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 | 72M | $3.1B | 13% | Mar 2026 |
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| Morgan Stanley | 26M | $1.1B | 100% | Mar 2026 |
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| Raymond James Financial | 24M | $1.0B | 7% | Dec 2025 |
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| Capital Research and Management Company - Division 3 | 23M | $974M | 0% | Mar 2026 |
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| Envestnet Asset Management | 21M | $885M | 10% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 20M | $843M | 6% | Mar 2026 |
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| Wells Fargo & Company | 19M | $811M | 17% | Mar 2026 |
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| Cetera Investment Advisers | 18M | $781M | 12% | Mar 2026 |
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| Bank of America Corporation | 18M | $762M | 100% | Mar 2026 |
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| Commonwealth Equity Services | 14M | $573M | 9% | Mar 2026 |
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| Capital Group Private Client Services | 12M | $495M | 15% | Mar 2026 |
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| Jones Financial Companies, L.L | 10M | $451M | 32% | Dec 2025 |
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| Advance Capital Management | 10M | $434M | 1% | Mar 2026 |
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| UBS Group | 9.5M | $403M | 3% | Mar 2026 |
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| Advisor Group Holdings | 9.1M | $397M | 14% | Dec 2025 |
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| Cambridge Investment Research Advisors | 7.6M | $325M | 8% | Mar 2026 |
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| Royal Bank of Canada | 7.5M | $318M | 36% | Mar 2026 |
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| Stifel Financial | 6.1M | $260M | 28% | Mar 2026 |
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| Confluence Wealth Services | 6.0M | $257M | 4% | Mar 2026 |
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| Kestra Advisory Services | 5.9M | $249M | 15% | Mar 2026 |
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| Forge Financial Services | 5.6M | $240M | 1260% | Mar 2026 |
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| Mml Investors Services | 4.3M | $182M | -13% | Mar 2026 |
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| Private Advisor | 3.8M | $160M | 7% | Mar 2026 |
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| D.A. Davidson & Co. | 3.6M | $155M | 3% | Mar 2026 |
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| Kestra Investment Management | 3.3M | $140M | 61% | Mar 2026 |
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| Janney Montgomery Scott | 3.3M | $140M | 12% | Mar 2026 |
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| CIBC Bancorp USA | 2.5M | $90M | 100% | Mar 2026 |
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| Bogart Wealth | 2.4M | $102M | 1% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 2.4M | $104M | 48% | Dec 2025 |
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| Johnson Bixby & Associates | 2.1M | $90M | 2% | Mar 2026 |
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| HighTower Advisors | 2.1M | $89M | 16% | Mar 2026 |
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| CWM | 2.0M | $87M | -4% | Dec 2025 |
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| Mainstay Capital Management | 1.9M | $81M | 3% | Mar 2026 |
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| Equitable Holdings | 1.9M | $83M | 34% | Mar 2026 |
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| Branch Banking & Trust Company | 1.9M | $81M | 35% | Mar 2026 |
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| Mariner Wealth Advisors | 1.9M | $80M | -9% | Mar 2026 |
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| Baird Financial | 1.9M | $81M | 4% | Dec 2025 |
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| Sei Investments | 1.8M | $78M | 12% | Mar 2026 |
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| Merit Financial Group | 1.8M | $76M | 2% | Mar 2026 |
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| Independent Advisor Alliance | 1.7M | $74M | 100% | Mar 2026 |
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| ValMark Advisers | 1.7M | $72M | 58% | Mar 2026 |
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| IAM Advisory | 1.5M | $62M | 2% | Mar 2026 |
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| Integrated Wealth Concepts | 1.4M | $62M | 8% | Mar 2026 |
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| Aptus Capital Advisors | 1.4M | $60M | 3% | Mar 2026 |
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| Wealthcare Advisory Partners | 1.3M | $56M | 6% | Mar 2026 |
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| Guardian Wealth Advisors, Llc / Nc | 1.3M | $55M | 6% | Dec 2025 |
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| Tudor Investment Corporation | 1.2M | $53M | 70% | Mar 2026 |
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| Prospera Financial Services | 1.2M | $50M | 4% | Mar 2026 |
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| Benjamin Edwards | 1.1M | $47M | 9% | Mar 2026 |
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| Harbour Investments | 1.1M | $46M | 44% | Mar 2026 |
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| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1.1M | $46M | 2% | Mar 2026 |
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| Erickson Financial Group | 1.1M | $45M | 1% | Mar 2026 |
