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

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$38.56
+0.09 (+0.23%)
(As of 05/17/2024 08:54 PM ET)
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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)
45
Total
Institutional Inflows
(last 12 months)
$67.09M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$35.71M
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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
5/14/2024 Axxcess Wealth Management LLC38,033$1.45M0.0%-2.9%0.352%
5/9/2024 Souders Financial Advisors274,201$10.42M1.6%+1.2%2.539%
5/8/2024 Cozad Asset Management Inc.24,667$937K0.1%+16.2%0.228%
5/8/2024 Thoroughbred Financial Services LLC43,191$1.64M0.2%-1.1%0.400%
5/6/2024 Envestnet Portfolio Solutions Inc.11,150$424K0.0%-46.2%0.103%
5/4/2024 Financial Connections Group Inc.79,304$3.01M3.3%+44.2%0.734%
5/2/2024 Centerpoint Advisors LLC1,422$54K0.0%N/A0.013%
5/1/2024 Janney Montgomery Scott LLC7,168$272K0.0%N/A0.066%
5/1/2024 Grant Street Asset Management Inc.103,483$3.93M1.3%-1.1%0.958%
5/1/2024 Sequoia Financial Advisors LLC706,941$26.86M0.3%+2.2%6.546%
4/30/2024 Beam Wealth Advisors Inc.9,201$350K0.2%N/A0.085%
4/30/2024 Perigon Wealth Management LLC19,018$723K0.0%+6.4%0.176%
4/29/2024Commonwealth Equity Services LLC381,834$14.51M0.0%+5.5%3.536%
4/29/2024 RWA 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%
4/24/2024 First Pacific Financial795$30K0.0%+280.4%0.007%
4/23/2024 Strategic Blueprint LLC17,460$663K0.0%-30.7%0.163%
4/18/2024 Capital 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%
2/21/2024 WNY Asset Management LLC306,202$10.80M1.8%+2.2%3.157%
2/16/2024 Studio Investment Management LLC26,507$935K0.2%+44.5%0.273%
2/15/2024 Garden State Investment Advisory Services LLC12,711$448K0.2%+2.6%0.131%
2/13/2024 Cornerstone Advisory LLC44,848$1.58M0.2%+1.1%0.462%
2/9/2024 Advisory Services Network LLC39,698$1.40M0.0%-1.9%0.409%
2/9/2024 Cambridge Investment Research Advisors Inc.101,709$3.59M0.0%+8.0%1.049%
2/9/2024 Thoroughbred Financial Services LLC43,663$1.54M0.1%-6.2%0.450%
2/8/2024Wade G W & Inc.77,796$2.74M0.1%+65.9%0.802%
2/8/2024 Empire Life Investments Inc.73,548$2.59M0.2%-22.5%0.758%
2/7/2024 Envestnet Portfolio Solutions Inc.20,715$731K0.0%-2.7%0.214%
2/7/2024 Principal Securities Inc.7,212$254K0.0%N/A0.074%
2/6/2024 NavPoint Financial Inc.22,113$780K0.7%N/A0.228%
2/6/2024 Axxcess Wealth Management LLC39,178$1.38M0.0%+1.1%0.404%
2/6/2024 Benjamin F. Edwards & Company Inc.1,322$47K0.0%-85.0%0.014%
2/2/2024 Truist Financial Corp22,255$785K0.0%-4.1%0.229%
2/2/2024 Atria Wealth Solutions Inc.40,451$1.43M0.0%-1.9%0.417%
2/1/2024 RWA Wealth Partners LLC52,961$1.87M0.0%+4.7%0.546%
1/31/2024 Beaumont Financial Advisors LLC40,629$1.43M0.1%-3.6%0.419%
1/30/2024 Capital Analysts LLC11,113$392K0.0%-16.2%0.115%
1/26/2024 Geneos Wealth Management Inc.6,685$236K0.0%+8.2%0.069%
