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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
Q2 		$415K Hold
8,739
– – 0.03% 360
2026
Q1 		$357K Buy
+8,739
New +$373K 0.03% 388

Other funds holding TSPA

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
National Pension Service
National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $155B AUM 42.54% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
PWM
Provident Wealth Management Brentwood, Tennessee $388M AUM 20.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Advisor OS's TSPA Position: Q2 2026 in Review

Advisor OS held its T. Rowe Price US Equity Research ETF (TSPA) position steady in Q2 2026 at 8,739 shares worth $415K. The position accounts for 0.03% of the portfolio, ranked #360.

Advisor OS first reported a position in TSPA in Q1 2026 and has held it in 2 quarters since. 138 funds tracked by Wall St. Rank hold TSPA as of Q2 2026.

  • Advisor OS held 8,739 shares of T. Rowe Price US Equity Research ETF worth $415K as of Q2 2026.
  • Advisor OS left its T. Rowe Price US Equity Research ETF share count unchanged in Q2 2026.
  • T. Rowe Price US Equity Research ETF made up 0.03% of Advisor OS's portfolio in Q2 2026, its #360 holding.
  • Advisor OS first reported a position in T. Rowe Price US Equity Research ETF in Q1 2026 and has held it in 2 quarters since.
  • 138 funds tracked by Wall St. Rank held T. Rowe Price US Equity Research ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.