Who owns CAPITAL GROUP DIVID VALUE ETF SHS CREATION UNIT?
- Ticker: CGDV
- CUSIP Number: 14020w106
Tip: Access positions for across all investors
Analyze quarterly positions in Capital Group Divid Value Etf Shs Creation Unit with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Capital Group Divid Value Etf Shs Creation Unit stock
Who bought or sold CAPITAL GROUP DIVID VALUE ETF SHS CREATION UNIT this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Raymond James Financial Services Advisors | 8.5M | $276M | 16% | Mar 2024 |
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| Raymond James & Associates | 4.7M | $152M | 13% | Mar 2024 |
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| Advisor Group Holdings | 4.4M | $131M | 30% | Dec 2023 |
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| Bank of America Corporation | 4.4M | $131M | 127% | Dec 2023 |
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| Wells Fargo & Company | 4.1M | $122M | 117% | Dec 2023 |
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| Confluence Wealth Services | 3.9M | $126M | 12% | Mar 2024 |
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| Commonwealth Equity Services | 3.8M | $114M | 17% | Dec 2023 |
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| Cambridge Investment Research Advisors | 3.2M | $105M | 13% | Mar 2024 |
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| UBS Group | 2.3M | $70M | 27% | Dec 2023 |
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| Johnson Bixby & Associates | 1.7M | $56M | 28% | Mar 2024 |
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| WNY Asset Management | 1.6M | $47M | -1% | Dec 2023 |
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| Royal Bank of Canada | 1.5M | $45M | 18% | Dec 2023 |
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| Janney Montgomery Scott | 1.5M | $45M | 9% | Dec 2023 |
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| Kestra Advisory Services | 1.2M | $37M | 17% | Dec 2023 |
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| Stifel Financial | 1.2M | $36M | 13% | Dec 2023 |
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| Baird Financial | 870k | $26M | 105% | Dec 2023 |
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| Summit Investment Advisory Services | 825k | $27M | -1% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 824k | $27M | 6% | Mar 2024 |
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| Continuum Advisory | 734k | $22M | 2510% | Dec 2023 |
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| Souders Financial Advisors | 689k | $21M | 8% | Dec 2023 |
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| Dechtman Wealth Management | 676k | $22M | 7% | Mar 2024 |
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| Axxcess Wealth Management | 639k | $19M | -2% | Dec 2023 |
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| Global Retirement Partners | 616k | $20M | 2% | Mar 2024 |
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| Atria Wealth Solutions | 612k | $18M | 130% | Dec 2023 |
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| Erickson Financial Group | 605k | $18M | 6% | Dec 2023 |
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| WJ Wealth Management | 574k | $19M | 3% | Mar 2024 |
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| Orion Portfolio Solutions | 559k | $17M | 68% | Dec 2023 |
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| Assetmark | 558k | $17M | 5% | Dec 2023 |
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| Branch Banking & Trust Company | 541k | $16M | 47% | Dec 2023 |
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| Wiley Bros.-aintree Capital | 535k | $17M | 28% | Mar 2024 |
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| ValMark Advisers | 523k | $16M | 13% | Dec 2023 |
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| Lincoln National | 513k | $15M | 23% | Dec 2023 |
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| Cary Street Partner Investment Advisory | 510k | $15M | 192% | Dec 2023 |
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| Private Advisor | 508k | $15M | 35% | Dec 2023 |
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| Ergawealth Advisors | 501k | $15M | -5% | Dec 2023 |
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| Financial Services Advisory | 479k | $14M | 100% | Dec 2023 |
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| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 465k | $14M | 358% | Dec 2023 |
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| Arden Trust | 455k | $15M | 1% | Mar 2024 |
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| Midwest Heritage Bank | 399k | $13M | 190% | Mar 2024 |
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| CWM | 390k | $13M | 8% | Mar 2024 |
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| Jane Street | 387k | $12M | 1105% | Dec 2023 |
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| Benjamin F. Edwards & Company | 369k | $11M | 12% | Dec 2023 |
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| HoyleCohen | 356k | $11M | 7% | Dec 2023 |
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| Vestmark Advisory Solutions | 353k | $11M | 18% | Dec 2023 |
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| Prospera Financial Services | 349k | $10M | 4% | Dec 2023 |
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| DB Wealth Management Group | 340k | $10M | 17% | Dec 2023 |
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| Strategic Blueprint | 340k | $11M | 9% | Mar 2024 |
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| Main Line Retirement Advisors | 337k | $11M | 5% | Mar 2024 |
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| Ruggaard & Associates | 312k | $9.3M | 14% | Dec 2023 |
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| Swisher Financial Concepts | 305k | $9.8M | 100% | Mar 2024 |
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| FinDec Wealth Services | 297k | $8.9M | 4% | Dec 2023 |
