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 350 institutions that hold shares in the stock, with a total of 190 Million shares, which have been reported (via 13F filing form) to have a value of $6.92 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 14, 2024 Q2 2024 |
47,509
shares
|
$1.72 Million
0.04% of portfolio
|
Q2 2024
Added 170.4%
|
|
Tempus Wealth Planning, LLC
|
Jul 25, 2024 Q2 2024 |
46,099
shares
|
$1.67 Million
0.67% of portfolio
|
Q2 2024
Added 113.77%
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Jul 23, 2024 Q2 2024 |
45,587
shares
|
$1.65 Million
1.02% of portfolio
|
Q2 2024
Added 6.89%
|
|
Wespac Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
44,999
shares
|
$1.63 Million
1.2% of portfolio
|
Q2 2024
Reduced 12.01%
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2024 Q2 2024 |
44,068
shares
|
$1.6 Million
0.39% of portfolio
|
Q2 2024
Added 14787.84%
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 15, 2024 Q2 2024 |
44,018
shares
|
$1.6 Million
0.05% of portfolio
|
Q2 2024
New holding
|
|
Capital Planning LLC
|
Jul 11, 2024 Q2 2024 |
41,932
shares
|
$1.52 Million
0.43% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 02, 2024 Q2 2024 |
41,887
shares
|
$1.52 Million
0.14% of portfolio
|
Q2 2024
Added 27.57%
|
|
Spire Wealth Management
|
Jul 31, 2024 Q2 2024 |
41,376
shares
|
$1.5 Million
0.05% of portfolio
|
Q2 2024
Added 2.37%
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 13, 2024 Q2 2024 |
41,257
shares
|
$1.5 Million
0.05% of portfolio
|
Q2 2024
Added 7.68%
|
|
Clear Point Advisors Inc.
Melville, NY |
Aug 14, 2024 Q2 2024 |
39,959
shares
|
$1.45 Million
1.08% of portfolio
|
Q2 2024
Added 7.71%
|
|
Lantz Financial LLC
|
Aug 07, 2024 Q2 2024 |
39,808
shares
|
$1.44 Million
0.42% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
39,532
shares
|
$1.43 Million
0.09% of portfolio
|
Q3 2023
Added 4.1%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 10, 2024 Q2 2024 |
38,743
shares
|
$1.4 Million
0.12% of portfolio
|
Q2 2024
Added 53.17%
|
|
Latitude Advisors, LLC
|
Jul 25, 2024 Q2 2024 |
38,647
shares
|
$1.4 Million
0.9% of portfolio
|
Q2 2024
Added 8.51%
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jul 24, 2024 Q2 2024 |
38,372
shares
|
$1.39 Million
0.22% of portfolio
|
Q2 2024
New holding
|
|
Steel Peak Wealth Management LLC
|
Jul 16, 2024 Q2 2024 |
35,538
shares
|
$1.29 Million
0.06% of portfolio
|
Q2 2024
New holding
|
|
Litman Gregory Wealth Management LLC
|
Jul 30, 2024 Q2 2024 |
35,365
shares
|
$1.28 Million
0.1% of portfolio
|
Q2 2024
Added 5.26%
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jul 17, 2024 Q2 2024 |
34,498
shares
|
$1.25 Million
0.32% of portfolio
|
Q1 2024
Added 5.0%
|
|
Jacobi Capital Management LLC
|
Aug 09, 2024 Q2 2024 |
33,469
shares
|
$1.21 Million
0.1% of portfolio
|
Q2 2024
New holding
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2024 Q2 2024 |
32,713
shares
|
$1.19 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
Betterment LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
32,244
shares
|
$1.17 Million
0.0% of portfolio
|
Q2 2024
Added 80.03%
|
|
First Pacific Financial
|
Jul 19, 2024 Q2 2024 |
32,172
shares
|
$1.17 Million
0.35% of portfolio
|
Q2 2024
Added 44.35%
|
|
Us Bancorp \De\
|
Aug 06, 2024 Q2 2024 |
31,960
shares
|
$1.16 Million
0.0% of portfolio
|
Q2 2024
Added 62.9%
|
|
Professional Financial Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
31,165
shares
|
$1.13 Million
0.29% of portfolio
|
Q2 2024
Reduced 1.24%
|