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

T. Rowe Price Dividend Growth ETF logo
$42.50 +0.04 (+0.09%)
As of 09:37 AM Eastern
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Institutional Ownership Changes (13F Filings) for T. Rowe Price Dividend Growth ETF (NYSEARCA:TDVG)

Number of
Institutional Buyers
(last 12 months)
75
Total
Institutional Inflows
(last 12 months)
$91.37M
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$118.61M
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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
7/18/2025 TPG Advisors LLC92,611$3.93M2.8%+0.3%0.445%
7/17/2025 Janney Montgomery Scott LLC20,059$850K0.0%+18.6%0.096%
7/16/2025 Swisher Financial Concepts Inc.6,506$276K0.2%-9.1%0.031%
7/14/2025 AdvisorNet Financial Inc1,376$58K0.0%-51.4%0.007%
7/14/2025 Lighthouse Wealth Management Inc.20,974$889K0.8%+264.1%0.101%
7/11/2025 Adirondack Trust Co.5,783$245K0.1%-5.1%0.028%
7/10/2025 Wealth Enhancement Advisory Services LLC72,276$3.09M0.0%+31.0%0.348%
7/9/2025 Balefire LLC8,113$344K0.1%N/A0.039%
7/9/2025 Sandy Cove Advisors LLC5,195$220K0.1%N/A0.025%
6/27/2025Goldman Sachs Group Inc.13,151$531K0.0%+59.3%0.064%
5/21/2025Geneos Wealth Management Inc.8,650$349K0.0%+9.5%0.044%
5/20/2025Focus Partners Wealth168,136$6.79M0.0%+8.0%0.853%
5/16/2025Arete Wealth Advisors LLC10,733$434K0.0%+3.2%0.054%
5/16/2025Signature Estate & Investment Advisors LLC19,841$802K0.0%-9.2%0.101%
5/16/2025Goldman Sachs Group Inc.13,151$531K0.0%+59.3%0.067%
5/14/2025Northwestern Mutual Wealth Management Co.1,146,872$46.33M0.0%+13.9%5.819%
5/14/2025RWA Wealth Partners LLC56,898$2.30M0.0%-5.4%0.289%
5/13/2025Aptus Capital Advisors LLC15,953$645K0.0%-7.9%0.081%
5/9/2025Financial Connections Group Inc.47,413$1.92M0.9%-0.7%0.243%
5/9/2025Atria Wealth Solutions Inc.16,616$671K0.0%+25.9%0.085%
5/9/2025Thoroughbred Financial Services LLC32,897$1.33M0.1%-2.1%0.169%
5/9/2025Commonwealth Equity Services LLC494,353$19.97M0.0%+3.2%2.535%
5/9/2025Argent Trust Co6,709$271K0.0%+9.9%0.034%
5/8/2025Harbour Investments Inc.10,851$438K0.0%+36.5%0.056%
5/7/2025MB Levis & Associates LLC8,715$352K0.2%+81.6%0.045%
5/7/2025Frontier Asset Management LLC211,451$8.54M2.5%-3.3%1.084%
5/7/2025Cornerstone Advisory LLC10,439$417K0.0%-5.4%0.054%
5/6/2025Cetera Investment Advisers135,029$5.46M0.0%+3.6%0.692%
5/5/2025WNY Asset Management LLC7,505$303K0.0%-96.4%0.038%
5/5/2025Kestra Private Wealth Services LLC107,705$4.35M0.1%-4.0%0.552%
5/5/2025Csenge Advisory Group11,226$429K0.0%+6.4%0.058%
5/5/2025 Formidable Asset Management LLC75,250$3.04M0.5%-2.3%0.386%
5/2/2025Grant Street Asset Management Inc.100,121$4.05M1.0%+6.7%0.513%
5/2/2025Sigma Planning Corp11,939$482K0.0%+10.9%0.061%
5/1/2025CWM LLC2,895$117K0.0%-88.5%0.015%
4/30/2025Allworth Financial LP261,089$10.24M0.1%+0.2%1.339%
4/30/2025Axxcess Wealth Management LLC58,900$2.38M0.1%+13.5%0.302%
4/30/2025 John W. Brooker & Co. CPAs19,852$802K0.3%+5.1%0.102%
4/30/2025Stratos Wealth Advisors LLC52,202$2.11M0.1%-57.5%0.268%
4/30/2025Stratos Investment Management LLC72,151$2.92M0.2%N/A0.370%
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4/29/2025Envestnet Asset Management Inc.261,684$10.57M0.0%-3.9%1.342%
4/29/2025Capital Investment Advisory Services LLC8,653$350K0.0%+49.1%0.044%
4/29/2025Strategic Blueprint LLC15,364$621K0.0%-6.2%0.079%
4/28/2025Equita Financial Network Inc.15,459$625K0.2%-11.3%0.079%
4/28/2025Rossby Financial LCC640$25K0.0%N/A0.003%
4/25/2025 Essex Financial Services Inc.5,103$206K0.0%N/A0.026%
4/24/2025 TPG Advisors LLC92,358$3.73M2.9%+2.6%0.474%
4/23/2025Sequoia Financial Advisors LLC350,230$14.15M0.1%-2.5%1.796%
4/23/2025Continuum Advisory LLC35,587$1.44M0.2%-2.7%0.182%
4/22/2025Cambridge Investment Research Advisors Inc.50,670$2.05M0.0%+58.8%0.260%
4/22/2025 Lighthouse Wealth Management Inc.5,760$233K0.2%N/A0.030%
