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T. Rowe Price Dividend Growth ETF (TDVG) Institutional Ownership

T. Rowe Price Dividend Growth ETF logo
$40.96 +0.39 (+0.96%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for T. Rowe Price Dividend Growth ETF (NYSEARCA:TDVG)

Number of
Institutional Buyers
(last 12 months)
59
Total
Institutional Inflows
(last 12 months)
$69.47M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$19.40M
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TDVG Institutional Buying and Selling by Quarter

T. Rowe Price Dividend Growth ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Adirondack Trust Co.6,712$266K0.1%+12.8%0.062%
1/17/2025 Bartlett & CO. Wealth Management LLC865$34K0.0%N/A0.008%
1/17/2025 Beaumont Financial Advisors LLC43,929$1.74M0.1%+2.7%0.407%
1/15/2025 Yarger Wealth Strategies LLC314,680$12.46M7.2%+24.2%2.914%
1/13/2025 Future Financial Wealth Managment LLC7,426$294K0.2%-23.6%0.069%
12/26/2024JPMorgan Chase & Co.105,256$4.31M0.0%-0.8%0.975%
12/10/2024Garden State Investment Advisory Services LLC15,717$644K0.2%-2.7%0.146%
11/25/2024Synovus Financial Corp16,292$667K0.0%+100.5%0.151%
11/18/2024Arete Wealth Advisors LLC11,928$486K0.0%+13.6%0.110%
11/15/2024Continuum Advisory LLC30,031$1.23M0.2%+38.2%0.278%
11/15/2024Stifel Financial Corp15,359$629K0.0%+43.3%0.142%
11/15/2024Garden State Investment Advisory Services LLC15,717$644K0.2%-2.7%0.146%
11/14/2024Rockefeller Capital Management L.P.317,757$13.02M0.0%+13.8%2.942%
11/13/2024FMR LLC145,746$5.97M0.0%+15.5%1.350%
11/12/2024Studio Investment Management LLC25,604$1.05M0.2%-5.3%0.237%
11/8/2024Grant Street Asset Management Inc.108,322$4.44M1.3%+2.1%1.003%
11/8/2024Equita Financial Network Inc.16,609$680K0.2%N/A0.154%
11/6/2024Signature Estate & Investment Advisors LLC28,351$1.16M0.0%-3.6%0.263%
11/5/2024Souders Financial Advisors6,374$261K0.0%-97.8%0.059%
11/5/2024Aptus Capital Advisors LLC17,169$703K0.0%-3.4%0.159%
11/5/2024Harbour Investments Inc.6,669$273K0.0%+90.7%0.062%
11/4/2024Beam Wealth Advisors Inc.11,898$487K0.1%+18.8%0.110%
11/4/2024Axxcess Wealth Management LLC48,340$1.98M0.0%+19.9%0.448%
11/4/2024Sigma Planning Corp47,852$1.96M0.1%N/A0.443%
10/31/2024NavPoint Financial Inc.22,675$929K0.7%+1.4%0.210%
10/31/2024Cozad Asset Management Inc.23,847$977K0.1%-11.5%0.221%
10/30/2024United Advisor Group LLC181,239$7.42M1.7%+13.7%1.678%
10/29/2024Empire Life Investments Inc.103,348$4.23M0.3%+34.1%0.957%
10/28/2024TPG Advisors LLC88,002$3.61M2.8%+4.0%0.815%
10/28/2024US Bancorp DE1,408$58K0.0%N/A0.013%
10/25/2024Strategic Blueprint LLC16,836$690K0.0%-2.7%0.156%
10/23/2024Allworth Financial LP1,424$58K0.0%+55.5%0.013%
10/22/2024 International Assets Investment Management LLC49,152$2.01M0.0%N/A0.455%
10/22/2024Sequoia Financial Advisors LLC724,560$29.68M0.3%-2.4%6.709%
10/21/2024Evernest Financial Advisors LLC9,930$407K0.1%-21.6%0.092%
10/19/2024Schaper Benz & Wise Investment Counsel Inc. WI5,340$219K0.0%N/A0.049%
10/18/2024Stratos Wealth Advisors LLC122,579$5.02M0.2%+1.7%1.135%
10/9/2024 Beaumont Financial Advisors LLC42,785$1.75M0.1%+8.7%0.396%
10/9/2024 Adirondack Trust Co.5,950$244K0.1%+41.7%0.055%
10/8/2024CWM LLC15,424$632K0.0%+1,832.8%0.143%
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10/8/2024Dynamic Advisor Solutions LLC6,585$270K0.0%-6.9%0.061%
8/30/2024Strategic Investment Solutions Inc. IL1,660$66K0.0%N/A0.015%
8/28/2024Souders Financial Advisors283,561$10.92M1.6%+3.4%2.626%
8/22/2024Cetera Investment Advisers128,092$4.93M0.0%+3.4%1.186%
8/21/2024Truist Financial Corp31,113$1.20M0.0%+38.2%0.288%
8/16/2024Northwestern Mutual Wealth Management Co.33,081$1.27M0.0%+20.3%0.306%
