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T. Rowe Price US Equity Research ETF

119 hedge funds and large institutions have $1.71B invested in T. Rowe Price US Equity Research ETF in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 58 increasing their positions, 31 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 31

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

2% less capital invested

Capital invested by funds: $1.76B → $1.71B (-$42.5M)

1.21% less ownership

Funds ownership: 83.26%82.05% (-1.2%)

3% less funds holding

Funds holding: 123119 (-4)

Holders
119
Holders Change
-4
Holders Change %
-3.25%
% of All Funds
1.46%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.12%
New
13
Increased
58
Reduced
31
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
26
Jones Financial Companies
Missouri
$12.1M +$3.05M +71,397 +31%
Stifel Financial
27
Stifel Financial
Missouri
$12M +$2.45M +57,436 +24%
JJBC
28
James J. Burns & Company
New York
$11.4M -$58.8K -1,376 -0.5%
PWM
29
Perigon Wealth Management
California
$10.7M +$634K +14,842 +6%
CAL
30
Capital Analysts LLC
Pennsylvania
$10.2M +$996K +23,322 +10%
SB
31
Strategic Blueprint
Georgia
$9.45M +$742K +17,377 +8%
KAS
32
Kestra Advisory Services
Texas
$8.68M -$7.62M -178,485 -46%
SA
33
Sanctuary Advisors
Indiana
$8.67M -$116K -2,719 -1%
MMH
34
Menora Mivtachim Holdings
Israel
$8.6M +$1.56M +36,540 +21%
IFG
35
Independent Financial Group
California
$8.45M +$181K +4,233 +2%
RFA
36
Rollins Financial Advisors
New York
$7.48M +$212K +4,961 +3%
BWIA
37
Bryant Woods Investment Advisors
New York
$6.07M +$652K +15,269 +11%
RL
38
Rogco LP
Oklahoma
$6.04M +$490K +11,481 +8%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$5.69M +$48.6K +1,138 +0.8%
FFWM
40
Future Financial Wealth Management
Ohio
$5.3M +$222K +5,202 +5%
MFGM
41
Marshall Financial Group (Maryland)
Maryland
$4.61M -$57.2K -1,340 -1%
HFS
42
Hopwood Financial Services
Virginia
$3.78M +$1.03M +24,113 +35%
DC
43
Dahring Cusmano
Michigan
$3.31M +$37K +866 +1%
SEIA
44
Signature Estate & Investment Advisors
California
$3.18M +$48.7K +1,141 +1%
LCC
45
Lincoln Capital Corp
Rhode Island
$2.87M +$41.1K +962 +1%
PWM
46
Platt Wealth Management
California
$2.77M -$30.6K -717 -1%
MML Investors Services
47
MML Investors Services
Massachusetts
$2.69M +$744K +17,414 +36%
SOS
48
Silver Oak Securities
Tennessee
$2.19M +$307K +7,195 +16%
CF
49
Centaurus Financial
California
$1.99M +$117K +2,735 +6%
UCFA
50
United Capital Financial Advisors
Texas
$1.89M -$416K -9,740 -17%