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Get Institutions for : 
Capital Group Dividend Value Etf (CGDV)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 251    22
Total shares held : 
 132,341,018  
% of shares held : 
 14.7%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   150  
Amount of shares held : 
 25,237,133  
% of shares held change : 
   2.8%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
31
 1,611,681
 1.22%
 
Increased Positions :
159
 25,770,332
 19.47%
 
Unchanged Positions :
30
 973,389
 0.74%
 
Decreased Positions :
31
-1,720,096
-1.3%
 
Closed Positions :
9
-424,784
-0.32%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   HARTLINE INVESTMENT CORP/ 1 *New 2024-03-31 752,648 $24,461,000 752,648
   Simplicity WealthLLC 240 *New 2024-03-31 106,079 $3,448,000 106,079
   Modern Wealth Management LLC 60 *New 2024-03-31 77,767 $2,558,000 77,767
   Cooper Financial Group 65 *New 2024-03-31 54,452 $1,770,000 54,452
   GTS SECURITIES LLC 372 *New 2024-03-31 53,628 $1,743,000 53,628
   Clear Creek Financial Management LLC 105 *New 2024-03-31 46,695 $1,518,000 46,695
   Balentine LLC 137 *New 2024-03-31 43,243 $1,405,000 43,243
   SUMMIT INVESTMENT ADVISORS INC 538 *New 2024-03-31 38,315 $1,245,000 38,315
   Mason Investment Advisory Services Inc. 19 *New 2024-03-31 30,870 $1,003,000 30,870
   MERRIMAN WEALTH MANAGEMENT, LLC 101 *New 2024-03-31 26,917 $875,000 26,917
   US BANCORP 1341 *New 2024-03-31 19,620 $638,000 19,620
   BANK OF MONTREAL /CAN/ 1917 *New 2024-03-31 19,347 $629,000 19,347
   Kerntke Otto McGlone Wealth Management Group 34 *New 2024-03-31 16,596 $539,000 16,596
   Stratos Wealth Partners LTD. 888 *New 2024-03-31 15,043 $489,000 15,043
   Rather & Kittrell Inc. 59 *New 2024-03-31 13,908 $452,000 13,908
   Mayflower Financial Advisors LLC 226 *New 2024-03-31 13,449 $437,000 13,449
   SOL CAPITAL MANAGEMENT CO 239 *New 2024-03-31 12,507 $406,000 12,507
   Magnus Financial Group LLC 212 *New 2024-03-31 12,096 $393,000 12,096
   Virtue Capital Management LLC 252 *New 2024-03-31 11,957 $381,000 11,957
   Echo Wealth Management LLC 33 *New 2024-03-31 11,139 $362,000 11,139
   TITLEIST ASSET MANAGEMENT LLC 191 *New 2024-03-31 11,113 $361,000 11,113
   Obsidian Personal Planning Solutions LLC 65 *New 2024-03-31 9,215 $292,000 9,215
   J Arnold Wealth Management Co 32 *New 2023-12-31 9,674 $289,000 9,674
   INVESTMENT ADVISORY SERVICES INC /TX /ADV 102 *New 2024-03-31 8,828 $287,000 8,828
   Kovack Advisors Inc. 375 *New 2024-03-31 8,403 $273,000 8,403
   HFG Advisors Inc. 82 *New 2024-03-31 8,340 $271,000 8,340
   Francis Financial Inc. 60 *New 2024-03-31 7,982 $259,000 7,982
   Trueblood Wealth Management LLC 194 *New 2024-03-31 7,211 $234,000 7,211
   Snowden Capital Advisors LLC 1056 *New 2024-03-31 7,121 $232,000 7,121
   Lakeview Capital Partners LLC 373 *New 2024-03-31 7,064 $230,000 7,064
   CJM Wealth Advisers Ltd. 60 *New 2024-03-31 7,037 $229,000 7,037
   Bridgewealth Advisory Group LLC 71 *New 2024-03-31 6,816 $222,000 6,816
   CarsonAllaria Wealth Management Ltd. 70 *New 2024-03-31 5,596 $182,000 5,596
   MATHER GROUP, INC. 775 *New 2024-03-31 2,534 $76,000 2,534
   Farther Finance Advisors LLC 1166 *New 2024-03-31 1,609 $52,000 1,609
   Russell Investments Group Ltd. 2595 *New 2024-03-31 1,286 $42,000 1,286
   Glassman Wealth Services 134 *New 2024-03-31 880 $29,000 880
   SCBT FINANCIAL CORP 433 *New 2024-03-31 770 $25,000 770
   Atlantic Trust Group LLC 1978 *New 2024-03-31 750 $24,000 750
   Financial Connections Group Inc. *New 2024-03-31 690 $23,000 690
   VALLEY NATIONAL ADVISERS INC 501 *New 2024-03-31 695 $22,000 695
   Creative Capital Management Investments LLC 134 *New 2024-03-31 520 $17,000 520
   Milestone Investment Advisors LLC 116 *New 2024-03-31 296 $10,000 296
   Penserra Capital Management LLC 943 *New 2024-03-31 241 $7,000 241
   CULLEN FROST BANKERS INC 863 *New 2024-03-31 158 $5,000 158
   Planning Capital Management Corp 488 *New 2024-03-31 155 $5,000 155
   Beaird Harris Wealth Management LLC 404 *New 2024-03-31 123 $4,000 123
   New England Capital Financial Advisors LLC 307 *New 2024-03-31 74 $2,000 74
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 776 *New 2024-03-31 22 $1,000 22
   BARTLETT & CO. LLC 1151 *New 2023-12-31 41 $1,000 41
   GRADIENT INVESTMENTS LLC 1857 *New 2024-03-31 0 $0 0
  51 Records found
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