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 |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
1,552,495
shares
|
$56.4 Million
0.06% of portfolio
|
Q3 2024
Added 132.77%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
1,422,875
shares
|
$51.7 Million
0.1% of portfolio
|
Q3 2024
Added 17.54%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
1,373,229
shares
|
$49.9 Million
0.11% of portfolio
|
Q3 2024
Added 29.77%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
1,237,328
shares
|
$45 Million
2.14% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,119,047
shares
|
$40.7 Million
0.65% of portfolio
|
Q3 2024
Added 4.14%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
1,059,286
shares
|
$38.5 Million
0.25% of portfolio
|
Q3 2024
Added 14.92%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
994,885
shares
|
$36.2 Million
0.24% of portfolio
|
Q3 2024
Added 16.25%
|
|
|
Financial Services Advisory Inc
|
Oct 31, 2024 Q3 2024 |
971,968
shares
|
$35.3 Million
8.65% of portfolio
|
Q3 2024
Added 115.31%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
947,287
shares
|
$34.4 Million
1.48% of portfolio
|
Q3 2024
Added 30.9%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
926,735
shares
|
$33.7 Million
4.03% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
894,935
shares
|
$32.5 Million
0.37% of portfolio
|
Q3 2024
Added 11.77%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
891,114
shares
|
$32.4 Million
5.12% of portfolio
|
Q3 2024
Added 6.38%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Oct 16, 2024 Q3 2024 |
885,296
shares
|
$32.2 Million
17.11% of portfolio
|
Q3 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
884,169
shares
|
$32.1 Million
0.06% of portfolio
|
Q3 2024
Added 262.55%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
882,226
shares
|
$32.1 Million
4.13% of portfolio
|
Q3 2024
Added 6.61%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
847,094
shares
|
$30.8 Million
0.39% of portfolio
|
Q3 2024
Added 78.54%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
818,932
shares
|
$29.8 Million
0.05% of portfolio
|
Q3 2024
Added 23.97%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
818,316
shares
|
$29.8 Million
0.04% of portfolio
|
Q3 2024
Added 8.06%
|
|
|
Erickson Financial Group, LLC
Allentown, PA |
Nov 08, 2024 Q3 2024 |
814,040
shares
|
$29.6 Million
21.25% of portfolio
|
Q3 2024
Added 29.39%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
777,258
shares
|
$28.3 Million
1.31% of portfolio
|
Q3 2024
Reduced 4.14%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
737,026
shares
|
$26.8 Million
0.08% of portfolio
|
Q3 2024
Added 33.87%
|
|
|
Souders Financial Advisors
|
Nov 05, 2024 Q3 2024 |
723,742
shares
|
$26.3 Million
3.86% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
689,770
shares
|
$25.1 Million
0.4% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
677,900
shares
|
$24.6 Million
0.17% of portfolio
|
Q3 2024
Added 64.12%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
664,825
shares
|
$24.2 Million
0.63% of portfolio
|
Q3 2024
Added 15.97%
|