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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%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   CAPITAL RESEARCH & MANAGEMENT CO DIVISION 3 135 - 2024-03-31 22,296,528 $724,637,000 -1,192,299
   Advisor Group Holdings Inc. 75 - 2024-03-31 3,575,426 $116,201,000 -822,759
   WNY Asset Management LLC 2 - 2024-03-31 1,555,808 $50,564,000 -7,415
   JANNEY MONTGOMERY SCOTT LLC 144 - 2024-03-31 1,498,462 $48,700,000 -18,608
   Summit Investment Advisory Services LLC 1 - 2024-03-31 825,033 $26,814,000 -9,861
   Gerber Kawasaki Wealth & Investment Management 20 - 2024-03-31 781,434 $25,397,000 -3,375
   AXXCESS WEALTH MANAGEMENT LLC 33 - 2024-03-31 617,709 $20,076,000 -21,731
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 229 - 2024-03-31 533,850 $17,350,000 -23,718
   Ergawealth Advisors Inc. 4 - 2024-03-31 495,075 $16,090,000 -6,290
   JANE STREET GROUP LLC 794 - 2024-03-31 313,415 $10,186,000 -73,378
   RSM US WEALTH MANAGEMENT LLC 110 - 2024-03-31 145,265 $4,721,000 -6,461
   Holistic Planning LLC 6 - 2024-03-31 122,281 $3,974,000 -9,056
   HIGHTOWER ADVISORS, LLC 1061 - 2024-03-31 118,539 $3,852,000 -64,905
   Affiance Financial LLC 22 - 2024-03-31 85,403 $2,776,000 -4,625
   CAROLINAS WEALTH CONSULTING LLC 39 - 2024-03-31 66,851 $2,176,000 -4,113
   Mutual Advisors LLC 271 - 2024-03-31 61,214 $1,989,000 -58,398
   RENAISSANCE TECHNOLOGIES LLC 2087 - 2024-03-31 56,500 $1,836,000 -147,200
   BARNES PETTEY FINANCIAL ADVISORS LLC 17 - 2024-03-31 52,550 $1,708,000 -101
   WealthCare Investment Partners LLC 34 - 2024-03-31 50,103 $1,628,000 -200
   ATRIA INVESTMENTS LLC 775 - 2024-03-31 46,047 $1,497,000 -31,069
   PEAPACK GLADSTONE FINANCIAL CORP 359 - 2024-03-31 45,650 $1,484,000 -80
   CONTINENTAL INVESTORS SERVICES INC. 14 - 2024-03-31 32,482 $1,056,000 -5,414
   Belpointe Asset Management LLC 296 - 2024-03-31 27,752 $902,000 -84
   CAPWEALTH ADVISORS, LLC 58 - 2024-03-31 27,559 $896,000 -1,075
   NBC SECURITIES INC. 286 - 2024-03-31 25,294 $822,000 -946
   IFP Advisors Inc 508 - 2023-12-31 19,957 $595,000 -45,506
   PRIVATE TRUST CO NA 337 - 2024-03-31 17,316 $563,000 -1,267
   Ascent Group LLC 352 - 2024-03-31 15,613 $507,000 -202
   Total Clarity Wealth Management Inc. 146 - 2024-03-31 15,242 $495,000 -32
   National Wealth Management Group LLC 71 - 2024-03-31 14,893 $484,000 -6,875
   Signature Wealth Management Group 85 - 2024-03-31 11,647 $362,000 -302
   WealthTrust Asset Management LLC 55 - 2024-03-31 11,114 $361,000 -640
   Octavia Wealth Advisors LLC 160 - 2024-03-31 10,376 $338,000 -288
   Envision Financial Planning LLC 20 - 2024-03-31 9,559 $311,000 -934
   tru Independence LLC 101 - 2024-03-31 8,741 $284,000 -266
   Strategic Investment Solutions Inc. /IL 106 - 2023-12-31 8,465 $253,000 -196,600
   BESSEMER GROUP INC 1073 - 2024-03-31 4,734 $154,000 -357
   FTB Advisors Inc. 666 - 2024-03-31 3,367 $109,000 -43
   Raleigh Capital Management Inc. 310 - 2024-03-31 1,398 $45,000 -637
  39 Records found
  1    
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