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T Rowe Price US EQY Research (TSPA)

CUSIP: 87283Q503 | NYSE | 198 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Forvis Mazars Wealth Advisors, LLC3,346,333
2.7% of portfolio›$161.5M
Fort Washington Investment Advisors Inc1,500,432
0.4% of portfolio›$72.4M
Provident Wealth Management, LLC1,006,312
17.2% of portfolio›$48.6M
Kestra Advisory Services, LLC802,384
0.1% of portfolio›$38.7M
Frontier Asset Management, LLC775,925
7.1% of portfolio›$37.4M
Prodigy Asset Management LLC700,698
10.1% of portfolio›$33.8M
First National Trust Co692,549
1.2% of portfolio›$33.4M
Henderson Brothers Financial Partners, LLC599,826
10.5% of portfolio›$28.9M
Cambridge Investment Research Advisors, Inc.483,783
0.0% of portfolio›$23.3K
Exchange Traded Concepts, LLC448,556
0.1% of portfolio›$21.6M
Perigon Wealth Management, LLC358,872
0.3% of portfolio›$17.3M
NBZ Investment Advisors LLC321,541
6.0% of portfolio›$15.5M
James J. Burns & Company, LLC276,354
1.4% of portfolio›$13.3M
Strategic Blueprint, LLC253,653
0.6% of portfolio›$12.2M
Independent Financial Group, LLC252,567
0.2% of portfolio›$12.2M
Gaddis Premier Wealth Advisors LLC230,656
6.1% of portfolio›$11.1M
Parallel Advisors, LLC216,905
0.1% of portfolio›$10.5M
LongView Wealth Management204,236
2.4% of portfolio›$9.9M
Bryant Woods Investment Advisors, LLC188,612
2.6% of portfolio›$9.1M
Commonwealth Equity Services, LLC126,904
0.0% of portfolio›$6.1M
Future Financial Wealth Managment LLC117,009
3.5% of portfolio›$5.6M
Signature Estate & Investment Advisors LLC106,802
0.1% of portfolio›$5.2M
Hopwood Financial Services, Inc.103,101
2.9% of portfolio›$5.0M
Wealthcare Advisory Partners LLC92,852
0.1% of portfolio›$4.5M
4J Wealth Management LLC78,878
1.8% of portfolio›$3.8M
Dahring | Cusmano LLC78,600
1.8% of portfolio›$3.8M
Lincoln Capital Corp70,875
1.1% of portfolio›$3.4M
Wealth Enhancement Advisory Services, LLC69,310
0.0% of portfolio›$3.4M
Platt Wealth Management LLC66,949
0.0% of portfolio›$3.2K
Comprehensive Financial Planning, Inc.47,699
1.2% of portfolio›$2.3M
Axxcess Wealth Management, LLC46,784
0.1% of portfolio›$2.3M
United Advisor Group, LLC40,944
0.2% of portfolio›$2.0M
Carnegie Investment Counsel40,850
0.0% of portfolio›$2.0M
Prospera Financial Services Inc37,083
0.0% of portfolio›$1.8M
Cox Capital Mgt LLC34,588
0.9% of portfolio›$1.7M
Integrity Alliance, Llc.32,427
0.0% of portfolio›$1.6M
Balefire, LLC18,365
0.1% of portfolio›$886.3K
Gryphon Financial Partners LLC16,813
0.1% of portfolio›$811.4K
MN Wealth Advisors, LLC15,880
0.3% of portfolio›$766.4K
Capital Investment Advisory Services, LLC14,308
0.0% of portfolio›$690.5K
Asset One Wealth Management LLC13,933
0.1% of portfolio›$672.4K
Atria Investments, Inc13,320
0.0% of portfolio›$642.8K
CWA Asset Management Group, LLC13,025
0.0% of portfolio›$628.6K
SAX Wealth Advisors, LLC12,511
0.0% of portfolio›$603.8K
First Heartland Consultants, Inc.11,756
0.0% of portfolio›$567.3K
Beam Wealth Advisors, Inc.11,509
0.1% of portfolio›$555.4K
Beacon Financial Group11,430
0.0% of portfolio›$551.6K
Welch Group, LLC9,238
0.0% of portfolio›$445.8K
Sterling Investment Advisors, Ltd.8,975
0.1% of portfolio›$433.1K
Advisor OS, LLC8,739
0.0% of portfolio›$421.7K
Private Trust Co NA8,160
0.0% of portfolio›$393.8K
Wilmington Savings Fund Society, FSB7,417
0.0% of portfolio›$357.9K
Farther Finance Advisors, LLC7,139
0.0% of portfolio›$344.5K
