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 | 24M | $830M | 1% | Dec 2024 |
|
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 |