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Get Institutions for : 
T Rowe Price Dividend Growth Etf (TDVG)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 75    2
Total shares held : 
 5,144,800  
% of shares held : 
 57.16%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   3  
Amount of shares held : 
 465,382  
% of shares held change : 
   5.17%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 762,167
 14.81%
 
Increased Positions :
29
 340,969
 6.63%
 
Unchanged Positions :
13
 113,791
 2.21%
 
Decreased Positions :
24
-547,531
-10.64%
 
Closed Positions :
11
-90,223
-1.75%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF AMERICA CORP /DE/ 1648 - 2024-03-31 770,329 $29,273,000 34,952
   Sequoia Financial Advisors LLC 68 - 2024-03-31 706,941 $26,864,000 15,231
   AFFINIA FINANCIAL GROUP LLC 4 - 2023-06-30 632,914 $21,465,000 3,443
   ENVESTNET ASSET MANAGEMENT INC 1225 - 2024-03-31 428,702 $16,291,000 -92,876
   COMMONWEALTH EQUITY SERVICES LLC. 625 - 2024-03-31 381,834 $14,510,000 19,829
   WNY Asset Management LLC 13 - 2024-03-31 306,347 $11,641,000 145
   Frontier Asset Management LLC 8 - 2024-03-31 284,795 $10,822,000 -57,206
   Souders Financial Advisors 15 - 2024-03-31 274,201 $10,420,000 3,358
   Rockefeller Capital Management L.P. 491 - 2024-03-31 267,194 $10,153,000 153,548
   YARGER WEALTH STRATEGIES LLC 2 - 2024-03-31 239,520 $9,102,000 126,772
   United Advisor Group LLC 9 *New 2024-03-31 140,010 $5,320,000 140,010
   Cetera Investment Advisers 1008 - 2024-03-31 123,840 $4,706,000 96,115
   Stratos Wealth Advisors LLC 90 - 2024-03-31 118,096 $4,488,000 204
   J P MORGAN CHASE & CO 2522 - 2024-03-31 116,531 $4,428,000 -26,748
   FMR LLC 1984 - 2024-03-31 112,407 $4,271,000 110,248
   COLONY GROUP, LLC 357 *New 2024-03-31 113,307 $4,156,000 113,307
   Grant Street Asset Management Inc. 11 - 2024-03-31 103,483 $3,932,000 -1,183
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 886 - 2024-03-31 101,925 $3,873,000 216
   FINANCIAL NETWORK 754 - 2024-03-31 95,341 $3,623,000 7,637
   Financial Connections Group Inc. - 2024-03-31 79,304 $3,014,000 24,290
   WADE G W & INC 145 - 2023-12-31 77,796 $2,744,000 30,892
   Empire Life Investments Inc. 70 - 2024-03-31 59,448 $2,259,000 -14,100
   Adviser Investments LLC 234 - 2024-03-31 55,086 $2,093,000 2,125
   THOROUGHBRED FINANCIAL SERVICES LLC 135 - 2024-03-31 43,191 $1,641,000 -472
   Beaumont Financial Advisors LLC 100 - 2024-03-31 40,585 $1,542,000 -44
   ADVISORY SERVICES NETWORK, LLC 541 - 2024-03-31 39,998 $1,520,000 300
   AXXCESS WEALTH MANAGEMENT LLC 303 - 2024-03-31 38,033 $1,445,000 -1,145
   LPL FINANCIAL CORP 2839 - 2024-03-31 36,817 $1,399,000 -2,699
   Cedar Brook Financial Partners LLC 110 - 2024-03-31 29,374 $1,116,000 -220
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 989 - 2024-03-31 27,508 $1,045,000 12,596
   Capital Advisors Ltd. LLC 99 - 2024-03-31 26,590 $1,010,000 1,278
   COZAD ASSET MANAGEMENT INC 194 - 2024-03-31 24,667 $937,000 3,445
   STUDIO INVESTMENT MANAGEMENT LLC 73 - 2024-03-31 24,657 $937,000 -1,850
   BB&T CORP 1658 - 2024-03-31 22,518 $856,000 263
   NavPoint Financial Inc. 28 - 2024-03-31 22,005 $836,000 -108
   Aptus Capital Advisors LLC 411 - 2024-03-31 20,549 $781,000 1,110
   Continuum Advisory LLC 186 - 2024-03-31 19,586 $743,000 5,139
   Cornerstone Advisory LLP 111 - 2024-03-31 19,053 $724,000 -25,795
   Perigon Wealth Management LLC 446 - 2024-03-31 19,018 $723,000 1,138
   Strategic Blueprint LLC 326 - 2024-03-31 17,460 $663,000 -7,747
   Evernest Financial Advisors LLC 74 - 2024-03-31 17,375 $632,000 -1,664
