Institutional Ownership Capital Group Divid Value ETF (CGDV)
This table provides information about the institutional ownership of Capital Group Divid Value ETF (CGDV). We have compiled data on the 389 institutions that hold shares in the stock, with a total of 225 Million shares, which have been reported (via 13F filing form) to have a value of $8.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
27,583
shares
|
$994,091
0.01% of portfolio
|
Q3 2024
Added 64.93%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Nov 12, 2024 Q3 2024 |
26,772
shares
|
$964,862
0.89% of portfolio
|
Q3 2024
New holding
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
26,227
shares
|
$945,221
0.09% of portfolio
|
Q3 2024
Added 4.67%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
25,969
shares
|
$935,922
0.11% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
25,810
shares
|
$930,192
0.75% of portfolio
|
Q3 2024
Added 18.65%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
25,138
shares
|
$905,973
0.29% of portfolio
|
Q3 2024
Added 14.15%
|
|
|
Cap Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
24,936
shares
|
$898,693
0.1% of portfolio
|
Q3 2024
Reduced 4.29%
|
|
|
Calton & Associates, Inc.
|
Oct 21, 2024 Q3 2024 |
24,802
shares
|
$893,864
0.36% of portfolio
|
Q3 2024
Added 872.63%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Nov 18, 2024 Q3 2024 |
24,456
shares
|
$881,394
1.95% of portfolio
|
Q3 2024
Reduced 6.0%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
24,251
shares
|
$874,006
0.07% of portfolio
|
Q3 2024
Added 68.39%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
23,704
shares
|
$854,292
0.04% of portfolio
|
Q3 2024
Reduced 10.15%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 14, 2024 Q3 2024 |
23,589
shares
|
$850,147
0.31% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
23,483
shares
|
$846,327
0.06% of portfolio
|
Q3 2024
Added 14.44%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
23,266
shares
|
$838,506
0.01% of portfolio
|
Q3 2024
Added 7.74%
|
|
|
Total Clarity Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
23,139
shares
|
$833,929
0.28% of portfolio
|
Q3 2024
Added 51.29%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
23,038
shares
|
$830,289
0.03% of portfolio
|
Q2 2024
Added 14.24%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
23,004
shares
|
$829,064
0.02% of portfolio
|
Q1 2022
Reduced 99.67%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
22,927
shares
|
$826,289
0.09% of portfolio
|
Q3 2024
Added 52.27%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
22,509
shares
|
$811,224
0.0% of portfolio
|
Q3 2024
Added 32.66%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
21,868
shares
|
$788,122
0.0% of portfolio
|
Q3 2024
Added 18.92%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Oct 09, 2024 Q3 2024 |
21,650
shares
|
$780,266
0.4% of portfolio
|
Q4 2023
New holding
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
21,635
shares
|
$779,725
0.04% of portfolio
|
Q3 2024
Added 154.77%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 28, 2024 Q3 2024 |
21,508
shares
|
$775,148
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Banque Pictet & Cie Sa
|
Oct 21, 2024 Q3 2024 |
21,469
shares
|
$773,742
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
20,702
shares
|
$746,100
0.01% of portfolio
|
Q3 2024
Added 57.49%
|