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

T. Rowe Price Dividend Growth ETF logo
$49.59 +0.24 (+0.49%)
As of 07/24/2026 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)
81
Total
Institutional Inflows
(last 12 months)
$292.39M
Number of
Institutional Sellers
(last 12 months)
43
Total
Institutional Outflows
(last 12 months)
$82.14M
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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
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%
6/3/2026NewEdge Advisors LLC7,586$339K0.0%+2.9%0.028%
5/28/2026Cozad Asset Management Inc.19,243$859K0.1%-2.2%0.070%
5/22/2026WNY Asset Management LLC6,435$287K0.0%N/A0.023%
5/19/2026Bank of America Corp DE2,525,752$112.72M0.0%+8.0%9.188%
5/19/2026Centaurus Financial Inc.109,448$4.89M0.2%N/A0.398%
5/18/2026Royal Bank of Canada2,386$107K0.0%-55.7%0.009%
5/13/2026Cetera Investment Advisers308,853$13.78M0.0%+12.4%1.124%
5/8/2026Summit Asset Management LLC11,238$502K0.1%-3.7%0.041%
5/7/2026Grant 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%
5/6/2026Frontier Asset Management LLC199,021$8.88M1.9%-0.8%0.724%
5/6/2026Cornerstone Planning Group LLC731$34K0.0%N/A0.003%
5/5/2026Geneos Wealth Management Inc.9,744$435K0.0%+4.3%0.035%
5/5/2026Sigma Planning Corp16,388$731K0.0%+3.9%0.060%
5/5/2026Cornerstone Advisory LLC9,696$433K0.0%-7.0%0.035%
5/4/2026Evernest 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%
4/30/2026Kestra Advisory Services LLC43,631$1.95M0.0%+1.3%0.159%
4/30/2026Beam Wealth Advisors Inc.10,695$477K0.1%N/A0.039%
4/29/2026Axxcess Wealth Management LLC59,115$2.64M0.1%-0.7%0.215%
4/29/2026Marino 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%
4/24/2026Equita 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%
4/23/2026Continuum 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%
4/22/2026TPG Advisors LLC88,498$3.95M2.5%-8.2%0.322%
4/22/2026Janney Montgomery Scott LLC38,460$1.72M0.0%+43.1%0.140%
4/20/2026Kestra 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%
3/23/2026J. Derek Lewis & Associates Inc.8,845$398K0.1%N/A0.033%
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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%
2/19/2026Axxcess 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%
2/16/2026MML Investors Services LLC7,410$333K0.0%+7.6%0.027%
2/16/2026Mariner LLC87,953$3.96M0.0%-27.7%0.326%
2/16/2026Evernest 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%
2/13/2026Kestra Advisory Services LLC43,079$1.94M0.0%+8.0%0.160%
2/13/2026Stifel Financial Corp32,737$1.47M0.0%+8.4%0.121%
2/12/2026Commonwealth Equity Services LLC468,959$21.09M0.0%-0.9%1.738%
2/12/2026Bank of Montreal Can5,765$259K0.0%N/A0.021%
2/11/2026Janney 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%
2/11/2026Continuum 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%
2/10/2026Swisher 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%
2/9/2026 Sandy Cove Advisors LLC14,213$639K0.2%+173.0%0.053%
2/9/2026Summit Asset Management LLC11,671$525K0.1%+122.3%0.043%
2/6/2026Axxcess 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%
2/2/2026Truist Financial Corp10,057$452K0.0%-5.9%0.037%
1/30/2026Sigma Planning Corp15,769$709K0.0%+3.5%0.059%
1/30/2026Archer Investment Corp1,019$46K0.0%+192.0%0.004%
1/29/2026Kestra 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%
1/26/2026United Advisor Group LLC198,999$8.95M1.1%+3.2%0.747%
1/26/2026CWM LLC15,926$716K0.0%+17.3%0.060%
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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%
1/22/2026 Yarger 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%
1/21/2026 Capital Investment Advisory Services LLC41,900$1.88M0.1%+17.9%0.158%
1/21/2026BIP 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%
1/21/2026TPG 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%


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 ($189.00M), 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 ($17.99M), and Rockefeller Capital Management L.P. ($17.96M).Learn more on T. Rowe Price Dividend Growth ETF's institutional investors.

Of the 113 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 ($3.90M), Bank of America Corp DE ($1.26M), 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).

Institutional investors have bought a total of 6,638,017 shares in the last 24 months. This purchase volume represents approximately $292.39M in transactions.

Of the 41 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).

Institutional investors have sold a total of 1,834,904 shares in the last 24 months. This volume of shares sold represents approximately $82.14M in transactions.


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This page (NYSEARCA:TDVG) was last updated on 7/25/2026 by MarketBeat.com Staff.
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