Atria Investments’s T. Rowe Price Small-Mid Cap ETF TMSL Stock Holding History

Atria Investments’s Portfolio TMSL Stock Details TMSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.32M	Sell	121,324 -1,866	-2%	-$76.2K	0.05%	373
2026 Q1	$4.52M	Buy	123,190 +82,238	+201%	+$3.11M	0.05%	403
2025 Q4	$1.47M	Sell	40,952 -925	-2%	-$32.8K	0.02%	871
2025 Q3	$1.47M	Sell	41,877 -6,457	-13%	-$220K	0.02%	858
2025 Q2	$1.59M	Sell	48,334 -2,038	-4%	-$62.6K	0.02%	823
2025 Q1	$1.54M	Buy	50,372 +1,851	+4%	+$60.1K	0.02%	821
2024 Q4	$1.56M	Buy	+48,521	New	+$1.62M	0.02%	789

Other funds holding TMSL

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Atria Investments's TMSL Position: Q2 2026 in Review

Atria Investments reduced its T. Rowe Price Small-Mid Cap ETF (TMSL) stake by 1.5% in Q2 2026, selling an estimated $76.2K and leaving 121,324 shares worth $5.32M. The position accounts for 0.05% of the portfolio, ranked #373.

Atria Investments first reported a position in TMSL in Q4 2024 and has held it in 7 quarters since. 167 funds tracked by Wall St. Rank hold TMSL as of Q2 2026.

Atria Investments held 121,324 shares of T. Rowe Price Small-Mid Cap ETF worth $5.32M as of Q2 2026.
Atria Investments sold 1,866 T. Rowe Price Small-Mid Cap ETF shares in Q2 2026, an estimated $76.2K.
T. Rowe Price Small-Mid Cap ETF made up 0.05% of Atria Investments's portfolio in Q2 2026, its #373 holding.
Atria Investments first reported a position in T. Rowe Price Small-Mid Cap ETF in Q4 2024 and has held it in 7 quarters since.
167 funds tracked by Wall St. Rank held T. Rowe Price Small-Mid Cap ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.