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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
   CAPITAL RESEARCH & MANAGEMENT CO DIVISION 3 127 - 2023-12-31 23,488,827 $700,907,000 -1,107,013
   LPL FINANCIAL CORP 124 - 2023-12-31 8,574,606 $255,866,000 1,779,231
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 59 - 2023-12-31 7,283,139 $217,329,000 1,385,299
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 52 - 2023-12-31 6,723,007 $200,614,000 1,877,176
   ENVESTNET ASSET MANAGEMENT INC 247 - 2023-12-31 6,331,512 $188,932,000 824,110
   Capital Group Private Client Services Inc. 12 - 2023-12-31 5,671,555 $169,239,000 923,161
   Advisor Group Holdings Inc. 93 - 2023-12-31 4,398,185 $131,209,000 1,002,536
   BANK OF AMERICA CORP /DE/ 726 - 2023-12-31 4,377,105 $130,613,000 2,446,192
   RAYMOND JAMES & ASSOCIATES 195 - 2023-12-31 4,124,429 $123,073,000 468,938
   WELLS FARGO & CO/MN 386 - 2023-12-31 4,098,283 $122,293,000 2,211,266
   COMMONWEALTH EQUITY SERVICES LLC. 94 - 2023-12-31 3,824,670 $114,128,000 560,690
   Confluence Wealth Services Inc. - 2023-12-31 3,462,094 $103,309,000 1,446,779
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 44 - 2023-12-31 2,860,972 $85,371,000 977,176
   MML INVESTORS SERVICES LLC 51 - 2023-12-31 2,653,433 $79,178,000 628,577
   UBS Group AG 541 - 2023-12-31 2,345,012 $69,975,000 496,927
   WNY Asset Management LLC 2 - 2023-12-31 1,563,223 $46,647,000 -13,550
   FINANCIAL NETWORK 84 - 2023-12-31 1,547,344 $46,173,000 330,111
   ROYAL BANK OF CANADA 730 - 2023-12-31 1,520,696 $45,378,000 232,712
   JANNEY MONTGOMERY SCOTT LLC 141 - 2023-12-31 1,517,070 $45,270,000 123,175
   Johnson Bixby & Associates LLC 3 - 2023-12-31 1,351,948 $40,342,000 120,184
   Kestra Advisory Services LLC 62 - 2023-12-31 1,237,398 $36,924,000 177,119
   Cetera Investment Advisers 63 - 2023-12-31 1,210,760 $36,129,000 258,465
   STIFEL FINANCIAL CORP 353 - 2023-12-31 1,191,057 $35,541,000 140,429
   MULTIFINANCIAL SECURITIES CORP 45 - 2023-12-31 1,069,973 $31,928,000 149,544
   Aptus Capital Advisors LLC 21 - 2023-12-31 989,899 $29,539,000 120,738
   Summit Investment Advisory Services LLC 1 - 2024-03-31 825,033 $26,814,000 -9,861
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 261 - 2024-03-31 823,845 $26,775,000 44,104
   Baird Financial Group Inc. 273 - 2023-12-31 869,888 $25,957,000 445,136
   Gerber Kawasaki Wealth & Investment Management 19 - 2023-12-31 784,809 $23,419,000 42,536
   Dechtman Wealth Management LLC 7 - 2024-03-31 675,708 $21,961,000 41,808
   Continuum Advisory LLC 2 - 2023-12-31 733,797 $21,897,000 705,679
   Souders Financial Advisors - 2023-12-31 689,101 $20,563,000 49,641
   GUARDIAN WEALTH ADVISORS LLC / NC 6 - 2023-12-31 682,099 $20,354,000 18,531
   THRIVENT FINANCIAL FOR LUTHERANS 428 - 2023-12-31 674,315 $20,122,000 47,842
   AXXCESS WEALTH MANAGEMENT LLC 36 - 2023-12-31 639,440 $19,081,000 -14,155
   WJ Wealth Management LLC 2 - 2024-03-31 574,289 $18,664,000 15,757
   Atria Wealth Solutions Inc. 99 - 2023-12-31 612,082 $18,344,000 346,263
   Erickson Financial Group LLC 2 - 2023-12-31 604,568 $18,040,000 34,367
   Global Retirement Partners LLC 23 - 2023-12-31 603,913 $17,840,000 79,827
   WILEY BROS.-AINTREE CAPITAL LLC 6 - 2024-03-31 534,605 $17,346,000 118,026
   Orion Portfolio Solutions LLC 105 - 2023-12-31 559,012 $16,642,000 225,663
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 224 - 2023-12-31 557,568 $16,638,000 24,815
   BB&T CORP 462 - 2023-12-31 541,158 $16,148,000 172,084
   VALMARK ADVISERS INC 48 - 2023-12-31 522,452 $15,590,000 61,365
   LINCOLN NATIONAL CORP 61 - 2023-12-31 513,371 $15,319,000 95,468
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 31 - 2023-12-31 510,422 $15,231,000 335,595
