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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 %
AO
51
Advisor OS
Illinois
$886K +$59.7K +1,820 +7%
KWM
52
Kingsview Wealth Management
Oregon
$810K +$148K +4,519 +22%
HAS
53
HBW Advisory Services
California
$790K +$32.3K +986 +4%
HWMO
54
Heritage Wealth Management (Ohio)
Ohio
$785K +$298K +9,074 +61%
DWM
55
DKM Wealth Management
California
$738K +$738K +22,511 New
IA
56
IFG Advisory
Georgia
$663K +$148K +4,515 +29%
WIA
57
World Investment Advisors
California
$601K -$82K -2,501 -12%
FSA
58
Financial Security Advisor
Virginia
$591K +$179K +5,452 +43%
AF
59
Advisornet Financial
Minnesota
$583K +$86.9K +2,650 +18%
RPGK
60
Retirement Planning Group (Kansas)
Kansas
$558K +$558K +17,003 New
AWM
61
AE Wealth Management
Kansas
$499K +$19.1K +582 +4%
SFG
62
Seamount Financial Group
Colorado
$490K +$7.77K +237 +2%
FHC
63
First Heartland Consultants
Missouri
$455K +$220K +6,712 +94%
MMA
64
Miracle Mile Advisors
California
$421K
SWA
65
Stratos Wealth Advisors
Ohio
$407K -$227K -6,926 -36%
P
66
&Partners
Tennessee
$397K +$397K +12,098 New
CIAS
67
Capital Investment Advisory Services
North Carolina
$366K -$2.92K -89 -0.8%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$355K -$382K -11,659 -52%
GM
69
GeoWealth Management
Illinois
$341K +$525 +16 +0.2%
Mariner
70
Mariner
Kansas
$339K -$26K -793 -7%
IWM
71
IHT Wealth Management
Illinois
$334K +$334K +10,192 New
TFS
72
Thoroughbred Financial Services
Tennessee
$290K -$101K -3,075 -26%
CW
73
CreativeOne Wealth
Kansas
$282K +$5.48K +167 +2%
NA
74
Nautilus Advisors
California
$274K +$48.4K +1,475 +21%
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$273K +$11.6K +352 +4%