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| Western Wealth Management | 1.0M | $45M | 4% | Dec 2025 |
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| Souders Financial Advisors | 1.0M | $43M | -23% | Mar 2026 |
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| Bank of New York Mellon | 995k | $42M | -12% | Mar 2026 |
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| Summit Investment Advisory Services | 989k | $42M | -2% | Mar 2026 |
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| Procyon Private Wealth Partners | 966k | $41M | 19% | Mar 2026 |
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| Continuum Advisory | 956k | $41M | 2% | Mar 2026 |
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| Concurrent Investment Advisors | 952k | $41M | -7% | Mar 2026 |
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| Rockefeller Capital Management | 950k | $40M | 10% | Mar 2026 |
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| SK Wealth Management | 944k | $41M | 7% | Mar 2026 |
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| Captrust Financial Advisors | 942k | $41M | 2% | Dec 2025 |
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| Park National Corp | 935k | $40M | 2% | Mar 2026 |
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| Gerber Kawasaki Wealth & Investment Management | 858k | $37M | 0% | Mar 2026 |
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| Assetmark | 846k | $36M | 11% | Mar 2026 |
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| AA Financial Advisors | 803k | $34M | 6% | Mar 2026 |
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| Mason Investment Advisory Services | 789k | $34M | 66% | Dec 2025 |
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| Kestra Private Wealth Services | 774k | $33M | 5% | Mar 2026 |
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| Atlantic Trust | 766k | $33M | 609% | Dec 2025 |
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| Global Retirement Partners | 764k | $33M | 12% | Dec 2025 |
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| William Blair $ Company | 727k | $31M | 17% | Mar 2026 |
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| J. Derek Lewis & Associates | 719k | $31M | 0% | Mar 2026 |
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| Midwest Heritage Bank | 710k | $30M | 10% | Mar 2026 |
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| Sanctuary Advisors | 683k | $29M | 5% | Mar 2026 |
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| BIP Wealth | 659k | $28M | 5% | Mar 2026 |
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| Avaii Wealth Management | 650k | $28M | -6% | Mar 2026 |
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| CLS Investments | 647k | $28M | 1% | Mar 2026 |
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| PCG Wealth Advisors | 647k | $28M | 368% | Mar 2026 |
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| Wealth Science Advisors | 647k | $28M | 0% | Mar 2026 |
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| Silver Oak Securities | 647k | $28M | 6% | Mar 2026 |
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| Royal Harbor Partners | 636k | $27M | 0% | Mar 2026 |
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| Ergawealth Advisors | 634k | $27M | 5% | Mar 2026 |
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| Great Valley Advisor Group | 633k | $27M | 28% | Mar 2026 |
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| Independent Financial Group | 632k | $27M | 77% | Mar 2026 |
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| IFP Advisors | 632k | $27M | 32% | Mar 2026 |
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| Madison Wealth Partners | 619k | $26M | 100% | Mar 2026 |
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| Onyx Bridge Wealth Group | 617k | $26M | 6% | Mar 2026 |
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| Modern Wealth Management | 612k | $27M | 1% | Dec 2025 |
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| Vestmark Advisory Solutions | 612k | $26M | 11% | Mar 2026 |
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| Cary Street Partners Financial | 561k | $24M | -3% | Mar 2026 |
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| Core Wealth Advisors | 557k | $24M | 5% | Mar 2026 |
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| Creative Financial Designs | 555k | $24M | -11% | Mar 2026 |
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| Thoroughbred Financial Services | 551k | $23M | 12% | Mar 2026 |
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| Teamwork Financial Advisors | 545k | $23M | 0% | Mar 2026 |
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| New England Private Wealth Advisors | 540k | $23M | 6% | Mar 2026 |
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| Capital Advantage | 537k | $23M | 0% | Mar 2026 |
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| Per Stirling Capital Management | 515k | $22M | -3% | Mar 2026 |
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| Main Line Retirement Advisors | 509k | $22M | 0% | Mar 2026 |
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| Geneos Wealth Management | 501k | $21M | -40% | Mar 2026 |
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| KWB Wealth | 500k | $22M | 0% | Mar 2026 |
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| Colony | 497k | $22M | 2% | Dec 2025 |
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| Kingsview Wealth Management | 488k | $21M | 7% | Mar 2026 |
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| Challenger Wealth Management | 486k | $21M | 2% | Dec 2025 |
