Evid Invest
Who owns TSPAWhat TSPA owns — n/a

Who owns T. Rowe Price U.S. Equity Research ETF?

Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.

Institutional ownership of TSPA from SEC Form 13F filings across 137 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

As of the 2026-06-30 reporting period, 137 institutions disclosed 72.3M shares of T. Rowe Price U.S. Equity Research ETF worth $3.43B — about 157.2% of shares outstanding; the largest disclosed holder is JPMORGAN CHASE & CO. Source: SEC Form 13F filings, parsed by EvidInvest.

137

13F holders

$3.43B

value, 2026 filers

157.2%

of shares outstanding (72.3M sh)

32

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of TSPA's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1JPMORGAN CHASE & CO10.5M$492.8M0.0%22.8%+2986.4%
2National Pension Service9.5M$452.2M0.3%20.7%0.0%
3CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW9.1M$431.3M0.1%19.7%new
4LPL Financial LLC8.7M$413.5M0.1%18.9%+70982.6%
5M&T Bank Corp5.9M$281.9M0.8%12.9%+4.2%
6MORGAN STANLEY3.7M$178.1M0.0%8.1%-0.3%
7Forvis Mazars Wealth Advisors, LLC3.0M$144.6M2.4%6.6%+12.7%
8Allworth Financial LP2.5M$119.3M0.5%5.5%-25.9%
9Provident Wealth Management, LLC1.3M$64.1M16.5%2.9%-1.6%
10ENVESTNET ASSET MANAGEMENT INC1.3M$61.4M0.0%2.8%+24.9%
11FORT WASHINGTON INVESTMENT ADVISORS INC /OH/1.2M$58.6M0.3%2.7%+36.6%
12Alpha Financial Advisors, LLC814,490$38.7M10.1%1.8%+1.3%
13NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO802,773$38.2M0.0%1.7%+11.7%
14Frontier Asset Management, LLC774,615$36.8M6.6%1.7%+61.1%
15KICKSTAND VENTURES, LLC.NEW763,165$36.3M6.6%1.7%new
16Cetera Investment Advisers742,214$35.3M0.0%1.6%-1.5%
17First National Trust Co733,528$34.9M1.2%1.6%-3.0%
18Prodigy Asset Management LLC708,088$33.7M10.1%1.5%+0.8%
19Kestra Advisory Services, LLC684,742$32.5M0.1%1.5%+222.6%
20PRICE T ROWE ASSOCIATES INC /MD/651,985$31.0M0.0%1.4%+0.6%
21CAPTRUST FINANCIAL ADVISORS598,965$28.5M0.0%1.3%+1.8%
22Geneos Wealth Management Inc.497,990$23.7M0.5%1.1%-0.2%
23HighTower Advisors, LLC443,468$21.1M0.0%1%+14.1%
24EXCHANGE TRADED CONCEPTS, LLC443,420$21.1M0.1%1%+7.9%
25Garden State Investment Advisory Services LLC403,001$19.2M3.5%0.9%+22.8%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.