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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
SOS
51
Silver Oak Securities
Tennessee
$2M -$12.9K -303 -0.6%
4WM
52
4J Wealth Management
Virginia
$1.97M +$26.1K +614 +1%
CF
53
Centaurus Financial
California
$1.96M +$92.8K +2,183 +5%
SI
54
Stephens Inc
Arkansas
$1.8M +$188K +4,428 +12%
CFP
55
Comprehensive Financial Planning
Pennsylvania
$1.74M +$39.7K +933 +2%
Cerity Partners
56
Cerity Partners
New York
$1.73M +$112K +2,644 +7%
CIC
57
Carnegie Investment Counsel
Ohio
$1.62M -$13.6K -320 -0.8%
CCM
58
Cox Capital Management
Massachusetts
$1.51M +$638 +15 +0%
Citadel Advisors
59
Citadel Advisors
Florida
$1.36M +$251K +5,902 +23%
IA
60
Integrity Alliance
Iowa
$1.33M +$1.32M +31,004 New
LPL Financial
61
LPL Financial
California
$1.24M +$497K +11,686 +68%
Raymond James Financial
62
Raymond James Financial
Florida
$1.1M +$15.6K +366 +1%
TFA
63
Tobias Financial Advisors
Florida
$1.08M
BEI
64
Benjamin Edwards Inc
Missouri
$1.08M +$123K +2,897 +13%
SFG
65
Skyview Financial Group
Florida
$1.06M +$1.06M +24,883 New
PFS
66
Prospera Financial Services
Texas
$913K +$44.1K +1,036 +5%
Goldman Sachs
67
Goldman Sachs
New York
$878K -$38.1K -896 -4%
Bank of America
68
Bank of America
North Carolina
$748K +$169K +3,977 +29%
CAM
69
Cozad Asset Management
Illinois
$727K +$79.8K +1,877 +12%
Comerica Bank
70
Comerica Bank
Texas
$721K -$34.3K -807 -5%
SWM
71
SK Wealth Management
Rhode Island
$690K -$1.16M -27,255 -63%
BFG
72
Beacon Financial Group
Texas
$632K +$383 +9 +0.1%
BOJHT
73
Bank of Jackson Hole Trust
Wyoming
$542K +$272K +6,388 +102%
ACA
74
Aptus Capital Advisors
Alabama
$539K +$536K +12,608 New
GFP
75
Gryphon Financial Partners
Ohio
$480K +$14K +330 +3%