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 |
|---|---|---|---|---|---|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
86,089
shares
|
$3.13 Million
0.35% of portfolio
|
Q3 2024
Added 7.05%
|
|
|
Kaizen Financial Strategies
|
Nov 04, 2024 Q3 2024 |
86,037
shares
|
$3.13 Million
1.88% of portfolio
|
Q3 2024
Added 17.57%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 01, 2024 Q3 2024 |
83,217
shares
|
$3.03 Million
1.28% of portfolio
|
Q3 2024
Reduced 31.11%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
83,164
shares
|
$3.02 Million
0.01% of portfolio
|
Q3 2024
Reduced 33.87%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
83,092
shares
|
$3.02 Million
0.18% of portfolio
|
Q3 2024
Added 5.05%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
82,713
shares
|
$3.01 Million
2.24% of portfolio
|
Q3 2024
Reduced 4.72%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
82,346
shares
|
$2.99 Million
0.36% of portfolio
|
Q3 2024
Added 4.41%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 13, 2024 Q2 2024 |
80,170
shares
|
$2.91 Million
0.04% of portfolio
|
Q2 2024
Added 75.62%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
79,622
shares
|
$2.9 Million
0.34% of portfolio
|
Q3 2024
Added 4.64%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
78,331
shares
|
$2.85 Million
0.01% of portfolio
|
Q3 2024
Added 139.45%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
77,631
shares
|
$2.82 Million
0.04% of portfolio
|
Q3 2024
Added 7.22%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
76,994
shares
|
$2.8 Million
0.29% of portfolio
|
Q3 2024
Added 25.63%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
75,993
shares
|
$2.76 Million
0.18% of portfolio
|
Q3 2024
Added 13.53%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
73,972
shares
|
$2.69 Million
2.16% of portfolio
|
Q3 2024
Added 41.69%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 10, 2024 Q3 2024 |
72,237
shares
|
$2.63 Million
1.0% of portfolio
|
Q3 2024
Added 3.71%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
69,720
shares
|
$2.54 Million
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
66,988
shares
|
$2.44 Million
0.42% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
66,029
shares
|
$2.4 Million
0.47% of portfolio
|
Q3 2024
Added 8.73%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
65,775
shares
|
$2.39 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.74%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
65,600
shares
|
$2.39 Million
0.03% of portfolio
|
Q3 2024
Added 37.77%
|
|
|
Carson Advisory Inc.
|
Nov 01, 2024 Q3 2024 |
64,852
shares
|
$2.36 Million
1.56% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
64,139
shares
|
$2.33 Million
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
64,089
shares
|
$2.33 Million
0.67% of portfolio
|
Q3 2024
Added 45.43%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Oct 07, 2024 Q3 2024 |
63,325
shares
|
$2.3 Million
1.19% of portfolio
|
Q3 2024
Added 17.24%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
62,822
shares
|
$2.28 Million
0.01% of portfolio
|
Q3 2024
Added 15.02%
|