   Future Financial Wealth Managment LLC 45 - 2024-03-31 15,844 $602,000 -440
   Garden State Investment Advisory Services LLC 104 - 2024-03-31 14,544 $551,000 1,833
   Advisor Group Holdings Inc. 2847 - 2024-03-31 14,339 $545,000 -226,998
   WELLS FARGO & CO/MN 3361 - 2024-03-31 13,702 $521,000 13,702
   PRUDENTIAL FINANCIAL INC 2162 - 2024-03-31 13,449 $511,000 -3,803
   John W. Brooker & Co. CPAs 53 - 2024-03-31 13,146 $500,000 2,723
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2520 - 2024-03-31 12,775 $485,000 -12,541
   Arete Wealth Advisors LLC 305 - 2024-03-31 11,782 $448,000 -7,802
   JONES FINANCIAL COMPANIES LLLP 347 *New 2024-03-31 11,282 $429,000 11,282
   Csenge Advisory Group 468 - 2024-03-31 11,271 $428,000 -231
   Envestnet Portfolio Solutions Inc. 1185 - 2024-03-31 11,150 $424,000 -9,565
   ROYAL BANK OF CANADA 3605 - 2024-03-31 10,653 $405,000 6,056
   Capital Analysts Inc. 343 - 2024-03-31 10,458 $397,000 -655
   BEAM Asset Management LLC 77 *New 2024-03-31 9,201 $350,000 9,201
   Atria Wealth Solutions Inc. 1459 - 2024-03-31 9,046 $344,000 -31,405
   Goss Wealth Management LLC 1550 - 2024-03-31 9,024 $343,000 2,031
   STIFEL FINANCIAL CORP 2822 - 2024-03-31 8,971 $341,000 -637
   GeoWealth Management LLC 541 - 2024-03-31 8,702 $331,000 -8,706
   SYNOVUS FINANCIAL CORP 738 - 2024-03-31 8,106 $308,000 24
   Swisher Financial Concepts Inc. 62 - 2024-03-31 7,989 $297,000 1
   IFP Advisors Inc 774 - 2023-12-31 8,054 $284,000 0
   JANE STREET GROUP LLC 4444 - 2024-03-31 7,238 $275,000 -13,242
   JANNEY MONTGOMERY SCOTT LLC 2380 - 2024-03-31 7,168 $272,000 7,168
   Dynamic Advisors Solutions LLC 787 - 2024-03-31 7,056 $268,000 20
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4192 - 2024-03-31 6,962 $265,000 -57,521
   Ahrens Investment Partners LLC 116 - 2023-03-31 8,148 $260,000 -370
   Geneos Wealth Management Inc. 640 - 2024-03-31 6,775 $257,000 90
   PRINCIPAL SECURITIES INC. 907 - 2024-03-31 6,738 $256,000 -474
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2047 - 2024-03-31 6,320 $240,000 -1,000
   CITADEL ADVISORS LLC 4450 *New 2024-03-31 6,022 $229,000 6,022
   Western Wealth Management LLC 612 *New 2024-03-31 5,554 $211,000 5,554
   MULTIFINANCIAL SECURITIES CORP 2179 *New 2024-03-31 5,503 $209,000 5,503
   ADIRONDACK TRUST CO 151 - 2024-03-31 4,037 $153,000 0
   BANK OF MONTREAL /CAN/ 2840 - 2024-03-31 2,849 $108,000 0
   AdvisorNet Financial Inc 617 - 2024-03-31 2,800 $106,000 8
   HARBOUR INVESTMENTS INC. 1213 - 2023-12-31 2,319 $82,000 679
   Strategic Investment Solutions Inc. /IL 220 *New 2023-12-31 1,660 $59,000 1,660
   Centerpoint Advisors LLC 156 *New 2024-03-31 1,422 $54,000 1,422
   Coppell Advisory Solutions LLC 489 *New 2023-12-31 1,438 $51,000 1,438
   First Pacific Financial 198 - 2024-03-31 795 $30,000 586
   Farther Finance Advisors LLC 1384 - 2024-03-31 748 $28,000 2
   ICA Group Wealth Management LLC 689 - 2024-03-31 719 $27,000 125
   Aspire Private Capital LLC 297 - 2024-03-31 648 $25,000 0
   Christopher J. Hasenberg Inc 57 *New 2024-03-31 286 $11,000 286
   Colonial Trust Co / SC 755 - 2024-03-31 300 $11,000 0
   COMERICA BANK 3276 - 2024-03-31 157 $6,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 2112 *Closed 2024-03-31 0 $0 -1,322
   GOLDMAN SACHS GROUP INC/ 4633 *Closed 2024-03-31 0 $0 -33,153
   FIFTH THIRD BANCORP 2335 *Closed 2024-03-31 0 $0 -13,792
   MORGAN STANLEY 7233 - 2024-03-31 1 $0 1
   PROEQUITIES INC. 8587 - 2024-03-31 0 $0 0
  92 Records found
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  Page 1 of 1
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