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 | 64M | $2.8B | 21% | Dec 2025 |
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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 | $999M | 2% | Dec 2025 |
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| Envestnet Asset Management | 19M | $822M | 8% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 19M | $819M | 12% | Dec 2025 |
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| Cetera Investment Advisers | 16M | $716M | 15% | Dec 2025 |
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| Wells Fargo & Company | 16M | $712M | 20% | Dec 2025 |
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| Commonwealth Equity Services | 12M | $539M | 13% | Dec 2025 |
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| Jones Financial Companies, L.L | 10M | $451M | 32% | Dec 2025 |
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| Capital Group Private Client Services | 10M | $443M | 7% | Dec 2025 |
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| Advance Capital Management | 10M | $439M | 2% | Dec 2025 |
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| UBS Group | 9.2M | $403M | 12% | Dec 2025 |
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| Advisor Group Holdings | 9.1M | $397M | 14% | Dec 2025 |
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| Cambridge Investment Research Advisors | 7.1M | $308M | 12% | Dec 2025 |
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| Confluence Wealth Services | 5.8M | $253M | 7% | Dec 2025 |
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| Kestra Advisory Services | 5.1M | $222M | 15% | Dec 2025 |
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| Mml Investors Services | 4.9M | $215M | 10% | Dec 2025 |
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| Stifel Financial | 4.8M | $209M | 24% | Dec 2025 |
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| D.A. Davidson & Co. | 3.5M | $155M | 5% | Dec 2025 |
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| Private Advisor | 3.5M | $153M | 12% | Dec 2025 |
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| Janney Montgomery Scott | 2.9M | $128M | 9% | Dec 2025 |
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| Wiley Bros.-aintree Capital | 2.4M | $104M | 48% | Dec 2025 |
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| Bogart Wealth | 2.4M | $104M | 0% | Dec 2025 |
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| Johnson Bixby & Associates | 2.1M | $90M | 2% | Mar 2026 |
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| Mariner Wealth Advisors | 2.1M | $90M | 33% | Dec 2025 |
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| Kestra Investment Management | 2.0M | $89M | 13% | Dec 2025 |
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| CWM | 2.0M | $87M | -4% | Dec 2025 |
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| Baird Financial | 1.9M | $81M | 4% | Dec 2025 |
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| Mainstay Capital Management | 1.9M | $81M | 10% | Dec 2025 |
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| HighTower Advisors | 1.8M | $79M | 2% | Dec 2025 |
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| Merit Financial Group | 1.8M | $76M | 2% | Mar 2026 |
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| Sei Investments | 1.6M | $72M | 17% | Dec 2025 |
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| IAM Advisory | 1.5M | $62M | 2% | Mar 2026 |
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| Equitable Holdings | 1.4M | $62M | 75% | Dec 2025 |
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| Branch Banking & Trust Company | 1.4M | $62M | 11% | Dec 2025 |
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| Aptus Capital Advisors | 1.4M | $60M | 4% | Dec 2025 |
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| Goss Wealth Management | 1.4M | $59M | 60% | Dec 2025 |
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| Integrated Wealth Concepts | 1.3M | $58M | 10% | Dec 2025 |
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| Souders Financial Advisors | 1.3M | $58M | 4% | Dec 2025 |
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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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| Prospera Financial Services | 1.2M | $50M | 4% | Mar 2026 |
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| Bank of New York Mellon | 1.1M | $49M | -5% | Dec 2025 |
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| ValMark Advisers | 1.1M | $46M | 12% | Dec 2025 |
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| Erickson Financial Group | 1.1M | $45M | 1% | Mar 2026 |
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| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1.1M | $46M | 3% | Dec 2025 |
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| Western Wealth Management | 1.0M | $45M | 4% | Dec 2025 |
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| Concurrent Investment Advisors | 1.0M | $45M | 48% | Dec 2025 |
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| Jane Street | 1.0M | $44M | 1% | Dec 2025 |
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| Benjamin Edwards | 1.0M | $44M | 14% | Dec 2025 |
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| Summit Investment Advisory Services | 1.0M | $44M | 4% | Dec 2025 |
