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 |
|---|---|---|---|---|---|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
16,025
shares
|
$577,861
0.4% of portfolio
|
Q3 2024
Added 3.93%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
15,416
shares
|
$555,900
0.17% of portfolio
|
Q3 2024
Added 23.83%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Nov 13, 2024 Q3 2024 |
15,393
shares
|
$555,071
0.2% of portfolio
|
Q3 2024
Added 103.58%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 04, 2024 Q3 2024 |
15,073
shares
|
$543,532
0.33% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
14,780
shares
|
$532,966
0.11% of portfolio
|
Q3 2024
Added 2363.33%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
14,600
shares
|
$526,476
0.04% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
14,495
shares
|
$522,689
0.03% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
14,384
shares
|
$518,687
0.08% of portfolio
|
Q3 2024
Added 9.52%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
14,012
shares
|
$505,272
0.17% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
13,799
shares
|
$497,591
0.07% of portfolio
|
Q3 2024
Reduced 4.01%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
13,217
shares
|
$476,605
0.03% of portfolio
|
Q3 2024
Added 98.07%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
13,202
shares
|
$476,064
0.05% of portfolio
|
Q3 2024
Added 81.7%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
12,910
shares
|
$465,534
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
12,856
shares
|
$463,587
0.08% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
12,653
shares
|
$456,267
0.02% of portfolio
|
Q3 2024
Added 4.84%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
12,435
shares
|
$448,406
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
11,988
shares
|
$432,287
0.15% of portfolio
|
Q1 2024
Added 468.96%
|
|
|
Hanlon Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
11,400
shares
|
$411,084
0.12% of portfolio
|
Q3 2024
Added 62.58%
|
|
|
Signature Wealth Management Group
|
Oct 15, 2024 Q3 2024 |
11,349
shares
|
$409,244
0.17% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Oct 15, 2024 Q3 2024 |
11,262
shares
|
$406,107
0.15% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
11,261
shares
|
$406,071
0.15% of portfolio
|
Q3 2024
Added 7.75%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
11,220
shares
|
$404,593
0.05% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 04, 2024 Q3 2024 |
11,205
shares
|
$404,052
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
11,176
shares
|
$403,006
0.0% of portfolio
|
Q3 2024
Added 67.73%
|
|
|
Lynch & Associates
|
Oct 15, 2024 Q3 2024 |
10,963
shares
|
$395,325
0.09% of portfolio
|
Q3 2024
New holding
|