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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: 3-31-2022 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 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/ 1596 - 2023-12-31 735,377 $25,937,000 -46,690
   Sequoia Financial Advisors LLC *New 2023-12-31 691,710 $24,397,000 691,710
   AFFINIA FINANCIAL GROUP LLC 4 - 2023-06-30 632,914 $21,465,000 3,443
   ENVESTNET ASSET MANAGEMENT INC 1083 - 2023-12-31 521,578 $18,396,000 -52,963
   COMMONWEALTH EQUITY SERVICES LLC. 623 - 2023-12-31 362,005 $12,768,000 58,653
   Frontier Asset Management LLC 7 - 2023-12-31 342,001 $12,062,000 -15,676
   WNY Asset Management LLC 12 - 2023-12-31 306,202 $10,800,000 6,586
   Souders Financial Advisors - 2023-12-31 270,843 $9,553,000 6,369
   Advisor Group Holdings Inc. 882 - 2023-12-31 241,337 $8,512,000 -167,058
   J P MORGAN CHASE & CO 2433 - 2023-12-31 143,279 $5,053,000 -104,866
   Stratos Wealth Advisors LLC 90 - 2024-03-31 118,096 $4,488,000 204
   Rockefeller Capital Management L.P. 697 - 2023-12-31 113,646 $4,008,000 66,276
   YARGER WEALTH STRATEGIES LLC 13 - 2023-12-31 112,748 $3,977,000 9,954
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 886 - 2024-03-31 101,925 $3,873,000 216
   Grant Street Asset Management Inc. - 2023-12-31 104,666 $3,692,000 20,331
   FINANCIAL NETWORK 781 - 2023-12-31 87,704 $3,093,000 3,784
   WADE G W & INC 145 - 2023-12-31 77,796 $2,744,000 30,892
   Empire Life Investments Inc. 67 - 2023-12-31 73,548 $2,594,000 -21,400
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1762 - 2023-12-31 64,483 $2,274,000 45,857
   Financial Connections Group Inc. - 2023-12-31 55,014 $1,940,000 5
   Adviser Investments LLC 234 - 2023-12-31 52,961 $1,868,000 2,394
   Cornerstone Advisory LLP 61 - 2023-12-31 44,848 $1,582,000 470
   THOROUGHBRED FINANCIAL SERVICES LLC 159 - 2023-12-31 43,663 $1,539,000 -2,870
   Beaumont Financial Advisors LLC 109 - 2023-12-31 40,629 $1,433,000 -1,535
   Atria Wealth Solutions Inc. 723 - 2023-12-31 40,451 $1,427,000 -767
   ADVISORY SERVICES NETWORK, LLC 523 - 2023-12-31 39,698 $1,400,000 -764
   LPL FINANCIAL CORP 2710 - 2023-12-31 39,516 $1,394,000 19,905
   AXXCESS WEALTH MANAGEMENT LLC 294 - 2023-12-31 39,178 $1,382,000 410
   GOLDMAN SACHS GROUP INC/ 3442 - 2023-12-31 33,153 $1,169,000 25,923
   Cedar Brook Financial Partners LLC 110 - 2024-03-31 29,374 $1,116,000 -220
   Capital Advisors Ltd. LLC 99 - 2024-03-31 26,590 $1,010,000 1,278
   Cetera Investment Advisers 1111 - 2023-12-31 27,725 $978,000 -7,035
   STUDIO INVESTMENT MANAGEMENT LLC 71 - 2023-12-31 26,507 $935,000 8,165
   BB&T CORP 1699 - 2023-12-31 22,255 $785,000 -958
   NavPoint Financial Inc. 27 - 2023-12-31 22,113 $780,000 0
   COZAD ASSET MANAGEMENT INC 203 - 2023-12-31 21,222 $749,000 0
   Envestnet Portfolio Solutions Inc. 900 - 2023-12-31 20,715 $731,000 -571
   JANE STREET GROUP LLC 3548 *New 2023-12-31 20,480 $722,000 20,480
   Arete Wealth Advisors LLC 323 - 2023-12-31 19,584 $691,000 19,584
   Aptus Capital Advisors LLC 323 - 2023-12-31 19,439 $686,000 -84,211
   Strategic Blueprint LLC 326 - 2024-03-31 17,460 $663,000 -7,747
