T ROWE PRICE US EQY RESEARCH TSPA
$46.88
-1.0% 52w: $37.14 – $47.94
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data37.1442.5447.94
Jun 20, 2025 Jul 2, 2026
Institutional holders
119
-4 QoQ
13F value
$1.71B
-2.4% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns TSPA?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| National Pension Service | Other | 9.5M | $389.1M | 0.3% | Held |
| M&T Bank Corp | Diversified mechanical | 5.7M | $232.9M | 0.8% | -3.5% |
| MORGAN STANLEY | Bank broker | 3.8M | $153.7M | 0.0% | -1.7% |
| Allworth Financial LP | Wealth advisor | 3.4M | $138.5M | 0.6% | +0.6% |
| Forvis Mazars Wealth Advisors, LLC | Wealth advisor | 2.7M | $110.4M | 2.1% | +17.6% |
| Provident Wealth Management, LLC | Wealth advisor | 1.4M | $56.1M | 17.0% | -0.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.0M | $42.4M | 0.0% | +5.3% |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | Other | 902.6K | $36.9M | 0.2% | +11.7% |
| Alpha Financial Advisors, LLC | Wealth advisor | 804.0K | $32.9M | 10.1% | +4.0% |
| First National Trust Co | Other | 756.5K | $30.9M | 1.1% | -5.5% |
| Cetera Investment Advisers | Wealth advisor | 753.4K | $30.8M | 0.0% | +10.4% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 718.4K | $29.4M | 0.0% | +14.8% |
| Prodigy Asset Management LLC | Wealth advisor | 702.7K | $28.7M | 9.6% | +3.1% |
| PRICE T ROWE ASSOCIATES INC /MD/ | Diversified mechanical | 648.4K | $26.5M | 0.0% | Held |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 588.4K | $24.1M | 0.0% | +0.5% |
| Geneos Wealth Management Inc. | Wealth advisor | 498.8K | $20.4M | 0.5% | +0.4% |
| Frontier Asset Management, LLC | Wealth advisor | 480.7K | $19.7M | 4.1% | +5.0% |
| EXCHANGE TRADED CONCEPTS, LLC | Index provider | 410.9K | $16.8M | 0.1% | +21.2% |
| HighTower Advisors, LLC | Diversified mechanical | 388.8K | $15.9M | 0.0% | +17.3% |
| Eaton Financial Holdings Company, LLC | Wealth advisor | 380.8K | $15.6M | 5.1% | -1.3% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 353.0K | $14.4M | 0.0% | +70.0% |
| N.E.W. Advisory Services LLC | Wealth advisor | 339.1K | $13.9M | 1.0% | +94.7% |
| NBZ Investment Advisors LLC | Wealth advisor | 335.3K | $13.7M | 6.0% | +5.9% |
| JPMORGAN CHASE & CO | Bank broker | 339.6K | $13.5M | 0.0% | +8.6% |
| Garden State Investment Advisory Services LLC | Wealth advisor | 328.1K | $13.4M | 3.2% | +21.0% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 302.2K | $12.1M | 0.0% | +30.9% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 292.5K | $12.0M | 0.0% | +24.4% |
| James J. Burns & Company, LLC | Wealth advisor | 279.5K | $11.4M | 1.6% | -0.5% |
| Perigon Wealth Management, LLC | Wealth advisor | 262.7K | $10.7M | 0.2% | +6.0% |
| Capital Analysts, LLC | Wealth advisor | 248.7K | $10.2M | 0.3% | +10.3% |
| Strategic Blueprint, LLC | Wealth advisor | 231.2K | $9.5M | 0.5% | +8.1% |
| Kestra Advisory Services, LLC | Wealth advisor | 212.2K | $8.7M | 0.0% | -45.7% |
| Sanctuary Advisors, LLC | Wealth advisor | 212.1K | $8.7M | 0.0% | -1.3% |
| MENORA MIVTACHIM HOLDINGS LTD. ★2 | Fundamental diversified | 210.2K | $8.6M | 0.0% | +21.0% |
| INDEPENDENT FINANCIAL GROUP, LLC | Wealth advisor | 206.5K | $8.4M | 0.2% | +2.1% |
| Rollins Financial Advisors, LLC | Wealth advisor | 183.0K | $7.5M | 1.2% | +2.8% |
| Bryant Woods Investment Advisors, LLC | Wealth advisor | 148.5K | $6.1M | 2.2% | +11.5% |
| ROGCO, LP | Wealth advisor | 147.7K | $6.0M | 2.0% | +8.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 139.2K | $5.7M | 0.0% | +0.8% |
| Future Financial Wealth Managment LLC | Wealth advisor | 119.7K | $5.3M | 3.4% | +4.5% |
| Marshall Financial Group, LLC | Wealth advisor | 112.7K | $4.6M | 0.7% | -1.2% |
| Hopwood Financial Services, Inc. | Wealth advisor | 92.3K | $3.8M | 2.5% | +35.3% |
| DAHRING | CUSMANO LLC | Wealth advisor | 80.8K | $3.3M | 2.0% | +1.1% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | Wealth advisor | 77.9K | $3.2M | 0.1% | +1.5% |
| LINCOLN CAPITAL CORP | Wealth advisor | 70.3K | $2.9M | 1.1% | +1.4% |
| Platt Wealth Management LLC | Wealth advisor | 67.7K | $2.8M | 2.7% | -1.0% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 65.7K | $2.7M | 0.0% | +36.1% |
| SILVER OAK SECURITIES, INCORPORATED | Wealth advisor | 53.5K | $2.2M | 0.2% | +15.5% |
| CENTAURUS FINANCIAL, INC. | Wealth advisor | 48.6K | $2.0M | 0.1% | +6.0% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 46.2K | $1.9M | 0.0% | -17.4% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.