Advisor OS’s T. Rowe Price US Equity Research ETF TSPA Stock Holding History

Advisor OS’s Portfolio TSPA Stock Details TSPA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$357K	Buy	+8,739	New	+$373K	0.03%	388

Other funds holding TSPA

National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $132B AUM 28.96% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

PWM

Provident Wealth Management Brentwood, Tennessee $331M AUM 15.75% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

AFA

Alpha Financial Advisors Charlotte, North Carolina $326M AUM 15.49% 1-Year Est. Return

FNT

First National Trust Hermitage, Pennsylvania $2.93B AUM 22.18% 1-Year Est. Return

Advisor OS's TSPA Position: Q1 2026 in Review

Advisor OS opened a new position in T. Rowe Price US Equity Research ETF (TSPA) in Q1 2026: 8,739 shares worth $357K. The stake represents 0.03% of the portfolio and ranks #388 among its holdings.

119 funds tracked by Wall St. Rank hold TSPA as of Q1 2026.

Advisor OS held 8,739 shares of T. Rowe Price US Equity Research ETF worth $357K as of Q1 2026.
T. Rowe Price US Equity Research ETF was a new Advisor OS position in Q1 2026.
T. Rowe Price US Equity Research ETF made up 0.03% of Advisor OS's portfolio in Q1 2026, its #388 holding.
119 funds tracked by Wall St. Rank held T. Rowe Price US Equity Research ETF as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.