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| Bogart Wealth | 279k | $9.1M | 243% | Mar 2024 |
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| Good Life Advisors | 267k | $8.0M | 948% | Dec 2023 |
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| Envestnet Portfolio Solutions | 261k | $7.8M | 100% | Dec 2023 |
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| Silver Oak Securities | 249k | $7.4M | 44% | Dec 2023 |
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| Advisory Services Network | 220k | $6.6M | 95% | Dec 2023 |
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| D.A. Davidson & Co. | 213k | $6.4M | 7% | Dec 2023 |
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| D. J. St. Germain | 201k | $6.0M | 12% | Dec 2023 |
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| Concurrent Investment Advisors | 197k | $5.9M | 100% | Dec 2023 |
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| Harbour Investments | 184k | $5.5M | 25% | Dec 2023 |
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| HighTower Advisors | 183k | $5.5M | 352% | Dec 2023 |
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| H D Vest Advisory Services | 183k | $5.5M | 71% | Dec 2023 |
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| Wedbush Morgan Securities | 180k | $5.4M | 156% | Dec 2023 |
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| New England Private Wealth Advisors | 175k | $5.2M | 43% | Dec 2023 |
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| Merit Financial Group | 173k | $5.2M | -3% | Dec 2023 |
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| Creative Financial Designs | 166k | $4.9M | 616% | Dec 2023 |
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| Wayne Hummer Investments | 161k | $4.8M | 2% | Dec 2023 |
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| Jpmorgan Chase & Co | 156k | $4.6M | 6% | Dec 2023 |
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| Raymond James Trust | 152k | $4.9M | 5% | Mar 2024 |
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| Rsm Us Wealth Management | 152k | $4.5M | 2% | Dec 2023 |
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| Cedar Brook Financial Partners | 148k | $4.8M | 24% | Mar 2024 |
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| William Blair $ Company | 146k | $4.4M | 275% | Dec 2023 |
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| U.S. Capital Wealth Advisors | 141k | $4.2M | 5% | Dec 2023 |
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| Sigma Planning | 137k | $4.1M | -44% | Dec 2023 |
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| Visionary Wealth Advisors | 129k | $3.8M | 1340% | Dec 2023 |
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| Essex Financial Services | 126k | $4.1M | 30% | Mar 2024 |
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| Seamount Financial Group | 125k | $4.1M | 100% | Mar 2024 |
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| Mutual Advisors | 120k | $3.6M | 16% | Dec 2023 |
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| Procyon Private Wealth Partners | 110k | $3.6M | 641% | Mar 2024 |
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| Wealthcare Advisory Partners | 110k | $3.6M | 88% | Mar 2024 |
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| Captrust Financial Advisors | 110k | $3.3M | 77% | Dec 2023 |
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| Simplicity Wealth | 106k | $3.4M | 100% | Mar 2024 |
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| Olistico Wealth | 105k | $3.4M | 17% | Mar 2024 |
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| Smallwood Wealth Investment Management | 102k | $3.3M | 1% | Mar 2024 |
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| Beacon Financial Advisory | 100k | $3.0M | 29% | Dec 2023 |
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| Sunbelt Securities | 91k | $2.9M | 36% | Mar 2024 |
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| Bleakley Financial Group | 88k | $2.6M | 18% | Dec 2023 |
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| Sawtooth Asset Management | 88k | $2.6M | 18% | Dec 2023 |
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| Affiance Financial | 85k | $2.8M | -5% | Mar 2024 |
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| Armstrong, Fleming & Moore | 84k | $2.7M | 15% | Mar 2024 |
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| AdvisorNet Financial | 84k | $2.7M | 4% | Mar 2024 |
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| Lodestone Wealth Management | 81k | $2.4M | 7% | Dec 2023 |
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| Founders Financial Securities | 79k | $2.6M | 25% | Mar 2024 |
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| Acas | 78k | $2.3M | 149% | Dec 2023 |
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| Lodestar Private Asset Management | 78k | $2.5M | 4% | Mar 2024 |
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| Atria Investments | 77k | $2.3M | -18% | Dec 2023 |
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| LongView Wealth Management | 77k | $2.5M | 10% | Mar 2024 |
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| Proequities | 77k | $2.3B | 10% | Dec 2023 |
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| Ausdal Financial Partners | 73k | $2.4M | 6% | Mar 2024 |
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| Delta Financial Group | 72k | $2.1M | 24% | Dec 2023 |
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| BlackDiamond Wealth Management | 71k | $2.1M | 100% | Dec 2023 |
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| Principal Securities | 70k | $2.1M | 100% | Dec 2023 |
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| Silverlake Wealth Management | 70k | $2.3M | 18% | Mar 2024 |
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| Bill Few Associates | 63k | $2.0M | 6% | Mar 2024 |
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| Pillar Wealth Advisors | 61k | $1.8M | 11% | Dec 2023 |
