Envestnet Asset Management
TSPA icon

Envestnet Asset Management’s T. Rowe Price US Equity Research ETF TSPA Stock Holding History

Envestnet Asset Management’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 		$61.4M Buy
1,292,825
+257,327
+25% +$11.8M 0.01% 777
2026
Q1 		$42.4M Buy
1,035,498
+52,015
+5% +$2.22M 0.01% 885
2025
Q4 		$42.1M Buy
983,483
+4,655
+0.5% +$198K 0.01% 825
2025
Q3 		$41M Buy
978,828
+236,149
+32% +$9.52M 0.01% 856
2025
Q2 		$28.9M Buy
742,679
+627,581
+545% +$22.6M 0.01% 1026
2025
Q1 		$4.05M Buy
115,098
+30,608
+36% +$1.13M ﹤0.01% 2277
2024
Q4 		$3.12M Buy
+84,490
New +$3.14M ﹤0.01% 2412

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
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
AF
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Envestnet Asset Management's TSPA Position: Q2 2026 in Review

Envestnet Asset Management increased its T. Rowe Price US Equity Research ETF (TSPA) stake by 25% in Q2 2026, buying an estimated $11.8M and bringing the position to 1,292,825 shares worth $61.4M. The position accounts for 0.01% of the portfolio, ranked #777.

Envestnet Asset Management first reported a position in TSPA in Q4 2024 and has held it in 7 quarters since. 137 funds tracked by Wall St. Rank hold TSPA as of Q2 2026.

  • Envestnet Asset Management held 1,292,825 shares of T. Rowe Price US Equity Research ETF worth $61.4M as of Q2 2026.
  • Envestnet Asset Management bought 257,327 T. Rowe Price US Equity Research ETF shares in Q2 2026, an estimated $11.8M.
  • T. Rowe Price US Equity Research ETF made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #777 holding.
  • Envestnet Asset Management first reported a position in T. Rowe Price US Equity Research ETF in Q4 2024 and has held it in 7 quarters since.
  • 137 funds tracked by Wall St. Rank held T. Rowe Price US Equity Research ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.