LPL Financial
TSPA icon

LPL Financial’s T. Rowe Price US Equity Research ETF TSPA Stock Holding History

LPL Financial’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 		$413M Buy
8,699,086
+8,686,848
+70,983% +$398M 0.09% 217
2026
Q1 		$501K Sell
12,238
-16,724
-58% -$714K ﹤0.01% 4747
2025
Q4 		$1.24M Buy
28,962
+11,686
+68% +$497K ﹤0.01% 3844
2025
Q3 		$724K Buy
+17,276
New +$697K ﹤0.01% 4313

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

LPL Financial's TSPA Position: Q2 2026 in Review

LPL Financial increased its T. Rowe Price US Equity Research ETF (TSPA) stake by 70,983% in Q2 2026, buying an estimated $398M and bringing the position to 8,699,086 shares worth $413M. The position accounts for 0.09% of the portfolio, ranked #217.

LPL Financial first reported a position in TSPA in Q3 2025 and has held it in 4 quarters since. 137 funds tracked by Wall St. Rank hold TSPA as of Q2 2026.

  • LPL Financial held 8,699,086 shares of T. Rowe Price US Equity Research ETF worth $413M as of Q2 2026.
  • LPL Financial bought 8,686,848 T. Rowe Price US Equity Research ETF shares in Q2 2026, an estimated $398M.
  • T. Rowe Price US Equity Research ETF made up 0.09% of LPL Financial's portfolio in Q2 2026, its #217 holding.
  • LPL Financial first reported a position in T. Rowe Price US Equity Research ETF in Q3 2025 and has held it in 4 quarters since.
  • 137 funds tracked by Wall St. Rank held T. Rowe Price US Equity Research ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.