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 306 institutions that hold shares in the stock, with a total of 155 Million shares, which have been reported (via 13F filing form) to have a value of $5.12 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Summit Investment Advisory Services, LLC
Roseville, MN |
Apr 18, 2024 Q1 2024 |
825,033
shares
|
$27.3 Million
15.87% of portfolio
|
Q1 2024
Reduced 1.18%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
823,845
shares
|
$27.3 Million
0.07% of portfolio
|
Q1 2024
Added 5.66%
|
|
Continuum Advisory, LLC
Eagle, ID |
May 10, 2024 Q1 2024 |
801,084
shares
|
$26.5 Million
3.94% of portfolio
|
Q1 2024
Added 9.17%
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2024 Q1 2024 |
786,036
shares
|
$26 Million
3.57% of portfolio
|
Q1 2024
Added 15.24%
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 13, 2024 Q1 2024 |
781,434
shares
|
$25.9 Million
1.38% of portfolio
|
Q1 2024
Reduced 0.43%
|
|
Bay Colony Advisory Group, Inc D
|
Apr 30, 2024 Q1 2024 |
752,648
shares
|
$24.9 Million
4.41% of portfolio
|
Q1 2024
Added 61.75%
|
|
Hartline Investment Corp
Winnetka, IL |
Apr 30, 2024 Q1 2024 |
752,648
shares
|
$24.9 Million
4.41% of portfolio
|
Q1 2024
New holding
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
723,754
shares
|
$24 Million
0.0% of portfolio
|
Q1 2024
Added 6701.56%
|
|
Souders Financial Advisors
|
May 08, 2024 Q1 2024 |
714,173
shares
|
$23.7 Million
3.81% of portfolio
|
Q1 2024
Added 3.64%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 14, 2024 Q1 2024 |
680,991
shares
|
$22.6 Million
0.04% of portfolio
|
Q1 2024
Added 0.99%
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Apr 23, 2024 Q1 2024 |
675,708
shares
|
$22.4 Million
5.12% of portfolio
|
Q1 2024
Added 6.6%
|
|
Lincoln National Corp
|
May 01, 2024 Q1 2024 |
667,808
shares
|
$22.1 Million
0.35% of portfolio
|
Q1 2024
Added 30.08%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
660,014
shares
|
$21.9 Million
0.25% of portfolio
|
Q1 2024
Added 7.83%
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
629,342
shares
|
$20.8 Million
0.15% of portfolio
|
Q1 2024
Added 23.84%
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
May 14, 2024 Q1 2024 |
617,709
shares
|
$20.5 Million
0.58% of portfolio
|
Q1 2024
Reduced 3.4%
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
616,349
shares
|
$20.4 Million
0.76% of portfolio
|
Q1 2024
Added 2.06%
|
|
Erickson Financial Group, LLC
Allentown, PA |
Apr 29, 2024 Q1 2024 |
615,031
shares
|
$20.4 Million
15.68% of portfolio
|
Q1 2024
Added 1.73%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
610,341
shares
|
$20.2 Million
0.18% of portfolio
|
Q1 2024
Added 69.59%
|
|
Valmark Advisers, Inc.
|
May 03, 2024 Q1 2024 |
588,415
shares
|
$19.5 Million
0.34% of portfolio
|
Q1 2024
Added 12.63%
|
|
Wj Wealth Management, LLC
|
Apr 17, 2024 Q1 2024 |
574,289
shares
|
$19 Million
7.49% of portfolio
|
Q1 2024
Added 2.82%
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
566,842
shares
|
$18.8 Million
0.03% of portfolio
|
Q1 2024
Added 4.75%
|
|
Orion Portfolio Solutions, LLC
|
May 09, 2024 Q1 2024 |
560,309
shares
|
$18.6 Million
0.2% of portfolio
|
Q1 2024
Added 0.23%
|
|
Wiley Bros. Aintree Capital, LLC
|
Apr 11, 2024 Q1 2024 |
534,605
shares
|
$17.7 Million
2.42% of portfolio
|
Q1 2024
Added 28.33%
|
|
Assetmark, Inc
|
May 06, 2024 Q1 2024 |
533,850
shares
|
$17.7 Million
0.06% of portfolio
|
Q1 2024
Reduced 4.25%
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Apr 30, 2024 Q1 2024 |
518,598
shares
|
$17.2 Million
0.72% of portfolio
|
Q1 2024
Added 1.6%
|