Who owns CAPITAL GROUP DIVID VALUE ETF SHS CREATION UNIT?

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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 24M $830M 1% Dec 2024
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LPL Financial 22M $775M 36% Dec 2024
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Raymond James Financial 17M $601M 100% Dec 2024
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Northwestern Mutual Wealth Management Company 12M $409M 10% Dec 2024
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Envestnet Asset Management 11M $393M 14% Dec 2024
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Advance Capital Management 11M $382M 0% Dec 2024
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Raymond James Financial Services Advisors 9.7M $352M 7% Sep 2024
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Wells Fargo & Company 9.0M $316M 11% Dec 2024
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Bank of America Corporation 8.5M $298M 15% Dec 2024
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Cetera Investment Advisers 8.4M $298M 42% Dec 2024
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Morgan Stanley 8.4M $295M 5% Dec 2024
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Commonwealth Equity Services 8.1M $284M 14% Dec 2024
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Capital Group Private Client Services 6.8M $249M 100% Sep 2024
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Raymond James & Associates 6.7M $243M 20% Sep 2024
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UBS Group 6.0M $212M 11% Dec 2024
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Confluence Wealth Services 4.7M $172M 9% Dec 2024
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Cambridge Investment Research Advisors 4.4M $156M 17% Dec 2024
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Advisor Group Holdings 3.9M $143M -10% Dec 2024
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Kestra Advisory Services 3.7M $130M 23% Dec 2024
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Mml Investors Services 3.7M $130M 12% Dec 2024
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Royal Bank of Canada 3.5M $123M 29% Dec 2024
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Jones Financial Companies, L.L 2.7M $95M 73% Dec 2024
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Stifel Financial 2.6M $90M 29% Dec 2024
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WNY Asset Management 2.1M $76M 17% Sep 2024
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Johnson Bixby & Associates 2.0M $70M 3% Dec 2024
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Janney Montgomery Scott 1.8M $65M 11% Dec 2024
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Dechtman Wealth Management 1.7M $62M -2% Sep 2024
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Baird Financial 1.5M $53M 6% Dec 2024
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Private Advisor 1.5M $52M 40% Dec 2024
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Wealth Enhancement Advisory Services 1.4M $50M 30% Dec 2024
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Bogart Wealth 1.2M $43M -1% Dec 2024
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Aptus Capital Advisors 1.2M $41M 4% Dec 2024
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Goss Wealth Management 1.1M $39M 12% Dec 2024
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Kestra Investment Management 1.1M $39M 17% Dec 2024
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Branch Banking & Trust Company 1.0M $36M 25% Dec 2024
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Mariner Wealth Advisors 1.0M $36M 15% Dec 2024
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Souders Financial Advisors 982k $35M 36% Dec 2024
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Integrated Wealth Concepts 962k $34M 14% Dec 2024
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 946k $33M 6% Dec 2024
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Guardian Wealth Advisors, Llc / Nc 927k $34M 4% Sep 2024
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Summit Investment Advisory Services 921k $33M 4% Dec 2024
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Continuum Advisory 882k $32M 7% Sep 2024
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H D Vest Advisory Services 877k $31M 29% Dec 2024
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Sei Investments 876k $31M 7% Dec 2024
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Prospera Financial Services 860k $30M 29% Dec 2024
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Atria Wealth Solutions 855k $30M -5% Dec 2024
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Erickson Financial Group 832k $29M 2% Dec 2024
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Gerber Kawasaki Wealth & Investment Management 828k $29M 7% Dec 2024
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ValMark Advisers 770k $27M 12% Dec 2024
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Assetmark 758k $27M 3% Dec 2024
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Wiley Bros.-aintree Capital 756k $27M 16% Dec 2024
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Global Retirement Partners 689k $24M 5% Dec 2024
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Sanctuary Advisors 647k $24M 5% Dec 2024
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Benjamin Edwards 640k $23M 7% Dec 2024
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WJ Wealth Management 639k $23M 0% Dec 2024
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Thrivent Financial for Lutherans 631k $22M 2% Dec 2024
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Axxcess Wealth Management 626k $22M -3% Dec 2024
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Orion Portfolio Solutions 621k $22M 3% Dec 2024
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Captrust Financial Advisors 618k $22M 14% Dec 2024
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Vestmark Advisory Solutions 616k $22M 13% Dec 2024
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Financial Services Advisory 588k $21M -40% Dec 2024
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Envestnet Portfolio Solutions 557k $20M 18% Dec 2024
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CWM 523k $18M -15% Dec 2024
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HighTower Advisors 521k $18M 5% Dec 2024
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Midwest Heritage Bank 511k $18M 13% Dec 2024
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Procyon Private Wealth Partners 511k $18M 44% Dec 2024
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Strategic Blueprint 503k $18M 13% Dec 2024
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Wealthcare Advisory Partners 491k $17M 10% Dec 2024
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Modern Wealth Management 485k $18M 484% Dec 2024
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Ergawealth Advisors 485k $18M 3% Sep 2024
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Jane Street 484k $17M 25% Dec 2024
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Advisory Services Network 472k $17M 13% Dec 2024
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Royal Harbor Partners 455k $16M 4% Dec 2024
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William Blair $ Company 440k $16M 10% Dec 2024
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Silver Oak Securities 436k $15M 15% Dec 2024
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Harbour Investments 419k $15M 28% Dec 2024
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Wedbush Morgan Securities 416k $15M 18% Dec 2024
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FinDec Wealth Services 413k $15M 3% Sep 2024
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Swisher Financial Concepts 412k $15M 33% Sep 2024
