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

T. Rowe Price Dividend Growth ETF logo
$48.72 -0.19 (-0.39%)
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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)
78
Total
Institutional Inflows
(last 12 months)
$274.77M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$80.28M
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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
9/9/2026 Sequoia Financial Advisors LLC4,396,076$215.54M1.1%+3.8%15.382%
9/9/2026 Capital Analysts LLC12,984$636K0.0%-3.1%0.045%
9/8/2026 Allworth Financial LP294,417$14.44M0.1%-0.5%1.030%
9/2/2026 Citadel Advisors LLC10,125$496K0.0%N/A0.035%
8/23/2026 Studio Investment Management LLC23,210$1.14M0.2%-6.7%0.081%
8/23/2026 Ameritas Advisory Services LLC3,251$159K0.0%N/A0.011%
8/23/2026 Yarger Wealth Strategies LLC395,595$19.59M7.0%+1.1%1.384%
8/21/2026 Continuum Advisory LLC34,499$1.69M0.1%-33.7%0.121%
7/10/2026 Nvest Wealth Strategies Inc.22,591$1.11M0.7%+91.4%0.080%
7/9/2026 Wealthcare Capital Partners LLC11,027$541K0.2%+2.3%0.039%
7/8/2026 First Heartland Consultants Inc.11,301$554K0.0%-3.2%0.040%
7/8/2026 Apella Capital LLC39,171$1.94M0.0%-2.4%0.139%
7/7/2026 Bill Few Associates Inc.28,493$1.40M0.3%+1.4%0.101%
7/7/2026 Sandy Cove Advisors LLC87,200$4.28M1.1%+349.2%0.310%
6/3/2026 NewEdge Advisors LLC7,586$339K0.0%+2.9%0.028%
5/28/2026 Cozad Asset Management Inc.19,243$859K0.1%-2.2%0.070%
5/22/2026 WNY Asset Management LLC6,435$287K0.0%N/A0.023%
5/19/2026 Bank of America Corp DE2,525,752$112.72M0.0%+8.0%9.188%
5/19/2026 Centaurus Financial Inc.109,448$4.89M0.2%N/A0.398%
5/18/2026 Royal Bank of Canada2,386$107K0.0%-55.7%0.009%
5/13/2026 Cetera Investment Advisers308,853$13.78M0.0%+12.4%1.124%
5/8/2026 Summit Asset Management LLC11,238$502K0.1%-3.7%0.041%
5/7/2026 Grant Street Asset Management Inc.112,912$5.04M1.0%+4.6%0.411%
5/7/2026 Balefire LLC10,819$483K0.1%-2.2%0.039%
5/6/2026 Frontier Asset Management LLC199,021$8.88M1.9%-0.8%0.724%
5/6/2026 Cornerstone Planning Group LLC731$34K0.0%N/A0.003%
5/5/2026 Geneos Wealth Management Inc.9,744$435K0.0%+4.3%0.035%
5/5/2026 Sigma Planning Corp16,388$731K0.0%+3.9%0.060%
5/5/2026 Cornerstone Advisory LLC9,696$433K0.0%-7.0%0.035%
5/4/2026 Evernest Financial Advisors LLC6,656$311K0.1%-19.6%0.024%
5/1/2026Financial Connections Group Inc.41,161$1.84M0.6%-2.9%0.150%
5/1/2026 Sequoia Financial Advisors LLC4,234,788$189.00M1.1%+2.2%15.416%
4/30/2026 Kestra Advisory Services LLC43,631$1.95M0.0%+1.3%0.159%
4/30/2026 Beam Wealth Advisors Inc.10,695$477K0.1%N/A0.039%
4/29/2026 Axxcess Wealth Management LLC59,115$2.64M0.1%-0.7%0.215%
4/29/2026 Marino Stram & Associates LLC10,558$471K0.1%+16.0%0.038%
4/25/2026 NavPoint Financial Inc.25,342$1.13M0.5%+2.6%0.092%
4/24/2026 Equita Financial Network Inc.17,572$784K0.2%+8.8%0.064%
4/24/2026 Lighthouse Wealth Management Inc.37,761$1.69M1.1%+6.3%0.137%
4/23/2026 Continuum Advisory LLC52,035$2.32M0.2%-3.3%0.189%
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4/23/2026 Formidable Asset Management LLC33,526$1.51M0.2%-35.9%0.122%
4/22/2026 TPG Advisors LLC88,498$3.95M2.5%-8.2%0.322%
4/22/2026 Janney Montgomery Scott LLC38,460$1.72M0.0%+43.1%0.140%
4/20/2026 Kestra Private Wealth Services LLC15,311$683K0.0%-4.8%0.056%
4/20/2026 Apella Capital LLC40,127$1.89M0.0%N/A0.146%
4/18/2026 Nautilus Advisors LLC57,480$2.57M1.8%-6.3%0.210%
4/17/2026 Capital Advisors Ltd. LLC28,041$1.25M0.1%+0.8%0.102%
