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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
654,190
shares
|
$24.2 Million
0.73% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
649,985
shares
|
$24.1 Million
0.47% of portfolio
|
Q3 2024
Added 13.45%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
649,106
shares
|
$24 Million
0.05% of portfolio
|
Q3 2024
Added 5953.4%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
648,650
shares
|
$24 Million
0.61% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Wj Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
635,859
shares
|
$23.6 Million
8.66% of portfolio
|
Q3 2024
Added 4.15%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
617,882
shares
|
$22.9 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
616,701
shares
|
$22.8 Million
0.04% of portfolio
|
Q3 2024
Reduced 16.21%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
616,573
shares
|
$22.8 Million
0.1% of portfolio
|
Q3 2024
Added 24.05%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
604,439
shares
|
$22.4 Million
0.23% of portfolio
|
Q3 2024
Added 10.96%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
597,298
shares
|
$22.1 Million
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
593,430
shares
|
$22 Million
0.82% of portfolio
|
Q3 2024
Added 21.7%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
546,717
shares
|
$20.3 Million
0.82% of portfolio
|
Q3 2024
Added 22.04%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
540,796
shares
|
$20 Million
0.06% of portfolio
|
Q3 2024
Added 228.87%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
525,631
shares
|
$19.5 Million
0.3% of portfolio
|
Q2 2024
Added 33.74%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
497,601
shares
|
$18.4 Million
0.03% of portfolio
|
Q3 2024
Added 169.68%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Oct 23, 2024 Q3 2024 |
484,724
shares
|
$18 Million
8.76% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
472,500
shares
|
$17.5 Million
0.06% of portfolio
|
Q3 2024
Added 50.99%
|
|
|
Midwest Heritage Bank, Fsb
|
Oct 18, 2024 Q3 2024 |
453,456
shares
|
$16.8 Million
7.79% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
444,690
shares
|
$16.5 Million
0.47% of portfolio
|
Q3 2024
Added 208.13%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
444,198
shares
|
$16.5 Million
1.08% of portfolio
|
Q3 2024
Added 27.49%
|
|
|
Royal Harbor Partners, LLC
|
Oct 29, 2024 Q3 2024 |
437,409
shares
|
$16.2 Million
8.48% of portfolio
|
Q3 2024
New holding
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
417,216
shares
|
$15.5 Million
0.96% of portfolio
|
Q3 2024
Added 41.05%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
416,091
shares
|
$15.4 Million
0.31% of portfolio
|
Q2 2024
Added 70.66%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Nov 14, 2024 Q3 2024 |
412,944
shares
|
$15.3 Million
8.74% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Nov 05, 2024 Q3 2024 |
412,132
shares
|
$15.3 Million
9.36% of portfolio
|
Q3 2024
Added 32.98%
|