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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
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$1.79M -$1.51M -35,409 -45%
4WM
52
4J Wealth Management
Virginia
$1.75M -$140K -3,282 -7%
CFP
53
Comprehensive Financial Planning
Pennsylvania
$1.71M +$48.9K +1,144 +3%
SI
54
Stephens Inc
Arkansas
$1.59M -$129K -3,023 -7%
CIC
55
Carnegie Investment Counsel
Ohio
$1.57M +$22.9K +535 +1%
Cerity Partners
56
Cerity Partners
New York
$1.54M -$113K -2,643 -7%
CCM
57
Cox Capital Management
Massachusetts
$1.45M +$25.4K +594 +2%
IA
58
Integrity Alliance
Iowa
$1.18M -$95.3K -2,231 -7%
PFS
59
Prospera Financial Services
Texas
$1.16M +$302K +7,077 +33%
BEI
60
Benjamin Edwards Inc
Missouri
$1.15M +$127K +2,976 +12%
CAM
61
Cozad Asset Management
Illinois
$1.13M +$453K +10,612 +62%
Raymond James Financial
62
Raymond James Financial
Florida
$1.06M +$7.99K +187 +0.7%
TFA
63
Tobias Financial Advisors
Florida
$1.04M
AI
64
Atria Investments
North Carolina
$905K -$7.7M -180,191 -89%
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$699K +$700K +16,381 +2,278%
AOWM
66
Asset One Wealth Management
Washington
$620K +$595K +13,933 New
BFG
67
Beacon Financial Group
Texas
$604K
Osaic Holdings
68
Osaic Holdings
Arizona
$597K +$291K +6,815 +88%
GFP
69
Gryphon Financial Partners
Ohio
$524K +$68.3K +1,600 +14%
BOJHT
70
Bank of Jackson Hole Trust
Wyoming
$522K +$4.06K +95 +0.7%
Natixis Advisors
71
Natixis Advisors
Massachusetts
$511K +$534K +12,495 New
LPL Financial
72
LPL Financial
California
$501K -$714K -16,724 -58%
FHC
73
First Heartland Consultants
Missouri
$494K +$181K +4,234 +54%
TVM
74
True Vision MN
Minnesota
$428K -$16.6K -388 -4%
ASN
75
Advisory Services Network
Georgia
$420K +$76.6K +1,793 +21%