3/23/2026 J. Derek Lewis & Associates Inc.8,845$398K0.1%N/A0.033%
3/17/2026 Rockefeller Capital Management L.P.399,312$17.96M0.0%+13.2%1.480%
2/26/2026 TD Capital Management LLC718$32K0.0%N/A0.003%
2/19/2026 Axxcess Wealth Management LLC59,555$2.68M0.0%-16.6%0.221%
2/17/2026 AQR Capital Management LLC5,655$254K0.0%N/A0.021%
2/17/2026 Cetera Investment Advisers274,839$12.36M0.0%+12.5%1.019%
2/17/2026 Osaic Holdings Inc.12,247$551K0.0%+349.6%0.045%
2/17/2026 Advisory Services Network LLC19,255$866K0.0%-1.2%0.071%
2/17/2026 Marquette Associates Inc.13,378$602K0.8%-7.9%0.050%
2/17/2026 &PARTNERS26,903$1.21M0.0%+5.0%0.100%
2/17/2026 Royal Bank of Canada5,385$242K0.0%+102.3%0.020%
2/17/2026 Blair William & Co. IL8,549$384K0.0%-2.9%0.032%
2/16/2026 MML Investors Services LLC7,410$333K0.0%+7.6%0.027%
2/16/2026 Mariner LLC87,953$3.96M0.0%-27.7%0.326%
2/16/2026 Evernest Financial Advisors LLC8,278$388K0.1%-2.6%0.031%
2/16/2026 Focus Partners Wealth235,566$10.59M0.0%+9.6%0.873%
2/16/2026 Arax Advisory Partners2,353$106K0.0%N/A0.009%
2/16/2026 Aptus Capital Advisors LLC15,709$706K0.0%+1.8%0.058%
2/13/2026 Kestra Advisory Services LLC43,079$1.94M0.0%+8.0%0.160%
2/13/2026 Stifel Financial Corp32,737$1.47M0.0%+8.4%0.121%
2/12/2026 Commonwealth Equity Services LLC468,959$21.09M0.0%-0.9%1.738%
2/12/2026 Bank of Montreal Can5,765$259K0.0%N/A0.021%
2/11/2026 Janney Montgomery Scott LLC26,874$1.21M0.0%+6.3%0.100%
2/11/2026 Capital Analysts LLC13,389$602K0.0%+37.9%0.050%
2/11/2026 LPL Financial LLC180,252$8.11M0.0%-0.4%0.668%
2/11/2026 Continuum Advisory LLC53,793$2.42M0.2%+1.9%0.199%
2/10/2026 Goldman Sachs Group Inc.18,073$813K0.0%+62.3%0.067%
2/10/2026 Natixis Advisors LLC15,588$701K0.0%N/A0.058%
2/10/2026 Swisher Financial Concepts Inc.5,408$243K0.1%-16.9%0.020%
2/10/2026 Northwestern Mutual Wealth Management Co.1,514,610$68.11M0.0%+6.1%5.614%
2/10/2026 Thoroughbred Financial Services LLC30,335$1.36M0.1%-2.5%0.112%
2/9/2026 Harbour Investments Inc.15,501$697K0.0%+4.5%0.057%
2/9/2026 Sandy Cove Advisors LLC14,213$639K0.2%+173.0%0.053%
2/9/2026 Summit Asset Management LLC11,671$525K0.1%+122.3%0.043%
2/6/2026 Axxcess Wealth Management LLC59,555$2.68M0.0%-16.6%0.221%
2/6/2026 Signature Estate & Investment Advisors LLC15,030$676K0.0%-23.8%0.056%
2/6/2026 Fortis Group Advisors LLC20,730$948K0.2%N/A0.077%
2/5/2026 Northwestern Mutual Wealth Management Co.43,986$1.98M0.0%-96.9%0.163%
2/5/2026 Allworth Financial LP283,359$12.74M0.1%+4.4%1.050%
2/4/2026 Frontier Asset Management LLC200,713$9.03M2.1%-1.2%0.748%
2/3/2026 International Assets Investment Management LLC1,200$54K0.0%N/A0.004%
2/3/2026 Sequoia Financial Advisors LLC4,141,709$186.25M1.0%+10.1%15.425%
2/2/2026 Truist Financial Corp10,057$452K0.0%-5.9%0.037%
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1/30/2026 Sigma Planning Corp15,769$709K0.0%+3.5%0.059%
1/30/2026 Archer Investment Corp1,019$46K0.0%+192.0%0.004%
1/29/2026 Kestra Private Wealth Services LLC16,077$723K0.0%-79.4%0.060%
1/28/2026 N.E.W. Advisory Services LLC2,457$111K0.0%N/A0.009%
1/28/2026 Geneos Wealth Management Inc.9,340$420K0.0%+8.7%0.035%
1/28/2026 Grant Street Asset Management Inc.107,918$4.85M1.0%+2.7%0.405%
1/26/2026 United Advisor Group LLC198,999$8.95M1.1%+3.2%0.747%
1/26/2026CWM LLC15,926$716K0.0%+17.3%0.060%
1/22/2026 Apollon Wealth Management LLC4,694$211K0.0%N/A0.018%
1/22/2026 Nautilus Advisors LLC61,374$2.76M1.8%+1.2%0.231%


