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 411 institutions that hold shares in the stock, with a total of 227 Million shares, which have been reported (via 13F filing form) to have a value of $8.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital International Investors
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
23,283,351
shares
|
$844 Million
0.17% of portfolio
|
Q3 2024
Added 4.51%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
16,169,046
shares
|
$586 Million
0.27% of portfolio
|
Q3 2024
Added 26.78%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
10,826,570
shares
|
$392 Million
22.7% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
10,569,248
shares
|
$383 Million
0.34% of portfolio
|
Q3 2024
Added 19.23%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
9,799,885
shares
|
$355 Million
0.12% of portfolio
|
Q3 2024
Added 22.39%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,653,653
shares
|
$350 Million
0.48% of portfolio
|
Q3 2024
Added 7.25%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
8,106,253
shares
|
$294 Million
0.07% of portfolio
|
Q3 2024
Added 17.53%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
8,013,417
shares
|
$290 Million
0.02% of portfolio
|
Q3 2024
Added 110.05%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
7,373,107
shares
|
$267 Million
0.02% of portfolio
|
Q3 2024
Added 19.32%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
7,056,545
shares
|
$256 Million
0.39% of portfolio
|
Q3 2024
Added 18.9%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
6,827,181
shares
|
$247 Million
2.5% of portfolio
|
Q3 2024
Added 4.03%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,654,717
shares
|
$241 Million
0.15% of portfolio
|
Q3 2024
Added 19.9%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
5,938,231
shares
|
$215 Million
0.49% of portfolio
|
Q3 2024
Added 17.48%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
5,399,355
shares
|
$196 Million
0.04% of portfolio
|
Q3 2024
Added 27.31%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
4,398,206
shares
|
$159 Million
0.38% of portfolio
|
Q3 2024
Added 14.97%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
4,319,789
shares
|
$157 Million
12.05% of portfolio
|
Q3 2024
Added 6.41%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
3,787,405
shares
|
$137 Million
0.47% of portfolio
|
Q3 2024
Added 8.32%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
3,273,939
shares
|
$119 Million
0.43% of portfolio
|
Q3 2024
Added 8.14%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
3,000,888
shares
|
$109 Million
0.63% of portfolio
|
Q3 2024
Added 36.88%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
2,705,757
shares
|
$98 Million
0.02% of portfolio
|
Q3 2024
Reduced 41.15%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
2,091,148
shares
|
$75.8 Million
9.23% of portfolio
|
Q3 2024
Added 16.72%
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 17, 2025 Q4 2024 |
1,988,521
shares
|
$72 Million
11.24% of portfolio
|
Q4 2024
Added 2.68%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
1,982,974
shares
|
$71.8 Million
0.08% of portfolio
|
Q3 2024
Added 8.17%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
1,832,297
shares
|
$66.4 Million
0.18% of portfolio
|
Q4 2024
Added 10.87%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Oct 30, 2024 Q3 2024 |
1,703,723
shares
|
$61.7 Million
12.87% of portfolio
|
Q3 2024
Reduced 2.37%
|