Bluesphere Advisors LLC6,520
0.1% of portfolio›$314.7K
Omni 360 Wealth, Inc.6,500
0.1% of portfolio›$313.7K
MassMutual Private Wealth & Trust, FSB5,050
0.0% of portfolio›$243.7K
B. Riley Wealth Advisors, Inc.4,929
0.0% of portfolio›$237.9K
AdviceOne Advisory Services, LLC4,912
0.1% of portfolio›$237.1K
Colonial River Investments, LLC4,465
0.1% of portfolio›$215.5K
James T. Borello RIA4,164
0.0% of portfolio›$201.0K
MidAtlantic Capital Management, Inc.3,760
0.1% of portfolio›$181.5K
CoreCap Advisors, LLC2,674
0.0% of portfolio›$129.0K
Financial Consulate, Inc1,504
0.0% of portfolio›$72.6K
Trust Co of Vermont535
0.0% of portfolio›$25.8K
Larson Financial Group LLC216
0.0% of portfolio›$10.4K
Abound Wealth Management216
0.0% of portfolio›$10.4K
Community Financial Services Group, LLC135
0.0% of portfolio›$6.5K
IFP Advisors, Inc115
0.0% of portfolio›$5.6K
PFS Partners, LLC65
0.0% of portfolio›$3.2K
Nvwm, LLC65
0.0% of portfolio›$3.1K
Cape Investment Advisory, Inc.50
0.0% of portfolio›$2.4K
Buck Wealth Strategies, LLC29
0.0% of portfolio›$1.4K
StyleTurnoverLocationFiled
Forvis Mazars Wealth Advisors, LLC
3,346,333$161.5M2.7%ETFVery LowSpringfield, MO2026-10-13
Fort Washington Investment Advisors Inc
1,500,432$72.4M0.4%CoreLowCincinnati, OH2026-10-15
Provident Wealth Management, LLC
1,006,312$48.6M17.2%ETFVery LowBrentwood, TN2026-10-20
Kestra Advisory Services, LLC
802,384$38.7M0.1%CoreLowAustin, TX2026-11-02
Frontier Asset Management, LLC
775,925$37.4M7.1%ETFLowSheridan, WY2026-10-28
Prodigy Asset Management LLC
700,698$33.8M10.1%ETFLowOmaha, NE2026-10-28
First National Trust Co
692,549$33.4M1.2%GrowthLowJohnstown, PA2026-10-28
Henderson Brothers Financial Partners, LLC
599,826$28.9M10.5%ETFN/APittsburgh, PA2026-11-03
Cambridge Investment Research Advisors, Inc.
483,783$23.3K0.0%ETFLowFairfield, IA2026-11-02
Exchange Traded Concepts, LLC
448,556$21.6M0.1%GrowthMediumOklahoma City, OK2026-10-28
Perigon Wealth Management, LLC
358,872$17.3M0.3%GrowthLowSan Francisco, CA2026-10-22
NBZ Investment Advisors LLC
321,541$15.5M6.0%ETFLowKnoxville, TN2026-10-30
James J. Burns & Company, LLC
276,354$13.3M1.4%ETFVery LowMelville, NY2026-10-22
Strategic Blueprint, LLC
253,653$12.2M0.6%ETFLowAtlanta, GA2026-10-22
Independent Financial Group, LLC
252,567$12.2M0.2%GrowthLowSan Diego, CA2026-10-13
Gaddis Premier Wealth Advisors LLC
230,656$11.1M6.1%ETFMediumDurant, OK2026-10-29
Parallel Advisors, LLC
216,905$10.5M0.1%IndexLowSan Francisco, CA2026-11-03
LongView Wealth Management
204,236$9.9M2.4%ETFLowAtlanta, GA2026-10-19
Bryant Woods Investment Advisors, LLC
188,612$9.1M2.6%ETFLowGetzville, NY2026-10-26
Commonwealth Equity Services, LLC
126,904$6.1M0.0%ETFLowWaltham, MA2026-11-02
Future Financial Wealth Managment LLC
117,009$5.6M3.5%ETFMediumCincinnati, OH2026-10-15
Signature Estate & Investment Advisors LLC
106,802$5.2M0.1%ETFMediumLos Angeles, CA2026-10-13
Hopwood Financial Services, Inc.
103,101$5.0M2.9%ETFLowReston, VA2026-10-29
Wealthcare Advisory Partners LLC
92,852$4.5M0.1%ETFLowWest Chester, PA2026-10-21
4J Wealth Management LLC
78,878$3.8M1.8%ETFMediumMclean, VA2026-11-02
Dahring | Cusmano LLC
78,600$3.8M1.8%ETFLowNovi, MI2026-11-03
Lincoln Capital Corp
70,875$3.4M1.1%ETFMediumEast Greenwich, RI2026-10-13
Wealth Enhancement Advisory Services, LLC
69,310$3.4M0.0%CoreLowPlymouth, MN2026-10-13
Platt Wealth Management LLC
66,949$3.2K0.0%GrowthVery LowSan Diego, CA2026-11-04
Comprehensive Financial Planning, Inc.
