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 |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
409,835
shares
|
$15.2 Million
0.33% of portfolio
|
Q3 2024
Added 152.5%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
399,834
shares
|
$14.8 Million
0.04% of portfolio
|
Q3 2024
Added 18.4%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
396,840
shares
|
$14.7 Million
1.0% of portfolio
|
Q2 2024
Added 1.9%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
388,403
shares
|
$14.4 Million
0.0% of portfolio
|
Q3 2024
Added 83.46%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2024 Q3 2024 |
387,855
shares
|
$14.4 Million
6.15% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
380,617
shares
|
$14.1 Million
1.54% of portfolio
|
Q3 2024
Added 14.02%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
378,522
shares
|
$14 Million
0.32% of portfolio
|
Q3 2024
Added 1623.92%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
359,528
shares
|
$13.3 Million
1.13% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Nov 18, 2024 Q3 2024 |
358,977
shares
|
$13.3 Million
8.97% of portfolio
|
Q3 2024
Added 4.71%
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
354,309
shares
|
$13.1 Million
0.9% of portfolio
|
Q3 2024
Added 5.31%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
352,260
shares
|
$13 Million
0.48% of portfolio
|
Q3 2024
Added 22.46%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
340,377
shares
|
$12.6 Million
6.02% of portfolio
|
Q4 2023
Added 16.88%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
336,214
shares
|
$12.5 Million
1.63% of portfolio
|
Q2 2024
Reduced 26.13%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
325,973
shares
|
$12.1 Million
0.38% of portfolio
|
Q3 2024
Added 16.28%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
314,753
shares
|
$11.7 Million
0.34% of portfolio
|
Q3 2024
Added 6.3%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
304,623
shares
|
$11.3 Million
0.13% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
302,800
shares
|
$11.2 Million
0.09% of portfolio
|
Q3 2024
Added 24.58%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
299,869
shares
|
$11.1 Million
0.21% of portfolio
|
Q3 2024
Added 16.94%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
296,023
shares
|
$11 Million
0.48% of portfolio
|
Q3 2024
Added 203.15%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
292,423
shares
|
$10.8 Million
0.33% of portfolio
|
Q3 2024
Reduced 21.34%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
275,469
shares
|
$10.2 Million
0.47% of portfolio
|
Q3 2024
Added 12.74%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
272,855
shares
|
$10.1 Million
0.44% of portfolio
|
Q3 2024
Added 8.23%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 15, 2024 Q3 2024 |
269,922
shares
|
$10 Million
7.65% of portfolio
|
Q3 2024
Added 14.23%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
267,401
shares
|
$9.9 Million
1.82% of portfolio
|
Q3 2024
New holding
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 06, 2024 Q3 2024 |
265,288
shares
|
$9.83 Million
2.32% of portfolio
|
Q3 2024
Added 55.09%
|