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T. Rowe Price Small-Mid Cap ETF
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Overview Fund Activity

93 hedge funds and large institutions have $578M invested in T. Rowe Price Small-Mid Cap ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 46 increasing their positions, 25 reducing their positions, and 15 closing their positions.

Holders
93
Holders Change
-6
Holders Change %
-6.06%
% of All Funds
1.25%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
12
Increased
46
Reduced
25
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$173M
2
CWM
2
CMH Wealth Management
New Hampshire
$16M
3
LPL Financial
3
LPL Financial
California
$52.2M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$27.8M
5
DADC
5
D.A. Davidson & Co
Montana
$9.08M

Top Sellers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$1.46M
2
NG
2
Novem Group
New York
$0
3
CSP
3
Cary Street Partners
Virginia
$0
4
Stifel Financial
4
Stifel Financial
Missouri
$216K
5
Raymond James Financial
5
Raymond James Financial
Florida
$30M
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$173M 5,288,937 +1,119,777 +27%
LPL Financial
2
LPL Financial
California
$52.2M 1,590,566 +416,352 +35%
Raymond James Financial
3
Raymond James Financial
Florida
$30M 915,343 -77,412 -8%
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$27.8M 848,317 +300,967 +55%
WG
5
Watchman Group
Texas
$26.4M 805,178 +37,628 +5%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$26.2M 781,458 +57,043 +8%
SFA
7
Souders Financial Advisors
Ohio
$16.2M 495,161 +39,853 +9%
CWM
8
CMH Wealth Management
New Hampshire
$16M 489,121 +489,121 New
UBS Group
9
UBS Group
Switzerland
$15.5M 473,051 +123,367 +35%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$13.3M 404,723 +98,411 +32%
AC
11
Asio Capital
Kentucky
$12.4M 377,121 +152,230 +68%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$11M 336,743 +60,506 +22%
Wells Fargo
13
Wells Fargo
California
$10.1M 309,023 -1,429 -0.5%
DADC
14
D.A. Davidson & Co
Montana
$9.08M 276,949 +269,742 +3,743%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$8.5M 259,156 +22,450 +9%
PAG
16
Private Advisor Group
New Jersey
$8.35M 254,548 +27,274 +12%
Jones Financial Companies
17
Jones Financial Companies
Missouri
$7.83M 238,936 +161,001 +207%
Corient Private Wealth
18
Corient Private Wealth
Florida
$7.76M 236,612 +8,222 +4%
FHA
19
Flagship Harbor Advisors
Massachusetts
$7.05M 215,069 +60,724 +39%
Osaic Holdings
20
Osaic Holdings
Arizona
$6.12M 189,451 -43,562 -19%
OIA
21
OneDigital Investment Advisors
Kansas
$5.31M 161,806 +2,369 +1%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$5.29M 161,336 +3,217 +2%
AWS
23
Atria Wealth Solutions
New York
$4.78M 142,613 -21,436 -13%
SWP
24
Stratos Wealth Partners
Ohio
$4.77M 145,415 +2,304 +2%
AIM
25
Astor Investment Management
Illinois
$4.63M 141,254 -5,092 -3%
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