§ EQUITY
USDTVAL
T. ROWE PRICE VALUE ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| OneDigital Investment Advisors LLC | 560K | 0.2% | −6% |
| Morgan Stanley IM | 544K | 0.0% | +9360% |
| Flaharty Asset Management, LLC | 492K | 2.2% | +1% |
| LPL Financial LLC | 215K | 0.0% | +135% |
| Northwest Wealth Advisors, LLC | 178K | 4.6% | +22% |
| OSAIC HOLDINGS, INC. | 167K | 0.0% | −5% |
◇ AC INTELLIGENCE
Top institutional owners for TVAL as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER95.9% · 28 holders
DEALER / BANK3.9% · 5 holders
SYSTEMATIC / QUANT0.2% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for TVAL in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention TVAL yet.