8/13/2024TPG Advisors LLC84,626$3.26M2.8%N/A0.784%
8/13/2024Garden State Investment Advisory Services LLC16,149$622K0.2%+11.0%0.150%
8/12/2024Blair William & Co. IL7,242$279K0.0%N/A0.067%
8/10/2024Axxcess Wealth Management LLC40,328$1.55M0.0%+6.0%0.373%
8/10/2024 Yarger Wealth Strategies LLC247,699$9.54M5.7%+3.4%2.294%
8/8/2024Envestnet Asset Management Inc.441,223$16.99M0.0%+2.9%4.085%
8/8/2024Thoroughbred Financial Services LLC43,514$1.68M0.1%+0.7%0.403%
8/8/2024Evernest Financial Advisors LLC12,663$488K0.2%-27.1%0.117%
8/8/2024Frontier Asset Management LLC281,622$10.84M3.9%-1.1%2.608%
8/7/2024Studio Investment Management LLC27,043$1.04M0.2%+9.7%0.250%
8/7/2024Beam Wealth Advisors Inc.10,011$385K0.1%+8.8%0.093%
8/6/2024Strategic Financial Concepts LLC18,541$714K0.0%N/A0.172%
8/2/2024Cozad Asset Management Inc.26,937$1.04M0.1%+9.2%0.249%
7/31/2024Aptus Capital Advisors LLC17,776$684K0.0%-13.5%0.165%
7/31/2024Commonwealth Equity Services LLC416,309$16.03M0.0%+9.0%3.855%
7/26/2024Financial Connections Group Inc.52,828$2.03M1.1%-33.4%0.489%
7/26/2024Harbour Investments Inc.3,498$135K0.0%+9.7%0.032%
7/26/2024NavPoint Financial Inc.22,372$861K0.7%+1.7%0.207%
7/26/2024Cambridge Investment Research Advisors Inc.28,507$1.10M0.0%-72.0%0.264%
7/26/2024Signature Estate & Investment Advisors LLC29,401$1.13M0.0%N/A0.272%
7/20/2024Continuum Advisory LLC21,735$837K0.1%+11.0%0.201%
7/16/2024Envestnet Portfolio Solutions Inc.12,829$494K0.0%+15.1%0.119%
7/16/2024 Wealth Enhancement Advisory Services LLC7,138$275K0.0%+12.9%0.066%
7/16/2024 EWG Elevate Inc.100,939$3.89M1.4%N/A0.935%
7/16/2024Sequoia Financial Advisors LLC742,393$28.58M0.3%+5.0%6.874%
7/11/2024John W. Brooker & Co. CPAs14,625$563K0.3%+11.3%0.135%
7/10/2024CWM LLC798$31K0.0%N/A0.007%
5/24/2024Cetera Advisors LLC5,503$209K0.0%N/A0.051%
5/24/2024Cetera Investment Advisers123,840$4.71M0.0%+346.7%1.147%
5/14/2024Axxcess Wealth Management LLC38,033$1.45M0.0%-2.9%0.352%
5/9/2024Souders Financial Advisors274,201$10.42M1.6%+1.2%2.539%
5/8/2024Cozad Asset Management Inc.24,667$937K0.1%+16.2%0.228%
5/8/2024Thoroughbred Financial Services LLC43,191$1.64M0.2%-1.1%0.400%
5/6/2024Envestnet Portfolio Solutions Inc.11,150$424K0.0%-46.2%0.103%
5/4/2024Financial Connections Group Inc.79,304$3.01M3.3%+44.2%0.734%
5/2/2024Centerpoint Advisors LLC1,422$54K0.0%N/A0.013%
5/1/2024 Janney Montgomery Scott LLC7,168$272K0.0%N/A0.066%
5/1/2024Grant Street Asset Management Inc.103,483$3.93M1.3%-1.1%0.958%
5/1/2024Sequoia Financial Advisors LLC706,941$26.86M0.3%+2.2%6.546%
4/30/2024Beam Wealth Advisors Inc.9,201$350K0.2%N/A0.085%
4/30/2024Perigon Wealth Management LLC19,018$723K0.0%+6.4%0.176%
4/29/2024Commonwealth Equity Services LLC381,834$14.51M0.0%+5.5%3.536%
4/29/2024RWA Wealth Partners LLC55,086$2.09M0.0%+4.0%0.510%
4/29/2024 Yarger Wealth Strategies LLC239,520$9.10M6.2%+112.4%2.218%
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4/24/2024 First Pacific Financial795$30K0.0%+280.4%0.007%
4/23/2024Strategic Blueprint LLC17,460$663K0.0%-30.7%0.163%
4/18/2024Capital Advisors Ltd. LLC26,590$1.01M0.1%+5.0%0.248%
4/15/2024 Future Financial Wealth Managment LLC15,844$602K0.5%-2.7%0.148%
3/29/2024 Adirondack Trust Co.4,037$150K0.1%+22.6%0.042%
2/21/2024WNY Asset Management LLC306,202$10.80M1.8%+2.2%3.157%
2/16/2024Studio Investment Management LLC26,507$935K0.2%+44.5%0.273%
2/15/2024Garden State Investment Advisory Services LLC12,711$448K0.2%+2.6%0.131%
2/13/2024Cornerstone Advisory LLC44,848$1.58M0.2%+1.1%0.462%
2/9/2024Advisory Services Network LLC39,698$1.40M0.0%-1.9%0.409%
(Data available from 1/1/2016 forward)