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Forge Financial Services 401k $15M 100% Dec 2024
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Merit Financial Group 401k $14M -2% Dec 2024
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Concurrent Investment Advisors 398k $14M 26% Dec 2024
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Reuter James Wealth Management 396k $14M 48% Dec 2024
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Ruggaard & Associates 388k $14M 1% Sep 2024
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D.A. Davidson & Co. 386k $14M 28% Dec 2024
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Independent Advisor Alliance 382k $14M 100% Dec 2024
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Old Mission Capital 368k $13M -3% Dec 2024
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Creative Financial Designs 358k $13M -1% Dec 2024
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Kestra Private Wealth Services 346k $12M 15% Dec 2024
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Good Life Advisors 329k $12M -21% Dec 2024
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Beacon Financial Advisory 327k $12M 63% Dec 2024
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New England Private Wealth Advisors 326k $12M 35% Dec 2024
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Mason Investment Advisory Services 324k $11M 167% Dec 2024
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D. J. St. Germain 321k $11M 17% Dec 2024
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Ameritas Advisory Services 320k $11M 17% Dec 2024
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Kera Capital Partners 316k $11M 100% Dec 2024
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Resources Investment Advisors 308k $11M 1% Dec 2024
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Atlas Legacy Advisors 287k $10M 100% Dec 2024
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Sigma Planning 282k $10M -3% Dec 2024
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Clearview Wealth Advisors 272k $9.6M 1% Dec 2024
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KPP Advisory Services 265k $9.3M 0% Dec 2024
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AA Financial Advisors 260k $9.2M 7% Dec 2024
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Quadrature Capital 256k $9.0M 100% Dec 2024
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Smith, Moore & Co. 250k $8.8M 23% Dec 2024
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Acas 247k $9.1M 7% Dec 2024
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Steward Partners Investment Advisory 239k $8.4M 13% Dec 2024
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Ridgeline Wealth Planning 233k $8.2M 100% Dec 2024
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Western Wealth Management 231k $8.4M 55% Sep 2024
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Principal Securities 227k $8.0M 16% Dec 2024
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Nations Financial Group 223k $7.9M 850% Dec 2024
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Jpmorgan Chase & Co 218k $7.7M 2% Dec 2024
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CFS Investment Advisory Services 218k $7.7M 0% Dec 2024
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Visionary Wealth Advisors 215k $7.6M -8% Dec 2024
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Signature Estate and Investment Advisors 209k $7.4M 7% Dec 2024
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Financial Advocates Investment Management 207k $7.3M -3% Dec 2024
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Equitable Holdings 199k $7.0M 18% Dec 2024
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IAM Advisory 197k $6.9M 100% Dec 2024
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IMG Wealth Management 195k $6.9M 100% Dec 2024
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Fermata Advisors 195k $6.9M 3323% Dec 2024
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Essex Financial Services 193k $6.8M 0% Dec 2024
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BetterWealth 183k $6.5M 100% Dec 2024
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Dynamic Advisors Solutions 181k $6.4M -1% Dec 2024
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Tempus Wealth Planning 178k $6.3M 226% Dec 2024
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U.S. Capital Wealth Advisors 172k $6.1M 2% Dec 2024
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AdvisorNet Financial 170k $6.0M 14% Dec 2024
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Seamount Financial Group 165k $5.8M 16% Dec 2024
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Sovran Advisors 159k $5.6M 100% Dec 2024
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Code Waechter 152k $5.4M 100% Dec 2024
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Raymond James Trust 151k $5.5M -2% Sep 2024
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Olistico Wealth 147k $5.2M 9% Dec 2024
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We Are One Seven 147k $5.2M -51% Dec 2024
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Proequities 145k $5.2B 0% Dec 2024
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Hanson McClain Advisors 145k $5.2M 8% Dec 2024
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Sittner & Nelson 143k $5.0M 12% Dec 2024
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LongView Wealth Management 142k $5.0M 9% Dec 2024
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Rsm Us Wealth Management 140k $4.9M -1% Dec 2024
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Trinity Wealth Management 139k $4.9M 5% Dec 2024
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Delta Financial Group 138k $5.0M 20% Sep 2024
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Koshinski Asset Management 137k $4.8M 12% Dec 2024
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Synergy Investment Management 129k $4.6M 100% Dec 2024
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Founders Financial Securities 125k $4.4M 14% Dec 2024
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Betterment 122k $4.3M 163% Dec 2024
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Smith Thornton Advisors 119k $4.2M 605% Dec 2024
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Lodestone Wealth Management 116k $4.1M 1% Dec 2024
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Armstrong, Fleming & Moore 116k $4.2M 23% Sep 2024
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Waterloo Capital 113k $4.0M 2% Dec 2024
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Pensionmark Financial Group 110k $3.9M 29% Dec 2024
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Rockefeller Capital Management 108k $3.8M -1% Dec 2024
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Smallwood Wealth Investment Management 108k $3.8M -1% Dec 2024
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M.e. Allison & Co 108k $3.8M 100% Dec 2024
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Mutual Advisors 86k $3.1M -31% Dec 2024
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WR Wealth Planners 85k $3.0M -59% Dec 2024
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Gts Securities 83k $3.0M -34% Sep 2024
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Main Line Retirement Advisors 57k $2.0M -84% Dec 2024
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International Assets Investment Management 18k $635k -97% Dec 2024
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Colony 4.9k $17M -99% Dec 2024
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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
Cary Street Partner Investment Advisory Sep 2024 593k $22M
Flow Traders US Sep 2024 183k $6.7M
Susquehanna International Sep 2024 123k $4.5M