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1/26/2024 Sequoia Financial Advisors LLC691,710$24.40M0.3%N/A7.131%
1/25/2024 Strategic Blueprint LLC25,207$889K0.1%-16.1%0.260%
1/25/2024 Grant Street Asset Management Inc.104,666$3.69M1.3%+24.1%1.079%
1/24/2024 Souders Financial Advisors270,843$9.55M1.6%+2.4%2.792%
1/24/2024 Stratos Wealth Advisors LLC117,892$4.16M0.2%-4.2%1.215%
1/18/2024 John W. Brooker & Co. CPAs10,423$368K0.2%N/A0.107%
1/18/2024 Yarger Wealth Strategies LLC112,748$3.98M3.2%+9.7%1.162%
1/16/2024 Raymond James Financial Services Advisors Inc.25,316$893K0.0%N/A0.261%
1/12/2024 Cedar Brook Financial Partners LLC29,594$1.04M0.2%-16.9%0.305%
1/11/2024 Dynamic Advisor Solutions LLC7,036$245K0.0%-15.3%0.073%
12/14/2023 WNY Asset Management LLC299,616$9.61M1.9%N/A3.089%
11/16/2023 Studio Investment Management LLC18,342$588K0.2%+136.4%0.189%
11/13/2023 Garden State Investment Advisory Services LLC12,394$398K0.2%+20.8%0.128%
11/13/2023 Frontier Asset Management LLC357,677$11.47M5.2%+1.3%3.687%
11/13/2023 Envestnet Asset Management Inc.574,541$18.43M0.0%-5.3%5.923%
11/13/2023 Envestnet Portfolio Solutions Inc.21,286$683K0.0%N/A0.219%
11/8/2023 Aptus Capital Advisors LLC103,650$3.33M0.1%-86.5%1.069%
11/8/2023Wade G W & Inc.46,904$1.51M0.1%+121.8%0.484%
11/8/2023 Janney Montgomery Scott LLC41,927$1.35M0.0%-1.0%0.432%
11/8/2023 Atria Wealth Solutions Inc.41,218$1.32M0.0%-46.1%0.425%
11/6/2023 Financial Connections Group Inc.55,009$1.76M2.2%+1.9%0.567%
11/2/2023 Cozad Asset Management Inc.21,222$681K0.1%+20.4%0.219%
10/31/2023 Adirondack Trust Co.3,293$106K0.1%+10.7%0.034%
10/31/2023 Fifth Third Bancorp13,792$442K0.0%N/A0.142%
10/26/2023 Fiduciary Planning LLC16,448$528K0.2%-89.9%0.170%
10/24/2023 Stratos Wealth Advisors LLC123,114$3.95M0.3%-1.7%1.269%
10/24/2023 Cambridge Investment Research Advisors Inc.94,145$3.02M0.0%+1.2%0.971%
10/23/2023Commonwealth Equity Services LLC303,352$9.73M0.0%+2.6%3.127%
10/18/2023 Strategic Blueprint LLC30,029$963K0.1%+38.0%0.310%
10/17/2023 Cedar Brook Financial Partners LLC35,620$1.14M0.3%+1.2%0.367%
10/16/2023 Yarger Wealth Strategies LLC102,794$3.30M2.8%+10.4%1.060%
10/16/2023 MBE Wealth Management LLC12,767$410K0.2%-20.3%0.132%
10/12/2023 AdvisorNet Financial Inc2,772$89K0.0%N/A0.029%
10/11/2023 CWM LLC822$26K0.0%-48.6%0.008%
10/11/2023 Adviser Investments LLC50,567$1.62M0.0%+200.1%0.521%
8/15/2023 Grant Street Asset Management Inc.84,335$2.81M1.1%+25.9%0.869%
8/10/2023 Osaic Holdings Inc.269,663$8.99M0.0%-1.5%2.780%
8/10/2023 GeoWealth Management LLC18,745$625K0.1%N/A0.193%
8/10/2023Commonwealth Equity Services LLC295,555$9.85M0.0%+27.2%3.047%
8/10/2023 Cary Street Partners Investment Advisory LLC1,001$33K0.0%-98.2%0.010%
8/10/2023 Frontier Asset Management LLC353,161$11.77M5.4%-3.4%3.641%
8/10/2023 Cetera Advisor Networks LLC73,363$2.45M0.0%+23.6%0.756%
8/10/2023 Cetera Investment Advisers42,040$1.40M0.0%+10.8%0.433%
8/9/2023 Souders Financial Advisors256,078$8.54M1.6%+7.1%2.640%
8/8/2023 Geneos Wealth Management Inc.6,350$212K0.0%-14.8%0.065%
