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 |
---|---|---|---|---|---|
Advisory Services Network, LLC
|
May 06, 2024 Q1 2024 |
243,807
shares
|
$8.07 Million
0.18% of portfolio
|
Q1 2024
Added 10.78%
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 15, 2024 Q1 2024 |
226,929
shares
|
$7.52 Million
1.24% of portfolio
|
Q1 2024
Added 35.54%
|
|
Wedbush Securities Inc
|
May 14, 2024 Q1 2024 |
225,197
shares
|
$7.46 Million
0.27% of portfolio
|
Q1 2024
Added 25.19%
|
|
D.A. Davidson & Co.
|
May 13, 2024 Q1 2024 |
219,148
shares
|
$7.26 Million
0.06% of portfolio
|
Q1 2024
Added 2.98%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
216,597
shares
|
$7.17 Million
0.0% of portfolio
|
Q1 2024
Added 39.03%
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
May 07, 2024 Q1 2024 |
215,632
shares
|
$7.14 Million
0.28% of portfolio
|
Q1 2024
Added 9.23%
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 15, 2024 Q1 2024 |
211,536
shares
|
$7.01 Million
0.48% of portfolio
|
Q1 2024
Added 64.68%
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 02, 2024 Q1 2024 |
209,661
shares
|
$6.94 Million
0.33% of portfolio
|
Q1 2024
Added 4.27%
|
|
Aa Financial Advisors, LLC
Columbus, OH |
May 03, 2024 Q1 2024 |
209,524
shares
|
$6.94 Million
2.75% of portfolio
|
Q1 2024
Added 1.52%
|
|
Financial Advocates Investment Management
Olympia, WA |
May 01, 2024 Q1 2024 |
206,048
shares
|
$6.82 Million
0.39% of portfolio
|
Q1 2024
Added 239.27%
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
183,803
shares
|
$6.09 Million
0.24% of portfolio
|
Q4 2023
Added 25.22%
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2024 Q1 2024 |
183,470
shares
|
$6.08 Million
1.05% of portfolio
|
Q1 2024
Added 5.04%
|
|
Merit Financial Group, LLC
|
May 06, 2024 Q1 2024 |
182,786
shares
|
$6.05 Million
0.14% of portfolio
|
Q1 2024
Added 5.7%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
May 14, 2024 Q1 2024 |
179,782
shares
|
$5.95 Million
0.24% of portfolio
|
Q1 2024
Added 219.84%
|
|
Acas, LLC
|
May 01, 2024 Q1 2024 |
173,112
shares
|
$5.73 Million
5.58% of portfolio
|
Q1 2024
Added 122.04%
|
|
Wintrust Investments LLC
Chicago, IL |
May 09, 2024 Q1 2024 |
164,158
shares
|
$5.44 Million
0.47% of portfolio
|
Q1 2024
Added 2.28%
|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
163,088
shares
|
$5.4 Million
3.9% of portfolio
|
Q4 2022
New holding
|
|
Virtu Financial LLC
New York, NY |
May 20, 2024 Q1 2024 |
159,987
shares
|
$5.3 Million
0.4% of portfolio
|
Q1 2024
New holding
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
May 10, 2024 Q1 2024 |
156,538
shares
|
$5.18 Million
0.21% of portfolio
|
Q1 2024
Added 11.09%
|
|
Raymond James Trust N.A.
|
Apr 24, 2024 Q1 2024 |
152,123
shares
|
$5.04 Million
0.12% of portfolio
|
Q1 2024
Added 4.65%
|
|
Smith, Moore & Co.
Clayton, MO |
May 10, 2024 Q1 2024 |
149,544
shares
|
$4.95 Million
0.52% of portfolio
|
Q1 2024
Added 46.69%
|
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
Apr 17, 2024 Q1 2024 |
147,986
shares
|
$4.9 Million
0.97% of portfolio
|
Q1 2024
Added 24.23%
|
|
Choreo, LLC
Minneapolis, MN |
May 02, 2024 Q1 2024 |
145,265
shares
|
$4.81 Million
0.12% of portfolio
|
Q1 2024
Reduced 4.26%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
129,685
shares
|
$4.3 Million
0.01% of portfolio
|
Q1 2024
Added 124.2%
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
129,605
shares
|
$4.29 Million
0.06% of portfolio
|
Q1 2024
Added 21.72%
|