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 |
|---|---|---|---|---|---|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
5,625
shares
|
$202,725
0.12% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
4,734
shares
|
$170,613
0.0% of portfolio
|
Q1 2024
Reduced 7.01%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
4,634
shares
|
$167,009
0.0% of portfolio
|
Q3 2024
Added 578.48%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
4,625
shares
|
$166,685
0.0% of portfolio
|
Q3 2024
Added 37.36%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
4,475
shares
|
$161,279
0.05% of portfolio
|
Q3 2024
Added 7.29%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
4,192
shares
|
$151,079
0.03% of portfolio
|
Q3 2024
Added 503.17%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
4,098
shares
|
$147,691
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
3,464
shares
|
$124,842
0.0% of portfolio
|
Q3 2024
Added 36.7%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
3,384
shares
|
$121,959
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,000
shares
|
$108,120
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
2,790
shares
|
$100,551
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
2,779
shares
|
$100,155
0.05% of portfolio
|
Q3 2024
Reduced 27.89%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
2,775
shares
|
$100,011
0.03% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
2,269
shares
|
$81,774
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
2,215
shares
|
$79,828
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
2,071
shares
|
$74,638
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,609
shares
|
$57,988
0.0% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Nov 04, 2024 Q3 2024 |
1,550
shares
|
$55,862
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
1,200
shares
|
$43,248
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
1,097
shares
|
$39,535
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
1,078
shares
|
$38,851
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fny Investment Advisers, LLC
|
Oct 18, 2024 Q3 2024 |
900
shares
|
$32,436
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
880
shares
|
$31,715
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
824
shares
|
$29,696
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
774
shares
|
$27,894
0.01% of portfolio
|
Q3 2024
Added 0.39%
|