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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
   LPL FINANCIAL CORP 109 - 2024-03-31 11,031,574 $358,526,000 2,456,968
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 50 - 2024-03-31 8,481,835 $275,660,000 1,198,696
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 45 - 2024-03-31 8,233,946 $267,604,000 1,510,939
   ENVESTNET ASSET MANAGEMENT INC 232 - 2024-03-31 6,964,633 $226,351,000 633,121
   Capital Group Private Client Services Inc. 9 - 2024-03-31 6,102,611 $198,335,000 431,056
   WELLS FARGO & CO/MN 302 - 2024-03-31 5,782,527 $187,932,000 1,684,244
   BANK OF AMERICA CORP /DE/ 681 - 2024-03-31 5,379,355 $174,829,000 1,002,250
   RAYMOND JAMES & ASSOCIATES 176 - 2024-03-31 4,670,048 $151,777,000 545,619
   COMMONWEALTH EQUITY SERVICES LLC. 78 - 2024-03-31 4,478,044 $145,536,000 653,374
   Confluence Wealth Services Inc. 1 - 2024-03-31 3,873,725 $125,896,000 411,631
   UBS Group AG 464 - 2024-03-31 3,266,147 $106,150,000 921,135
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 34 - 2024-03-31 3,240,173 $105,306,000 379,201
   MML INVESTORS SERVICES LLC 44 - 2024-03-31 3,001,941 $97,563,000 348,508
   ROYAL BANK OF CANADA 593 - 2024-03-31 2,186,939 $71,076,000 666,243
   FINANCIAL NETWORK 70 - 2024-03-31 1,739,238 $56,525,000 191,894
   Johnson Bixby & Associates LLC 3 - 2024-03-31 1,733,132 $56,327,000 381,184
   Kestra Advisory Services LLC 45 - 2024-03-31 1,630,532 $52,992,000 393,134
   MULTIFINANCIAL SECURITIES CORP 45 - 2024-03-31 1,503,859 $48,875,000 433,886
   STIFEL FINANCIAL CORP 343 - 2024-03-31 1,284,357 $41,742,000 93,300
   Aptus Capital Advisors LLC 24 - 2024-03-31 1,117,426 $36,316,000 127,527
   Baird Financial Group Inc. 250 - 2024-03-31 1,003,874 $32,626,000 133,986
   OLD MISSION CAPITAL LLC 18 - 2024-03-31 871,346 $28,319,000 484,444
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 261 - 2024-03-31 823,845 $26,775,000 44,104
   Continuum Advisory LLC 1 - 2024-03-31 801,084 $26,284,000 67,287
   GUARDIAN WEALTH ADVISORS LLC / NC 6 - 2024-03-31 786,036 $25,546,000 103,937
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv 1 - 2024-03-31 752,648 $24,461,000 287,346
   MORGAN STANLEY 2508 - 2024-03-31 723,754 $23,522,000 713,113
   Souders Financial Advisors 6 - 2024-03-31 714,173 $23,211,000 25,072
   THRIVENT FINANCIAL FOR LUTHERANS 430 - 2024-03-31 680,991 $22,132,000 6,676
   Dechtman Wealth Management LLC 7 - 2024-03-31 675,708 $21,961,000 41,808
   LINCOLN NATIONAL CORP 52 - 2024-03-31 667,808 $21,704,000 154,437
   Atria Wealth Solutions Inc. 91 - 2024-03-31 660,014 $21,506,000 47,932
   Private Advisor Group LLC 132 - 2024-03-31 629,342 $20,454,000 121,135
   Global Retirement Partners LLC 25 - 2024-03-31 616,349 $20,031,000 12,436
   Erickson Financial Group LLC 2 - 2024-03-31 615,031 $19,989,000 10,463
   Goss Wealth Management LLC 119 - 2024-03-31 610,341 $19,836,000 250,442
   VALMARK ADVISERS INC 46 - 2024-03-31 588,415 $19,123,000 65,963
   WJ Wealth Management LLC 2 - 2024-03-31 574,289 $18,664,000 15,757
   BB&T CORP 443 - 2024-03-31 566,842 $18,422,000 25,684
   Orion Portfolio Solutions LLC 102 - 2024-03-31 560,309 $18,210,000 1,297
   WILEY BROS.-AINTREE CAPITAL LLC 6 - 2024-03-31 534,605 $17,346,000 118,026
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 29 - 2024-03-31 518,598 $16,854,000 8,176
   Financial Services Advisory Inc 10 - 2024-03-31 495,588 $16,107,000 16,172
   Arden Trust Co 14 - 2024-03-31 455,116 $14,791,000 4,871
   Vestmark Advisory Solutions Inc. 34 - 2024-03-31 409,021 $13,293,000 56,127
   Midwest Heritage Bank FSB 5 - 2024-03-31 399,034 $12,969,000 261,274
   BENJAMIN F. EDWARDS & COMPANY INC. 117 - 2024-03-31 393,023 $12,773,000 23,596
   CWM LLC 252 - 2024-03-31 390,046 $12,677,000 27,627
   HOYLECOHEN LLC 32 - 2024-03-31 389,440 $12,657,000 33,091
