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
Download as csv
Download as Excel
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 | 22M | $725M | -5% | Mar 2024 |
|
| LPL Financial | 11M | $359M | 100% | Mar 2024 |
|
| Advance Capital Management | 9.1M | $300M | 100% | Jun 2024 |
|
| Raymond James Financial Services Advisors | 9.0M | $297M | 6% | Jun 2024 |
|
| Northwestern Mutual Wealth Management Company | 8.2M | $268M | 100% | Mar 2024 |
|
| Envestnet Asset Management | 7.0M | $226M | 100% | Mar 2024 |
|
| Capital Group Private Client Services | 6.1M | $198M | 8% | Mar 2024 |
|
| Wells Fargo & Company | 5.8M | $188M | 41% | Mar 2024 |
|
| Raymond James & Associates | 5.6M | $183M | 19% | Jun 2024 |
|
| Bank of America Corporation | 5.4M | $175M | 23% | Mar 2024 |
|
| Commonwealth Equity Services | 4.5M | $146M | 17% | Mar 2024 |
|
| Cetera Investment Advisers | 4.3M | $140M | 100% | Mar 2024 |
|
| Confluence Wealth Services | 3.9M | $126M | 12% | Mar 2024 |
|
| Advisor Group Holdings | 3.6M | $116M | -19% | Mar 2024 |
|
| UBS Group | 3.3M | $106M | 39% | Mar 2024 |
|
| Cambridge Investment Research Advisors | 3.2M | $105M | 13% | Mar 2024 |
|
| Mml Investors Services | 3.0M | $98M | 13% | Mar 2024 |
|
| Royal Bank of Canada | 2.2M | $71M | 44% | Mar 2024 |
|
| Johnson Bixby & Associates | 1.8M | $61M | 6% | Jun 2024 |
|
| Kestra Advisory Services | 1.6M | $53M | 32% | Mar 2024 |
|
| Janney Montgomery Scott | 1.6M | $51M | 4% | Jun 2024 |
|
| WNY Asset Management | 1.6M | $51M | 0% | Mar 2024 |
|
| Stifel Financial | 1.3M | $42M | 8% | Mar 2024 |
|
| Aptus Capital Advisors | 1.1M | $36M | 100% | Mar 2024 |
|
| Wealth Enhancement Advisory Services | 1.1M | $35M | 28% | Jun 2024 |
|
| Baird Financial | 1.0M | $33M | 15% | Mar 2024 |
|
| Old Mission Capital | 871k | $28M | 125% | Mar 2024 |
|
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 838k | $28M | 11% | Jun 2024 |
|
| Continuum Advisory | 828k | $27M | 3% | Jun 2024 |
|
| Atria Wealth Solutions | 801k | $27M | 21% | Jun 2024 |
|
| Guardian Wealth Advisors, Llc / Nc | 786k | $26M | 15% | Mar 2024 |
|
| Gerber Kawasaki Wealth & Investment Management | 781k | $25M | 100% | Mar 2024 |
|
| Hartline Investment Corporation | 753k | $25M | 100% | Mar 2024 |
|
| Morgan Stanley | 724k | $24M | 100% | Mar 2024 |
|
| Souders Financial Advisors | 714k | $23M | 4% | Mar 2024 |
|
| Thrivent Financial for Lutherans | 681k | $22M | 100% | Mar 2024 |
|
| Dechtman Wealth Management | 676k | $22M | 7% | Mar 2024 |
|
| Global Retirement Partners | 640k | $21M | 4% | Jun 2024 |
|
| Private Advisor | 629k | $21M | 24% | Mar 2024 |
|
| Erickson Financial Group | 629k | $21M | 2% | Jun 2024 |
|
| Axxcess Wealth Management | 618k | $20M | -3% | Mar 2024 |
|
| Goss Wealth Management | 610k | $20M | 100% | Mar 2024 |
|
| ValMark Advisers | 588k | $19M | 13% | Mar 2024 |
|
| WJ Wealth Management | 574k | $19M | 3% | Mar 2024 |
|
| Wiley Bros.-aintree Capital | 573k | $19M | 7% | Jun 2024 |
|
| Branch Banking & Trust Company | 567k | $18M | 5% | Mar 2024 |
|
| Orion Portfolio Solutions | 560k | $18M | 0% | Mar 2024 |
|
| Assetmark | 534k | $17M | -4% | Mar 2024 |
|
| CWM | 497k | $16M | 27% | Jun 2024 |
|
| Financial Services Advisory | 496k | $16M | 3% | Mar 2024 |
|
