OIA
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OneDigital Investment Advisors’s T. Rowe Price Small-Mid Cap ETF TMSL Stock Holding History

OneDigital Investment Advisors’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 		$6.37M Buy
173,771
+16,642
+11% +$630K 0.06% 240
2025
Q4 		$5.64M Sell
157,129
-4,250
-3% -$151K 0.06% 255
2025
Q3 		$5.68M Sell
161,379
-427
-0.3% -$14.5K 0.06% 239
2025
Q2 		$5.31M Buy
161,806
+2,369
+1% +$72.8K 0.06% 240
2025
Q1 		$4.86M Sell
159,437
-3,820
-2% -$124K 0.06% 236
2024
Q4 		$5.26M Buy
163,257
+91,325
+127% +$3.04M 0.06% 233
2024
Q3 		$2.33M Buy
71,932
+26,290
+58% +$820K 0.03% 400
2024
Q2 		$1.38M Buy
45,642
+19,550
+75% +$592K 0.02% 524
2024
Q1 		$819K Buy
26,092
+14,718
+129% +$428K 0.01% 566
2023
Q4 		$318K Buy
+11,374
New +$288K 0.01% 888

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 $376B 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 $431B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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 $564B 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 $57.2B AUM 18.32% 1-Year Est. Return
WG
Watchman Group Plano, Texas $413M AUM 16.38% 1-Year Est. Return