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 |
|---|---|---|---|---|---|
| LPL Financial | 81M | $4.0B | 13% | Jun 2026 |
|
| Raymond James Financial | 28M | $1.4B | 8% | Jun 2026 |
|
| Morgan Stanley | 26M | $1.1B | 15% | Mar 2026 |
|
| Capital Research and Management Company - Division 3 | 23M | $1.1B | 0% | Jun 2026 |
|
| Envestnet Asset Management | 22M | $1.1B | 7% | Jun 2026 |
|
| Wells Fargo & Company | 22M | $1.1B | 15% | Jun 2026 |
|
| Northwestern Mutual Wealth Management Company | 22M | $1.1B | 9% | Jun 2026 |
|
| Bank of America Corporation | 18M | $908M | 3% | Jun 2026 |
|
| Cetera Investment Advisers | 18M | $901M | 0% | Jun 2026 |
|
| Jones Financial Companies, L.L | 16M | $797M | 22% | Jun 2026 |
|
| Commonwealth Equity Services | 14M | $674M | 1% | Jun 2026 |
|
| Capital Group Private Client Services | 13M | $624M | 9% | Jun 2026 |
|
| Advisor Group Holdings | 12M | $569M | 24% | Jun 2026 |
|
| Advance Capital Management | 10M | $434M | 1% | Mar 2026 |
|
| UBS Group | 9.9M | $486M | 4% | Jun 2026 |
|
| Royal Bank of Canada | 8.0M | $396M | 7% | Jun 2026 |
|
| Cambridge Investment Research Advisors | 7.8M | $386M | 3% | Jun 2026 |
|
| Confluence Wealth Services | 7.0M | $343M | 15% | Jun 2026 |
|
| Kestra Advisory Services | 7.0M | $343M | 19% | Jun 2026 |
|
| Stifel Financial | 6.5M | $322M | 7% | Jun 2026 |
|
| Private Advisor | 5.9M | $289M | 56% | Jun 2026 |
|
| Forge Financial Services | 5.7M | $280M | 1% | Jun 2026 |
|
| Mml Investors Services | 5.1M | $250M | 19% | Jun 2026 |
|
| CIBC Bancorp USA | 4.4M | $217M | 74% | Jun 2026 |
|
| D.A. Davidson & Co. | 3.7M | $184M | 3% | Jun 2026 |
|
| Janney Montgomery Scott | 3.4M | $167M | 3% | Jun 2026 |
|
| Wiley Bros.-aintree Capital | 2.9M | $142M | 9% | Jun 2026 |
|
| Kestra Investment Management | 2.5M | $125M | -23% | Jun 2026 |
|
| Bogart Wealth | 2.4M | $120M | 1% | Jun 2026 |
|
| CWM | 2.3M | $100M | 17% | Mar 2026 |
|
| HighTower Advisors | 2.3M | $111M | 7% | Jun 2026 |
|
| Johnson Bixby & Associates | 2.1M | $106M | 1% | Jun 2026 |
|
| Baird Financial | 2.1M | $104M | 8% | Jun 2026 |
|
| Integrated Wealth Concepts | 2.0M | $100M | 40% | Jun 2026 |
|
| Sei Investments | 2.0M | $99M | 9% | Jun 2026 |
|
| Branch Banking & Trust Company | 1.9M | $96M | 2% | Jun 2026 |
|
| Equitable Holdings | 1.9M | $93M | -1% | Jun 2026 |
|
| Merit Financial Group | 1.8M | $87M | -2% | Jun 2026 |
|
| ValMark Advisers | 1.7M | $85M | 3% | Jun 2026 |
|
| WNY Asset Management | 1.6M | $79M | 0% | Jun 2026 |
|
| IAM Advisory | 1.5M | $72M | 1% | Jun 2026 |
|
| Aptus Capital Advisors | 1.4M | $70M | 1% | Jun 2026 |
|
| Wealth Enhancement Advisory Services | 1.4M | $69M | 100% | Jun 2026 |
|
| Assetmark | 1.4M | $67M | 61% | Jun 2026 |
|
| Benjamin Edwards | 1.3M | $66M | 23% | Jun 2026 |
|
| Guardian Wealth Advisors, Llc / Nc | 1.3M | $63M | 2% | Jun 2026 |
|
| Goss Wealth Management | 1.3M | $62M | -11% | Jun 2026 |
|
| Wealthcare Advisory Partners | 1.3M | $62M | -4% | Jun 2026 |
|
| Prospera Financial Services | 1.2M | $61M | 6% | Jun 2026 |
|
| Cullen Frost Bankers | 1.2M | $60M | 731% | Jun 2026 |
|
| Mainstay Capital Management | 1.1M | $56M | -40% | Jun 2026 |
|
| Bank of New York Mellon | 1.1M | $56M | 13% | Jun 2026 |