   Private Advisor Group LLC 165 - 2023-12-31 508,207 $15,165,000 132,987
   Ergawealth Advisors Inc. 4 - 2023-12-31 501,365 $14,961,000 -24,956
   Arden Trust Co 14 - 2024-03-31 455,116 $14,791,000 4,871
   Financial Services Advisory Inc 8 *New 2023-12-31 479,416 $14,306,000 479,416
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv 3 - 2023-12-31 465,302 $13,885,000 363,736
   CWM LLC 252 - 2024-03-31 390,046 $12,677,000 27,627
   OLD MISSION CAPITAL LLC 49 - 2023-12-31 386,902 $11,545,000 54,289
   JANE STREET GROUP LLC 831 - 2023-12-31 386,793 $11,542,000 354,686
   BENJAMIN F. EDWARDS & COMPANY INC. 117 - 2023-12-31 369,427 $11,024,000 40,575
   Main Line Retirement Advisors LLC 5 - 2024-03-31 336,552 $10,938,000 16,801
   Goss Wealth Management LLC 195 - 2023-12-31 359,899 $10,744,000 97,161
   HOYLECOHEN LLC 33 - 2023-12-31 356,349 $10,633,000 22,781
   Vestmark Advisory Solutions Inc. 37 - 2023-12-31 352,894 $10,530,000 54,881
   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
   Ruggaard & Associates LLC 6 - 2023-12-31 312,146 $9,314,000 39,148
   Strategic Blueprint LLC - 2023-12-31 310,560 $9,267,000 25,333
   FinDec Wealth Services Inc. 3 - 2023-12-31 297,430 $8,875,000 12,459
   Swisher Financial Concepts Inc. 2 - 2023-12-31 283,427 $8,348,000 0
   Good Life Advisors LLC 26 - 2023-12-31 266,667 $7,957,000 241,220
   Envestnet Portfolio Solutions Inc. 238 - 2023-12-31 261,135 $7,792,000 29,779
   SILVER OAK SECURITIES Inc 18 - 2023-12-31 248,797 $7,424,000 76,176
   ST GERMAIN D J CO INC 78 - 2024-03-31 209,661 $6,814,000 8,581
   ADVISORY SERVICES NETWORK, LLC 135 - 2023-12-31 220,082 $6,567,000 106,993
   DAVIDSON D A & CO 232 - 2023-12-31 212,807 $6,350,000 14,144
   AA Financial Advisors LLC 9 - 2023-12-31 206,392 $6,159,000 0
   RENAISSANCE TECHNOLOGIES LLC 1225 - 2023-12-31 203,700 $6,078,000 134,300
   Concurrent Investment Advisors LLC 79 - 2023-12-31 197,412 $5,891,000 0
   HARBOUR INVESTMENTS INC. 78 - 2023-12-31 183,803 $5,485,000 37,015
   HIGHTOWER ADVISORS, LLC 918 - 2023-12-31 183,444 $5,477,000 142,819
   H D Vest Advisory Services 266 - 2023-12-31 183,118 $5,464,000 75,863
   WEDBUSH MORGAN SECURITIES INC 69 - 2023-12-31 179,884 $5,368,000 109,742
   New England Private Wealth Advisors LLC 30 - 2023-12-31 174,665 $5,212,000 52,374
   Merit Financial Group LLC 94 - 2023-12-31 172,937 $5,160,000 -6,063
   CFS Investment Advisory Services LLC 21 - 2023-12-31 167,425 $4,996,000 9,060
   CREATIVE FINANCIAL DESIGNS INC /ADV 45 - 2023-12-31 165,732 $4,945,000 142,573
   Cedar Brook Financial Partners LLC 20 - 2024-03-31 147,986 $4,810,000 28,861
   WAYNE HUMMER INVESTMENTS L.L.C. 37 - 2023-12-31 160,500 $4,789,000 2,511
   J P MORGAN CHASE & CO 2492 - 2023-12-31 155,797 $4,649,000 8,431
   RSM US WEALTH MANAGEMENT LLC 111 - 2023-12-31 151,726 $4,528,000 3,186
   BLAIR WILLIAM & CO/IL 485 - 2023-12-31 146,348 $4,367,000 107,314
   RAYMOND JAMES TRUST CO 169 - 2023-12-31 145,370 $4,338,000 55,061
   U.S. Capital Wealth Advisors LLC 133 - 2023-12-31 140,908 $4,205,000 6,685
   Midwest Heritage Bank FSB - 2023-12-31 137,760 $4,111,000 53,425
   Sigma Planning Corp 59 - 2023-12-31 137,169 $4,093,000 -106,972
   SEAMOUNT FINANCIAL GROUP INC 6 - 2024-03-31 124,875 $4,058,000 18,417
   Holistic Planning LLC 4 - 2023-12-31 131,337 $3,919,000 0
   Robbie L. Kennerson P.A. Inc. 11 - 2022-12-31 163,088 $3,847,000 0
   Visionary Wealth Advisors 100 - 2023-12-31 128,451 $3,833,000 119,531
   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
   Mutual Advisors LLC 165 - 2023-12-31 119,612 $3,569,000 16,551
   SITTNER & NELSON LLC 8 - 2023-12-31 117,550 $3,508,000 14,786
   CAPTRUST FINANCIAL ADVISORS 707 - 2023-12-31 109,863 $3,278,000 47,896
  100 Records found
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