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| Wood Tarver Financial Group | 476k | $20M | -1% | Mar 2026 |
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| Mission Wealth Management | 465k | $20M | 1% | Mar 2026 |
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| Silvia Mccoll Wealth Management | 454k | $19M | 7% | Mar 2026 |
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| ACT Advisors | 452k | $19M | 1% | Mar 2026 |
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| Clarity Retirement & Wealth | 451k | $19M | 100% | Mar 2026 |
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| Apollon Wealth Management | 446k | $19M | 10% | Mar 2026 |
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| Advyzon Investment Management | 441k | $19M | 659% | Mar 2026 |
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| Sunrise Financial Services | 440k | $19M | 100% | Mar 2026 |
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| Natixis Asset Management Advisors | 438k | $19M | 86% | Mar 2026 |
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| CJM Wealth Advisers | 437k | $19M | 32% | Mar 2026 |
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| Smith, Moore & Co. | 433k | $18M | 7% | Mar 2026 |
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| Entruity Wealth | 428k | $18M | 5% | Mar 2026 |
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| Beacon Financial Advisory | 428k | $18M | 3% | Mar 2026 |
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| VVR Holdings | 425k | $18M | 100% | Mar 2026 |
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| Sage Private Wealth Group | 421k | $18M | 100% | Mar 2026 |
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| Venture Visionary Partners | 419k | $18M | 2% | Mar 2026 |
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| Platt Wealth Management | 418k | $18M | 0% | Mar 2026 |
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| Sigma Planning | 412k | $18M | 47% | Mar 2026 |
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| WJ Wealth Management | 409k | $17M | 1% | Mar 2026 |
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| Mutual Advisors | 406k | $17M | 72% | Mar 2026 |
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| Carter Financial | 397k | $17M | 9% | Mar 2026 |
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| Kera Capital Partners | 395k | $17M | 2% | Mar 2026 |
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| First Heartland Consultants | 393k | $17M | 24% | Mar 2026 |
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| Ameritas Advisory Services | 391k | $17M | 57% | Mar 2026 |
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| Kropog Financial Group | 387k | $17M | 0% | Mar 2026 |
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| D. J. St. Germain | 384k | $16M | 1% | Mar 2026 |
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| Citigroup | 379k | $16M | 100% | Mar 2026 |
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| Melone Private Wealth | 370k | $16M | 16% | Mar 2026 |
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| Fortress Private Ledger | 368k | $16M | 10% | Mar 2026 |
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| Visionary Wealth Advisors | 365k | $16M | 10% | Mar 2026 |
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| Davenport & Co | 362k | $15M | 0% | Mar 2026 |
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| Regimen Wealth | 358k | $15M | -14% | Mar 2026 |
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| Principal Securities | 357k | $15M | 20% | Mar 2026 |
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| Michael Brady & Co | 346k | $15M | 1% | Mar 2026 |
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| Sovran Advisors | 339k | $16M | -1% | Mar 2026 |
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| Ruggaard & Associates | 339k | $15M | -9% | Dec 2025 |
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| KPP Advisory Services | 337k | $14M | 1% | Mar 2026 |
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| Jane Street | 336k | $14M | -67% | Mar 2026 |
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| Wedbush Morgan Securities | 336k | $14M | 11% | Mar 2026 |
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| Gutierrez Wealth Advisory | 332k | $14M | 2% | Mar 2026 |
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| Menora Mivtachim Holdings | 331k | $14M | -3% | Mar 2026 |
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| Stratos Wealth Partners | 330k | $14M | 34% | Mar 2026 |
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| Code Waechter | 327k | $14M | 10% | Mar 2026 |
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| Hartmann Taylor Wealth Management | 326k | $14M | 9% | Mar 2026 |
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| VestGen Advisors | 325k | $15M | 18% | Mar 2026 |
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| Greenbush Financial Group | 321k | $14M | 9% | Mar 2026 |
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| RFG Advisory | 294k | $13M | -32% | Mar 2026 |
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| Financial Services Advisory | 271k | $12M | -54% | Mar 2026 |
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| Reuter James Wealth Management | 16k | $678k | -97% | Mar 2026 |
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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 |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 1.8M | $81M |
| Goss Wealth Management | Dec 2025 | 1.4M | $59M |
| Axxcess Wealth Management | Dec 2025 | 704k | $31M |