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| Captrust Financial Advisors | 942k | $41M | 2% | Dec 2025 |
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| Continuum Advisory | 936k | $41M | 5% | Dec 2025 |
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| Park National Corp | 935k | $40M | 2% | Mar 2026 |
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| SK Wealth Management | 882k | $40M | 567% | Dec 2025 |
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| Rockefeller Capital Management | 860k | $38M | 74% | Dec 2025 |
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| Gerber Kawasaki Wealth & Investment Management | 858k | $37M | 1% | Dec 2025 |
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| Geneos Wealth Management | 829k | $36M | 2% | Dec 2025 |
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| Procyon Private Wealth Partners | 813k | $36M | 5% | Dec 2025 |
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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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| Assetmark | 762k | $33M | 8% | Dec 2025 |
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| AA Financial Advisors | 755k | $33M | 4% | Dec 2025 |
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| Harbour Investments | 752k | $33M | 18% | Dec 2025 |
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| Tudor Investment Corporation | 735k | $32M | 244% | Dec 2025 |
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| J. Derek Lewis & Associates | 719k | $31M | 100% | Dec 2025 |
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| Midwest Heritage Bank | 710k | $30M | 10% | Mar 2026 |
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| Axxcess Wealth Management | 704k | $31M | 10% | Dec 2025 |
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| Avaii Wealth Management | 692k | $30M | 3% | Dec 2025 |
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| Sanctuary Advisors | 649k | $28M | 1% | Dec 2025 |
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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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| CLS Investments | 640k | $28M | 3% | Dec 2025 |
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| Royal Harbor Partners | 638k | $28M | 1% | Dec 2025 |
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| Reuter James Wealth Management | 634k | $28M | 34% | Dec 2025 |
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| IFP Advisors | 632k | $27M | 32% | Mar 2026 |
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| BIP Wealth | 629k | $28M | 12360% | Dec 2025 |
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| William Blair $ Company | 621k | $27M | 19% | Dec 2025 |
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| Modern Wealth Management | 612k | $27M | 1% | Dec 2025 |
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| Ergawealth Advisors | 603k | $26M | 4% | Dec 2025 |
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| Financial Services Advisory | 587k | $26M | -5% | Dec 2025 |
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| Onyx Bridge Wealth Group | 583k | $25M | 30% | Dec 2025 |
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| Cary Street Partners Financial | 578k | $25M | 0% | Dec 2025 |
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| Creative Financial Designs | 555k | $24M | -11% | Mar 2026 |
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| Vestmark Advisory Solutions | 549k | $24M | 6% | Dec 2025 |
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| Teamwork Financial Advisors | 545k | $23M | 0% | Mar 2026 |
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| Capital Advantage | 537k | $23M | 0% | Mar 2026 |
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| Core Wealth Advisors | 532k | $23M | 3% | Dec 2025 |
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| Per Stirling Capital Management | 529k | $23M | 128% | Dec 2025 |
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| Main Line Retirement Advisors | 508k | $22M | -2% | Dec 2025 |
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| New England Private Wealth Advisors | 507k | $22M | 18% | Dec 2025 |
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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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| Great Valley Advisor Group | 496k | $22M | 6% | Dec 2025 |
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| Thoroughbred Financial Services | 493k | $22M | 25% | Dec 2025 |
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| Challenger Wealth Management | 486k | $21M | 2% | Dec 2025 |
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| Wood Tarver Financial Group | 480k | $21M | 5% | Dec 2025 |
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| Mission Wealth Management | 460k | $20M | 92% | Dec 2025 |
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| Kingsview Wealth Management | 455k | $20M | 32% | Dec 2025 |
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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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| CJM Wealth Advisers | 437k | $19M | 32% | Mar 2026 |
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| VVR Holdings | 425k | $18M | 100% | Mar 2026 |
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| Platt Wealth Management | 420k | $18M | 100% | Dec 2025 |
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| Regimen Wealth | 418k | $18M | -1% | Dec 2025 |