   Perigon Wealth Management LLC 437 - 2023-12-31 17,880 $631,000 67
   GeoWealth Management LLC 291 - 2023-12-31 17,408 $615,000 -7,469
   PRUDENTIAL FINANCIAL INC 2056 - 2023-12-31 17,252 $608,000 425
   Future Financial Wealth Managment LLC 45 - 2024-03-31 15,844 $602,000 -440
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1174 - 2023-12-31 14,912 $526,000 4,423
   Continuum Advisory LLC 279 - 2023-12-31 14,447 $510,000 2,802
   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
   Garden State Investment Advisory Services LLC 110 - 2023-12-31 12,711 $448,000 317
   Csenge Advisory Group 456 - 2023-12-31 11,502 $406,000 -32
   Capital Analysts Inc. 342 - 2023-12-31 11,113 $392,000 -2,143
   STIFEL FINANCIAL CORP 2767 - 2023-12-31 9,608 $339,000 3,024
   Swisher Financial Concepts Inc. 62 - 2024-03-31 7,989 $297,000 1
   SYNOVUS FINANCIAL CORP 731 *New 2023-12-31 8,082 $285,000 8,082
   IFP Advisors Inc 774 - 2023-12-31 8,054 $284,000 0
   Dynamic Advisors Solutions LLC 787 - 2024-03-31 7,056 $268,000 20
   Ahrens Investment Partners LLC 116 - 2023-03-31 8,148 $260,000 -370
   PRINCIPAL SECURITIES INC. 841 - 2023-12-31 7,212 $254,000 0
   Goss Wealth Management LLC 1608 - 2023-12-31 6,993 $249,000 0
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2047 - 2024-03-31 6,320 $240,000 -1,000
   Geneos Wealth Management Inc. - 2023-12-31 6,685 $236,000 505
   ROYAL BANK OF CANADA 4616 - 2023-12-31 4,597 $163,000 -4,866
   ADIRONDACK TRUST CO 151 - 2024-03-31 4,037 $153,000 0
   AdvisorNet Financial Inc 617 - 2024-03-31 2,800 $106,000 8
   BANK OF MONTREAL /CAN/ 2838 *New 2023-12-31 2,849 $101,000 2,849
   HARBOUR INVESTMENTS INC. 1213 - 2023-12-31 2,319 $82,000 679
   FMR LLC 3174 - 2023-12-31 2,159 $76,000 2,158
   Strategic Investment Solutions Inc. /IL 220 *New 2023-12-31 1,660 $59,000 1,660
   Coppell Advisory Solutions LLC 489 *New 2023-12-31 1,438 $51,000 1,438
   BENJAMIN F. EDWARDS & COMPANY INC. 1246 - 2023-12-31 1,322 $47,000 -7,484
   First Pacific Financial 198 - 2024-03-31 795 $30,000 586
   Farther Finance Advisors LLC 1249 - 2023-12-31 746 $26,000 3
   Aspire Private Capital LLC 297 - 2024-03-31 648 $25,000 0
   ICA Group Wealth Management LLC 705 - 2023-12-31 594 $21,000 594
   Colonial Trust Co / SC 707 - 2023-12-31 300 $11,000 0
   Christopher J. Hasenberg Inc 57 *New 2024-03-31 286 $11,000 286
   COMERICA BANK 3245 - 2023-12-31 157 $6,000 0
   JANNEY MONTGOMERY SCOTT LLC 2604 *Closed 2023-12-31 0 $0 -41,927
   FLOW TRADERS U.S. LLC 853 *Closed 2023-12-31 0 $0 -13,376
   MORGAN STANLEY 7045 *Closed 2023-12-31 0 $0 -600
   FIFTH THIRD BANCORP 2335 *Closed 2024-03-31 0 $0 -13,792
   WELLS FARGO & CO/MN 6060 - 2023-12-31 0 $0 0
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 918 *Closed 2023-12-31 0 $0 -1,158
   Cornerstone Planning Group LLC 954 *Closed 2023-12-31 0 $0 -544
   SILVER OAK SECURITIES Inc 494 *Closed 2023-12-31 0 $0 -199
   Nelson Van Denburg & Campbell Wealth Management Gr 1653 *Closed 2023-12-31 0 $0 0
   PROEQUITIES INC. 9646 - 2023-12-31 0 $0 0
   Fiduciary Planning LLC *Closed 2023-12-31 0 $0 -16,448
   VIRTU FINANCIAL LLC 2239 *Closed 2023-12-31 0 $0 -16,210
  90 Records found
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