Who owns CAPITAL GROUP DIVID VALUE ETF SHS CREATION UNIT?
- Ticker: CGDV
- CUSIP Number: 14020w106
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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 |
|---|---|---|---|---|---|
| Capital Research and Management Company - Division 3 | 23M | $848M | 4% | Sep 2024 |
|
| LPL Financial | 16M | $589M | 27% | Sep 2024 |
|
| Advance Capital Management | 11M | $393M | 19% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 11M | $385M | 19% | Sep 2024 |
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| Envestnet Asset Management | 9.8M | $357M | 22% | Sep 2024 |
|
| Raymond James Financial Services Advisors | 9.7M | $352M | 7% | Sep 2024 |
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| Wells Fargo & Company | 8.1M | $295M | 18% | Sep 2024 |
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| Bank of America Corporation | 7.4M | $269M | 19% | Sep 2024 |
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| Commonwealth Equity Services | 7.1M | $257M | 19% | Sep 2024 |
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| Capital Group Private Client Services | 6.8M | $249M | 12% | Sep 2024 |
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| Raymond James & Associates | 6.7M | $243M | 20% | Sep 2024 |
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| Cetera Investment Advisers | 5.1M | $167M | 17% | Jun 2024 |
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| Advisor Group Holdings | 4.4M | $160M | 23% | Sep 2024 |
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| Confluence Wealth Services | 4.3M | $157M | 6% | Sep 2024 |
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| Morgan Stanley | 3.8M | $126M | 427% | Jun 2024 |
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| Cambridge Investment Research Advisors | 3.8M | $138M | 8% | Sep 2024 |
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| Mml Investors Services | 3.3M | $119M | 8% | Sep 2024 |
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| Kestra Advisory Services | 3.0M | $109M | 37% | Sep 2024 |
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| Royal Bank of Canada | 2.7M | $99M | -41% | Sep 2024 |
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| WNY Asset Management | 2.1M | $76M | 17% | Sep 2024 |
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| Johnson Bixby & Associates | 1.9M | $71M | 5% | Sep 2024 |
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| Stifel Financial | 1.8M | $61M | 43% | Jun 2024 |
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| Dechtman Wealth Management | 1.7M | $62M | -2% | Sep 2024 |
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| Janney Montgomery Scott | 1.7M | $60M | 6% | Sep 2024 |
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| Jones Financial Companies, L.L | 1.6M | $57M | 1317% | Sep 2024 |
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| Bogart Wealth | 1.2M | $45M | 1% | Sep 2024 |
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| Aptus Capital Advisors | 1.1M | $41M | 4% | Sep 2024 |
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| Private Advisor | 1.1M | $39M | 15% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 1.1M | $35M | 28% | Jun 2024 |
|
| Financial Services Advisory | 972k | $35M | 115% | Sep 2024 |
|
| Kestra Investment Management | 947k | $35M | 31% | Sep 2024 |
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| Atria Wealth Solutions | 895k | $33M | 12% | Sep 2024 |
|
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 891k | $33M | 6% | Sep 2024 |
|
| Summit Investment Advisory Services | 885k | $32M | 100% | Sep 2024 |
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| Mariner Wealth Advisors | 884k | $32M | 263% | Sep 2024 |
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| Continuum Advisory | 882k | $32M | 7% | Sep 2024 |
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| Goss Wealth Management | 856k | $28M | 40% | Jun 2024 |
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| Integrated Wealth Concepts | 847k | $31M | 79% | Sep 2024 |
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| Sei Investments | 818k | $30M | 100% | Sep 2024 |
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| Erickson Financial Group | 814k | $30M | 29% | Sep 2024 |
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| Gerber Kawasaki Wealth & Investment Management | 811k | $27M | 4% | Jun 2024 |
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| Assetmark | 737k | $27M | 34% | Sep 2024 |
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| Souders Financial Advisors | 724k | $26M | -1% | Sep 2024 |
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| ValMark Advisers | 690k | $25M | 4% | Sep 2024 |
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| Prospera Financial Services | 665k | $24M | 16% | Sep 2024 |
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| Branch Banking & Trust Company | 661k | $22M | 17% | Jun 2024 |
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| Global Retirement Partners | 654k | $24M | 2% | Sep 2024 |
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| International Assets Investment Management | 649k | $18M | 5953% | Sep 2024 |
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| Axxcess Wealth Management | 649k | $24M | 1% | Sep 2024 |
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| WJ Wealth Management | 636k | $23M | 4% | Sep 2024 |
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| Sanctuary Advisors | 618k | $23M | -1% | Sep 2024 |
