TDVG Institutional Ownership
T. Rowe Price Dividend Growth ETF
1W: -0.6%
1M: -2.5%
3M: -2.0%
YTD: +7.4%
1Y: +10.3%
3Y: +54.9%
5Y: +54.7%
$48.58
+0.30 (+0.62%)
Weekly Expected Move ±1.2%
$47
$48
$49
$49
$50
Overview
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Holdings
Changes
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Analysis
Peers
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Short Interest
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Institutional Ownership — TDVG
143
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
859M
Total Invested
15
New Positions
59
Increased
50
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (151 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Sequoia Financial Advisors, LLC | 4,396,076 | $214M | +161,288 | +3.8% | 11Q | SEC ↗ |
| 2 | National Pension Service | 2,762,617 | $134M | — | +0.0% | 9Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 2,541,950 | $123M | +16,198 | +0.6% | 15Q | SEC ↗ |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 1,588,981 | $77M | -66,252 | -4.0% | 19Q | SEC ↗ |
| 5 | PRICE T ROWE ASSOCIATES INC /MD | 1,527,399 | $74M | +2,398 | +0.2% | 9Q | SEC ↗ |
| 6 | JONES FINANCIAL COMPANIES LLLP | 570,408 | $28M | +88,990 | +18.5% | 10Q | SEC ↗ |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | 452,964 | $22M | -8,327 | -1.8% | 23Q | SEC ↗ |
| 8 | Rockefeller Capital Management L.P. | 405,008 | $20M | -5,456 | -1.3% | 13Q | SEC ↗ |
| 9 | YARGER WEALTH STRATEGIES, LLC | 395,595 | $19M | +4,375 | +1.1% | 13Q | SEC ↗ |
| 10 | Cetera Investment Advisers | 362,698 | $18M | +53,845 | +17.4% | 15Q | SEC ↗ |
| 11 | FMR LLC | 309,695 | $15M | -14,494 | -4.5% | 12Q | SEC ↗ |
| 12 | LPL Financial LLC | 301,675 | $15M | +130,711 | +76.5% | 20Q | SEC ↗ |
| 13 | Allworth Financial LP | 294,417 | $14M | -1,358 | -0.5% | 9Q | SEC ↗ |
| 14 | ENVESTNET ASSET MANAGEMENT INC | 263,939 | $13M | -6,023 | -2.2% | 17Q | SEC ↗ |
| 15 | Focus Partners Wealth | 236,346 | $11M | -2,411 | -1.0% | 7Q | SEC ↗ |
| 16 | United Advisor Group, LLC | 200,703 | $10M | +1,137 | +0.6% | 10Q | SEC ↗ |
| 17 | Frontier Asset Management, LLC | 198,048 | $10M | -973 | -0.5% | 17Q | SEC ↗ |
| 18 | Grant Street Asset Management, Inc. | 122,735 | $6M | +9,823 | +8.7% | 23Q | SEC ↗ |
| 19 | CENTAURUS FINANCIAL, INC. | 116,664 | $6M | +7,216 | +6.6% | 2Q | SEC ↗ |
| 20 | MBL Wealth, LLC | 112,033 | $5M | -28,244 | -20.1% | 5Q | SEC ↗ |
| 21 | Asset One Wealth Management LLC | 105,775 | $5M | -589 | -0.6% | 2Q | SEC ↗ |
| 22 | TPG Advisors LLC | 89,791 | $4M | +1,293 | +1.5% | 9Q | SEC ↗ |
| 23 | Sandy Cove Advisors, LLC | 87,200 | $4M | +67,786 | +349.2% | 5Q | SEC ↗ |
| 24 | Cambridge Investment Research Advisors | 82,041 | $4M | +5,562 | +7.3% | 20Q | SEC ↗ |
| 25 | MB, LEVIS & ASSOCIATES, LLC | 59,470 | $3M | +8,501 | +16.7% | 15Q | SEC ↗ |
| 26 | Nautilus Advisors LLC | 58,203 | $3M | +723 | +1.3% | 7Q | SEC ↗ |
| 27 | AXXCESS WEALTH MANAGEMENT, LLC | 56,075 | $3M | -3,040 | -5.1% | 16Q | SEC ↗ |
| 28 | Capital Investment Advisory Services, | 52,052 | $3M | +3,334 | +6.8% | 8Q | SEC ↗ |
