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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
National Pension Service
1
National Pension Service
South Korea
$407M
M&T Bank
2
M&T Bank
New York
$253M +$3.38M +79,472 +1%
Morgan Stanley
3
Morgan Stanley
New York
$163M +$2.05M +48,206 +1%
AF
4
Allworth Financial
California
$144M +$1.58M +37,101 +1%
FMWA
5
Forvis Mazars Wealth Advisors
Missouri
$98.3M +$18.6M +437,719 +24%
PWM
6
Provident Wealth Management
Tennessee
$59.1M +$479K +11,254 +0.8%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$42.1M +$198K +4,655 +0.5%
FWIA
8
Fort Washington Investment Advisors
Ohio
$34.6M +$3.65M +85,807 +12%
FNT
9
First National Trust
Pennsylvania
$34.3M -$301K -7,072 -0.9%
AFA
10
Alpha Financial Advisors
North Carolina
$33.1M +$1.65M +38,685 +5%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$29.2M +$3.19M +74,985 +12%
PAM
12
Prodigy Asset Management
Nebraska
$29.2M +$1.2M +28,284 +4%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$27.7M +$8.61M +202,349 +45%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$26.8M -$49.3M -1,159,544 -65%
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$25M -$898K -21,112 -3%
GWM
16
Geneos Wealth Management
Colorado
$21.2M +$754K +17,736 +4%
FAM
17
Frontier Asset Management
Wyoming
$19.6M +$447K +10,513 +2%
KAS
18
Kestra Advisory Services
Texas
$16.7M +$1.07M +25,077 +7%
EFH
19
Eaton Financial Holdings
Florida
$16.5M +$238K +5,594 +1%
ETC
20
Exchange Traded Concepts
Oklahoma
$14.5M +$287K +6,744 +2%
HighTower Advisors
21
HighTower Advisors
Illinois
$14.2M +$5.76M +135,517 +69%
NIA
22
NBZ Investment Advisors
Tennessee
$13.5M +$1M +23,614 +8%
JP Morgan Chase
23
JP Morgan Chase
New York
$13.4M +$2.88M +67,809 +28%
JJBC
24
James J. Burns & Company
New York
$12M +$55.2K +1,299 +0.5%
GSIAS
25
Garden State Investment Advisory Services
New Jersey
$11.6M +$2.68M +63,036 +30%