TDVG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TDVG shares?

During the previous two years, 96 institutional investors and hedge funds held shares of T. Rowe Price Dividend Growth ETF. The most heavily invested institutionals were Sequoia Financial Advisors LLC ($29.68M), Affinia Financial Group LLC ($20.46M), Envestnet Asset Management Inc. ($16.99M), Commonwealth Equity Services LLC ($16.03M), Rockefeller Capital Management L.P. ($13.02M), Yarger Wealth Strategies LLC ($12.46M), and Frontier Asset Management LLC ($10.84M).Learn more on TDVG's institutional investors.

Which institutional investors have been buying T. Rowe Price Dividend Growth ETF stock?

Of the 86 institutional investors that purchased T. Rowe Price Dividend Growth ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sequoia Financial Advisors LLC ($742.39K), Affinia Financial Group LLC ($698.51K), Envestnet Asset Management Inc. ($425.28K), Aptus Capital Advisors LLC ($346.09K), Frontier Asset Management LLC ($313.82K), Yarger Wealth Strategies LLC ($308.91K), and WNY Asset Management LLC ($306.20K).

How much institutional buying is happening at T. Rowe Price Dividend Growth ETF?

Institutional investors have bought a total of 5,371,972 shares in the last 24 months. This purchase volume represents approximately $181.44M in transactions.

Which T. Rowe Price Dividend Growth ETF major shareholders have been selling company stock?

Of the 43 institutional investors that sold T. Rowe Price Dividend Growth ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Aptus Capital Advisors LLC ($667.50K), Souders Financial Advisors ($277.19K), Fiduciary Planning LLC ($145.85K), Empire Life Investments Inc. ($123.80K), Cambridge Investment Research Advisors Inc. ($118.85K), Affinia Financial Group LLC ($69.04K), and Cary Street Partners Investment Advisory LLC ($55.14K).

How much institutional selling is happening at T. Rowe Price Dividend Growth ETF?

Institutional investors have sold a total of 1,736,008 shares in the last 24 months. This volume of shares sold represents approximately $59.57M in transactions.



This page (NYSEARCA:TDVG) was last updated on 1/21/2025 by MarketBeat.com Staff
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