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
LPL Financial 11M $359M 62% Mar 2024
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Raymond James Financial Services Advisors 8.5M $276M 16% Mar 2024
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Northwestern Mutual Wealth Management Company 8.2M $268M 70% Mar 2024
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Envestnet Asset Management 7.0M $226M 26% Mar 2024
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Wells Fargo & Company 5.8M $188M 41% Mar 2024
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Bank of America Corporation 5.4M $175M 23% Mar 2024
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Raymond James & Associates 4.7M $152M 13% Mar 2024
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Commonwealth Equity Services 4.5M $146M 17% Mar 2024
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Cetera Investment Advisers 4.3M $140M 354% Mar 2024
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Confluence Wealth Services 3.9M $126M 12% Mar 2024
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Advisor Group Holdings 3.6M $116M -19% Mar 2024
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UBS Group 3.3M $106M 39% Mar 2024
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Cambridge Investment Research Advisors 3.2M $105M 13% Mar 2024
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Royal Bank of Canada 2.2M $71M 44% Mar 2024
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Johnson Bixby & Associates 1.7M $56M 28% Mar 2024
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WNY Asset Management 1.6M $51M 0% Mar 2024
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Janney Montgomery Scott 1.5M $49M -1% Mar 2024
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Stifel Financial 1.3M $42M 8% Mar 2024
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Kestra Advisory Services 1.2M $37M 17% Dec 2023
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Aptus Capital Advisors 1.1M $36M 29% Mar 2024
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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 801k $26M 9% Mar 2024
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Gerber Kawasaki Wealth & Investment Management 781k $25M 5% Mar 2024
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Hartline Investment Corporation 753k $25M 100% Mar 2024
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 753k $25M 62% Mar 2024
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Morgan Stanley 724k $24M 8568% Mar 2024
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Souders Financial Advisors 714k $23M 4% Mar 2024
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Thrivent Financial for Lutherans 681k $22M 9% Mar 2024
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Dechtman Wealth Management 676k $22M 7% Mar 2024
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Lincoln National 668k $22M 30% Mar 2024
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Atria Wealth Solutions 660k $22M 8% Mar 2024
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Axxcess Wealth Management 639k $19M -2% Dec 2023
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Private Advisor 629k $21M 24% Mar 2024
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Global Retirement Partners 616k $20M 2% Mar 2024
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Erickson Financial Group 615k $20M 2% Mar 2024
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Goss Wealth Management 610k $20M 132% Mar 2024
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ValMark Advisers 588k $19M 13% Mar 2024
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WJ Wealth Management 574k $19M 3% Mar 2024
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Branch Banking & Trust Company 567k $18M 5% Mar 2024
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Orion Portfolio Solutions 560k $18M 0% Mar 2024
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Wiley Bros.-aintree Capital 535k $17M 28% Mar 2024
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Assetmark 534k $17M -4% Mar 2024
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Cary Street Partner Investment Advisory 519k $17M 2% Mar 2024
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Financial Services Advisory 496k $16M 3% Mar 2024
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Ergawealth Advisors 495k $16M -1% Mar 2024
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Arden Trust 455k $15M 1% Mar 2024
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Vestmark Advisory Solutions 409k $13M 16% Mar 2024
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Midwest Heritage Bank 399k $13M 190% Mar 2024
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Benjamin F. Edwards & Company 393k $13M 6% Mar 2024
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CWM 390k $13M 8% Mar 2024
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Ruggaard & Associates 385k $13M 23% Mar 2024
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HoyleCohen 356k $11M 7% 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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H D Vest Advisory Services 333k $11M 82% Mar 2024
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Jane Street 313k $10M -19% Mar 2024
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Creative Financial Designs 307k $10M 85% Mar 2024
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Swisher Financial Concepts 305k $9.8M 100% Mar 2024
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FinDec Wealth Services 299k $9.7M 1% Mar 2024
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Sigma Planning 292k $9.5M 113% Mar 2024
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Silver Oak Securities 292k $9.5M 17% Mar 2024
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Good Life Advisors 288k $9.3M 8% Mar 2024
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Envestnet Portfolio Solutions 283k $9.2M 8% Mar 2024
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Bogart Wealth 279k $9.1M 243% Mar 2024
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Kestra Private Wealth Services 249k $8.1M 854% Mar 2024
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William Blair $ Company 248k $8.0M 69% Mar 2024
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Advisory Services Network 244k $7.9M 11% Mar 2024
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D.A. Davidson & Co. 219k $7.1M 3% Mar 2024
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Jpmorgan Chase & Co 217k $7.1M 39% Mar 2024
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Concurrent Investment Advisors 216k $7.0M 9% Mar 2024
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Visionary Wealth Advisors 212k $6.9M 65% Mar 2024
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AA Financial Advisors 210k $6.8M 100% Mar 2024
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Financial Advocates Investment Management 206k $6.7M 239% Mar 2024
