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Capital Group Dividend Value ETF (CGDV) Institutional Ownership

Capital Group Dividend Value ETF logo
$35.97 -0.33 (-0.91%)
(As of 11/15/2024 ET)
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Institutional Ownership Changes (13F Filings) for Capital Group Dividend Value ETF (NYSEARCA:CGDV)

Number of
Institutional Buyers
(last 12 months)
302
Total
Institutional Inflows
(last 12 months)
$2.24B
Number of
Institutional Sellers
(last 12 months)
58
Total
Institutional Outflows
(last 12 months)
$139.57M
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CGDV Institutional Buying and Selling by Quarter

Capital Group Dividend Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024Continuum Advisory LLC882,226$32.03M4.0%+6.6%0.387%
11/15/2024MML Investors Services LLC3,273,939$119.30M0.4%+8.1%1.437%
11/15/2024Orion Portfolio Solutions LLC604,439$22.03M0.5%+11.0%0.265%
11/15/2024Jane Street Group LLC388,403$14.15M0.0%+83.5%0.170%
11/15/2024 Stifel Financial Corp1,982,974$72.26M0.1%+8.2%0.870%
11/15/2024 Integrated Wealth Concepts LLC847,094$30.87M0.4%+78.5%0.372%
11/15/2024 Harmony Asset Management LLC6,198$226K0.1%N/A0.003%
11/15/2024 HighTower Advisors LLC497,601$18.13M0.0%+169.7%0.218%
11/15/2024 Ascent Group LLC19,617$715K0.1%+26.1%0.009%
11/15/2024 Benjamin Edwards Inc.597,298$21.77M0.3%N/A0.262%
11/15/2024 Kestra Investment Management LLC947,287$34.52M1.5%+30.9%0.416%
11/15/2024 Mark Sheptoff Financial Planning LLC2,779$101K0.1%-27.9%0.001%
11/14/2024 Tradition Wealth Management LLC26,227$956K0.1%+4.7%0.012%
11/14/2024 Flow Traders U.S. LLC182,588$6.65M0.3%N/A0.080%
11/14/2024 Captrust Financial Advisors540,796$19.71M0.1%+228.9%0.237%
11/14/2024 Rockefeller Capital Management L.P.109,141$3.98M0.0%-3.5%0.048%
11/14/2024 WFA of San Diego LLC18,185$663K0.6%N/A0.008%
11/14/2024 National Wealth Management Group LLC16,025$584K0.4%+3.9%0.007%
11/13/2024 Freedom Investment Management Inc.10,658$388K0.0%+57.8%0.005%
11/13/2024 Townsquare Capital LLC20,602$751K0.0%+10.6%0.009%
11/13/2024 D.A. Davidson & CO.302,800$11.03M0.1%+24.6%0.133%
11/12/2024 WESPAC Advisors LLC46,418$1.69M1.3%+3.2%0.020%
11/12/2024 Kingsview Wealth Management LLC50,952$1.86M0.0%+7.2%0.022%
11/12/2024 Cerity Partners LLC62,822$2.29M0.0%+15.0%0.028%
11/12/2024 Optivise Advisory Services LLC49,204$1.79M0.9%N/A0.022%
11/12/2024 Great Valley Advisor Group Inc.43,422$1.58M0.0%+154.6%0.019%
11/12/2024 Financial Council LLC31,514$1.15M0.6%+1.5%0.014%
11/12/2024 Mason Investment Advisory Services Inc.121,469$4.43M0.3%+65.0%0.053%
11/12/2024 Nwam LLC30,263$1.10M0.1%N/A0.013%
11/12/2024 CFS Investment Advisory Services LLC217,274$7.92M0.7%-14.9%0.095%
11/12/2024 Raymond James Trust N.A.151,397$5.52M0.1%-2.2%0.066%
11/9/2024 LPL Financial LLC16,169,046$589.20M0.3%+26.8%7.095%
11/8/2024 EverSource Wealth Advisors LLC58,688$2.14M0.1%+3.4%0.026%
11/8/2024 First Horizon Advisors Inc.4,625$169K0.0%+37.4%0.002%
11/8/2024 Prospera Private Wealth LLC267,401$9.74M1.8%N/A0.117%
11/7/2024 Prospera Financial Services Inc664,825$24.23M0.6%+16.0%0.292%
11/7/2024 Thrivent Financial for Lutherans616,701$22.47M0.0%-16.2%0.271%
11/6/2024 Cassady Schiller Wealth Management LLC2,269$83K0.0%N/A0.001%
11/6/2024 KPP Advisory Services LLC265,288$9.67M2.3%+55.1%0.116%
11/6/2024 Signature Estate & Investment Advisors LLC195,445$7.12M0.2%+16.3%0.086%
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11/6/2024 OneDigital Investment Advisors LLC304,623$11.10M0.1%-3.3%0.134%
11/6/2024 Kovack Advisors Inc.13,202$481K0.1%+81.7%0.006%
11/6/2024 Oppenheimer & Co. Inc.77,631$2.83M0.0%+7.2%0.034%
11/5/2024 Souders Financial Advisors723,742$26.37M3.7%-0.6%0.318%
11/5/2024 Aptus Capital Advisors LLC1,119,047$40.78M0.6%+4.1%0.491%
11/5/2024 First Heartland Consultants Inc.34,453$1.26M0.1%+12.1%0.015%
