T ROWE PRICE DIVIDEND GROWTH TDVG
$49.38
+0.7% 52w: $40.74 – $49.38
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data40.7445.0649.38
Jun 20, 2025 Jul 2, 2026
Institutional holders
130
+2 QoQ
13F value
$843.0M
+4.1% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns TDVG?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Sequoia Financial Advisors, LLC | Wealth advisor | 4.2M | $189.0M | 1.1% | +2.2% |
| National Pension Service | Other | 2.8M | $123.3M | 0.1% | Held |
| BANK OF AMERICA CORP /DE/ | Bank broker | 2.5M | $112.7M | 0.0% | +8.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 1.7M | $73.9M | 0.0% | +9.3% |
| PRICE T ROWE ASSOCIATES INC /MD/ | Diversified mechanical | 1.5M | $68.1M | 0.0% | Held |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 481.4K | $21.1M | 0.0% | +22.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 461.3K | $20.6M | 0.0% | -1.6% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 410.5K | $18.3M | 0.0% | +2.8% |
| YARGER WEALTH STRATEGIES, LLC | Wealth advisor | 391.2K | $17.5M | 7.1% | -2.2% |
| FMR LLC | Long only active | 324.2K | $14.5M | 0.0% | -2.1% |
| Cetera Investment Advisers | Wealth advisor | 308.9K | $13.8M | 0.0% | +12.4% |
| Allworth Financial LP | Wealth advisor | 295.8K | $13.2M | 0.1% | +4.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 270.0K | $12.0M | 0.0% | +1.5% |
| Focus Partners Wealth | Wealth advisor | 238.8K | $10.7M | 0.0% | +1.4% |
| United Advisor Group, LLC | Wealth advisor | 199.6K | $8.9M | 1.1% | +0.3% |
| Frontier Asset Management, LLC | Wealth advisor | 199.0K | $8.9M | 1.9% | -0.8% |
| LPL Financial LLC | Bank broker | 171.0K | $7.6M | 0.0% | -5.2% |
| MBL Wealth, LLC | Wealth advisor | 140.3K | $6.3M | 0.5% | -5.1% |
| Mariner, LLC | Diversified mechanical | 129.8K | $5.8M | 0.0% | +47.5% |
| Grant Street Asset Management, Inc. | Wealth advisor | 112.9K | $5.0M | 1.0% | +4.6% |
| Asset One Wealth Management LLC | Wealth advisor | 106.4K | $5.0M | 0.6% | New |
| CENTAURUS FINANCIAL, INC. | Wealth advisor | 109.4K | $4.9M | 0.2% | New |
| TPG Advisors LLC | Wealth advisor | 88.5K | $3.9M | 2.5% | -8.2% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 76.5K | $3.4M | 0.0% | +9.3% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 61.7K | $2.8M | 0.0% | -39.9% |
| AXXCESS WEALTH MANAGEMENT, LLC | Wealth advisor | 59.1K | $2.6M | 0.1% | -0.7% |
| Nautilus Advisors LLC | Other | 57.5K | $2.6M | 1.8% | -6.3% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 54.9K | $2.5M | 0.0% | +348.5% |
| Continuum Advisory, LLC | Wealth advisor | 52.0K | $2.3M | 0.2% | -3.3% |
| MB, LEVIS & ASSOCIATES, LLC | Wealth advisor | 51.0K | $2.3M | 0.9% | +184.9% |
| Capital Investment Advisory Services, LLC | Wealth advisor | 48.7K | $2.2M | 0.2% | +16.3% |
| Beaumont Financial Advisors, LLC | Wealth advisor | 44.2K | $2.0M | 0.1% | -0.3% |
| Kestra Advisory Services, LLC | Wealth advisor | 43.6K | $1.9M | 0.0% | +1.3% |
| Apella Capital, LLC | Wealth advisor | 40.1K | $1.9M | 0.0% | New |
| Financial Connections Group, Inc. | Wealth advisor | 41.2K | $1.8M | 0.6% | -2.9% |
| Janney Montgomery Scott LLC | Diversified mechanical | 38.5K | $1.7M | 0.0% | +43.1% |
| Lighthouse Wealth Management Inc. | Wealth advisor | 37.8K | $1.7M | 1.1% | +6.3% |
| Pinnacle Financial Partners, Inc. | Diversified mechanical | 37.2K | $1.7M | 0.0% | +0.3% |
| Formidable Asset Management, LLC | Other | 33.5K | $1.5M | 0.2% | -35.9% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 32.4K | $1.4M | 0.0% | +108.9% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 31.5K | $1.4M | 0.0% | -3.8% |
| Saxony Capital Management, LLC | Wealth advisor | 31.5K | $1.4M | 0.8% | +5.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 30.4K | $1.4M | 0.0% | -7.6% |
| Newman Dignan & Sheerar, Inc. | Wealth advisor | 28.2K | $1.3M | 0.3% | +129.8% |
| Bill Few Associates, Inc. | Other | 28.1K | $1.3M | 0.3% | +9.6% |
| Capital Advisors, Ltd. LLC | Wealth advisor | 28.0K | $1.3M | 0.1% | +0.8% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | Other | 28.0K | $1.2M | 0.1% | -7.7% |
| &PARTNERS | Diversified mechanical | 27.8K | $1.2M | 0.0% | +3.4% |
| Selby Wealth Management, LLC | Wealth advisor | 25.8K | $1.2M | 0.5% | +1.3% |
| NavPoint Financial, Inc. | Wealth advisor | 25.3K | $1.1M | 0.5% | +2.6% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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