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

T. Rowe Price Dividend Growth ETF logo
$47.00 +0.25 (+0.53%)
As of 04:10 PM 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)
80
Total
Institutional Inflows
(last 12 months)
$290.51M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$83.66M
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TDVG Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Geneos 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%
5/1/2026 Financial 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%
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%
3/17/2026Rockefeller Capital Management L.P.399,312$17.96M0.0%+13.2%1.480%
2/26/2026TD Capital Management LLC718$32K0.0%N/A0.003%
2/19/2026 Axxcess Wealth Management LLC59,555$2.68M0.0%-16.6%0.221%
2/17/2026AQR Capital Management LLC5,655$254K0.0%N/A0.021%
2/17/2026Cetera Investment Advisers274,839$12.36M0.0%+12.5%1.019%
2/17/2026Osaic Holdings Inc.12,247$551K0.0%+349.6%0.045%
2/17/2026Advisory Services Network LLC19,255$866K0.0%-1.2%0.071%
2/17/2026Marquette Associates Inc.13,378$602K0.8%-7.9%0.050%
2/17/2026&PARTNERS26,903$1.21M0.0%+5.0%0.100%
2/17/2026Royal Bank of Canada5,385$242K0.0%+102.3%0.020%
2/17/2026Blair William & Co. IL8,549$384K0.0%-2.9%0.032%
2/16/2026 MML Investors Services LLC7,410$333K0.0%+7.6%0.027%
2/16/2026Mariner LLC87,953$3.96M0.0%-27.7%0.326%
2/16/2026 Evernest Financial Advisors LLC8,278$388K0.1%-2.6%0.031%
2/16/2026Focus Partners Wealth235,566$10.59M0.0%+9.6%0.873%
2/16/2026Arax Advisory Partners2,353$106K0.0%N/A0.009%
2/16/2026Aptus 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%
2/13/2026Stifel 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%
2/12/2026Bank of Montreal Can5,765$259K0.0%N/A0.021%
2/11/2026 Janney Montgomery Scott LLC26,874$1.21M0.0%+6.3%0.100%
2/11/2026Capital Analysts LLC13,389$602K0.0%+37.9%0.050%
2/11/2026LPL Financial LLC180,252$8.11M0.0%-0.4%0.668%
2/11/2026 Continuum Advisory LLC53,793$2.42M0.2%+1.9%0.199%
2/10/2026Goldman Sachs Group Inc.18,073$813K0.0%+62.3%0.067%
2/10/2026Natixis Advisors LLC15,588$701K0.0%N/A0.058%
2/10/2026 Swisher Financial Concepts Inc.5,408$243K0.1%-16.9%0.020%
2/10/2026Northwestern Mutual Wealth Management Co.1,514,610$68.11M0.0%+6.1%5.614%
2/10/2026Thoroughbred Financial Services LLC30,335$1.36M0.1%-2.5%0.112%
2/9/2026Harbour Investments Inc.15,501$697K0.0%+4.5%0.057%
2/9/2026Sandy Cove Advisors LLC14,213$639K0.2%+173.0%0.053%
2/9/2026Summit 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%
2/6/2026Fortis Group Advisors LLC20,730$948K0.2%N/A0.077%
2/5/2026Northwestern Mutual Wealth Management Co.43,986$1.98M0.0%-96.9%0.163%
2/5/2026Allworth Financial LP283,359$12.74M0.1%+4.4%1.050%
2/4/2026Frontier 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%
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%
1/28/2026N.E.W. Advisory Services LLC2,457$111K0.0%N/A0.009%
1/28/2026Geneos Wealth Management Inc.9,340$420K0.0%+8.7%0.035%
1/28/2026Grant 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%
1/22/2026Yarger Wealth Strategies LLC399,968$17.99M7.7%+2.6%1.506%
1/22/2026 Newman Dignan & Sheerar Inc.12,264$552K0.1%N/A0.046%
1/21/2026Capital Investment Advisory Services LLC41,900$1.88M0.1%+17.9%0.158%
1/21/2026 BIP Wealth LLC12,801$576K0.0%N/A0.048%
1/21/2026 MBL Wealth LLC147,783$6.65M0.5%+1.3%0.556%
1/21/2026 Winthrop Advisory Group LLC14,723$662K0.1%-19.3%0.055%
1/21/2026 TPG Advisors LLC96,445$4.34M2.7%+1.0%0.363%
1/20/2026 NavPoint Financial Inc.24,709$1.11M0.5%+14.3%0.094%
1/20/2026 Stratos Investment Management LLC8,222$370K0.0%-20.0%0.031%
1/16/2026 Marino Stram & Associates LLC9,101$409K0.1%N/A0.035%
1/16/2026Beaumont Financial Advisors LLC44,288$1.99M0.1%+0.8%0.168%
1/16/2026 Formidable Asset Management LLC52,327$2.30M0.3%-10.7%0.199%
1/15/2026 Saxony Capital Management LLC29,881$1.34M0.8%+299.7%0.114%
1/15/2026 Lighthouse Wealth Management Inc.35,534$1.60M1.1%+59.1%0.135%
1/14/2026 Wealthcare Capital Partners LLC10,488$472K0.2%+8.3%0.040%
1/14/2026 MB Levis & Associates LLC17,888$804K0.3%+24.1%0.068%
1/12/2026 Schaper Benz & Wise Investment Counsel Inc. WI17,109$769K0.1%+4.7%0.065%
1/12/2026 DAVENPORT & Co LLC9,152$412K0.0%+4.6%0.035%
1/8/2026 Adirondack Trust Co.2,296$103K0.0%-58.6%0.009%
1/8/2026 Wealth Enhancement Advisory Services LLC102,670$4.71M0.0%+14.6%0.391%
1/1/2026JPMorgan Chase & Co.11,729$516K0.0%-2.3%0.045%
12/2/2025Allworth Financial LP271,429$11.93M0.1%+2.2%1.051%
11/17/2025 Kestra Private Wealth Services LLC78,154$3.44M0.0%-16.7%0.303%
11/17/2025Northwestern Mutual Wealth Management Co.1,427,121$62.74M0.0%+4.6%5.525%
11/17/2025Mariner LLC121,647$5.35M0.0%+13.1%0.471%
11/17/2025Focus Partners Wealth215,000$9.45M0.0%+4.6%0.832%


TDVG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TDVG shares?

During the previous two years, 124 institutional investors and hedge funds held shares of T. Rowe Price Dividend Growth ETF. The most heavily invested institutionals were Sequoia Financial Advisors LLC ($189.00M), Bank of America Corp DE ($105.06M), 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 ($17.99M), and Rockefeller Capital Management L.P. ($17.96M).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 111 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 ($3.94M), Bank of America Corp DE ($1.08M), Northwestern Mutual Wealth Management Co. ($513.37K), Price T Rowe Associates Inc. MD ($400K), Allworth Financial LP ($282.44K), Focus Partners Wealth ($198.12K), and Yarger Wealth Strategies LLC ($158.14K).

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

Institutional investors have bought a total of 6,633,382 shares in the last 24 months. This purchase volume represents approximately $290.51M in transactions.

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

Of the 39 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), Stratos Wealth Advisors LLC ($40.81K), Commonwealth Equity Services LLC ($34.99K), and Mariner LLC ($33.69K).

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

Institutional investors have sold a total of 1,872,021 shares in the last 24 months. This volume of shares sold represents approximately $83.66M in transactions.


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This page (NYSEARCA:TDVG) was last updated on 5/5/2026 by MarketBeat.com Staff.
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