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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
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

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
WG
Watchman Group Plano, Texas $413M AUM 16.38% 1-Year Est. Return

Atria Investments's TMSL Position: Q1 2026 in Review

Atria Investments increased its T. Rowe Price Small-Mid Cap ETF (TMSL) stake by 201% in Q1 2026, buying an estimated $3.11M and bringing the position to 123,190 shares worth $4.52M. The position accounts for 0.05% of the portfolio, ranked #403.

Atria Investments first reported a position in TMSL in Q4 2024 and has held it in 6 quarters since. 151 funds tracked by Wall St. Rank hold TMSL as of Q1 2026.

  • Atria Investments held 123,190 shares of T. Rowe Price Small-Mid Cap ETF worth $4.52M as of Q1 2026.
  • Atria Investments bought 82,238 T. Rowe Price Small-Mid Cap ETF shares in Q1 2026, an estimated $3.11M.
  • T. Rowe Price Small-Mid Cap ETF made up 0.05% of Atria Investments's portfolio in Q1 2026, its #403 holding.
  • Atria Investments first reported a position in T. Rowe Price Small-Mid Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • 151 funds tracked by Wall St. Rank held T. Rowe Price Small-Mid Cap ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.