4/21/2025United Advisor Group LLC194,833$7.87M1.6%+3.7%0.999%
4/17/2025Schaper Benz & Wise Investment Counsel Inc. WI13,425$542K0.0%+42.7%0.070%
4/17/2025 Janney Montgomery Scott LLC16,915$683K0.0%+2.2%0.088%
4/16/2025 Wealth Enhancement Advisory Services LLC55,175$2.23M0.0%+692.6%0.287%
4/15/2025Yarger Wealth Strategies LLC321,783$13M7.6%+2.3%1.673%
4/14/2025Wealthcare Capital Partners LLC6,388$258K0.1%+24.7%0.033%
4/9/2025 Swisher Financial Concepts Inc.7,155$289K0.2%-8.2%0.037%
4/9/2025Future Financial Wealth Managment LLC6,836$276K0.2%-7.9%0.036%
4/3/2025 Adirondack Trust Co.6,092$246K0.1%-9.2%0.032%
3/17/2025 Wealth Enhancement Advisory Services LLC6,961$276K0.0%-3.6%0.036%
2/24/2025United Advisor Group LLC187,869$7.44M1.5%+3.7%0.987%
2/21/2025WNY Asset Management LLC207,295$8.21M1.0%-87.3%1.919%
2/19/2025 Formidable Asset Management LLC77,005$3.05M0.5%+59.8%0.713%
2/18/2025Cornerstone Advisory LLC11,033$460K0.1%-32.5%0.102%
2/18/2025First Heartland Consultants Inc.6,890$273K0.0%N/A0.064%
2/18/2025Continuum Advisory LLC36,586$1.45M0.2%+21.8%0.339%
2/17/2025Focus Partners Wealth155,681$6.16M0.0%N/A1.441%
2/17/2025Cetera Investment Advisers130,326$5.16M0.0%-1.8%1.207%
2/17/2025Bank of America Corp DE1,176,882$46.59M0.0%+2.4%10.897%
2/17/2025Benjamin Edwards Inc.5,906$234K0.0%N/A0.055%
2/14/2025Price T Rowe Associates Inc. MD1,525,001$60.38M0.0%+35.6%14.120%
2/14/2025Stifel Financial Corp20,650$818K0.0%+34.4%0.191%
2/13/2025Mariner LLC89,095$3.53M0.0%+4.8%0.825%
2/13/2025Synovus Financial Corp8,168$323K0.0%-49.9%0.076%
2/13/2025Rockefeller Capital Management L.P.328,728$13.01M0.0%+3.5%3.044%
2/13/2025Argent Trust Co6,105$242K0.0%N/A0.057%
2/13/2025Raymond James Financial Inc.9,019$357K0.0%N/A0.084%
2/13/2025Advisory Services Network LLC27,166$1.08M0.0%-25.8%0.252%
2/13/2025 Swisher Financial Concepts Inc.7,790$308K0.4%-51.4%0.072%
2/13/2025Envestnet Asset Management Inc.272,267$10.78M0.0%-38.9%2.521%
2/13/2025Wells Fargo & Company MN14,774$585K0.0%+2,338.0%0.137%
2/12/2025Thoroughbred Financial Services LLC33,604$1.33M0.1%-22.3%0.311%
2/12/2025Arete Wealth Advisors LLC10,403$411K0.0%-12.8%0.096%
2/12/2025RWA Wealth Partners LLC60,135$2.38M0.0%+1.9%0.557%
2/12/2025Blair William & Co. IL8,961$355K0.0%+23.2%0.083%
2/12/2025JPMorgan Chase & Co.13,701$542K0.0%-87.0%0.127%
2/11/2025Signature Estate & Investment Advisors LLC21,841$865K0.0%-23.0%0.202%
2/11/2025LPL Financial LLC143,289$5.67M0.0%+269.0%1.327%
2/10/2025Axxcess Wealth Management LLC51,875$2.05M0.0%+7.3%0.480%
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2/10/2025Harbour Investments Inc.7,948$315K0.0%+19.2%0.074%
2/10/2025Envestnet Portfolio Solutions Inc.9,237$366K0.0%-21.1%0.086%
2/10/2025Commonwealth Equity Services LLC479,032$18.97M0.0%+7.8%4.435%
2/7/2025Sequoia Financial Advisors LLC359,058$14.22M0.1%-50.4%3.325%
2/7/2025Grant Street Asset Management Inc.93,830$3.72M1.0%-13.4%0.869%
2/7/2025Frontier Asset Management LLC218,667$8.66M2.9%-19.4%2.025%
2/7/2025Schaper Benz & Wise Investment Counsel Inc. WI9,410$373K0.0%+76.2%0.087%
2/7/2025Beam Wealth Advisors Inc.10,248$406K0.1%-13.9%0.095%
2/6/2025Raymond James Financial Inc.9,019$357K0.0%N/A0.084%
2/6/2025Jones Financial Companies Lllp137,996$5.46M0.0%+96.8%1.278%
(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, 110 institutional investors and hedge funds held shares of T. Rowe Price Dividend Growth ETF. The most heavily invested institutionals were Price T Rowe Associates Inc. MD ($60.38M), Bank of America Corp DE ($46.59M), Northwestern Mutual Wealth Management Co. ($46.33M), Commonwealth Equity Services LLC ($19.97M), Sequoia Financial Advisors LLC ($14.15M), Rockefeller Capital Management L.P. ($13.01M), and Yarger Wealth Strategies LLC ($13M).Learn more on T. Rowe Price Dividend Growth ETF's institutional investors.

