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 |
|---|---|---|---|---|---|
| LPL Financial | 53M | $2.2B | 23% | Sep 2025 |
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| Capital Research and Management Company - Division 3 | 23M | $946M | -5% | Sep 2025 |
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| Raymond James Financial | 22M | $930M | 14% | Sep 2025 |
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| Envestnet Asset Management | 17M | $731M | 4% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 17M | $702M | 9% | Sep 2025 |
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| Morgan Stanley | 15M | $606M | 100% | Jun 2025 |
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| Cetera Investment Advisers | 14M | $602M | 21% | Sep 2025 |
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| Wells Fargo & Company | 14M | $571M | 18% | Sep 2025 |
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| Commonwealth Equity Services | 11M | $461M | 11% | Sep 2025 |
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| Advance Capital Management | 9.8M | $413M | -19% | Sep 2025 |
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| Capital Group Private Client Services | 9.5M | $398M | 9% | Sep 2025 |
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| UBS Group | 8.3M | $348M | 20% | Sep 2025 |
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| Advisor Group Holdings | 8.0M | $337M | 19% | Sep 2025 |
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| Jones Financial Companies, L.L | 7.9M | $329M | 39% | Sep 2025 |
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| Cambridge Investment Research Advisors | 6.3M | $264M | 9% | Sep 2025 |
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| Royal Bank of Canada | 5.5M | $231M | 9% | Sep 2025 |
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| Confluence Wealth Services | 5.4M | $228M | 3% | Sep 2025 |
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| Mml Investors Services | 4.5M | $189M | 0% | Sep 2025 |
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| Kestra Advisory Services | 4.4M | $186M | 2% | Sep 2025 |
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| Stifel Financial | 3.9M | $162M | 13% | Sep 2025 |
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| D.A. Davidson & Co. | 3.4M | $142M | 2% | Sep 2025 |
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| Private Advisor | 3.1M | $132M | 9% | Sep 2025 |
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| Janney Montgomery Scott | 2.7M | $113M | 15% | Sep 2025 |
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| Bogart Wealth | 2.4M | $100M | 0% | Sep 2025 |
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| CWM | 2.1M | $88M | 23% | Sep 2025 |
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| WNY Asset Management | 2.0M | $85M | 3% | Sep 2025 |
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| Johnson Bixby & Associates | 2.0M | $84M | 2% | Sep 2025 |
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| Kestra Investment Management | 1.8M | $76M | 16% | Sep 2025 |
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| Baird Financial | 1.8M | $75M | 3% | Sep 2025 |
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| HighTower Advisors | 1.8M | $74M | 6% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 1.7M | $73M | 5% | Sep 2025 |
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| Merit Financial Group | 1.7M | $71M | 465% | Sep 2025 |
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| Wiley Bros.-aintree Capital | 1.6M | $68M | 12% | Sep 2025 |
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| Mariner Wealth Advisors | 1.5M | $65M | -20% | Sep 2025 |
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| Sei Investments | 1.4M | $59M | 20% | Sep 2025 |
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| Aptus Capital Advisors | 1.3M | $55M | 10% | Sep 2025 |
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| Souders Financial Advisors | 1.3M | $54M | -2% | Sep 2025 |
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| Branch Banking & Trust Company | 1.3M | $54M | 8% | Sep 2025 |
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| Integrated Wealth Concepts | 1.2M | $51M | 9% | Sep 2025 |
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| Bank of New York Mellon | 1.2M | $50M | 0% | Sep 2025 |
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| Guardian Wealth Advisors, Llc / Nc | 1.2M | $50M | 11% | Sep 2025 |
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| Wealthcare Advisory Partners | 1.1M | $48M | 33% | Sep 2025 |
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| Prospera Financial Services | 1.1M | $47M | 6% | Sep 2025 |
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| Erickson Financial Group | 1.0M | $44M | 1% | Sep 2025 |
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| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1.0M | $43M | 4% | Sep 2025 |
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| Jane Street | 1.0M | $42M | 494% | Sep 2025 |
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| Western Wealth Management | 1.0M | $42M | 32% | Sep 2025 |
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| Summit Investment Advisory Services | 971k | $41M | 0% | Sep 2025 |
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| ValMark Advisers | 944k | $40M | 7% | Sep 2025 |
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| Captrust Financial Advisors | 921k | $39M | 0% | Sep 2025 |
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| Park National Corp | 906k | $38M | 5% | Sep 2025 |
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| Continuum Advisory | 894k | $38M | -5% | Sep 2025 |
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| Benjamin Edwards | 880k | $37M | 8% | Sep 2025 |