| Cary Street Partner Investment Advisory | 488k | $16M | -6% | Jun 2024 |
|
| Ergawealth Advisors | 469k | $16M | -5% | Jun 2024 |
|
| Midwest Heritage Bank | 442k | $15M | 11% | Jun 2024 |
|
| Vestmark Advisory Solutions | 409k | $13M | 16% | Mar 2024 |
|
| FinDec Wealth Services | 402k | $13M | 34% | Jun 2024 |
|
| HoyleCohen | 397k | $13M | 2% | Jun 2024 |
|
| Benjamin F. Edwards & Company | 393k | $13M | 6% | Mar 2024 |
|
| Ruggaard & Associates | 385k | $13M | 23% | Mar 2024 |
|
| Strategic Blueprint | 340k | $11M | 9% | Mar 2024 |
|
| Main Line Retirement Advisors | 337k | $11M | 5% | Mar 2024 |
|
| Arden Trust | 336k | $11M | -26% | Jun 2024 |
|
| Silver Oak Securities | 334k | $11M | 14% | Jun 2024 |
|
| H D Vest Advisory Services | 333k | $11M | 82% | Mar 2024 |
|
| Jane Street | 313k | $10M | -19% | Mar 2024 |
|
| Envestnet Portfolio Solutions | 313k | $10M | 11% | Jun 2024 |
|
| Swisher Financial Concepts | 310k | $10M | 2% | Jun 2024 |
|
| Creative Financial Designs | 307k | $10M | 85% | Mar 2024 |
|
| Good Life Advisors | 296k | $9.8M | 3% | Jun 2024 |
|
| Sigma Planning | 292k | $9.5M | 113% | Mar 2024 |
|
| Bogart Wealth | 279k | $9.1M | 243% | Mar 2024 |
|
| Kestra Private Wealth Services | 249k | $8.1M | 854% | Mar 2024 |
|
| William Blair $ Company | 248k | $8.0M | 69% | Mar 2024 |
|
| D. J. St. Germain | 244k | $8.1M | 17% | Jun 2024 |
|
| Advisory Services Network | 244k | $7.9M | 11% | Mar 2024 |
|
| Harbour Investments | 241k | $7.8M | 31% | Mar 2024 |
|
| CFS Investment Advisory Services | 227k | $7.4M | 36% | Mar 2024 |
|
| AA Financial Advisors | 227k | $7.5M | 8% | Jun 2024 |
|
| Wedbush Morgan Securities | 225k | $7.3M | 25% | Mar 2024 |
|
| D.A. Davidson & Co. | 219k | $7.1M | 3% | Mar 2024 |
|
| Jpmorgan Chase & Co | 217k | $7.1M | 39% | Mar 2024 |
|
| Concurrent Investment Advisors | 216k | $7.0M | 9% | Mar 2024 |
|
| Visionary Wealth Advisors | 212k | $6.9M | 65% | Mar 2024 |
|
| Financial Advocates Investment Management | 206k | $6.7M | 239% | Mar 2024 |
|
| New England Private Wealth Advisors | 184k | $6.0M | 5% | Mar 2024 |
|
| Merit Financial Group | 183k | $5.9M | 6% | Mar 2024 |
|
| Ameritas Advisory Services | 180k | $5.8M | 220% | Mar 2024 |
|
| Acas | 173k | $5.6M | 122% | Mar 2024 |
|
| Dynamic Advisors Solutions | 171k | $5.6M | 226% | Jun 2024 |
|
| U.S. Capital Wealth Advisors | 166k | $5.5M | 6% | Jun 2024 |
|
| Wayne Hummer Investments | 164k | $5.3M | 2% | Mar 2024 |
|
| Virtu Financial | 160k | $5.2M | 100% | Mar 2024 |
|
| Raymond James Trust | 155k | $5.1M | 2% | Jun 2024 |
|
| Smith, Moore & Co. | 150k | $4.9M | 100% | Mar 2024 |
|
| Western Wealth Management | 149k | $4.9M | 21% | Jun 2024 |
|
| Rsm Us Wealth Management | 145k | $4.7M | -4% | Mar 2024 |
|
| Seamount Financial Group | 138k | $4.6M | 11% | Jun 2024 |
|
| Mariner Wealth Advisors | 130k | $4.2M | 124% | Mar 2024 |
|
| Integrated Wealth Concepts | 130k | $4.2M | 100% | Mar 2024 |
|
| Essex Financial Services | 126k | $4.1M | 30% | Mar 2024 |
|
| Captrust Financial Advisors | 125k | $4.1M | 14% | Mar 2024 |
|
| Proequities | 122k | $4.0B | 47% | Jun 2024 |
|
| Holistic Planning | 121k | $3.9M | -1% | Jun 2024 |
|
| Sittner & Nelson | 121k | $3.9M | 100% | Mar 2024 |
|
| HighTower Advisors | 119k | $3.9M | -35% | Mar 2024 |