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D. J. St. Germain 201k $6.0M 12% Dec 2023
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Harbour Investments 184k $5.5M 25% Dec 2023
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New England Private Wealth Advisors 184k $6.0M 5% Mar 2024
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Merit Financial Group 183k $5.9M 6% Mar 2024
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Wedbush Morgan Securities 180k $5.4M 156% Dec 2023
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Acas 173k $5.6M 122% Mar 2024
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Wayne Hummer Investments 164k $5.3M 2% Mar 2024
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Virtu Financial 160k $5.2M 100% Mar 2024
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U.S. Capital Wealth Advisors 157k $5.1M 11% Mar 2024
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Raymond James Trust 152k $4.9M 5% Mar 2024
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Smith, Moore & Co. 150k $4.9M 735% Mar 2024
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Cedar Brook Financial Partners 148k $4.8M 24% Mar 2024
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Rsm Us Wealth Management 145k $4.7M -4% Mar 2024
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Mariner Wealth Advisors 130k $4.2M 124% Mar 2024
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Integrated Wealth Concepts 130k $4.2M 101% Mar 2024
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Essex Financial Services 126k $4.1M 30% Mar 2024
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Captrust Financial Advisors 125k $4.1M 14% Mar 2024
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Seamount Financial Group 125k $4.1M 100% Mar 2024
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Western Wealth Management 123k $4.0M 201% Mar 2024
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Holistic Planning 122k $4.0M 100% Mar 2024
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Sittner & Nelson 121k $3.9M 17% Mar 2024
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HighTower Advisors 119k $3.9M -35% Mar 2024
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Principal Securities 114k $3.7M 61% Mar 2024
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Beacon Financial Advisory 111k $3.6M 10% Mar 2024
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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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Simplicity Wealth 106k $3.4M 100% Mar 2024
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Olistico Wealth 105k $3.4M 17% Mar 2024
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Waterloo Capital 103k $3.3M 9% Mar 2024
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Smallwood Wealth Investment Management 102k $3.3M 1% Mar 2024
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Bleakley Financial Group 96k $3.1M 9% Mar 2024
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Delta Financial Group 92k $3.0M 28% Mar 2024
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Sunbelt Securities 91k $2.9M 36% Mar 2024
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Sawtooth Asset Management 88k $2.6M 18% Dec 2023
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Koshinski Asset Management 87k $2.8M 925% Mar 2024
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Lodestone Wealth Management 87k $2.8M 8% Mar 2024
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Affiance Financial 85k $2.8M -5% Mar 2024
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BlackDiamond Wealth Management 85k $2.8M 19% Mar 2024
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Steward Partners Investment Advisory 85k $2.7M 104% 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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Proequities 83k $2.7B 8% Mar 2024
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Founders Financial Securities 79k $2.6M 25% Mar 2024
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Lodestar Private Asset Management 78k $2.5M 4% Mar 2024
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Modern Wealth Management 78k $2.6M 100% Mar 2024
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LongView Wealth Management 77k $2.5M 10% Mar 2024
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Ausdal Financial Partners 73k $2.4M 6% Mar 2024
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Qube Research & Technologies 71k $2.3M 4818% Mar 2024
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Silverlake Wealth Management 70k $2.3M 18% Mar 2024
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Millennium Management 66k $2.1M 370% Mar 2024
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Davenport & Co 65k $2.1M 7% Mar 2024
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Carson Advisory 63k $2.1M 4% Mar 2024
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Pillar Wealth Advisors 63k $2.1M 3% Mar 2024
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Oppenheimer & Co 63k $2.0M 12% Mar 2024
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Bill Few Associates 63k $2.0M 6% Mar 2024
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Mutual Advisors 61k $2.0M -49% Mar 2024
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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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Carnegie Capital Asset Management 55k $1.8M 8% Mar 2024
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HPM Partners 55k $1.8M 14% Mar 2024
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Cooper Financial Group 55k $1.8M 100% Mar 2024
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Gts Securities 54k $1.7M 100% Mar 2024
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Barnes Pettey Financial Advisors 53k $1.7M 0% Mar 2024
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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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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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Kuhn & Co Investment Counsel 49k $1.6M 17% Mar 2024
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EverSource Wealth Advisors 48k $1.4M 0% Mar 2024
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Clear Creek Financial Management 47k $1.5M 100% Mar 2024
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Atria Investments 46k $1.5M -40% Mar 2024
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Peapack Gladstone Financial Corp 46k $1.5M -3% Mar 2024
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Balentine 43k $1.4M 100% Mar 2024
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IFP Advisors 20k $596k -70% Dec 2023
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Susquehanna International 12k $390k -78% Mar 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
Financial Network Investment Corporation Sep 2023 1.2M $32M
Multi-Financial Securities Sep 2023 920k $24M