11/5/2024 Prime Capital Investment Advisors LLC23,266$848K0.0%+7.7%0.010%
11/5/2024 Harbour Investments Inc.325,973$11.88M0.4%+16.3%0.143%
11/5/2024 Nations Financial Group Inc. IA ADV23,483$856K0.1%+14.4%0.010%
11/4/2024 Beam Wealth Advisors Inc.15,416$562K0.2%+23.8%0.007%
11/4/2024 Ashton Thomas Securities LLC66,029$2.41M0.5%+8.7%0.029%
11/4/2024 Tyler Stone Wealth Management14,780$539K0.1%+2,363.3%0.006%
11/4/2024 Mayflower Financial Advisors LLC14,384$524K0.1%+9.5%0.006%
11/4/2024 Axxcess Wealth Management LLC648,650$23.64M0.6%+0.6%0.285%
11/4/2024 Sigma Planning Corp292,423$10.66M0.3%-21.3%0.128%
11/2/2024 Transcendent Capital Group LLC59,602$2.17M1.1%+854.1%0.026%
11/1/2024 Atria Investments Inc47,813$1.74M0.0%-21.1%0.021%
11/1/2024 Acorn Financial Advisory Services Inc. ADV5,925$216K0.0%N/A0.003%
11/1/2024 Assetmark Inc.737,026$26.86M0.1%+33.9%0.323%
11/1/2024 Carson Advisory Inc.64,852$2.36M1.5%-0.6%0.028%
11/1/2024 Holistic Planning LLC83,217$3.03M1.3%-31.1%0.037%
11/1/2024 Summit Global Investments18,381$670K0.0%+30.8%0.008%
11/1/2024 Smith Thornton Advisors LLC16,893$616K0.4%+4.7%0.007%
10/31/2024 Sittner & Nelson LLC127,538$4.65M2.1%+3.4%0.056%
10/31/2024 Woodmont Investment Counsel LLC24,251$884K0.1%+68.4%0.011%
10/31/2024 Cozad Asset Management Inc.49,850$1.82M0.2%+19.0%0.022%
10/31/2024 Financial Services Advisory Inc971,968$35.42M8.6%+115.3%0.426%
10/31/2024 Walkner Condon Financial Advisors LLC6,000$219K0.0%N/A0.003%
10/31/2024 Dechtman Wealth Management LLC1,703,723$62.08M12.7%-2.4%0.748%
10/31/2024 Concurrent Investment Advisors LLC314,753$11.47M0.3%+6.3%0.138%
10/30/2024 Milestone Investment Advisors LLC64,089$2.34M0.7%+45.4%0.028%
10/30/2024 Beacon Financial Advisory LLC200,692$7.31M2.5%+33.2%0.088%
10/30/2024 Balentine LLC57,619$2.10M0.1%+20.6%0.025%
10/30/2024 Ameritas Advisory Services LLC272,855$9.94M0.4%+8.2%0.120%
10/30/2024 Hanlon Investment Management Inc.11,400$415K0.1%+62.6%0.005%
10/30/2024 United Advisor Group LLC9,548$348K0.1%+32.1%0.004%
10/30/2024 Moloney Securities Asset Management LLC33,898$1.24M0.2%+64.9%0.015%
10/30/2024 World Equity Group Inc.7,294$266K0.1%N/A0.003%
10/30/2024 New England Capital Financial Advisors LLC29,894$1.09M0.6%+67.6%0.013%
10/29/2024 Lodestone Wealth Management LLC115,724$4.22M2.0%+28.1%0.051%
10/29/2024 Latitude Advisors LLC42,380$1.54M0.9%+9.7%0.019%
10/29/2024 Confluence Wealth Services Inc.4,319,789$157.41M11.5%+6.4%1.895%
10/29/2024 Janney Montgomery Scott LLC1,652,626$60.22M0.2%+6.0%0.725%
10/29/2024 Royal Harbor Partners LLC437,409$15.94M6.2%N/A0.192%
10/29/2024 Clear Creek Financial Management LLC79,622$2.90M0.3%+4.6%0.035%
10/28/2024 Gladstone Institutional Advisory LLC10,114$369K0.0%+50.6%0.004%
10/28/2024 Creative Financial Designs Inc. ADV359,528$13.10M1.1%+1.0%0.158%
10/28/2024 Principal Securities Inc.196,436$7.16M0.2%+28.3%0.086%
10/28/2024 US Bancorp DE39,358$1.43M0.0%+23.1%0.017%
10/28/2024 Goldstone Financial Group LLC21,508$784K0.1%N/A0.009%
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10/25/2024 Financial Advocates Investment Management213,761$7.79M0.4%+2.3%0.094%
10/25/2024 SteelPeak Wealth LLC38,336$1.40M0.1%+7.9%0.017%
10/25/2024 Mutual Advisors LLC124,771$4.53M0.1%-16.2%0.055%
10/25/2024 Lodestar Private Asset Management LLC82,346$3.00M0.4%+4.4%0.036%
10/25/2024 Valmark Advisers Inc.689,770$25.14M0.4%+3.9%0.303%
10/25/2024 Strategic Blueprint LLC444,198$16.19M1.0%+27.5%0.195%
10/25/2024 Gateway Wealth Partners LLC10,363$378K0.1%+43.1%0.005%
10/24/2024 Patriot Financial Group Insurance Agency LLC19,548$712K0.1%+74.7%0.009%
10/24/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors891,114$32.47M4.9%+6.4%0.391%
10/24/2024 J.W. Cole Advisors Inc.12,653$461K0.0%+4.8%0.006%
(Data available from 1/1/2016 forward)