47,699$2.3M1.2%Agg GrowthLowEast Petersburg, PA2026-10-27
Axxcess Wealth Management, LLC
46,784$2.3M0.1%CoreLowCarlsbad, CA2026-10-21
United Advisor Group, LLC
40,944$2.0M0.2%ETFLowCincinnati, OH2026-11-03
Carnegie Investment Counsel
40,850$2.0M0.0%CoreLowPepper Pike, OH2026-10-20
Prospera Financial Services Inc
37,083$1.8M0.0%CoreMediumDallas, TX2026-11-04
Cox Capital Mgt LLC
34,588$1.7M0.9%GrowthMediumAndover, MA2026-10-07
Integrity Alliance, Llc.
32,427$1.6M0.0%ETFMediumUrbandale, IA2026-10-29
Balefire, LLC
18,365$886.3K0.1%ETFMediumDallas, TX2026-10-09
Gryphon Financial Partners LLC
16,813$811.4K0.1%IndexLowColumbus, OH2026-11-04
MN Wealth Advisors, LLC
15,880$766.4K0.3%ETFMediumOverland Park, KS2026-10-23
Capital Investment Advisory Services, LLC
14,308$690.5K0.0%CoreMediumRaleigh, NC2026-10-30
Asset One Wealth Management LLC
13,933$672.4K0.1%GrowthLowBellevue, WA2026-11-02
Atria Investments, Inc
13,320$642.8K0.0%CoreMediumCharlotte, NC2026-10-15
CWA Asset Management Group, LLC
13,025$628.6K0.0%CoreMediumNaples, FL2026-10-19
SAX Wealth Advisors, LLC
12,511$603.8K0.0%ETFVery LowParsippany, NJ2026-10-13
First Heartland Consultants, Inc.
11,756$567.3K0.0%ETFMediumLake St. Louis, MO2026-10-08
Beam Wealth Advisors, Inc.
11,509$555.4K0.1%ETFMediumCovington, LA2026-11-03
Beacon Financial Group
11,430$551.6K0.0%ETFMediumDallas, TX2026-10-19
Welch Group, LLC
9,238$445.8K0.0%CoreVery LowBirmingham, AL2026-10-29
Sterling Investment Advisors, Ltd.
8,975$433.1K0.1%GrowthLowBerwyn, PA2026-10-27
Advisor OS, LLC
8,739$421.7K0.0%ETFMediumChicago, IL2026-11-03
Private Trust Co NA
8,160$393.8K0.0%CoreLowCleveland, OH2026-10-20
Wilmington Savings Fund Society, FSB
7,417$357.9K0.0%CoreLowWilmington, DE2026-10-23
Farther Finance Advisors, LLC
7,139$344.5K0.0%IndexLowSan Francisco, CA2026-10-08
Bluesphere Advisors LLC
6,520$314.7K0.1%ETFLowEast Norriton, PA2026-10-19
Omni 360 Wealth, Inc.
6,500$313.7K0.1%ETFLowPlainsboro, NJ2026-10-13
MassMutual Private Wealth & Trust, FSB
5,050$243.7K0.0%CoreLowSpringfield, MA2026-10-05
B. Riley Wealth Advisors, Inc.
4,929$237.9K0.0%GrowthLowMemphis, TN2026-10-13
AdviceOne Advisory Services, LLC
4,912$237.1K0.1%CoreVery LowGlastonbury, CT2026-10-19
Colonial River Investments, LLC
4,465$215.5K0.1%GrowthMediumMidlothian, VA2026-10-19
James T. Borello RIA
4,164$201.0K0.0%ETFVery LowEast Dundee, IL2026-10-16
MidAtlantic Capital Management, Inc.
3,760$181.5K0.1%ETFVery LowRichmond, VA2026-11-05
CoreCap Advisors, LLC
2,674$129.0K0.0%ETFMediumSouthfield, MI2026-10-08
Financial Consulate, Inc
1,504$72.6K0.0%ETFLowHunt Valley, MD2026-10-23
Trust Co of Vermont
535$25.8K0.0%CoreVery LowBrattleboro, VT2026-10-21
Larson Financial Group LLC
216$10.4K0.0%GrowthLowSt Louis, MO2026-11-05
Abound Wealth Management
216$10.4K0.0%ETFVery LowFranklin, TN2026-10-26
Community Financial Services Group, LLC
135$6.5K0.0%GrowthLowNewport, VT2026-10-15
IFP Advisors, Inc
115$5.6K0.0%GrowthLowTampa, FL2026-10-16
PFS Partners, LLC
65$3.2K0.0%ETFVery LowMine Hill, NJ2026-10-21
Nvwm, LLC
65$3.1K0.0%GrowthMediumYardley, PA2026-10-14
Cape Investment Advisory, Inc.
50$2.4K0.0%ETFLowMcdonough, GA2026-10-13
Buck Wealth Strategies, LLC
29$1.4K0.0%ValueMediumDenver, CO2026-10-28