T Rowe Price US Eqy ResearchTSPAETF

13F holders, Q1 2026 (March 31)
119holders −4
13new positions
13sold out
$40.89avg. 13F price*

At the end of Q1 2026, 119 institutions reported holding T Rowe Price US Eqy Research (TSPA) in their 13F filings, down 4 from Q4 2025. 13 opened new positions and 13 sold out. The largest holders were National Pension Service ($389.1M), M&T Bank Corp ($242.3M) and Morgan Stanley ($153.7M).

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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions13$2.9M
Exits13$3.7M

All 13F filers, Q4 2025 → Q1 2026: 1,819,414 shares bought and 681,525 shares sold, net +1,137,889 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 119 holders

National Pension Service 0.30% No change 9,513,375 $389.1M
M&T Bank Corp 0.79% Add +0.3% 5,923,930 $242.3M
Morgan Stanley 0.01% Reduce -1.7% 3,756,909 $153.7M
Allworth Financial LP 0.56% Add +0.6% 3,386,812 $138.5M
Forvis Mazars Wealth Advisors, LLC 2.10% Add +17.6% 2,700,185 $110.4M
Provident Wealth Management, LLC 16.96% Reduce -0.8% 1,371,224 $56.1M
Envestnet Asset Management Inc. 0.01% Add +5.3% 1,035,498 $42.4M
Fort Washington Investment Advisors Inc. 0.20% Add +11.7% 902,637 $36.9M
Alpha Financial Advisors, LLC 10.08% Add +4.0% 804,003 $32.9M
First National Trust Co 1.05% Reduce -5.5% 756,516 $30.9M
Cetera Investment Advisers 0.03% Add +10.4% 753,355 $30.8M
Northwestern Mutual Wealth Management Co. 0.02% Add +14.8% 718,421 $29.4M
Prodigy Asset Management LLC 9.60% Add +3.1% 702,698 $28.7M
T. Rowe Price Associates Inc. 0.00% No change 648,407 $26.5M
Captrust Financial Advisors 0.04% Add +0.5% 588,374 $24.1M
Geneos Wealth Management Inc. 0.47% Add +0.4% 498,791 $20.4M
Frontier Asset Management, LLC 4.12% Add +5.0% 480,744 $19.7M
Exchange Traded Concepts, LLC 0.13% Add +21.3% 410,892 $16.8M
HighTower Advisors, LLC 0.02% Add +17.3% 388,775 $15.9M
Eaton Financial Holdings Company, LLC 5.10% Reduce -1.3% 380,766 $15.6M
Cambridge Investment Research Advisors, Inc. 0.04% Add +70.0% 352,976 $14.4M
N.E.W. Advisory Services LLC 1.04% Add +94.7% 339,094 $13.9M
NBZ Investment Advisors LLC 6.00% Add +5.9% 335,256 $13.7M
JPMorgan Chase & Co. 0.00% Add +8.6% 339,612 $13.5M
Garden State Investment Advisory Services LLC 3.21% Add +21.0% 328,097 $13.4M
Jones Financial Companies LLLP 0.01% Add +30.9% 302,212 $12.1M
Stifel Financial Corp. 0.01% Add +24.4% 292,506 $12.0M
James J. Burns & Company, LLC 1.55% Reduce -0.5% 279,461 $11.4M
Perigon Wealth Management, LLC 0.20% Add +6.0% 262,700 $10.7M
Capital Analysts, LLC 0.27% Add +10.3% 248,724 $10.2M
Strategic Blueprint, LLC 0.55% Add +8.1% 231,150 $9.5M
Kestra Advisory Services, LLC 0.03% Reduce -45.7% 212,249 $8.7M
Sanctuary Advisors, LLC 0.05% Reduce -1.3% 212,080 $8.7M
Menora Mivtachim Holdings LTD. 0.04% Add +21.0% 210,215 $8.6M
Independent Financial Group, LLC 0.19% Add +2.1% 206,497 $8.4M
Rollins Financial Advisors, LLC 1.18% Add +2.8% 182,989 $7.5M
Bryant Woods Investment Advisors, LLC 2.23% Add +11.5% 148,453 $6.1M
Rogco, LP 2.02% Add +8.4% 147,685 $6.0M
Commonwealth Equity Services, LLC 0.01% Add +0.8% 139,227 $5.7M
Future Financial Wealth Managment LLC 3.42% Add +4.5% 119,727 $5.3M
Marshall Financial Group, LLC 0.74% Reduce -1.2% 112,670 $4.6M
Hopwood Financial Services, Inc. 2.54% Add +35.3% 92,350 $3.8M
Dahring | Cusmano LLC 2.03% Add +1.1% 80,822 $3.3M
Signature Estate & Investment Advisors LLC 0.06% Add +1.5% 77,853 $3.2M
Lincoln Capital Corp. 1.06% Add +1.4% 70,275 $2.9M
Platt Wealth Management LLC 2.70% Reduce -1.1% 67,714 $2.8M
MML Investors Services, LLC 0.01% Add +36.1% 65,690 $2.7M
Silver Oak Securities, Incorporated 0.16% Add +15.5% 53,531 $2.2M
Centaurus Financial, Inc. 0.09% Add +6.0% 48,593 $2.0M
United Capital Financial Advisors, LLC 0.01% Reduce -17.4% 46,215 $1.9M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -44.9% 43,447 $1.8M
