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 |
---|---|---|---|---|---|
Financial Services Advisory Inc
|
May 06, 2024 Q1 2024 |
495,588
shares
|
$16.4 Million
4.01% of portfolio
|
Q1 2024
Added 3.37%
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Apr 29, 2024 Q1 2024 |
495,075
shares
|
$16.4 Million
8.82% of portfolio
|
Q1 2024
Reduced 1.25%
|
|
Arden Trust CO
|
Apr 03, 2024 Q1 2024 |
455,116
shares
|
$15.1 Million
2.16% of portfolio
|
Q1 2024
Added 1.08%
|
|
Vestmark Advisory Solutions, Inc.
|
May 15, 2024 Q1 2024 |
409,021
shares
|
$13.5 Million
0.62% of portfolio
|
Q1 2024
Added 15.9%
|
|
Midwest Heritage Bank, Fsb
|
Apr 23, 2024 Q1 2024 |
399,034
shares
|
$13.2 Million
6.84% of portfolio
|
Q1 2024
Added 189.66%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Apr 29, 2024 Q1 2024 |
393,023
shares
|
$13 Million
0.23% of portfolio
|
Q1 2024
Added 6.39%
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
390,046
shares
|
$12.9 Million
0.06% of portfolio
|
Q1 2024
Added 7.62%
|
|
Hoyle Cohen, LLC
|
May 15, 2024 Q1 2024 |
389,440
shares
|
$12.9 Million
0.97% of portfolio
|
Q1 2024
Added 9.29%
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
May 14, 2024 Q1 2024 |
384,781
shares
|
$12.7 Million
5.95% of portfolio
|
Q1 2024
Added 23.27%
|
|
Prospera Financial Services Inc
|
Feb 14, 2024 Q4 2023 |
349,204
shares
|
$11.6 Million
0.35% of portfolio
|
Q4 2023
Added 3.65%
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
340,377
shares
|
$11.3 Million
6.02% of portfolio
|
Q4 2023
Added 16.88%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 23, 2024 Q1 2024 |
340,058
shares
|
$11.3 Million
0.84% of portfolio
|
Q1 2024
Added 9.5%
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Apr 18, 2024 Q1 2024 |
336,552
shares
|
$11.1 Million
8.6% of portfolio
|
Q1 2024
Added 5.25%
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
333,291
shares
|
$11 Million
0.1% of portfolio
|
Q1 2024
Added 82.01%
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
313,415
shares
|
$10.4 Million
0.01% of portfolio
|
Q1 2024
Reduced 18.97%
|
|
Creative Financial Designs Inc
|
May 01, 2024 Q1 2024 |
307,373
shares
|
$10.2 Million
0.96% of portfolio
|
Q1 2024
Added 85.46%
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Apr 23, 2024 Q1 2024 |
304,982
shares
|
$10.1 Million
8.52% of portfolio
|
Q1 2024
Added 7.61%
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
May 13, 2024 Q1 2024 |
299,198
shares
|
$9.91 Million
6.11% of portfolio
|
Q1 2024
Added 0.59%
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2024 Q1 2024 |
292,182
shares
|
$9.68 Million
0.31% of portfolio
|
Q1 2024
Added 113.01%
|
|
Silver Oak Securities, Inc
Jackson, TN |
May 10, 2024 Q1 2024 |
291,999
shares
|
$9.67 Million
1.51% of portfolio
|
Q1 2024
Added 17.36%
|
|
Good Life Advisors, LLC
|
May 02, 2024 Q1 2024 |
287,529
shares
|
$9.52 Million
0.83% of portfolio
|
Q1 2024
Added 7.82%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
May 06, 2024 Q1 2024 |
282,631
shares
|
$9.36 Million
0.04% of portfolio
|
Q1 2024
Added 8.23%
|
|
Bogart Wealth, LLC
|
Apr 25, 2024 Q1 2024 |
279,060
shares
|
$9.24 Million
0.46% of portfolio
|
Q1 2024
Added 242.55%
|
|
Kestra Private Wealth Services, LLC
|
May 02, 2024 Q1 2024 |
249,083
shares
|
$8.25 Million
0.19% of portfolio
|
Q1 2024
Added 853.68%
|
|
Blair William & CO
Chicago, IL |
May 09, 2024 Q1 2024 |
247,646
shares
|
$8.2 Million
0.03% of portfolio
|
Q1 2024
Added 69.22%
|