8/4/2023 Envestnet Asset Management Inc.606,972$20.23M0.0%-1.3%6.257%
8/4/2023 Fiduciary Planning LLC162,293$5.41M2.5%+0.5%1.673%
8/4/2023 Adviser Investments LLC16,850$562K0.0%N/A0.174%
8/3/2023 Atria Wealth Solutions Inc.76,533$2.55M0.0%N/A0.789%
8/3/2023 Thoroughbred Financial Services LLC48,926$1.63M0.2%-2.2%0.504%
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8/2/2023 Beaumont Financial Advisors LLC42,219$1.41M0.1%-2.3%0.435%
8/2/2023 Silver Oak Securities Incorporated56,072$1.87M0.3%-1.6%0.578%
8/2/2023 Sigma Planning Corp45,526$1.52M0.1%N/A0.469%
7/31/2023 LPL Financial LLC19,849$662K0.0%+13.8%0.205%
7/27/2023 Yarger Wealth Strategies LLC93,112$3.10M2.8%N/A0.919%
7/26/2023 Janney Montgomery Scott LLC42,366$1.41M0.0%+4.9%0.418%
7/26/2023 Cozad Asset Management Inc.17,622$587K0.1%+9.9%0.174%
7/26/2023 Glass Jacobson Investment Advisors llc2,373$79K0.0%N/A0.023%
7/20/2023 Cornerstone Advisory LLC42,378$1.41M0.2%-12.5%0.418%
7/18/2023 Future Financial Wealth Managment LLC16,378$546K0.6%-13.8%0.162%
(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, 74 institutional investors and hedge funds held shares of T. Rowe Price Dividend Growth ETF. The most heavily invested institutionals were Sequoia Financial Advisors LLC ($26.86M), Affinia Financial Group LLC ($20.46M), Envestnet Asset Management Inc. ($18.43M), Commonwealth Equity Services LLC ($14.51M), Frontier Asset Management LLC ($11.47M), WNY Asset Management LLC ($10.80M), and Souders Financial Advisors ($10.42M).Learn more on TDVG's institutional investors.

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

Of the 67 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 ($706.94K), Affinia Financial Group LLC ($698.51K), Envestnet Asset Management Inc. ($616.58K), Frontier Asset Management LLC ($371.71K), Aptus Capital Advisors LLC ($346.09K), WNY Asset Management LLC ($306.20K), and Yarger Wealth Strategies LLC ($239.52K).

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

Institutional investors have bought a total of 5,414,734 shares in the last 24 months. This purchase volume represents approximately $174.57M in transactions.

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

Of the 37 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 ($664.12K), Fiduciary Planning LLC ($145.85K), Empire Life Investments Inc. ($123.80K), Strategic Blueprint LLC ($76.86K), Affinia Financial Group LLC ($69.04K), Cary Street Partners Investment Advisory LLC ($55.14K), and Cambridge Investment Research Advisors Inc. ($49.18K).

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

Institutional investors have sold a total of 1,420,098 shares in the last 24 months. This volume of shares sold represents approximately $45.74M in transactions.


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This page (NYSEARCA:TDVG) was last updated on 5/20/2024 by MarketBeat.com Staff

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