CGDV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CGDV shares?

During the previous two years, 347 institutional investors and hedge funds held shares of Capital Group Dividend Value ETF. The most heavily invested institutionals were Capital International Investors ($724.64M), LPL Financial LLC ($589.20M), Advance Capital Management Inc. ($393.05M), Raymond James Financial Services Advisors Inc. ($297.03M), Northwestern Mutual Wealth Management Co. ($292.54M), Envestnet Asset Management Inc. ($264.24M), and Commonwealth Equity Services LLC ($257.14M).Learn more on CGDV's institutional investors.

Which institutional investors have been buying Capital Group Dividend Value ETF stock?

Of the 337 institutional investors that purchased Capital Group Dividend Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($10.84M), Advance Capital Management Inc. ($10.79M), Raymond James Financial Services Advisors Inc. ($7.57M), Envestnet Asset Management Inc. ($6.81M), Commonwealth Equity Services LLC ($6.08M), Raymond James & Associates ($5.09M), and Cetera Investment Advisers ($4.25M).

How much institutional buying is happening at Capital Group Dividend Value ETF?

Institutional investors have bought a total of 112,137,978 shares in the last 24 months. This purchase volume represents approximately $3.37B in transactions.

Which Capital Group Dividend Value ETF major shareholders have been selling company stock?

Of the 71 institutional investors that sold Capital Group Dividend Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Capital International Investors ($2.30M), Osaic Holdings Inc. ($822.76K), Commonwealth Equity Services LLC ($283.87K), Sigma Planning Corp ($186.31K), Arden Trust Co ($123.63K), Thrivent Financial for Lutherans ($119.35K), and MML Investors Services LLC ($116.38K).

How much institutional selling is happening at Capital Group Dividend Value ETF?

Institutional investors have sold a total of 4,968,958 shares in the last 24 months. This volume of shares sold represents approximately $155.27M in transactions.


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This page (NYSEARCA:CGDV) was last updated on 11/17/2024 by MarketBeat.com Staff
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