Which institutional investors have been buying T. Rowe Price Dividend Growth ETF's stock?

Of the 97 institutional investors that purchased T. Rowe Price Dividend Growth ETF's 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), Price T Rowe Associates Inc. MD ($400K), Yarger Wealth Strategies LLC ($316.02K), WNY Asset Management LLC ($306.20K), Allworth Financial LP ($260.17K), Commonwealth Equity Services LLC ($175.44K), and Focus Partners Wealth ($168.14K).

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

Institutional investors have bought a total of 2,292,886 shares in the last 24 months. This purchase volume represents approximately $91.37M in transactions.

Which of T. Rowe Price Dividend Growth ETF's major shareholders have been selling company stock?

Of the 40 institutional investors that sold T. Rowe Price Dividend Growth ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: WNY Asset Management LLC ($1.63M), Sequoia Financial Advisors LLC ($392.16K), Souders Financial Advisors ($277.19K), Envestnet Asset Management Inc. ($184.21K), JPMorgan Chase & Co. ($92.37K), Cambridge Investment Research Advisors Inc. ($73.42K), and Stratos Wealth Advisors LLC ($70.57K).

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

Institutional investors have sold a total of 2,981,187 shares in the last 24 months. This volume of shares sold represents approximately $118.61M in transactions.



This page (NYSEARCA:TDVG) was last updated on 7/21/2025 by MarketBeat.com Staff
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