TSPA

T ROWE PRICE US EQY RESEARCH
USCUSIP 87283Q503
Institutional Owners
32
+1 QoQ
13F Value Held
$226.0M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)20 adding · 10 trimming
Insider net (180d)+$0
Price history not yet available for TSPA.

Top institutional holders

32 13F filers
#FundPosition valueSharesLast moveAs of
1Forvis Mazars Wealth Advisors, LLC
$110.4M
2.70MAddedQ1 2026
2Geneos Wealth Management Inc.
$21.2M
496.6KNewQ4 2025
3EXCHANGE TRADED CONCEPTS, LLC
$16.8M
410.9KAddedQ1 2026
4Perigon Wealth Management, LLC
$10.7M
262.7KAddedQ1 2026
5Strategic Blueprint, LLC
$9.5M
231.2KAddedQ1 2026
6Kestra Advisory Services, LLC
$8.7M
212.2KReducedQ1 2026
7Sanctuary Advisors, LLC
$8.7M
212.1KReducedQ1 2026
8MENORA MIVTACHIM HOLDINGS LTD.
$8.6M
210.2KAddedQ1 2026
9INDEPENDENT FINANCIAL GROUP, LLC
$8.4M
206.5KNewQ1 2026
10SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
$3.2M
77.9KAddedQ1 2026
11MML INVESTORS SERVICES, LLC
$2.7M
65.7KAddedQ1 2026
12CENTAURUS FINANCIAL, INC.
$2.0M
48.6KAddedQ1 2026
13UNITED CAPITAL FINANCIAL ADVISORS, LLC
$1.9M
46.2KReducedQ1 2026
14WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$1.8M
43.4KReducedQ1 2026
15STEPHENS INC /AR/
$1.6M
39.0KReducedQ1 2026
16Carnegie Investment Counsel
$1.6M
38.4KAddedQ1 2026
17CITADEL ADVISORS LLC
$1.4M
31.8KAddedQ4 2025
18INTEGRITY ALLIANCE, LLC.
$1.2M
28.8KReducedQ1 2026
19Prospera Financial Services Inc
$1.2M
28.4KAddedQ1 2026
20BENJAMIN EDWARDS INC
$1.2M
28.2KAddedQ1 2026
21Atria Investments, Inc
$905K
22.1KReducedQ1 2026
22Integrated Wealth Concepts LLC
$399K
9.8KNewQ1 2026
23Berger Financial Group, Inc
$368K
9.0KHeldQ1 2026
24Advisory Services Network, LLC
$362K
8.5KNewQ4 2025
25Envestnet Portfolio Solutions, Inc.
$319K
7.8KAddedQ1 2026

Fund activity — latest quarter

Opened (NEW)
6
funds
Added
14
funds
Reduced
9
funds
Exited
1
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

29 funds+28 since Q1 2025
01529Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026
funds holding aggregate valuelatest $203M

Funds that own TSPA also own

CompanyCo-held byCombined value
NVIDIA CORPORATION COMNVDA31 funds$7.3B
MICROSOFT CORP COMMSFT31 funds$5.8B
ALPHABET INC CAP STK CL AGOOGL31 funds$4.2B
VANGUARD S&P 500 ETFVOO31 funds$4.0B
STATE STREET SPDR S&P 500 ETFSPY31 funds$3.1B
BROADCOM INC COMAVGO31 funds$2.7B
META PLATFORMS INC CL AMETA31 funds$2.5B
JPMORGAN CHASE & CO.JPM31 funds$2.4B
WALMART INC COMWMT31 funds$2.0B
TESLA INC COMTSLA31 funds$1.7B
ELI LILLY & CO COMLLY31 funds$1.6B
VANGUARD INTL EQUITY INDEX FVWO31 funds$1.3B

Ranked by how many of TSPA's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for TSPA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.