T ROWE PRICE US EQY RESEARCH

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TSPA·87283Q503·US·ETF·Unknown - Unknown-13D/G

TSPA (T ROWE PRICE US EQY RESEARCH) is held by 44 institutional investors as of Q2 2026. Largest holders: JPMORGAN CHASE & CO ($492.8M), National Pension Service ($452.2M), CHARLES SCHWAB INVESTMENT MANAGEMENT INC ($431.3M). Net institutional sentiment: Bullish.

44

Holders

(8 Elite)

$2.8B

Total Value

78% (41)

Consensus

32 buying - 9 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)25

Insider (Form 4)69

Activist (13D/13G)81

Congressional (STOCK Act)36

Holder Quality

89

★★★★★

Elite

53

★★★★

Strong

17

★★★

Solid

55

★★

Below

22

★

Weak

Held by 44 funds

8 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders none · Activists Aug 11, 2026 · Congress none

ActivistFMForvis Mazars Wealth Advisors, LLC3.5%Aug 11, 2026

ActivistFMForvis Mazars Wealth Advisors, LLC5.0%May 11, 2026

View all activist filings

Top Holders

Top Holders (44)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
JPMORGAN CHASE & CO	Increased	10.5M(+2986.4%)	$492.8M	0.0%	+2.10%	51
National Pension Service	Unchanged	9.5M	$452.2M	0.3%	+41.93%	0
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	New	9.1M	$431.3M	0.1%	+1.56%	43
LPL Financial LLC	Increased	8.7M(+710x)	$413.5M	0.1%	+1.57%	50
M&T BANK CORP	Increased	5.9M(+4.2%)	$281.9M	0.8%	+33.75%	45
MORGAN STANLEY	Decreased	3.7M(-0.3%)	$178.1M	0.0%	+36.20%	0
Allworth Financial LP	Decreased	2.5M(-25.9%)	$119.3M	0.5%	+34.29%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	1.3M(+24.9%)	$61.4M	0.0%	+18.28%	36
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Increased	1.2M(+36.6%)	$58.6M	0.3%	+11.43%	46
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	802,773(+11.7%)	$38.2M	0.0%	+25.62%	32
Cetera Investment Advisers	Decreased	742,214(-1.5%)	$35.3M	0.0%	+23.26%	0
Kestra Advisory Services, LLC	Increased	684,742(+222.6%)	$32.5M	0.1%	+9.90%	56
CAPTRUST FINANCIAL ADVISORS	Increased	598,965(+1.8%)	$28.5M	0.0%	+40.75%	29
HighTower Advisors, LLC	Increased	443,468(+14.1%)	$21.1M	0.0%	+17.34%	32
EXCHANGE TRADED CONCEPTS, LLC	Increased	443,420(+7.9%)	$21.1M	0.1%	+24.09%	31
JONES FINANCIAL COMPANIES LLLP	Increased	398,823(+32.0%)	$18.5M	0.0%	+15.86%	36
STIFEL FINANCIAL CORP	Increased	326,256(+11.5%)	$15.5M	0.0%	+17.24%	31
MENORA MIVTACHIM HOLDINGS LTD.	Unchanged	210,215	$10M	0.0%	+27.99%	0
Sanctuary Advisors, LLC	Decreased	209,698(-1.1%)	$10M	0.0%	+24.20%	0
WELLS FARGO & COMPANY/MN	Increased	158,074(+110x)	$7.5M	0.0%	+1.67%	44

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer