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 391 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 $8.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
20,702
shares
|
$746,514
0.01% of portfolio
|
Q3 2024
Added 57.49%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
20,602
shares
|
$742,908
0.01% of portfolio
|
Q3 2024
Added 10.6%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
19,985
shares
|
$720,659
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Oct 23, 2024 Q3 2024 |
19,712
shares
|
$710,814
0.37% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
19,617
shares
|
$707,389
0.06% of portfolio
|
Q3 2024
Added 26.08%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
19,548
shares
|
$704,900
0.1% of portfolio
|
Q3 2024
Added 74.66%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
19,520
shares
|
$703,891
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
19,421
shares
|
$700,321
0.31% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Summit Global Investments
Bountiful, UT |
Oct 31, 2024 Q3 2024 |
18,381
shares
|
$662,818
0.04% of portfolio
|
Q3 2024
Added 30.77%
|
|
|
Accel Wealth Management
|
Oct 15, 2024 Q3 2024 |
18,293
shares
|
$659,645
0.25% of portfolio
|
Q3 2024
Added 38.69%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
18,185
shares
|
$655,751
0.57% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
18,147
shares
|
$654,380
0.0% of portfolio
|
Q2 2024
Reduced 6.2%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Nov 12, 2024 Q3 2024 |
18,016
shares
|
$649,656
0.55% of portfolio
|
Q3 2024
Reduced 7.03%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
17,758
shares
|
$640,353
0.53% of portfolio
|
Q3 2024
Reduced 89.64%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Oct 21, 2024 Q3 2024 |
17,596
shares
|
$634,511
0.31% of portfolio
|
Q3 2024
Added 14.62%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2024 Q3 2024 |
17,334
shares
|
$625,064
0.43% of portfolio
|
Q3 2024
Added 28.16%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Nov 01, 2024 Q3 2024 |
17,144
shares
|
$618,212
0.17% of portfolio
|
Q2 2024
Added 23.27%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Oct 24, 2024 Q3 2024 |
17,100
shares
|
$616,626
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
16,904
shares
|
$609,558
0.06% of portfolio
|
Q2 2024
Reduced 2.38%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Oct 31, 2024 Q3 2024 |
16,893
shares
|
$609,161
0.4% of portfolio
|
Q3 2024
Added 4.65%
|
|
|
Bricktown Capital, LLC
Detroit, MI |
Oct 07, 2024 Q3 2024 |
16,771
shares
|
$604,762
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
16,555
shares
|
$596,973
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2024 Q3 2024 |
16,401
shares
|
$591,420
0.3% of portfolio
|
Q3 2024
Added 42.83%
|
|
|
Lincoln Capital LLC
|
Oct 31, 2024 Q3 2024 |
16,330
shares
|
$588,859
0.13% of portfolio
|
Q3 2024
Reduced 9.23%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Nov 04, 2024 Q3 2024 |
16,129
shares
|
$581,611
0.06% of portfolio
|
Q3 2024
New holding
|