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 |
---|---|---|---|---|---|
Carnegie Capital Asset Management, LLC
|
May 03, 2024 Q1 2024 |
54,890
shares
|
$1.82 Million
0.06% of portfolio
|
Q1 2024
Added 7.81%
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
54,531
shares
|
$1.81 Million
0.0% of portfolio
|
Q1 2024
Added 13.94%
|
|
Cooper Financial Group
|
Apr 11, 2024 Q1 2024 |
54,452
shares
|
$1.8 Million
0.29% of portfolio
|
Q1 2024
New holding
|
|
Gts Securities LLC
New York, NY |
May 15, 2024 Q1 2024 |
53,628
shares
|
$1.78 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
Barnes Pettey Financial Advisors, LLC
|
May 06, 2024 Q1 2024 |
52,550
shares
|
$1.74 Million
1.48% of portfolio
|
Q1 2024
Reduced 0.19%
|
|
Dynamic Advisor Solutions LLC
|
Apr 12, 2024 Q1 2024 |
52,436
shares
|
$1.74 Million
0.06% of portfolio
|
Q1 2024
Added 69.17%
|
|
Wespac Advisors, LLC
|
Apr 24, 2024 Q1 2024 |
51,143
shares
|
$1.69 Million
0.99% of portfolio
|
Q1 2024
Added 13.28%
|
|
Wealth Care Investment Partners, LLC
|
Apr 15, 2024 Q1 2024 |
50,103
shares
|
$1.66 Million
0.82% of portfolio
|
Q1 2024
Reduced 0.4%
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
May 10, 2024 Q1 2024 |
48,826
shares
|
$1.62 Million
1.49% of portfolio
|
Q1 2024
Added 16.59%
|
|
Clear Creek Financial Management, LLC
|
Apr 26, 2024 Q1 2024 |
46,695
shares
|
$1.55 Million
0.2% of portfolio
|
Q1 2024
New holding
|
|
Atria Investments LLC
Charlotte, NC |
May 21, 2024 Q1 2024 |
46,047
shares
|
$1.53 Million
0.02% of portfolio
|
Q1 2024
Reduced 40.29%
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 10, 2024 Q1 2024 |
45,650
shares
|
$1.51 Million
0.02% of portfolio
|
Q1 2024
Reduced 0.17%
|
|
Balentine LLC
Atlanta, GA |
May 15, 2024 Q1 2024 |
43,243
shares
|
$1.43 Million
0.04% of portfolio
|
Q1 2024
New holding
|
|
Owen La Rue, LLC
Elizabethtown, KY |
May 13, 2024 Q1 2024 |
42,647
shares
|
$1.41 Million
0.93% of portfolio
|
Q1 2024
Added 13.64%
|
|
Capital Planning LLC
|
Apr 12, 2024 Q1 2024 |
41,943
shares
|
$1.39 Million
0.45% of portfolio
|
Q1 2024
Added 2.57%
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
40,417
shares
|
$1.34 Million
0.04% of portfolio
|
Q1 2024
Added 5.16%
|
|
Lantz Financial LLC
|
Apr 10, 2024 Q1 2024 |
39,823
shares
|
$1.32 Million
0.43% of portfolio
|
Q1 2024
Added 0.95%
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
39,532
shares
|
$1.31 Million
0.09% of portfolio
|
Q3 2023
Added 4.1%
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
May 15, 2024 Q1 2024 |
38,660
shares
|
$1.28 Million
0.21% of portfolio
|
Q1 2024
Added 44.17%
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 13, 2024 Q1 2024 |
38,315
shares
|
$1.27 Million
0.04% of portfolio
|
Q1 2024
New holding
|
|
Clear Point Advisors Inc.
Melville, NY |
May 15, 2024 Q1 2024 |
37,100
shares
|
$1.23 Million
0.99% of portfolio
|
Q1 2024
Added 1.6%
|
|
Pfg Advisors
|
May 06, 2024 Q1 2024 |
36,358
shares
|
$1.2 Million
0.09% of portfolio
|
Q1 2024
Added 27.02%
|
|
Park Avenue Securities LLC
|
Apr 10, 2024 Q1 2024 |
35,618
shares
|
$1.18 Million
0.01% of portfolio
|
Q1 2024
Added 5.36%
|
|
Latitude Advisors, LLC
|
Apr 25, 2024 Q1 2024 |
35,617
shares
|
$1.18 Million
0.84% of portfolio
|
Q1 2024
Added 63.22%
|
|
Householder Group Estate & Retirement Specialist, LLC
|
May 03, 2024 Q1 2024 |
34,498
shares
|
$1.14 Million
0.35% of portfolio
|
Q1 2024
Added 5.0%
|