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T. Rowe Price Small-Mid Cap ETF

150 hedge funds and large institutions have $1.22B invested in T. Rowe Price Small-Mid Cap ETF in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 82 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$258M
LPL Financial
2
LPL Financial
California
$145M
Raymond James Financial
3
Raymond James Financial
Florida
$119M
Ameriprise
4
Ameriprise
Minnesota
$54.5M
Wells Fargo
5
Wells Fargo
California
$48.3M
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$39M
UBS Group
7
UBS Group
Switzerland
$34.8M
Jones Financial Companies
8
Jones Financial Companies
Missouri
$34.2M
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$32.5M
WG
10
Watchman Group
Texas
$29.7M
KCM
11
Kendall Capital Management
Maryland
$27.2M
Osaic Holdings
12
Osaic Holdings
Arizona
$24.5M
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$23.7M
Bank of America
14
Bank of America
North Carolina
$20.3M
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$19.3M
PAG
16
Private Advisor Group
New Jersey
$19.1M
AC
17
Asio Capital
Kentucky
$18.5M
CWM
18
CMH Wealth Management
New Hampshire
$18.5M
BCMIO
19
Beacon Capital Management Inc (Ohio)
Ohio
$15.9M
HAG
20
HighPoint Advisor Group
Illinois
$13.8M
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$13.3M
SFA
22
Souders Financial Advisors
Ohio
$13M
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$11M
MML Investors Services
24
MML Investors Services
Massachusetts
$9.87M
BFG
25
Bleakley Financial Group
New Jersey
$8.94M