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 |
---|---|---|---|---|---|
Financial Council Asset Management Inc
|
Aug 12, 2024 Q2 2024 |
31,041
shares
|
$1.13 Million
0.57% of portfolio
|
Q2 2024
Added 6.67%
|
|
First Heartland Consultants, Inc.
|
Jul 25, 2024 Q2 2024 |
30,747
shares
|
$1.11 Million
0.07% of portfolio
|
Q2 2024
Added 0.77%
|
|
Pillar Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
30,733
shares
|
$1.11 Million
1.5% of portfolio
|
Q2 2024
Reduced 51.37%
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2024 Q2 2024 |
29,600
shares
|
$1.07 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 06, 2024 Q2 2024 |
29,543
shares
|
$1.07 Million
0.08% of portfolio
|
Q2 2024
New holding
|
|
Belpointe Asset Management LLC
|
Aug 02, 2024 Q2 2024 |
29,023
shares
|
$1.05 Million
0.07% of portfolio
|
Q2 2024
Added 4.58%
|
|
Merriman Wealth Management, LLC
|
Aug 13, 2024 Q2 2024 |
26,381
shares
|
$956,311
0.04% of portfolio
|
Q2 2024
Reduced 1.99%
|
|
Cap Wealth Advisors, LLC
|
Aug 05, 2024 Q2 2024 |
26,054
shares
|
$944,457
0.11% of portfolio
|
Q2 2024
Reduced 5.46%
|
|
Continental Investors Services, Inc.
Longview, WA |
Aug 14, 2024 Q2 2024 |
26,017
shares
|
$943,116
1.96% of portfolio
|
Q2 2024
Reduced 19.9%
|
|
Stokes Family Office, LLC
|
Jul 05, 2024 Q2 2024 |
25,868
shares
|
$937,715
0.1% of portfolio
|
Q2 2024
Added 0.31%
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2024 Q2 2024 |
25,058
shares
|
$908,352
0.08% of portfolio
|
Q2 2024
Added 1.97%
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Jul 31, 2024 Q2 2024 |
23,598
shares
|
$855,427
0.31% of portfolio
|
Q2 2024
Added 11.54%
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2024 Q2 2024 |
23,214
shares
|
$841,507
0.05% of portfolio
|
Q2 2024
Added 25.24%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
23,038
shares
|
$835,127
0.03% of portfolio
|
Q2 2024
Added 14.24%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
23,004
shares
|
$833,895
0.02% of portfolio
|
Q1 2022
Reduced 99.67%
|
|
Riverview Capital Advisers, LLC
Boston, MA |
Aug 12, 2024 Q2 2024 |
22,021
shares
|
$798,261
0.25% of portfolio
|
Q2 2024
New holding
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
21,957
shares
|
$795,941
0.02% of portfolio
|
Q2 2024
Reduced 97.48%
|
|
Northwest Financial Advisors
Herndon, VA |
Aug 12, 2024 Q2 2024 |
21,753
shares
|
$788,546
0.5% of portfolio
|
Q2 2024
Added 19.7%
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Jul 16, 2024 Q2 2024 |
21,650
shares
|
$784,812
0.37% of portfolio
|
Q4 2023
New holding
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Aug 08, 2024 Q2 2024 |
21,595
shares
|
$782,818
0.01% of portfolio
|
Q2 2024
Reduced 0.05%
|
|
Banque Pictet & Cie Sa
|
Jul 25, 2024 Q2 2024 |
21,469
shares
|
$778,251
0.01% of portfolio
|
Q1 2023
New holding
|
|
Creative Planning
Overland Park, KS |
Aug 15, 2024 Q2 2024 |
20,653
shares
|
$748,671
0.0% of portfolio
|
Q2 2024
Added 27.8%
|
|
Moloney Securities Asset Management, LLC
|
Jul 30, 2024 Q2 2024 |
20,553
shares
|
$745,046
0.1% of portfolio
|
Q2 2024
Added 9.1%
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jul 29, 2024 Q2 2024 |
20,520
shares
|
$743,850
0.06% of portfolio
|
Q1 2024
Added 38.46%
|
|
Burford Brothers, Inc.
Dallas, TX |
Aug 14, 2024 Q2 2024 |
20,127
shares
|
$729,603
0.39% of portfolio
|
Q1 2024
Added 15.46%
|