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 $8.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
134,657
shares
|
$4.9 Million
3.0% of portfolio
|
Q3 2024
Added 16.98%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
134,410
shares
|
$4.89 Million
0.03% of portfolio
|
Q3 2024
Added 26.8%
|
|
|
Trinity Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
131,655
shares
|
$4.79 Million
2.2% of portfolio
|
Q3 2024
New holding
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 09, 2024 Q3 2024 |
129,843
shares
|
$4.72 Million
1.51% of portfolio
|
Q3 2024
Added 27.74%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
129,603
shares
|
$4.71 Million
0.03% of portfolio
|
Q3 2024
Added 99.29%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
127,538
shares
|
$4.64 Million
2.12% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
124,771
shares
|
$4.54 Million
0.13% of portfolio
|
Q3 2024
Reduced 16.2%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
122,782
shares
|
$4.46 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
121,946
shares
|
$4.43 Million
0.39% of portfolio
|
Q3 2024
Added 14.9%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Nov 12, 2024 Q3 2024 |
121,469
shares
|
$4.42 Million
0.26% of portfolio
|
Q3 2024
Added 65.05%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Oct 16, 2024 Q3 2024 |
116,198
shares
|
$4.22 Million
2.47% of portfolio
|
Q3 2024
Added 23.13%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 29, 2024 Q3 2024 |
115,724
shares
|
$4.21 Million
2.11% of portfolio
|
Q3 2024
Added 28.12%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
110,767
shares
|
$4.03 Million
0.44% of portfolio
|
Q3 2024
Added 5.93%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
110,173
shares
|
$4.01 Million
0.38% of portfolio
|
Q3 2024
Added 11.85%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
109,141
shares
|
$3.97 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2024 Q3 2024 |
109,018
shares
|
$3.96 Million
2.9% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
100,130
shares
|
$3.64 Million
0.11% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
99,000
shares
|
$3.6 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
97,910
shares
|
$3.56 Million
0.23% of portfolio
|
Q3 2024
Added 12.87%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
95,795
shares
|
$3.48 Million
0.38% of portfolio
|
Q3 2024
Reduced 10.68%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
94,940
shares
|
$3.45 Million
0.48% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
93,046
shares
|
$3.38 Million
0.45% of portfolio
|
Q3 2024
Added 11.38%
|
|
|
Bill Few Associates, Inc.
|
Oct 15, 2024 Q3 2024 |
89,860
shares
|
$3.27 Million
1.17% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
88,128
shares
|
$3.2 Million
0.07% of portfolio
|
Q4 2023
Added 17.98%
|
|
|
Affiance Financial, LLC
|
Oct 11, 2024 Q3 2024 |
86,772
shares
|
$3.16 Million
0.78% of portfolio
|
Q3 2024
Reduced 1.12%
|