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 390 institutions that hold shares in the stock, with a total of 225 Million shares, which have been reported (via 13F filing form) to have a value of $8.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
41,217
shares
|
$1.5 Million
1.16% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Lantz Financial LLC
|
Oct 15, 2024 Q3 2024 |
40,410
shares
|
$1.47 Million
0.42% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
39,532
shares
|
$1.44 Million
0.09% of portfolio
|
Q3 2023
Added 4.1%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
39,358
shares
|
$1.43 Million
0.0% of portfolio
|
Q3 2024
Added 23.15%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Oct 15, 2024 Q3 2024 |
39,097
shares
|
$1.42 Million
0.22% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
38,336
shares
|
$1.39 Million
0.06% of portfolio
|
Q3 2024
Added 7.87%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
37,903
shares
|
$1.38 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
37,895
shares
|
$1.38 Million
0.4% of portfolio
|
Q3 2024
Added 9.85%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
37,119
shares
|
$1.35 Million
0.2% of portfolio
|
Q3 2024
Reduced 36.93%
|
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
37,058
shares
|
$1.35 Million
0.41% of portfolio
|
Q3 2024
Added 15.19%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 22, 2024 Q3 2024 |
35,500
shares
|
$1.29 Million
0.11% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
34,847
shares
|
$1.27 Million
0.08% of portfolio
|
Q3 2024
Added 50.11%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
34,761
shares
|
$1.26 Million
0.1% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
34,453
shares
|
$1.25 Million
0.13% of portfolio
|
Q3 2024
Added 12.05%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
33,898
shares
|
$1.23 Million
0.17% of portfolio
|
Q3 2024
Added 64.93%
|
|
|
Professional Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
32,499
shares
|
$1.18 Million
0.31% of portfolio
|
Q3 2024
Added 4.28%
|
|
|
Financial Council Asset Management Inc
|
Nov 12, 2024 Q3 2024 |
31,514
shares
|
$1.15 Million
0.6% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
30,263
shares
|
$1.1 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
30,263
shares
|
$1.1 Million
0.07% of portfolio
|
Q3 2024
Reduced 66.85%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
29,894
shares
|
$1.09 Million
0.57% of portfolio
|
Q3 2024
Added 67.6%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
29,757
shares
|
$1.08 Million
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
29,731
shares
|
$1.08 Million
0.1% of portfolio
|
Q3 2024
Reduced 74.12%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
29,393
shares
|
$1.07 Million
0.07% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
28,271
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2024
Added 36.89%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
28,190
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2024
Added 1305.99%
|