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 $8.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
10,363
shares
|
$379,078
0.1% of portfolio
|
Q3 2024
Added 43.1%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 22, 2024 Q3 2024 |
10,334
shares
|
$378,017
0.34% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
10,114
shares
|
$369,970
0.02% of portfolio
|
Q3 2024
Added 50.6%
|
|
|
John W. Brooker & Co., Cp As
|
Oct 28, 2024 Q3 2024 |
10,066
shares
|
$368,214
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
9,988
shares
|
$365,361
0.01% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 11, 2024 Q3 2024 |
9,962
shares
|
$364,409
0.18% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Mc Namara Financial Services, Inc.
|
Oct 10, 2024 Q3 2024 |
9,866
shares
|
$360,898
0.07% of portfolio
|
Q3 2024
Added 38.72%
|
|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
9,674
shares
|
$353,874
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
9,626
shares
|
$352,119
0.18% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
9,548
shares
|
$349,265
0.08% of portfolio
|
Q3 2024
Added 32.13%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 01, 2024 Q3 2024 |
9,486
shares
|
$346,997
0.1% of portfolio
|
Q2 2024
Added 18.84%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
9,390
shares
|
$343,486
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 06, 2024 Q3 2024 |
9,215
shares
|
$337,084
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Tru Independence LLC
|
Nov 04, 2024 Q3 2024 |
8,770
shares
|
$320,806
0.1% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 21, 2024 Q3 2024 |
8,754
shares
|
$320,221
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
8,710
shares
|
$318,611
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
8,699
shares
|
$318,209
0.11% of portfolio
|
Q3 2024
Reduced 9.15%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
8,691
shares
|
$317,916
0.11% of portfolio
|
Q3 2024
Added 9.93%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 15, 2024 Q3 2024 |
8,553
shares
|
$312,868
0.07% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Hfg Advisors, Inc.
|
Oct 16, 2024 Q3 2024 |
8,340
shares
|
$305,077
0.28% of portfolio
|
Q1 2024
New holding
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
8,316
shares
|
$304,199
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Gimbal Financial
Carmel, IN |
Oct 25, 2024 Q3 2024 |
8,218
shares
|
$300,614
0.19% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 18, 2024 Q3 2024 |
8,120
shares
|
$297,029
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
8,044
shares
|
$294,249
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,812
shares
|
$285,762
0.01% of portfolio
|
Q3 2024
Added 8.3%
|