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| Atria Wealth Solutions | 878k | $35M | -17% | Jun 2025 |
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| Gerber Kawasaki Wealth & Investment Management | 849k | $36M | -1% | Sep 2025 |
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| Goss Wealth Management | 844k | $36M | 8% | Sep 2025 |
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| Equitable Holdings | 817k | $34M | 50% | Sep 2025 |
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| Geneos Wealth Management | 815k | $34M | 44% | Sep 2025 |
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| Procyon Private Wealth Partners | 775k | $33M | 5% | Sep 2025 |
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| H D Vest Advisory Services | 746k | $30M | -23% | Jun 2025 |
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| AA Financial Advisors | 723k | $30M | 5% | Sep 2025 |
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| Strategic Blueprint | 709k | $30M | 29% | Sep 2025 |
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| Assetmark | 705k | $30M | -12% | Sep 2025 |
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| Concurrent Investment Advisors | 695k | $29M | 9% | Sep 2025 |
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| Global Retirement Partners | 683k | $29M | 2% | Sep 2025 |
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| Avaii Wealth Management | 672k | $28M | 4% | Sep 2025 |
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| Midwest Heritage Bank | 646k | $27M | 1% | Sep 2025 |
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| Axxcess Wealth Management | 641k | $27M | 4% | Sep 2025 |
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| Kestra Private Wealth Services | 638k | $27M | 27% | Sep 2025 |
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| Harbour Investments | 637k | $27M | 14% | Sep 2025 |
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| Creative Financial Designs | 636k | $27M | 1% | Sep 2025 |
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| Royal Harbor Partners | 631k | $27M | 1% | Sep 2025 |
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| CLS Investments | 620k | $26M | -17% | Sep 2025 |
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| Financial Services Advisory | 616k | $26M | 4% | Sep 2025 |
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| Modern Wealth Management | 607k | $26M | -1% | Sep 2025 |
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| Ergawealth Advisors | 579k | $24M | 2% | Sep 2025 |
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| Cary Street Partners Financial | 578k | $24M | -1% | Sep 2025 |
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| Silver Oak Securities | 559k | $24M | 14% | Sep 2025 |
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| Capital Advantage | 527k | $22M | 2% | Sep 2025 |
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| William Blair $ Company | 521k | $22M | 8% | Sep 2025 |
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| Vestmark Advisory Solutions | 517k | $22M | -61% | Sep 2025 |
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| Core Wealth Advisors | 516k | $22M | 92% | Sep 2025 |
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| Main Line Retirement Advisors | 516k | $22M | 3% | Sep 2025 |
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| Rockefeller Capital Management | 493k | $21M | 298% | Sep 2025 |
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| Colony | 486k | $20M | 12% | Sep 2025 |
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| IAM Advisory | 483k | $20M | 1% | Sep 2025 |
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| Challenger Wealth Management | 477k | $20M | -1% | Sep 2025 |
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| Mason Investment Advisory Services | 476k | $20M | 7% | Sep 2025 |
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| Reuter James Wealth Management | 473k | $20M | 29% | Sep 2025 |
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| Great Valley Advisor Group | 468k | $20M | 17% | Sep 2025 |
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| Wood Tarver Financial Group | 459k | $19M | 3% | Sep 2025 |
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| Onyx Bridge Wealth Group | 450k | $19M | 28% | Sep 2025 |
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| IFP Advisors | 448k | $19M | 8% | Sep 2025 |
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| ACT Advisors | 446k | $19M | 100% | Sep 2025 |
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| VestGen Advisors | 444k | $19M | 7% | Sep 2025 |
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| Congress Wealth Management LLC / DE / | 439k | $17M | 16% | Jun 2025 |
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| New England Private Wealth Advisors | 430k | $18M | 12% | Sep 2025 |
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| Regimen Wealth | 422k | $18M | -1% | Sep 2025 |
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| Silvia Mccoll Wealth Management | 421k | $18M | 11% | Sep 2025 |
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| Entruity Wealth | 408k | $17M | 3% | Sep 2025 |
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| WJ Wealth Management | 404k | $17M | -15% | Sep 2025 |
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| Forge Financial Services | 403k | $17M | 2% | Sep 2025 |
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| Beacon Financial Advisory | 402k | $17M | 2% | Sep 2025 |
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| Thoroughbred Financial Services | 394k | $17M | 23% | Sep 2025 |
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| Kera Capital Partners | 392k | $17M | 15% | Sep 2025 |
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| Apollon Wealth Management | 381k | $16M | 85% | Sep 2025 |