| 29 | RAYMOND JAMES FINANCIAL INC | 45,313 | $2M | +14,898 | +49.0% | 7Q | SEC ↗ |
| 30 | Janney Montgomery Scott LLC | 44,174 | $2M | +5,714 | +14.9% | 10Q | SEC ↗ |
| 31 | Kestra Advisory Services, LLC | 43,621 | $2M | -10 | -0.0% | 7Q | SEC ↗ |
| 32 | Lighthouse Wealth Management Inc. | 43,043 | $2M | +5,282 | +14.0% | 6Q | SEC ↗ |
| 33 | Beaumont Financial Advisors, LLC | 41,792 | $2M | -2,361 | -5.3% | 15Q | SEC ↗ |
| 34 | Financial Connections Group, Inc. | 41,161 | $2M | -1,249 | -2.9% | 18Q | SEC ↗ |
| 35 | Apella Capital, LLC | 39,171 | $2M | -956 | -2.4% | 2Q | SEC ↗ |
| 36 | Pinnacle Financial Partners, Inc. | 37,329 | $2M | +90 | +0.2% | 3Q | SEC ↗ |
| 37 | STIFEL FINANCIAL CORP | 35,278 | $2M | +3,779 | +12.0% | 12Q | SEC ↗ |
| 38 | Continuum Advisory, LLC | 34,499 | $2M | -17,536 | -33.7% | 14Q | SEC ↗ |
| 39 | HARBOUR INVESTMENTS, INC. | 33,667 | $2M | +1,284 | +4.0% | 13Q | SEC ↗ |
| 40 | Formidable Asset Management, LLC | 32,312 | $2M | -1,214 | -3.6% | 9Q | SEC ↗ |
| 41 | &PARTNERS | 31,165 | $2M | +3,334 | +12.0% | 8Q | SEC ↗ |
| 42 | Bill Few Associates, Inc. | 28,493 | $1M | +380 | +1.4% | 6Q | SEC ↗ |
| 43 | Capital Advisors, Ltd. LLC | 28,041 | $1M | — | +0.0% | 22Q | SEC ↗ |
| 44 | Selby Wealth Management, LLC | 27,921 | $1M | +2,076 | +8.0% | 3Q | SEC ↗ |
| 45 | NavPoint Financial, Inc. | 25,722 | $1M | +380 | +1.5% | 11Q | SEC ↗ |
| 46 | THOROUGHBRED FINANCIAL SERVICES, LLC | 25,475 | $1M | -2,513 | -9.0% | 17Q | SEC ↗ |
| 47 | OSAIC HOLDINGS, INC. | 23,487 | $1M | -31,437 | -57.2% | 22Q | SEC ↗ |
| 48 | STUDIO INVESTMENT MANAGEMENT LLC | 23,210 | $1M | -670 | -2.8% | 14Q | SEC ↗ |
| 49 | Nvest Wealth Strategies, Inc. | 22,591 | $1M | +10,789 | +91.4% | 2Q | SEC ↗ |
| 50 | Mariner, LLC | 21,926 | $1M | -107,841 | -83.1% | 9Q | SEC ↗ |
Recent Activity
New Positions (14)
| Holder | Shares | Value |
|---|---|---|
| Legacy Advisors, LLC | 13,433 | $653K |
| CITADEL ADVISORS LLC | 10,125 | $492K |
| OneDigital Investment Advisors LLC | 9,756 | $474K |
| MERCER GLOBAL ADVISORS INC /ADV | 4,856 | $236K |
| PRINCIPAL SECURITIES, INC. | 4,346 | $211K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 4,260 | $207K |
| KilterHowling LLC | 4,246 | $206K |
| BEACON INVESTMENT ADVISORS LLC | 4,244 | $206K |
| Ameritas Advisory Services, LLC | 3,251 | $158K |
| EP Wealth Advisors, LLC | 2,543 | $124K |
| Global Retirement Partners, LLC | 968 | $47K |
| Cape Investment Advisory, Inc. | 521 | $25K |
| Institute for Wealth Management, LL | 32 | $2K |
| TRUST CO OF VERMONT | 5 | $0K |
Sold Out (11)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Newman Dignan & Sheerar, Inc. | 28,188 | $1M |
| GOLDMAN SACHS GROUP INC | 18,073 | $878K |
| Swisher Financial Concepts, Inc. | 5,408 | $263K |
| Composition Wealth, LLC | 5,307 | $258K |
| UBS Group AG | 1,932 | $94K |
| INTERNATIONAL ASSETS INVESTMENT MAN | 1,200 | $58K |
| MAI Capital Management | 145 | $7K |
| PNC Financial Services Group, Inc. | 115 | $6K |
| MATHER GROUP, LLC. | 54 | $3K |
| IFC & Insurance Marketing, Inc. | 22 | $1K |
| EASTERN BANK | 15 | $1K |