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 390 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 |
|---|---|---|---|---|---|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,812
shares
|
$284,044
0.01% of portfolio
|
Q3 2024
Added 8.3%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
7,690
shares
|
$279,608
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
7,550
shares
|
$274,518
0.01% of portfolio
|
Q3 2024
Added 16.37%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
7,400
shares
|
$269,064
0.05% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
7,312
shares
|
$265,864
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
7,294
shares
|
$265,209
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Oct 22, 2024 Q3 2024 |
7,089
shares
|
$257,756
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
7,088
shares
|
$257,719
0.2% of portfolio
|
Q3 2024
Reduced 25.22%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
7,051
shares
|
$256,374
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Oct 03, 2024 Q3 2024 |
7,037
shares
|
$255,865
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
6,955
shares
|
$252,883
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Convergence Financial, LLC
Columbia, MO |
Oct 23, 2024 Q3 2024 |
6,946
shares
|
$252,556
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
6,881
shares
|
$250,193
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
180 Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
6,834
shares
|
$248,484
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Prospect Financial Services LLC
Melville, NY |
Oct 15, 2024 Q3 2024 |
6,795
shares
|
$247,066
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
6,650
shares
|
$241,794
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
6,472
shares
|
$235,321
0.13% of portfolio
|
Q2 2024
Reduced 78.61%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
6,260
shares
|
$227,613
0.03% of portfolio
|
Q3 2024
Reduced 4.94%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 13, 2024 Q3 2024 |
6,198
shares
|
$225,359
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
6,035
shares
|
$219,432
0.01% of portfolio
|
Q1 2024
Added 57.37%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
6,000
shares
|
$218,160
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
5,925
shares
|
$215,433
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 03, 2024 Q3 2024 |
5,862
shares
|
$213,142
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
5,775
shares
|
$209,979
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Nov 04, 2024 Q3 2024 |
5,722
shares
|
$208,051
0.08% of portfolio
|
Q3 2024
New holding
|