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T. Rowe Price US Equity Research ETF

123 hedge funds and large institutions have $1.76B invested in T. Rowe Price US Equity Research ETF in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 72 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 21

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

9% more funds holding

Funds holding: 113123 (+10)

4% more capital invested

Capital invested by funds: $1.69B → $1.76B (+$69.2M)

0.86% less ownership

Funds ownership: 84.12%83.26% (-0.86%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
123
Holders Change
+10
Holders Change %
+8.85%
% of All Funds
1.5%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.11%
New
16
Increased
72
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
26
Perigon Wealth Management
California
$10.6M +$2.92M +68,652 +38%
Stifel Financial
27
Stifel Financial
Missouri
$10.1M +$2.46M +57,740 +33%
Jones Financial Companies
28
Jones Financial Companies
Missouri
$9.87M +$2.57M +60,525 +36%
CAL
29
Capital Analysts LLC
Pennsylvania
$9.64M +$476K +11,181 +5%
SA
30
Sanctuary Advisors
Indiana
$9.19M -$752K -17,685 -8%
SB
31
Strategic Blueprint
Georgia
$9.15M +$1.58M +37,149 +21%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$8.88M +$369K +8,687 +4%
AI
33
Atria Investments
North Carolina
$8.65M -$862K -20,262 -9%
IFG
34
Independent Financial Group
California
$8.65M +$885K +20,807 +11%
RFA
35
Rollins Financial Advisors
New York
$7.62M -$485K -11,415 -6%
NEWAS
36
N.E.W. Advisory Services
Wisconsin
$7.45M +$6.29M +147,936 +564%
MMH
37
Menora Mivtachim Holdings
Israel
$7.43M +$635K +14,942 +9%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$5.91M +$317K +7,453 +6%
RL
39
Rogco LP
Oklahoma
$5.83M +$79.1K +1,861 +1%
BWIA
40
Bryant Woods Investment Advisors
New York
$5.7M +$432K +10,163 +8%
MFGM
41
Marshall Financial Group (Maryland)
Maryland
$4.88M +$526K +12,360 +12%
FFWM
42
Future Financial Wealth Management
Ohio
$4.86M -$42.1K -989 -0.9%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$3.42M +$406K +9,558 +14%
DC
44
Dahring Cusmano
Michigan
$3.42M +$139K +3,267 +4%
SEIA
45
Signature Estate & Investment Advisors
California
$3.28M +$17.7K +416 +0.5%
LCC
46
Lincoln Capital Corp
Rhode Island
$2.97M +$27K +635 +0.9%
PWM
47
Platt Wealth Management
California
$2.93M +$2.91M +68,431 New
HFS
48
Hopwood Financial Services
Virginia
$2.92M +$250K +5,876 +9%
UCFA
49
United Capital Financial Advisors
Texas
$2.39M +$2.38M +55,955 New
MML Investors Services
50
MML Investors Services
Massachusetts
$2.07M +$52K +1,222 +3%