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| Thrivent Financial for Lutherans | 617k | $23M | -9% | Sep 2024 |
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| CWM | 617k | $23M | 24% | Sep 2024 |
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| Orion Portfolio Solutions | 604k | $22M | 8% | Sep 2024 |
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| Benjamin Edwards | 597k | $22M | 100% | Sep 2024 |
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| Cary Street Partner Investment Advisory | 593k | $22M | 22% | Sep 2024 |
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| Wiley Bros.-aintree Capital | 573k | $19M | 7% | Jun 2024 |
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| Captrust Financial Advisors | 541k | $20M | 229% | Sep 2024 |
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| Benjamin F. Edwards & Company | 526k | $17M | 34% | Jun 2024 |
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| Ergawealth Advisors | 485k | $18M | 3% | Sep 2024 |
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| Envestnet Portfolio Solutions | 473k | $17M | 51% | Sep 2024 |
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| Midwest Heritage Bank | 454k | $17M | 3% | Sep 2024 |
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| Vestmark Advisory Solutions | 448k | $15M | 10% | Jun 2024 |
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| Wealthcare Advisory Partners | 445k | $16M | 208% | Sep 2024 |
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| Strategic Blueprint | 444k | $16M | 27% | Sep 2024 |
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| Royal Harbor Partners | 437k | $16M | 100% | Sep 2024 |
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| Colony | 430k | $16M | 100% | Sep 2024 |
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| Good Life Advisors | 417k | $15M | 41% | Sep 2024 |
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| Advisory Services Network | 416k | $14M | 0% | Sep 2024 |
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| H D Vest Advisory Services | 413k | $14M | 24% | Jun 2024 |
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| Swisher Financial Concepts | 412k | $15M | 33% | Sep 2024 |
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| Merit Financial Group | 410k | $15M | 124% | Sep 2024 |
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| FinDec Wealth Services | 402k | $13M | 34% | Jun 2024 |
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| William Blair $ Company | 400k | $15M | 18% | Sep 2024 |
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| HoyleCohen | 397k | $13M | 2% | Jun 2024 |
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| Jane Street | 388k | $14M | 83% | Sep 2024 |
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| Ruggaard & Associates | 385k | $13M | 0% | Jun 2024 |
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| Silver Oak Securities | 381k | $14M | 14% | Sep 2024 |
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| Creative Financial Designs | 360k | $13M | 1% | Sep 2024 |
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| Main Line Retirement Advisors | 359k | $13M | 5% | Sep 2024 |
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| Procyon Private Wealth Partners | 354k | $13M | 5% | Sep 2024 |
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| Wedbush Morgan Securities | 352k | $13M | 22% | Sep 2024 |
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| Arden Trust | 336k | $11M | -26% | Jun 2024 |
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| Harbour Investments | 326k | $12M | 16% | Sep 2024 |
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| Concurrent Investment Advisors | 315k | $12M | 6% | Sep 2024 |
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| Resources Investment Advisors | 305k | $11M | -3% | Sep 2024 |
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| Kestra Private Wealth Services | 300k | $11M | 17% | Sep 2024 |
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| We Are One Seven | 296k | $11M | 203% | Sep 2024 |
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| Sigma Planning | 292k | $11M | -21% | Sep 2024 |
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| D. J. St. Germain | 276k | $10M | 13% | Sep 2024 |
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| Ameritas Advisory Services | 273k | $9.9M | 8% | Sep 2024 |
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| Clearview Wealth Advisors | 270k | $9.8M | 14% | Sep 2024 |
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| Reuter James Wealth Management | 267k | $9.7M | 100% | Sep 2024 |
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| KPP Advisory Services | 265k | $9.7M | 55% | Sep 2024 |
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| D.A. Davidson & Co. | 243k | $8.0M | 11% | Jun 2024 |
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| AA Financial Advisors | 243k | $8.8M | 7% | Sep 2024 |
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| New England Private Wealth Advisors | 242k | $8.8M | 32% | Sep 2024 |
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| Visionary Wealth Advisors | 234k | $8.5M | 0% | Sep 2024 |
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| Western Wealth Management | 231k | $8.4M | 55% | Sep 2024 |
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| Acas | 231k | $8.4M | 33% | Sep 2024 |
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| CFS Investment Advisory Services | 217k | $7.9M | -15% | Sep 2024 |
