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 390 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 $8.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
774
shares
|
$28,668
0.01% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Financial Connections Group, Inc.
|
Oct 18, 2024 Q3 2024 |
690
shares
|
$25,557
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
595
shares
|
$22,038
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
590
shares
|
$21,853
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
576
shares
|
$21,335
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
560
shares
|
$20,742
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
539
shares
|
$19,964
0.0% of portfolio
|
Q2 2024
Reduced 28.13%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
424
shares
|
$15,704
0.01% of portfolio
|
Q3 2023
Reduced 1.85%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
313
shares
|
$11,593
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
230
shares
|
$8,519
0.0% of portfolio
|
Q3 2024
Added 15.0%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
211
shares
|
$7,815
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
41
shares
|
$1,518
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
41
shares
|
$1,518
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
35
shares
|
$1,296
0.0% of portfolio
|
Q2 2024
Reduced 93.55%
|