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

99 hedge funds and large institutions have $452M invested in T. Rowe Price Small-Mid Cap ETF in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 47 increasing their positions, 20 reducing their positions, and 9 closing their positions.

Holders
99
Holders Change
+13
Holders Change %
+15.12%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
23
Increased
47
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$127M
2
LPL Financial
2
LPL Financial
California
$35.8M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$22.1M
4
Raymond James Financial
4
Raymond James Financial
Florida
$30.3M
5
SFA
5
Souders Financial Advisors
Ohio
$13.9M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$3.95M
2
SPC
2
Sigma Planning Corp
Michigan
$0
3
RSWM
3
Robertson Stephens Wealth Management
California
$1.21M
4
Citadel Advisors
4
Citadel Advisors
Florida
$745K
5
Goldman Sachs
5
Goldman Sachs
New York
$682K
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$127M 4,169,160 +4,169,160 New
LPL Financial
2
LPL Financial
California
$35.8M 1,174,214 +681,312 +138%
Raymond James Financial
3
Raymond James Financial
Florida
$30.3M 992,755 +401,627 +68%
WG
4
Watchman Group
Texas
$23.4M 767,550 +2,854 +0.4%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$22.1M 724,415 +667,295 +1,168%
CAPTRUST Financial Advisors
6
CAPTRUST Financial Advisors
North Carolina
$16.7M 547,350 +133,190 +32%
SFA
7
Souders Financial Advisors
Ohio
$13.9M 455,308 +290,989 +177%
UBS Group
8
UBS Group
Switzerland
$10.7M 349,684 +13,298 +4%
MML Investors Services
9
MML Investors Services
Massachusetts
$9.57M 313,816 +5,905 +2%
Wells Fargo
10
Wells Fargo
California
$9.46M 310,452 -16,965 -5%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$9.34M 306,312 +135,342 +79%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$8.42M 276,237 +276,237 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$7.22M 236,706 +53,138 +29%
Osaic Holdings
14
Osaic Holdings
Arizona
$7.11M 233,013 +47,020 +25%
Corient Private Wealth
15
Corient Private Wealth
Florida
$6.96M 228,390 +213,190 +1,403%
PAG
16
Private Advisor Group
New Jersey
$6.93M 227,274 +176,213 +345%
AC
17
Asio Capital
Kentucky
$6.85M 224,891 +138,188 +159%
NG
18
Novem Group
New York
$6.37M 209,030 +9,358 +5%
FFA
19
Farther Finance Advisors
California
$5.35M 175,217 +175,217 New
AWS
20
Atria Wealth Solutions
New York
$5M 164,049 +72,678 +80%
OIA
21
OneDigital Investment Advisors
Kansas
$4.86M 159,437 -3,820 -2%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$4.82M 158,119 +8,272 +6%
CSP
23
Cary Street Partners
Virginia
$4.74M 155,569 -1,482 -0.9%
FHA
24
Flagship Harbor Advisors
Massachusetts
$4.7M 154,345 +19,363 +14%
AIM
25
Astor Investment Management
Illinois
$4.46M 146,346 -3,014 -2%
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