|
| Olistico Wealth | 115k | $3.8M | 10% | Jun 2024 |
|
| Simplicity Wealth | 115k | $3.8M | 8% | Jun 2024 |
|
| Delta Financial Group | 115k | $3.8M | 25% | Jun 2024 |
|
| Principal Securities | 114k | $3.7M | 61% | Mar 2024 |
|
| Beacon Financial Advisory | 111k | $3.6M | 10% | Mar 2024 |
|
| Procyon Private Wealth Partners | 110k | $3.6M | 641% | Mar 2024 |
|
| Wealthcare Advisory Partners | 110k | $3.6M | 88% | Mar 2024 |
|
| Jones Financial Companies, L.L | 110k | $3.6M | 419% | Mar 2024 |
|
| Rockefeller Capital Management | 106k | $3.5M | 115% | Mar 2024 |
|
| Koshinski Asset Management | 106k | $3.5M | 22% | Jun 2024 |
|
| Hanson McClain Advisors | 106k | $3.6M | 91% | Jun 2024 |
|
| AdvisorNet Financial | 103k | $3.4M | 23% | Jun 2024 |
|
| Waterloo Capital | 103k | $3.3M | 100% | Mar 2024 |
|
| Smallwood Wealth Investment Management | 102k | $3.3M | 1% | Mar 2024 |
|
| LongView Wealth Management | 102k | $3.4M | 32% | Jun 2024 |
|
| Bleakley Financial Group | 96k | $3.1M | 9% | Mar 2024 |
|
| Per Stirling Capital Management | 95k | $3.1M | 5% | Mar 2024 |
|
| Armstrong, Fleming & Moore | 94k | $3.1M | 12% | Jun 2024 |
|
| Sunbelt Securities | 91k | $2.9M | 36% | Mar 2024 |
|
| Lodestone Wealth Management | 90k | $3.0M | 4% | Jun 2024 |
|
| Equitable Holdings | 90k | $2.9M | 50% | Mar 2024 |
|
| Bill Few Associates | 88k | $2.9M | 39% | Jun 2024 |
|
| Affiance Financial | 85k | $2.8M | -5% | Mar 2024 |
|
| BlackDiamond Wealth Management | 85k | $2.8M | 19% | Mar 2024 |
|
| Steward Partners Investment Advisory | 85k | $2.7M | 104% | Mar 2024 |
|
| Cooper Financial Group | 84k | $2.8M | 53% | Jun 2024 |
|
| Founders Financial Securities | 79k | $2.6M | 25% | Mar 2024 |
|
| Lodestar Private Asset Management | 78k | $2.5M | 4% | Mar 2024 |
|
| Modern Wealth Management | 78k | $2.6M | 100% | Mar 2024 |
|
| Clear Creek Financial Management | 76k | $2.5M | 63% | Jun 2024 |
|
| Ausdal Financial Partners | 73k | $2.4M | 6% | Mar 2024 |
|
| Qube Research & Technologies | 71k | $2.3M | 100% | Mar 2024 |
|
| Silverlake Wealth Management | 70k | $2.3M | 18% | Mar 2024 |
|
| Carolinas Wealth Consulting | 67k | $2.2M | -6% | Mar 2024 |
|
| Millennium Management | 66k | $2.1M | 370% | Mar 2024 |
|
| Davenport & Co | 65k | $2.1M | 7% | Mar 2024 |
|
| Carson Advisory | 63k | $2.1M | 4% | Mar 2024 |
|
| Pillar Wealth Advisors | 63k | $2.1M | 3% | Mar 2024 |
|
| Oppenheimer & Co | 63k | $2.0M | 100% | Mar 2024 |
|
| Mutual Advisors | 61k | $2.0M | -49% | Mar 2024 |
|
| Carnick & Kubik | 58k | $1.9M | 100% | Jun 2024 |
|
| EverSource Wealth Advisors | 58k | $1.8M | 20% | Mar 2024 |
|
| Renaissance Technologies | 57k | $1.8M | -72% | Mar 2024 |
|
| HPM Partners | 55k | $1.8M | 14% | Mar 2024 |
|
| Everpar Advisors | 54k | $1.8M | 73% | Jun 2024 |
|
| Gts Securities | 54k | $1.7M | 100% | Mar 2024 |
|
| Atria Investments | 46k | $1.5M | -40% | Mar 2024 |
|
Who sold out of Capital Group Divid Value Etf Shs Creation Unit?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Summit Investment Advisory Services | Mar 2024 | 825k | $27M |
| Lincoln National | Mar 2024 | 668k | $22M |
| Cedar Brook Financial Partners | Mar 2024 | 148k | $4.8M |
| Carnegie Capital Asset Management | Mar 2024 | 55k | $1.8M |