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 |
---|---|---|---|---|---|
Harbor Investment Advisory, LLC
|
Jul 19, 2024 Q2 2024 |
14,300
shares
|
$518,375
0.04% of portfolio
|
Q1 2024
Added 130.65%
|
|
Hrt Financial LP
New York, NY |
Aug 12, 2024 Q2 2024 |
14,085
shares
|
$510,581
0.0% of portfolio
|
Q2 2024
New holding
|
|
Summit Global Investments
Bountiful, UT |
Jul 22, 2024 Q2 2024 |
14,056
shares
|
$509,530
0.03% of portfolio
|
Q2 2024
Added 37.52%
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
13,990
shares
|
$507,137
0.19% of portfolio
|
Q2 2024
Added 0.15%
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2024 Q2 2024 |
13,951
shares
|
$505,723
0.08% of portfolio
|
Q2 2024
Added 16.68%
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Aug 14, 2024 Q2 2024 |
13,525
shares
|
$490,281
0.32% of portfolio
|
Q2 2024
New holding
|
|
Accel Wealth Management
|
Jul 12, 2024 Q2 2024 |
13,190
shares
|
$478,137
0.18% of portfolio
|
Q2 2024
Added 14.42%
|
|
Cullen/Frost Bankers, Inc.
|
Aug 05, 2024 Q2 2024 |
13,145
shares
|
$476,506
0.01% of portfolio
|
Q2 2024
Added 8219.62%
|
|
Mayflower Financial Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
13,134
shares
|
$476,107
0.03% of portfolio
|
Q2 2024
Reduced 2.34%
|
|
Mc Ilrath & Eck, LLC
|
Aug 13, 2024 Q2 2024 |
12,962
shares
|
$469,872
0.09% of portfolio
|
Q2 2024
Added 7.28%
|
|
Beam Wealth Advisors, Inc.
|
Aug 07, 2024 Q2 2024 |
12,449
shares
|
$451,276
0.14% of portfolio
|
Q2 2024
New holding
|
|
J.W. Cole Advisors, Inc.
|
Aug 08, 2024 Q2 2024 |
12,069
shares
|
$437,501
0.02% of portfolio
|
Q2 2024
Added 43.63%
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
11,988
shares
|
$434,565
0.15% of portfolio
|
Q1 2024
Added 468.96%
|
|
Signature Wealth Management Group
|
Jul 15, 2024 Q2 2024 |
11,567
shares
|
$419,303
0.17% of portfolio
|
Q2 2024
Reduced 0.69%
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Aug 07, 2024 Q2 2024 |
11,483
shares
|
$416,258
0.21% of portfolio
|
Q2 2024
Added 59.24%
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 26, 2024 Q2 2024 |
11,192
shares
|
$405,710
0.06% of portfolio
|
Q2 2024
Added 30.12%
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jul 17, 2024 Q2 2024 |
11,191
shares
|
$405,673
0.14% of portfolio
|
Q2 2024
Added 26.77%
|
|
Octavia Wealth Advisors, LLC
|
Aug 01, 2024 Q2 2024 |
11,154
shares
|
$404,332
0.05% of portfolio
|
Q2 2024
Added 7.5%
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 30, 2024 Q2 2024 |
10,723
shares
|
$388,708
0.03% of portfolio
|
Q2 2024
Added 13.8%
|
|
Rockport Wealth LLC
Fairview Park, OH |
Aug 15, 2024 Q2 2024 |
10,587
shares
|
$383,778
0.15% of portfolio
|
Q2 2024
Added 14.36%
|
|
New Century Financial Group, LLC
Princeton, NJ |
Aug 27, 2024 Q2 2024 |
10,451
shares
|
$378,848
0.15% of portfolio
|
Q2 2024
New holding
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jul 26, 2024 Q2 2024 |
10,403
shares
|
$377,108
0.38% of portfolio
|
Q2 2024
Added 42.2%
|
|
Balboa Wealth Partners
Newport Beach, CA |
Aug 13, 2024 Q2 2024 |
10,038
shares
|
$363,877
0.09% of portfolio
|
Q2 2024
New holding
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Aug 07, 2024 Q2 2024 |
10,032
shares
|
$363,660
0.35% of portfolio
|
Q2 2024
New holding
|
|
Iams Wealth Management, LLC
Omaha, NE |
Aug 05, 2024 Q2 2024 |
10,026
shares
|
$363,442
0.18% of portfolio
|
Q2 2024
New holding
|