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T. Rowe Price Small-Mid Cap ETF

94 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, 26 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
-5
Holders Change %
-5.05%
% of All Funds
1.26%
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
26
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DC
26
Davenport & Co
Virginia
$4.28M +$40.5K +1,234 +1%
CF
27
Centaurus Financial
California
$4.23M +$2.62M +79,764 +163%
FFA
28
Farther Finance Advisors
California
$3.8M -$1.94M -59,239 -34%
SC
29
Stephens Consulting
Michigan
$3.6M -$158K -4,802 -4%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$3.49M +$1.05M +31,977 +43%
GRP
31
Global Retirement Partners
California
$3.04M +$3.04M +92,806 New
VFPW
32
Vantage Financial Partners (Wisconsin)
Wisconsin
$3M +$3M +91,540 New
EFS
33
Essex Financial Services
Connecticut
$2.6M +$935K +28,493 +56%
TSWM
34
Tyler-Stone Wealth Management
Ohio
$2.21M -$99K -3,017 -4%
GSIAS
35
Garden State Investment Advisory Services
New Jersey
$2.15M +$215K +6,541 +11%
SN
36
Sittner & Nelson
Oregon
$2.06M +$235K +7,160 +13%
GLA
37
Good Life Advisors
Pennsylvania
$2.01M +$1.68M +51,177 +507%
SPIA
38
Steward Partners Investment Advisory
New York
$1.82M +$52.1K +1,589 +3%
AW
39
Atlas Wealth
Ohio
$1.67M +$1.67M +50,574 New
PA
40
PFG Advisors
Arizona
$1.6M -$48.4K -1,475 -3%
AI
41
Atria Investments
North Carolina
$1.59M -$66.8K -2,038 -4%
HighTower Advisors
42
HighTower Advisors
Illinois
$1.54M -$83K -2,531 -5%
MML Investors Services
43
MML Investors Services
Massachusetts
$1.46M -$8.83M -269,310 -86%
DC
44
Dahring Cusmano
Michigan
$1.37M +$148K +4,527 +12%
LCGC
45
Legacy Capital Group California
California
$1.21M +$24K +732 +2%
RSWM
46
Robertson Stephens Wealth Management
California
$1.1M -$208K -6,338 -16%
Brown Advisory
47
Brown Advisory
Maryland
$1.08M
EH
48
Equitable Holdings
New York
$1.07M -$456K -13,899 -30%
BEI
49
Benjamin Edwards Inc
Missouri
$1.06M -$134K -4,091 -11%
OFO
50
OneAscent Family Office
Alabama
$911K