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| Financial Advocates Investment Management | 214k | $7.8M | 2% | Sep 2024 |
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| Jpmorgan Chase & Co | 214k | $7.8M | -13% | Sep 2024 |
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| WR Wealth Planners | 208k | $7.6M | -5% | Sep 2024 |
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| Smith, Moore & Co. | 204k | $7.4M | 9% | Sep 2024 |
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| Beacon Financial Advisory | 201k | $7.3M | 33% | Sep 2024 |
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| Principal Securities | 196k | $7.2M | 28% | Sep 2024 |
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| Signature Estate and Investment Advisors | 195k | $7.1M | 16% | Sep 2024 |
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| Essex Financial Services | 194k | $7.1M | 2% | Sep 2024 |
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| HighTower Advisors | 185k | $6.1M | 56% | Jun 2024 |
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| Flow Traders US | 183k | $6.7M | 100% | Sep 2024 |
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| Dynamic Advisors Solutions | 182k | $6.6M | 6% | Sep 2024 |
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| Steward Partners Investment Advisory | 171k | $5.6M | 102% | Jun 2024 |
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| U.S. Capital Wealth Advisors | 169k | $6.2M | 2% | Sep 2024 |
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| Raymond James Trust | 151k | $5.5M | -2% | Sep 2024 |
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| AdvisorNet Financial | 148k | $5.4M | 44% | Sep 2024 |
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| Proequities | 145k | $5.3B | 18% | Sep 2024 |
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| Seamount Financial Group | 142k | $5.2M | 3% | Sep 2024 |
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| Rsm Us Wealth Management | 142k | $5.2M | -2% | Sep 2024 |
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| Delta Financial Group | 138k | $5.0M | 20% | Sep 2024 |
|
| Olistico Wealth | 135k | $4.9M | 17% | Sep 2024 |
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| Hanson McClain Advisors | 134k | $4.9M | 27% | Sep 2024 |
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| Trinity Wealth Management | 132k | $4.8M | 100% | Sep 2024 |
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| LongView Wealth Management | 130k | $4.7M | 28% | Sep 2024 |
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| Sittner & Nelson | 128k | $4.6M | 3% | Sep 2024 |
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| Mutual Advisors | 125k | $4.5M | -16% | Sep 2024 |
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| Susquehanna International | 123k | $4.5M | 100% | Sep 2024 |
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| Koshinski Asset Management | 122k | $4.4M | 15% | Sep 2024 |
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| Mason Investment Advisory Services | 122k | $4.4M | 65% | Sep 2024 |
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| Armstrong, Fleming & Moore | 116k | $4.2M | 23% | Sep 2024 |
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| Lodestone Wealth Management | 116k | $4.2M | 28% | Sep 2024 |
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| Rockefeller Capital Management | 113k | $3.7M | 6% | Jun 2024 |
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| Equitable Holdings | 112k | $3.7M | 25% | Jun 2024 |
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| Founders Financial Securities | 110k | $4.0M | 12% | Sep 2024 |
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| Smallwood Wealth Investment Management | 109k | $4.0M | 5% | Sep 2024 |
|
| Waterloo Capital | 105k | $3.5M | 2% | Jun 2024 |
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| Bleakley Financial Group | 100k | $3.6M | 2% | Sep 2024 |
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| Renaissance Technologies | 99k | $3.6M | 100% | Sep 2024 |
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| Rothschild Investment | 98k | $3.6M | 13% | Sep 2024 |
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| Sunbelt Securities | 96k | $3.5M | -11% | Sep 2024 |
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| Per Stirling Capital Management | 95k | $3.5M | 0% | Sep 2024 |
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| Bill Few Associates | 90k | $3.3M | 3% | Sep 2024 |
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| BlackDiamond Wealth Management | 87k | $2.9M | 2% | Jun 2024 |
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| Affiance Financial | 87k | $3.2M | -1% | Sep 2024 |
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| Ausdal Financial Partners | 86k | $3.1M | 7% | Sep 2024 |
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| Kaizen Financial Strategies | 86k | $3.1M | 18% | Sep 2024 |
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| Pensionmark Financial Group | 86k | $3.1M | 32% | Sep 2024 |
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| Cooper Financial Group | 84k | $2.8M | 53% | Jun 2024 |
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| Holistic Planning | 83k | $3.0M | -31% | Sep 2024 |
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| Simplicity Wealth | 30k | $1.1M | -74% | Sep 2024 |
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| Old Mission Capital | 22k | $725k | -97% | Jun 2024 |
|
| Wayne Hummer Investments | 18k | $647k | -90% | Sep 2024 |
|