|
| Western Wealth Management | 1.1M | $55M | -1% | Jun 2026 |
|
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1.1M | $54M | 2% | Jun 2026 |
|
| Ameritas Advisory Services | 1.1M | $54M | 180% | Jun 2026 |
|
| Harbour Investments | 1.1M | $54M | 0% | Jun 2026 |
|
| SK Wealth Management | 1.1M | $54M | 12% | Jun 2026 |
|
| Erickson Financial Group | 1.1M | $52M | 0% | Jun 2026 |
|
| Procyon Private Wealth Partners | 1.0M | $51M | 7% | Jun 2026 |
|
| Souders Financial Advisors | 1.0M | $51M | 1% | Jun 2026 |
|
| Summit Investment Advisory Services | 1.0M | $50M | 3% | Jun 2026 |
|
| Concurrent Investment Advisors | 971k | $48M | 2% | Jun 2026 |
|
| Captrust Financial Advisors | 960k | $47M | 3% | Jun 2026 |
|
| Continuum Advisory | 933k | $46M | -2% | Jun 2026 |
|
| Park National Corp | 927k | $46M | -1% | Jun 2026 |
|
| AA Financial Advisors | 924k | $46M | 15% | Jun 2026 |
|
| Rockefeller Capital Management | 918k | $45M | -3% | Jun 2026 |
|
| Gerber Kawasaki Wealth & Investment Management | 858k | $37M | 0% | Mar 2026 |
|
| Mason Investment Advisory Services | 845k | $42M | 5% | Jun 2026 |
|
| Kestra Private Wealth Services | 831k | $41M | 7% | Jun 2026 |
|
| J. Derek Lewis & Associates | 806k | $40M | 7% | Jun 2026 |
|
| William Blair $ Company | 804k | $40M | 11% | Jun 2026 |
|
| Jpmorgan Chase & Co | 797k | $39M | 100% | Jun 2026 |
|
| Global Retirement Partners | 780k | $38M | 2% | Jun 2026 |
|
| Sanctuary Advisors | 756k | $37M | 11% | Jun 2026 |
|
| Axxcess Wealth Management | 721k | $36M | 100% | Jun 2026 |
|
| Midwest Heritage Bank | 720k | $36M | 2% | Jun 2026 |
|
| Colony | 696k | $34M | 33% | Jun 2026 |
|
| Silver Oak Securities | 689k | $34M | 7% | Jun 2026 |
|
| Natixis Asset Management Advisors | 689k | $34M | 57% | Jun 2026 |
|
| Independent Financial Group | 687k | $34M | 9% | Jun 2026 |
|
| Wealth Science Advisors | 685k | $34M | 6% | Jun 2026 |
|
| PCG Wealth Advisors | 682k | $34M | 5% | Jun 2026 |
|
| Onyx Bridge Wealth Group | 668k | $33M | 8% | Jun 2026 |
|
| IFP Advisors | 666k | $33M | 5% | Jun 2026 |
|
| We Are One Seven | 651k | $32M | 269% | Jun 2026 |
|
| CLS Investments | 645k | $32M | 0% | Jun 2026 |
|
| Great Valley Advisor Group | 643k | $32M | 2% | Jun 2026 |
|
| Ergawealth Advisors | 641k | $32M | 1% | Jun 2026 |
|
| Thoroughbred Financial Services | 634k | $31M | 15% | Jun 2026 |
|
| BIP Wealth | 632k | $31M | -4% | Jun 2026 |
|
| Madison Wealth Partners | 631k | $31M | 2% | Jun 2026 |
|
| Royal Harbor Partners | 622k | $31M | -2% | Jun 2026 |
|
| Vestmark Advisory Solutions | 614k | $30M | 0% | Jun 2026 |
|
| DMKC Advisory Services | 610k | $30M | 1273% | Jun 2026 |
|
| Avaii Wealth Management | 605k | $30M | -7% | Jun 2026 |
|
| New England Private Wealth Advisors | 584k | $29M | 8% | Jun 2026 |
|
| KWB Wealth | 580k | $29M | 16% | Jun 2026 |
|
| Core Wealth Advisors | 573k | $28M | 3% | Jun 2026 |
|
| Cary Street Partners Financial | 571k | $28M | 2% | Jun 2026 |
|
| Teamwork Financial Advisors | 570k | $28M | 5% | Jun 2026 |
|
| Capital Advantage | 539k | $27M | 0% | Jun 2026 |
|
| Per Stirling Capital Management | 536k | $26M | 4% | Jun 2026 |
|
| Beacon Pointe Advisors | 532k | $26M | 39% | Jun 2026 |
