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 350 institutions that hold shares in the stock, with a total of 190 Million shares, which have been reported (via 13F filing form) to have a value of $6.88 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
19,520
shares
|
$707,600
0.13% of portfolio
|
Q4 2022
New holding
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 25, 2024 Q2 2024 |
19,417
shares
|
$703,866
0.29% of portfolio
|
Q2 2024
Reduced 0.91%
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Aug 14, 2024 Q2 2024 |
19,379
shares
|
$702,488
0.6% of portfolio
|
Q2 2024
Added 16.77%
|
|
Townsquare Capital LLC
|
Aug 14, 2024 Q2 2024 |
18,628
shares
|
$675,265
0.01% of portfolio
|
Q2 2024
New holding
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
18,389
shares
|
$666,601
0.0% of portfolio
|
Q2 2024
Added 10.5%
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
18,147
shares
|
$657,828
0.0% of portfolio
|
Q2 2024
Reduced 6.2%
|
|
Lincoln Capital LLC
|
Jul 22, 2024 Q2 2024 |
17,991
shares
|
$652,173
0.14% of portfolio
|
Q2 2024
Added 2.16%
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Jul 29, 2024 Q2 2024 |
17,837
shares
|
$646,591
0.33% of portfolio
|
Q2 2024
Added 24004.05%
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Jul 29, 2024 Q2 2024 |
17,144
shares
|
$621,470
0.17% of portfolio
|
Q2 2024
Added 23.27%
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Aug 01, 2024 Q2 2024 |
17,100
shares
|
$619,875
0.09% of portfolio
|
Q3 2023
New holding
|
|
Great Valley Advisor Group, Inc.
|
Jul 16, 2024 Q2 2024 |
17,057
shares
|
$618,316
0.02% of portfolio
|
Q2 2024
Added 16.99%
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
16,968
shares
|
$615,090
0.0% of portfolio
|
Q2 2024
Added 78.18%
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
16,904
shares
|
$612,770
0.06% of portfolio
|
Q2 2024
Reduced 2.38%
|
|
Bricktown Capital, LLC
Detroit, MI |
Jul 29, 2024 Q2 2024 |
16,771
shares
|
$607,948
0.11% of portfolio
|
Q2 2024
New holding
|
|
Stratos Wealth Partners, Ltd.
|
Jul 24, 2024 Q2 2024 |
16,724
shares
|
$606,245
0.01% of portfolio
|
Q2 2024
Added 11.17%
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Aug 15, 2024 Q2 2024 |
16,142
shares
|
$585,147
0.39% of portfolio
|
Q2 2024
New holding
|
|
Ascent Group, LLC
|
Aug 14, 2024 Q2 2024 |
15,559
shares
|
$564,013
0.04% of portfolio
|
Q2 2024
Reduced 0.35%
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Aug 09, 2024 Q2 2024 |
15,419
shares
|
$558,938
0.39% of portfolio
|
Q2 2024
Added 3.53%
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jul 11, 2024 Q2 2024 |
15,352
shares
|
$556,510
0.27% of portfolio
|
Q2 2024
New holding
|
|
Total Clarity Wealth Management, Inc.
|
Aug 09, 2024 Q2 2024 |
15,294
shares
|
$554,407
0.18% of portfolio
|
Q2 2024
Added 0.34%
|
|
Sol Capital Management CO
|
Jul 23, 2024 Q2 2024 |
15,057
shares
|
$545,816
0.06% of portfolio
|
Q2 2024
Added 20.39%
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Aug 13, 2024 Q2 2024 |
14,885
shares
|
$539,581
0.34% of portfolio
|
Q1 2024
Added 28.11%
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
14,532
shares
|
$526,785
0.06% of portfolio
|
Q2 2024
New holding
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 18, 2024 Q2 2024 |
14,402
shares
|
$522,072
0.04% of portfolio
|
Q2 2024
New holding
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2024 Q2 2024 |
14,375
shares
|
$521,093
0.07% of portfolio
|
Q2 2024
Added 29.35%
|