4J Wealth Management LLC 1.00% Reduce -7.1% 42,864 $1.8M
Comprehensive Financial Planning, Inc. 1.18% Add +2.8% 41,754 $1.7M
Stephens Inc. 0.02% Reduce -7.2% 38,954 $1.6M
Carnegie Investment Counsel 0.03% Add +1.4% 38,385 $1.6M
Cerity Partners LLC 0.00% Reduce -6.5% 37,687 $1.5M
Cox Capital Mgt LLC 0.96% Add +1.7% 35,389 $1.4M
Integrity Alliance, Llc. 0.04% Reduce -7.2% 28,773 $1.2M
Prospera Financial Services Inc 0.02% Add +33.2% 28,393 $1.2M
Benjamin Edwards Inc. 0.01% Add +11.8% 28,204 $1.2M
Cozad Asset Management Inc. 0.09% Add +62.4% 27,608 $1.1M
Raymond James Financial Inc. 0.00% Add +0.7% 25,936 $1.1M
Tobias Financial Advisors, Inc. 0.14% No change 25,346 $1.0M
Atria Investments, Inc 0.01% Reduce -89.1% 22,120 $905K
Fifth Third Bancorp 0.00% Add +2278.3% 17,100 $699K
Asset One Wealth Management LLC 0.07% New 13,933 $620K
Beacon Financial Group 0.06% No change 14,766 $604K
Osaic Holdings, Inc. 0.00% Add +87.6% 14,598 $597K
Gryphon Financial Partners LLC 0.05% Add +14.3% 12,817 $524K
2UniFi Bank 0.25% Add +0.8% 12,767 $522K
Natixis Advisors, LLC 0.00% New 12,495 $511K
LPL Financial LLC 0.00% Reduce -57.7% 12,238 $501K
First Heartland Consultants, Inc. 0.04% Add +53.9% 12,084 $494K
True Vision MN LLC 0.22% Reduce -3.6% 10,453 $428K
Advisory Services Network, LLC 0.01% Add +21.2% 10,259 $420K
Integrated Wealth Concepts LLC 0.00% New 9,751 $399K
SK Wealth Management, LLC 0.11% Reduce -39.5% 9,539 $396K
Susquehanna International Group, LLP 0.00% Reduce -1.4% 9,582 $392K
Welch Group, LLC 0.01% No change 9,238 $378K
Berger Financial Group, Inc 0.02% No change 8,991 $368K
Sterling Investment Advisors, Ltd. 0.07% Add +5.6% 8,975 $367K
Advisor OS, LLC 0.03% New 8,739 $357K
Ducere Wealth Management LLC 0.14% No change 8,646 $354K
Farther Finance Advisors, LLC 0.00% Add +9.8% 8,523 $352K
Bank of America Corp. 0.00% Reduce -51.5% 8,490 $347K
Envestnet Portfolio Solutions, Inc. 0.00% Add +5.6% 7,796 $319K
Aptus Capital Advisors, LLC 0.00% Reduce -43.5% 7,117 $291K
CWA Asset Management Group, LLC 0.01% Reduce -27.5% 6,826 $279K
Savvy Advisors, Inc. 0.01% No change 6,754 $276K
Cary Street Partners Financial LLC 0.01% No change 6,564 $268K
Mercer Global Advisors Inc. 0.00% New 6,400 $262K
Alvarez & Marsal Private Wealth Partners, LLC 0.04% No change 6,089 $249K
Focus Partners Advisor Solutions, LLC 0.00% Add +2.1% 5,779 $236K
OMNI 360 Wealth, Inc. 0.12% Add +0.7% 5,700 $233K
MainStreet Investment Advisors LLC 0.03% Reduce -1.8% 5,465 $224K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -1.8% 5,465 $224K
Midwest Trust Co 0.00% New 4,932 $202K
Harbour Investments, Inc. 0.00% New 4,541 $186K
Financial Connections Group, Inc. 0.05% No change 3,741 $153K
AE Wealth Management LLC 0.00% Reduce -13.6% 2,918 $119K
Mascoma Wealth Management LLC 0.02% New 2,644 $108K
CoreCap Advisors, LLC 0.00% Add +1.0% 2,633 $108K
Twin Peaks Wealth Advisors, LLC 0.03% New 2,525 $103K
Capital Investment Advisory Services, LLC 0.01% Add +49.3% 2,015 $82K
Peoples Financial Services Corp. 0.03% New 1,725 $71K
Wells Fargo & Company 0.00% Reduce -59.1% 1,418 $58K
Clear Investment Research, LLC 0.06% New 867 $35K
JFS Wealth Advisors, LLC 0.00% Reduce -38.0% 660 $27K
PNC Financial Services Group, Inc. 0.00% Reduce -84.6% 519 $21K
Royal Bank of Canada 0.00% Reduce -92.2% 320 $13K
Hantz Financial Services, Inc. 0.00% No change 260 $11K
Larson Financial Group LLC 0.00% No change 216 $9K
Cornerstone Planning Group LLC 0.00% New 152 $7K
IFP Advisors, Inc 0.00% No change 115 $5K
JNBA Financial Advisors 0.00% Add +1.3% 81 $3K
PFS Partners, LLC 0.00% No change 65 $3K
Nvwm, LLC 0.00% No change 65 $3K
Parallel Advisors, LLC 0.00% No change 55 $2K
FMR LLC 0.00% New 33 $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.