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 |
|---|---|---|---|---|---|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
241,581
shares
|
$8.71 Million
1.45% of portfolio
|
Q3 2024
Added 23.75%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
233,749
shares
|
$8.42 Million
0.54% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
230,991
shares
|
$8.32 Million
0.49% of portfolio
|
Q3 2024
Added 55.28%
|
|
|
Acas, LLC
|
Nov 05, 2024 Q3 2024 |
230,633
shares
|
$8.31 Million
7.18% of portfolio
|
Q3 2024
Added 5.75%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
217,274
shares
|
$7.83 Million
0.67% of portfolio
|
Q3 2024
Reduced 14.9%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
213,761
shares
|
$7.7 Million
0.44% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
213,675
shares
|
$7.7 Million
0.0% of portfolio
|
Q3 2024
Reduced 13.12%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
212,120
shares
|
$7.64 Million
0.07% of portfolio
|
Q3 2024
Added 23.94%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
208,404
shares
|
$7.51 Million
2.19% of portfolio
|
Q2 2022
Reduced 99.14%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
203,791
shares
|
$7.34 Million
0.72% of portfolio
|
Q3 2024
Added 9.37%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
200,692
shares
|
$7.23 Million
2.71% of portfolio
|
Q3 2024
Added 33.2%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
196,436
shares
|
$7.08 Million
0.17% of portfolio
|
Q3 2024
Added 28.34%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
195,445
shares
|
$7.04 Million
0.16% of portfolio
|
Q3 2024
Added 16.33%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
193,470
shares
|
$6.97 Million
0.34% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
182,588
shares
|
$6.58 Million
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
181,830
shares
|
$6.55 Million
0.2% of portfolio
|
Q3 2024
Added 6.32%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
169,371
shares
|
$6.1 Million
0.06% of portfolio
|
Q3 2024
Added 50.63%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
169,031
shares
|
$6.09 Million
0.23% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
163,088
shares
|
$5.88 Million
3.9% of portfolio
|
Q4 2022
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
151,397
shares
|
$5.46 Million
0.12% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
148,362
shares
|
$5.35 Million
0.43% of portfolio
|
Q3 2024
Added 44.3%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
144,653
shares
|
$5.21 Million
0.32% of portfolio
|
Q3 2024
Added 18.44%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Oct 18, 2024 Q3 2024 |
142,408
shares
|
$5.13 Million
3.9% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
142,285
shares
|
$5.13 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Oct 03, 2024 Q3 2024 |
137,496
shares
|
$4.96 Million
1.86% of portfolio
|
Q3 2024
Added 19.82%
|