Forvis Mazars Wealth Advisors, LLC Initiates New Position in T. Rowe Price US Equity Research ETF (TSPA)
Forvis Mazars Wealth Advisors, LLC, a registered investment adviser, initiated a new position in T. Rowe Price US Equity Research ETF (AMEX:TSPA) during Q3 2026, according to its…
T. Rowe Price US Equity Research ETF (AMEX:TSPA) · new position
Institution
Forvis Mazars Wealth Advisors, LLC
Institution type
investment_adviser
Reporting period
Q3 2026
Shares
3,346,333
Position value
$161.5M
Position change
100%
At a glance
Key takeaways
01Forvis Mazars Wealth Advisors purchased 3,346,333 shares of T. Rowe Price US Equity Research ETF (TSPA) for approximately $161.5M in Q3 2026.
02TSPA stock trades at $48.26 with a $2.1B market capitalization as of the filing date.
0313F filings reflect holdings as of quarter-end and are filed up to 45 days later, so positions may have changed since disclosure.
04Financial sector ETF holdings are closely tied to interest rate expectations and economic outlook.
Filing Details
Forvis Mazars Wealth Advisors, LLC, a registered investment adviser, initiated a new position in T. Rowe Price US Equity Research ETF (AMEX:TSPA) during Q3 2026, according to its most recent 13F filing with the Securities and Exchange Commission.
The institutional investor purchased 3,346,333 shares of the Financial Services company, valued at approximately $161.5M as of the filing date.
Market Context
T. Rowe Price US Equity Research ETF's stock currently trades at $48.26 with a market capitalization of $2.1B.
A new institutional position can signal growing confidence in a company's prospects. When large asset managers like Forvis Mazars Wealth Advisors, LLC establish stakes, it often reflects months of due diligence and a conviction that the stock is undervalued or poised for growth. Retail investors often track 13F filings to identify stocks that institutional money is moving into.
Financial sector holdings are closely tied to interest rate expectations and economic outlook. Institutional moves in T. Rowe Price US Equity Research ETF may reflect broader views on credit conditions and banking sector profitability.
The size of this position — $161.5 million — places it among the more significant institutional holdings in T. Rowe Price US Equity Research ETF. Large positions like this can influence trading dynamics and are closely watched by market participants tracking smart money flows.
Investors should note that 13F filings reflect holdings as of the end of the reporting quarter and are filed up to 45 days later. The position may have changed since the filing date. 13F data is most useful when analyzed alongside other signals such as insider transactions, analyst ratings, and fundamental trends.
A 13F filing is a quarterly SEC report required for institutional managers with over $100 million in assets. It discloses equity holdings, providing transparency into how firms like Forvis Mazars Wealth Advisors, LLC position their portfolios.