   Ruggaard & Associates LLC 4 - 2024-03-31 384,781 $12,505,000 72,635
   Strategic Blueprint LLC 24 - 2024-03-31 340,058 $11,052,000 29,498
   Main Line Retirement Advisors LLC 5 - 2024-03-31 336,552 $10,938,000 16,801
   H D Vest Advisory Services 161 - 2024-03-31 333,291 $10,832,000 150,173
   PROSPERA FINANCIAL SERVICES 57 - 2023-12-31 349,204 $10,420,000 12,313
   DB Wealth Management Group LLC 3 - 2023-12-31 340,377 $10,157,000 49,161
   CREATIVE FINANCIAL DESIGNS INC /ADV 26 - 2024-03-31 307,373 $9,990,000 141,641
   Swisher Financial Concepts Inc. 1 - 2024-03-31 304,982 $9,796,000 21,555
   FinDec Wealth Services Inc. 3 - 2024-03-31 299,198 $9,724,000 1,768
   Sigma Planning Corp 60 - 2024-03-31 292,182 $9,496,000 155,013
   SILVER OAK SECURITIES Inc 10 - 2024-03-31 291,999 $9,490,000 43,202
   Good Life Advisors LLC 25 - 2024-03-31 287,529 $9,345,000 20,862
   Envestnet Portfolio Solutions Inc. 242 - 2024-03-31 282,631 $9,186,000 21,496
   Bogart Wealth LLC 49 - 2024-03-31 279,060 $9,069,000 197,595
   KESTRA PRIVATE WEALTH SERVICES LLC 134 - 2024-03-31 249,083 $8,095,000 222,965
   BLAIR WILLIAM & CO/IL 370 - 2024-03-31 247,646 $8,048,000 101,298
   ADVISORY SERVICES NETWORK, LLC 127 - 2024-03-31 243,807 $7,924,000 23,725
   CFS Investment Advisory Services LLC 17 - 2024-03-31 226,929 $7,375,000 59,504
   WEDBUSH MORGAN SECURITIES INC 57 - 2024-03-31 225,197 $7,319,000 45,313
   DAVIDSON D A & CO 226 - 2024-03-31 219,148 $7,122,000 6,341
   J P MORGAN CHASE & CO 2258 - 2024-03-31 216,597 $7,039,000 60,800
   Concurrent Investment Advisors LLC 83 - 2024-03-31 215,632 $7,008,000 18,220
   Visionary Wealth Advisors 61 - 2024-03-31 211,536 $6,875,000 83,085
   ST GERMAIN D J CO INC 78 - 2024-03-31 209,661 $6,814,000 8,581
   AA Financial Advisors LLC 5 - 2024-03-31 209,524 $6,810,000 3,132
   Financial Advocates Investment Management 61 - 2024-03-31 206,048 $6,697,000 145,315
   New England Private Wealth Advisors LLC 28 - 2024-03-31 183,470 $5,963,000 8,805
   Merit Financial Group LLC 120 - 2024-03-31 182,786 $5,889,000 9,849
   Ameritas Advisory Services LLC 86 - 2024-03-31 179,782 $5,810,000 123,572
   ACAS LLC 5 - 2024-03-31 173,112 $5,626,000 95,148
   HARBOUR INVESTMENTS INC. 78 - 2023-12-31 183,803 $5,485,000 37,015
   WAYNE HUMMER INVESTMENTS L.L.C. 41 - 2024-03-31 164,158 $5,335,000 3,658
   U.S. Capital Wealth Advisors LLC 123 - 2024-03-31 156,538 $5,087,000 15,630
   RAYMOND JAMES TRUST CO 165 - 2024-03-31 152,123 $4,944,000 6,753
   SMITH MOORE & CO. 39 - 2024-03-31 149,544 $4,860,000 47,598
   Cedar Brook Financial Partners LLC 20 - 2024-03-31 147,986 $4,810,000 28,861
   MARINER WEALTH ADVISORS, LLC 794 - 2024-03-31 129,685 $4,215,000 71,841
   Integrated Wealth Concepts LLC 294 - 2024-03-31 129,605 $4,212,000 23,125
   ESSEX FINANCIAL SERVICES INC 63 - 2024-03-31 125,477 $4,078,000 28,765
   CAPTRUST FINANCIAL ADVISORS 547 - 2024-03-31 124,937 $4,060,000 15,074
   SEAMOUNT FINANCIAL GROUP INC 6 - 2024-03-31 124,875 $4,058,000 18,417
   Western Wealth Management LLC 68 - 2024-03-31 122,670 $3,987,000 81,857
   SITTNER & NELSON LLC 8 - 2024-03-31 120,721 $3,923,000 3,171
   PRINCIPAL SECURITIES INC. 170 - 2024-03-31 113,521 $3,689,000 43,200
   Beacon Financial Advisory LLC 8 - 2024-03-31 110,774 $3,600,000 10,389
   Procyon Private Wealth Partners LLC 82 - 2024-03-31 110,392 $3,588,000 95,500
   Wealthcare Advisory Partners LLC 151 - 2024-03-31 109,970 $3,574,000 51,550
   JONES FINANCIAL COMPANIES LLLP 163 - 2024-03-31 109,532 $3,560,000 88,425
   Rockefeller Capital Management L.P. 807 - 2024-03-31 106,190 $3,451,000 56,850
   Olistico Wealth LLC 7 - 2024-03-31 104,939 $3,411,000 15,262
   Waterloo Capital L.P. 58 - 2024-03-31 102,474 $3,330,000 6,732
  100 Records found
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