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| Beacon Financial Advisory | 418k | $18M | 4% | Dec 2025 |
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| Forge Financial Services | 415k | $18M | 3% | Dec 2025 |
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| Venture Visionary Partners | 411k | $18M | 10% | Dec 2025 |
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| Entruity Wealth | 408k | $18M | 0% | Dec 2025 |
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| Apollon Wealth Management | 407k | $18M | 7% | Dec 2025 |
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| WJ Wealth Management | 405k | $18M | 0% | Dec 2025 |
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| Smith, Moore & Co. | 404k | $18M | 18% | Dec 2025 |
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| First Heartland Consultants | 393k | $17M | 24% | Mar 2026 |
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| Kropog Financial Group | 388k | $17M | 2% | Dec 2025 |
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| Kera Capital Partners | 387k | $17M | -1% | Dec 2025 |
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| D. J. St. Germain | 384k | $16M | 1% | Mar 2026 |
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| Melone Private Wealth | 370k | $16M | 16% | Mar 2026 |
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| Carter Financial | 364k | $16M | 100% | Dec 2025 |
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| Davenport & Co | 362k | $15M | 0% | Mar 2026 |
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| Michael Brady & Co | 346k | $15M | 1% | Mar 2026 |
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| Menora Mivtachim Holdings | 342k | $15M | 10% | Dec 2025 |
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| Sovran Advisors | 342k | $15M | -7% | Dec 2025 |
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| Ruggaard & Associates | 339k | $15M | -9% | Dec 2025 |
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| Fortress Private Ledger | 336k | $15M | -11% | Dec 2025 |
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| Visionary Wealth Advisors | 333k | $15M | 5% | Dec 2025 |
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| KPP Advisory Services | 333k | $15M | 34% | Dec 2025 |
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| Code Waechter | 327k | $14M | 10% | Mar 2026 |
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| Gutierrez Wealth Advisory | 325k | $14M | -6% | Dec 2025 |
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| Greenbush Financial Group | 321k | $14M | 9% | Mar 2026 |
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| Founders Financial Securities | 319k | $14M | 20% | Mar 2026 |
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| Kaizen Financial Strategies | 305k | $13M | 5% | Dec 2025 |
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| Nations Financial Group | 305k | $13M | 4% | Mar 2026 |
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| Wedbush Morgan Securities | 302k | $13M | 26% | Dec 2025 |
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| Hartmann Taylor Wealth Management | 299k | $13M | 4% | Dec 2025 |
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| Principal Securities | 297k | $13M | 23% | Dec 2025 |
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| CLG | 295k | $13M | 44% | Dec 2025 |
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| RFG Advisory | 294k | $13M | -32% | Mar 2026 |
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| Pensionmark Financial Group | 288k | $13M | 3% | Dec 2025 |
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| Ameriprise Financial | 288k | $13M | 1186% | Dec 2025 |
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| Sentinus | 287k | $13M | 100% | Dec 2025 |
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| Armstrong, Fleming & Moore | 282k | $12M | 13% | Mar 2026 |
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| Sigma Planning | 281k | $12M | 24% | Dec 2025 |
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| AdvisorNet Financial | 281k | $12M | 19% | Mar 2026 |
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| Cresset Asset Management | 277k | $12M | -2% | Dec 2025 |
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| VestGen Advisors | 276k | $12M | -38% | Dec 2025 |
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| Swisher Financial Concepts | 276k | $12M | 2% | Mar 2026 |
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| Bouvel Investment Partners | 275k | $12M | -2% | Mar 2026 |
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| EP Wealth Advisors | 269k | $12M | 100% | Dec 2025 |
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| Clearview Wealth Advisors | 267k | $12M | -3% | Dec 2025 |
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| Intl Fcstone | 219k | $9.6M | -19% | Dec 2025 |
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| Resources Investment Advisors | 184k | $8.0M | -37% | Dec 2025 |
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| Delta Investment Management | 178k | $7.8M | -52% | Dec 2025 |
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| PFG Advisors | 173k | $7.6M | -49% | Dec 2025 |
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| Strategic Blueprint | 81k | $3.5M | -89% | Dec 2025 |
|
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 |