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 |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
61,768
shares
|
$2.23 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
61,737
shares
|
$2.23 Million
0.04% of portfolio
|
Q3 2024
Reduced 18.55%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
59,602
shares
|
$2.15 Million
1.11% of portfolio
|
Q3 2024
Added 854.09%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
58,688
shares
|
$2.12 Million
0.14% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Cypress Capital, LLC
|
Nov 12, 2024 Q3 2024 |
57,620
shares
|
$2.08 Million
0.54% of portfolio
|
Q3 2024
Added 29.42%
|
|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
57,619
shares
|
$2.08 Million
0.08% of portfolio
|
Q3 2024
Added 20.6%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Nov 14, 2024 Q3 2024 |
55,967
shares
|
$2.02 Million
1.74% of portfolio
|
Q3 2024
Added 4.88%
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
54,467
shares
|
$1.96 Million
0.78% of portfolio
|
Q3 2024
Added 18.15%
|
|
|
Transform Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
54,249
shares
|
$1.96 Million
0.14% of portfolio
|
Q3 2024
Reduced 6.86%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
53,994
shares
|
$1.95 Million
0.09% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Wealth Care Investment Partners, LLC
|
Oct 08, 2024 Q3 2024 |
52,022
shares
|
$1.87 Million
0.86% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Absolute Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
51,802
shares
|
$1.87 Million
1.15% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
50,952
shares
|
$1.84 Million
0.04% of portfolio
|
Q3 2024
Added 7.25%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
49,850
shares
|
$1.8 Million
0.18% of portfolio
|
Q3 2024
Added 19.01%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
49,204
shares
|
$1.77 Million
0.94% of portfolio
|
Q2 2024
Added 39.97%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Nov 12, 2024 Q3 2024 |
48,648
shares
|
$1.75 Million
1.07% of portfolio
|
Q3 2024
Added 6.71%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
48,278
shares
|
$1.74 Million
0.15% of portfolio
|
Q3 2024
Added 24.61%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
47,813
shares
|
$1.72 Million
0.02% of portfolio
|
Q3 2024
Reduced 21.09%
|
|
|
Wespac Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
46,418
shares
|
$1.67 Million
1.29% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
46,219
shares
|
$1.67 Million
0.0% of portfolio
|
Q3 2024
Added 43.34%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
45,434
shares
|
$1.64 Million
0.06% of portfolio
|
Q3 2024
Added 10.12%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
44,872
shares
|
$1.62 Million
0.06% of portfolio
|
Q3 2024
Added 8.45%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
43,422
shares
|
$1.56 Million
0.04% of portfolio
|
Q3 2024
Added 154.57%
|
|
|
Latitude Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
42,380
shares
|
$1.53 Million
1.01% of portfolio
|
Q3 2024
Added 9.66%
|
|
|
Capital Planning LLC
|
Oct 16, 2024 Q3 2024 |
41,827
shares
|
$1.51 Million
0.44% of portfolio
|
Q3 2024
Reduced 0.25%
|