TDVG Institutional Ownership - Frequently Asked Questions

During the previous two years, 126 institutional investors and hedge funds held shares of T. Rowe Price Dividend Growth ETF. The most heavily invested institutionals were Sequoia Financial Advisors LLC ($215.54M), Bank of America Corp DE ($112.72M), Northwestern Mutual Wealth Management Co. ($68.11M), Price T Rowe Associates Inc. MD ($60.38M), Commonwealth Equity Services LLC ($21.09M), Yarger Wealth Strategies LLC ($19.59M), and Rockefeller Capital Management L.P. ($17.96M).Learn more on T. Rowe Price Dividend Growth ETF's institutional investors.

Of the 108 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 ($4.06M), Bank of America Corp DE ($1.26M), Northwestern Mutual Wealth Management Co. ($507.80K), Price T Rowe Associates Inc. MD ($400K), Allworth Financial LP ($282.44K), Focus Partners Wealth ($198.12K), and Yarger Wealth Strategies LLC ($154.33K).

Institutional investors have bought a total of 6,194,037 shares in the last 24 months. This purchase volume represents approximately $274.77M in transactions.

Of the 38 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: Northwestern Mutual Wealth Management Co. ($1.38M), Stratos Investment Management LLC ($103.19K), Kestra Private Wealth Services LLC ($78.50K), Formidable Asset Management LLC ($41.72K), Commonwealth Equity Services LLC ($34.99K), Mariner LLC ($33.69K), and Axxcess Wealth Management LLC ($32.39K).

Institutional investors have sold a total of 1,787,814 shares in the last 24 months. This volume of shares sold represents approximately $80.28M in transactions.



Institutional ownership data for NYSEARCA:TDVG is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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