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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 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
   WELLS FARGO & CO/MN 302 - 2024-03-31 5,782,527 $187,932,000 1,684,244
   Capital Group Private Client Services Inc. 12 - 2023-12-31 5,671,555 $169,239,000 923,161
   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
   BANK OF AMERICA CORP /DE/ 726 - 2023-12-31 4,377,105 $130,613,000 2,446,192
   Confluence Wealth Services Inc. 1 - 2024-03-31 3,873,725 $125,896,000 411,631
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 34 - 2024-03-31 3,240,173 $105,306,000 379,201
   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
   Johnson Bixby & Associates LLC 3 - 2024-03-31 1,733,132 $56,327,000 381,184
   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
   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
   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
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv 1 - 2024-03-31 752,648 $24,461,000 287,346
   Gerber Kawasaki Wealth & Investment Management 19 - 2023-12-31 784,809 $23,419,000 42,536
   Souders Financial Advisors 6 - 2024-03-31 714,173 $23,211,000 25,072
   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
   LINCOLN NATIONAL CORP 52 - 2024-03-31 667,808 $21,704,000 154,437
   Private Advisor Group LLC 132 - 2024-03-31 629,342 $20,454,000 121,135
   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
   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
   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
   Atria Wealth Solutions Inc. 99 - 2023-12-31 612,082 $18,344,000 346,263
   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
   BB&T CORP 462 - 2023-12-31 541,158 $16,148,000 172,084
   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
   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
   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
   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
   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
   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
   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
   Ruggaard & Associates LLC 6 - 2023-12-31 312,146 $9,314,000 39,148
   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
   FinDec Wealth Services Inc. 3 - 2023-12-31 297,430 $8,875,000 12,459
   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
   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
   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
   DAVIDSON D A & CO 232 - 2023-12-31 212,807 $6,350,000 14,144
   RENAISSANCE TECHNOLOGIES LLC 1225 - 2023-12-31 203,700 $6,078,000 134,300
   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
   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
   WEDBUSH MORGAN SECURITIES INC 69 - 2023-12-31 179,884 $5,368,000 109,742
   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
   CFS Investment Advisory Services LLC 21 - 2023-12-31 167,425 $4,996,000 9,060
   RAYMOND JAMES TRUST CO 165 - 2024-03-31 152,123 $4,944,000 6,753
   Cedar Brook Financial Partners LLC 20 - 2024-03-31 147,986 $4,810,000 28,861
   ESSEX FINANCIAL SERVICES INC 63 - 2024-03-31 125,477 $4,078,000 28,765
   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
   Visionary Wealth Advisors 100 - 2023-12-31 128,451 $3,833,000 119,531
   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
   Olistico Wealth LLC 7 - 2024-03-31 104,939 $3,411,000 15,262
   Smallwood Wealth Investment Management LLC 9 - 2024-03-31 101,664 $3,304,000 837
   CAPTRUST FINANCIAL ADVISORS 707 - 2023-12-31 109,863 $3,278,000 47,896
   Integrated Wealth Concepts LLC 332 - 2023-12-31 106,480 $3,177,000 41,971
   Bleakley Financial Group LLC 212 - 2024-03-31 95,640 $3,108,000 7,512
   SMITH MOORE & CO. 60 - 2023-12-31 101,946 $3,042,000 84,040
  100 Records found
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