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| Kropog Financial Group | 379k | $16M | 100% | Sep 2025 |
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| D. J. St. Germain | 378k | $16M | -1% | Sep 2025 |
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| Fortress Private Ledger | 376k | $16M | 100% | Sep 2025 |
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| Venture Visionary Partners | 375k | $16M | 1462% | Sep 2025 |
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| Ruggaard & Associates | 374k | $16M | 1% | Sep 2025 |
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| Delta Investment Management | 374k | $16M | -2% | Sep 2025 |
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| Sovran Advisors | 367k | $16M | 22% | Sep 2025 |
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| Gutierrez Wealth Advisory | 346k | $15M | 1% | Sep 2025 |
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| Kingsview Wealth Management | 345k | $15M | 165% | Sep 2025 |
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| Smith, Moore & Co. | 341k | $14M | 19% | Sep 2025 |
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| PFG Advisors | 338k | $14M | 10% | Sep 2025 |
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| First Heartland Consultants | 319k | $13M | 7% | Sep 2025 |
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| Visionary Wealth Advisors | 316k | $13M | 22% | Sep 2025 |
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| Menora Mivtachim Holdings | 311k | $13M | 4% | Sep 2025 |
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| Good Life Advisors | 303k | $12M | -9% | Jun 2025 |
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| KWB Wealth | 302k | $12M | 51% | Sep 2025 |
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| Resources Investment Advisors | 293k | $12M | -2% | Sep 2025 |
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| Kaizen Financial Strategies | 290k | $12M | 17% | Sep 2025 |
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| Code Waechter | 288k | $12M | -10% | Sep 2025 |
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| Hartmann Taylor Wealth Management | 288k | $12M | 10% | Sep 2025 |
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| Acas | 285k | $12M | 5% | Jun 2025 |
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| Cresset Asset Management | 285k | $12M | 1% | Sep 2025 |
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| Jpmorgan Chase & Co | 282k | $12M | 40% | Sep 2025 |
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| Pensionmark Financial Group | 280k | $12M | 12% | Sep 2025 |
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| Clearview Wealth Advisors | 276k | $12M | 4% | Sep 2025 |
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| Intl Fcstone | 271k | $11M | 29% | Sep 2025 |
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| Nations Financial Group | 266k | $11M | 9% | Sep 2025 |
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| Swisher Financial Concepts | 263k | $11M | -10% | Sep 2025 |
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| Bouvel Investment Partners | 261k | $11M | -3% | Sep 2025 |
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| Ridgeline Wealth Planning | 261k | $11M | 2% | Sep 2025 |
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| Greenbush Financial Group | 252k | $11M | 7% | Sep 2025 |
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| Tempus Wealth Planning | 252k | $11M | -1% | Sep 2025 |
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| Mach-1 Financial Group | 249k | $11M | 100% | Sep 2025 |
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| KPP Advisory Services | 249k | $11M | -9% | Sep 2025 |
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| IMG Wealth Management | 248k | $10M | 11% | Sep 2025 |
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| Davenport & Co | 247k | $10M | 25% | Sep 2025 |
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| AdvisorNet Financial | 242k | $10M | 10% | Sep 2025 |
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| Principal Securities | 241k | $10M | -12% | Sep 2025 |
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| Mission Wealth Management | 240k | $10M | 4% | Sep 2025 |
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| Wedbush Morgan Securities | 240k | $10M | 20% | Sep 2025 |
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| Essex Financial Services | 237k | $9.9M | 6% | Sep 2025 |
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| Magnus Financial Group | 236k | $9.9M | 3% | Sep 2025 |
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| Signature Estate and Investment Advisors | 233k | $9.8M | 7% | Sep 2025 |
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| Per Stirling Capital Management | 232k | $9.7M | 303% | Sep 2025 |
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| Sigma Planning | 226k | $9.5M | -6% | Sep 2025 |
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| FreeGulliver | 219k | $9.2M | -14% | Sep 2025 |
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| CLG | 205k | $8.6M | -20% | Sep 2025 |
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| Envestnet Portfolio Solutions | 203k | $8.5M | -29% | Sep 2025 |
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| Ameritas Advisory Services | 101k | $4.2M | -60% | Sep 2025 |
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| Financial Advocates Investment Management | 20k | $843k | -93% | Sep 2025 |
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| Citadel Advisors | 8.7k | $366k | -96% | Sep 2025 |
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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 |
|---|---|---|---|
| Old Mission Capital | Jun 2025 | 531k | $21M |
| Siligmueller & Norvid Wealth Advisors | Jun 2025 | 325k | $13M |
| Susquehanna International | Jun 2025 | 318k | $13M |