|
| Advyzon Investment Management | 530k | $26M | 20% | Jun 2026 |
|
| Creative Financial Designs | 520k | $26M | -6% | Jun 2026 |
|
| Geneos Wealth Management | 520k | $26M | 4% | Jun 2026 |
|
| Main Line Retirement Advisors | 507k | $25M | 0% | Jun 2026 |
|
| Mission Wealth Management | 507k | $25M | 9% | Jun 2026 |
|
| Mutual Advisors | 504k | $25M | 24% | Jun 2026 |
|
| Wood Tarver Financial Group | 501k | $25M | 5% | Jun 2026 |
|
| CJM Wealth Advisers | 499k | $25M | 14% | Jun 2026 |
|
| Kingsview Wealth Management | 488k | $21M | 7% | Mar 2026 |
|
| Meridian Wealth Advisors | 477k | $24M | 5593% | Jun 2026 |
|
| Apollon Wealth Management | 471k | $23M | 6% | Jun 2026 |
|
| Sunrise Financial Services | 471k | $23M | 7% | Jun 2026 |
|
| Challenger Wealth Management | 469k | $23M | -1% | Jun 2026 |
|
| ACT Advisors | 468k | $23M | 4% | Jun 2026 |
|
| Sigma Planning | 465k | $23M | 13% | Jun 2026 |
|
| Smith, Moore & Co. | 460k | $23M | 6% | Jun 2026 |
|
| Venture Visionary Partners | 456k | $23M | 9% | Jun 2026 |
|
| Compton Financial Group | 456k | $23M | 125% | Jun 2026 |
|
| Modern Wealth Management | 455k | $22M | 0% | Jun 2026 |
|
| Copper Harbor Investment Advisors | 449k | $22M | 100% | Jun 2026 |
|
| Clarity Retirement & Wealth | 448k | $22M | -1% | Jun 2026 |
|
| Beacon Financial Advisory | 447k | $22M | 5% | Jun 2026 |
|
| HighPoint Advisor | 446k | $22M | 0% | Jun 2026 |
|
| Davenport & Co | 445k | $22M | 23% | Jun 2026 |
|
| Entruity Wealth | 432k | $21M | 1% | Jun 2026 |
|
| Platt Wealth Management | 428k | $21M | 2% | Jun 2026 |
|
| Silvia Mccoll Wealth Management | 427k | $21M | -6% | Jun 2026 |
|
| Farther Finance Advisors | 427k | $21M | 131% | Jun 2026 |
|
| VVR Holdings | 422k | $21M | -1% | Jun 2026 |
|
| Sage Private Wealth Group | 411k | $20M | -3% | Jun 2026 |
|
| Carter Financial | 410k | $20M | 3% | Jun 2026 |
|
| WJ Wealth Management | 408k | $20M | 0% | Jun 2026 |
|
| First Heartland Consultants | 397k | $20M | 1% | Jun 2026 |
|
| Kera Capital Partners | 397k | $20M | 1% | Jun 2026 |
|
| D. J. St. Germain | 393k | $19M | 2% | Jun 2026 |
|
| Kropog Financial Group | 389k | $19M | 0% | Jun 2026 |
|
| Principal Securities | 380k | $19M | 6% | Jun 2026 |
|
| Citigroup | 379k | $16M | 100% | Mar 2026 |
|
| Stratos Wealth Partners | 367k | $18M | 11% | Jun 2026 |
|
| Melone Private Wealth | 365k | $18M | -1% | Jun 2026 |
|
| Regimen Wealth | 362k | $18M | 1% | Jun 2026 |
|
| Wedbush Morgan Securities | 356k | $18M | 6% | Jun 2026 |
|
| SRS Capital Advisors | 351k | $17M | 426% | Jun 2026 |
|
| VestGen Advisors | 350k | $17M | 8% | Jun 2026 |
|
| KPP Advisory Services | 345k | $17M | 2% | Jun 2026 |
|
| Code Waechter | 345k | $17M | 5% | Jun 2026 |
|
| Michael Brady & Co | 327k | $16M | -6% | Jun 2026 |
|
| Fortress Private Ledger | 324k | $16M | -12% | Jun 2026 |
|
| Mariner Wealth Advisors | 321k | $16M | -83% | Jun 2026 |
|
| Visionary Wealth Advisors | 268k | $13M | -27% | Jun 2026 |
|
| Tudor Investment Corporation | 47k | $2.3M | -96% | Jun 2026 |
|
Who sold out of Capital Group Divid Value Etf Shs Creation Unit?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Independent Advisor Alliance | Mar 2026 | 1.7M | $74M |