K
Qube Research & Technologies Ltd 0.00% Add +90.6% 4,709 $201K
CIBC Private Wealth Group LLC 0.00% No change 4,172 $178K
Royal Bank of Canada 0.00% Add +585.2% 4,111 $176K
MidAtlantic Capital Management, Inc. 0.11% New 3,895 $167K
Financial Connections Group, Inc. 0.06% No change 3,741 $160K
Wells Fargo & Company 0.00% Add +45.8% 3,470 $148K
AE Wealth Management LLC 0.00% Add +14.6% 3,377 $144K
PNC Financial Services Group, Inc. 0.00% New 3,372 $144K
CoreCap Advisors, LLC 0.00% Add +0.1% 2,608 $112K
Capital Investment Advisory Services, LLC 0.00% Add +116.0% 1,350 $58K
JFS Wealth Advisors, LLC 0.00% Add +61.2% 1,064 $46K
Carolina Wealth Advisors, LLC 0.02% New 1,032 $44K
Fifth Third Bancorp 0.00% Add +2895.8% 719 $31K
Wilmington Savings Fund Society, FSB 0.00% New 699 $30K
Global Retirement Partners, LLC 0.00% Add +0.6% 493 $21K
Hantz Financial Services, Inc. 0.00% No change 260 $11K
Larson Financial Group LLC 0.00% No change 216 $9K
IFP Advisors, Inc 0.00% No change 115 $5K
US Bancorp \de 0.00% New 101 $4K
Vermillion & White Wealth Management Group, LLC 0.00% No change 91 $4K
JNBA Financial Advisors 0.00% Add +1042.9% 80 $3K
PFS Partners, LLC 0.00% New 65 $3K
Nvwm, LLC 0.00% No change 65 $3K
Parallel Advisors, LLC 0.00% No change 55 $2K
Cape Investment Advisory, Inc. 0.00% No change 50 $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.