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| Davenport & Co | 61k | $1.8M | 10% | Dec 2023 |
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| Carson Advisory | 61k | $1.8M | 9% | Dec 2023 |
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| Financial Advocates Investment Management | 61k | $1.8M | 3% | Dec 2023 |
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| Mariner Wealth Advisors | 58k | $1.7M | 100% | Dec 2023 |
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| Ameritas Advisory Services | 56k | $1.7M | -28% | Dec 2023 |
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| Hanson McClain Advisors | 56k | $1.8M | 405% | Mar 2024 |
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| Cooper Financial Group | 55k | $1.8M | 100% | Mar 2024 |
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| Barnes Pettey Financial Advisors | 53k | $1.6M | 60% | Dec 2023 |
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| Dynamic Advisors Solutions | 52k | $1.7M | 69% | Mar 2024 |
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| WESPAC Advisors | 51k | $1.7M | 13% | Mar 2024 |
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| Carnegie Capital Asset Management | 51k | $1.5M | 5% | Dec 2023 |
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| WealthCare Investment Partners | 50k | $1.6M | 0% | Mar 2024 |
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| Rockefeller Capital Management | 49k | $1.5M | 100% | Dec 2023 |
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| EverSource Wealth Advisors | 48k | $1.4M | 13% | Dec 2023 |
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| HPM Partners | 48k | $1.4M | 100% | Dec 2023 |
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| Clear Creek Financial Management | 47k | $1.5M | 100% | Mar 2024 |
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| Capital Planning | 42k | $1.4M | 3% | Mar 2024 |
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| Kuhn & Co Investment Counsel | 42k | $1.2M | 100% | Dec 2023 |
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| Steward Partners Investment Advisory | 41k | $1.2M | 22% | Dec 2023 |
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| Western Wealth Management | 41k | $1.2M | 100% | Dec 2023 |
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| Spire Wealth Management | 40k | $1.3M | 5% | Mar 2024 |
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| Lantz Financial | 40k | $1.2M | 7% | Dec 2023 |
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| Owen LaRue | 38k | $1.1M | 100% | Dec 2023 |
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| Park Avenue Securities | 36k | $1.2M | 5% | Mar 2024 |
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| Latitude Advisors | 36k | $1.2M | 63% | Mar 2024 |
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| Litman Gregory Asset Management | 33k | $997k | 6% | Dec 2023 |
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| Householder Group Estate & Retirement Specialist | 33k | $980k | 36% | Dec 2023 |
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| Professional Financial Advisors | 32k | $1.0M | 15% | Mar 2024 |
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| Everpar Advisors | 31k | $1.0M | 83% | Mar 2024 |
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| Nwam | 30k | $893k | 0% | Dec 2023 |
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| First Heartland Consultants | 29k | $862k | 0% | Dec 2023 |
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| CapWealth Advisors | 29k | $854k | -2% | Dec 2023 |
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| PFG Advisors | 29k | $854k | 0% | Dec 2023 |
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| Cozad Asset Management | 27k | $801k | 124% | Dec 2023 |
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| Pensionmark Financial Group | 27k | $800k | 100% | Dec 2023 |
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| Kestra Private Wealth Services | 26k | $779k | 36% | Dec 2023 |
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| Stokes Family Office | 26k | $770k | 1% | Dec 2023 |
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| Nbc Securities | 25k | $822k | -4% | Mar 2024 |
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| Tradition Wealth Management | 23k | $688k | 10% | Dec 2023 |
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| Semus Wealth Partners | 22k | $670k | 13% | Dec 2023 |
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| First Pacific Financial | 22k | $725k | 326% | Mar 2024 |
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| National Wealth Management Group | 22k | $650k | 52% | Dec 2023 |
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| ORBA Wealth Advisors | 22k | $646k | 100% | Dec 2023 |
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| Tempus Wealth Planning | 22k | $701k | 80% | Mar 2024 |
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| Banque Pictet & Cie Sa | 22k | $641k | 0% | Dec 2023 |
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| Prime Capital Investment Advisors | 21k | $621k | 0% | Dec 2023 |
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| Nations Financial Group | 21k | $667k | 38% | Mar 2024 |
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| IFP Advisors | 20k | $596k | -70% | Dec 2023 |
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| Mercer Global Advisors | 15k | $460k | -63% | Dec 2023 |
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| Koshinski Asset Management | 8.5k | $253k | -83% | Dec 2023 |
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| Retirement Group | 2.1k | $63k | -92% | Dec 2023 |
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Who sold out of Capital Group Divid Value Etf Shs Creation Unit?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Virtu Financial | Sep 2023 | 61k | $1.6M |
| Citadel Advisors | Sep 2023 | 55k | $1.5M |
| Alpha Cubed Investments | Dec 2023 | 21k | $634k |