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Capital Group Dividend Value ETF (CGDV) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Capital Group Dividend Value ETF (NYSEARCA:CGDV)

Number of
Institutional Buyers
(last 12 months)
217
Total
Institutional Inflows
(last 12 months)
$1.34B
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$56.51M
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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
4/23/2024Strategic Blueprint LLC340,058$11.05M0.8%+9.5%0.155%
4/23/2024Raymond James Financial Services Advisors Inc.8,481,835$275.66M0.4%+16.5%3.859%
4/22/2024Confluence Wealth Services Inc.3,873,725$125.90M11.2%+11.9%1.762%
4/22/2024Johnson Bixby & Associates LLC1,733,132$56.33M9.8%+28.2%0.789%
4/22/2024Raymond James & Associates4,670,048$151.78M0.1%+13.2%2.125%
4/22/2024Echo Wealth Management LLC11,139$362K0.3%N/A0.005%
4/22/2024Everpar Advisors LLC31,248$1.02M0.6%+83.3%0.014%
4/19/2024Tempus Wealth Planning LLC21,565$701K0.3%+80.2%0.010%
4/19/2024Core Wealth Partners LLC14,885$484K0.4%+28.1%0.007%
4/19/2024Accel Wealth Management11,528$375K0.2%+21.2%0.005%
4/19/2024Kovack Advisors Inc.8,403$273K0.0%N/A0.004%
4/18/2024Silverlake Wealth Management LLC69,455$2.26M1.1%+18.1%0.032%
4/18/2024Summit Investment Advisory Services LLC825,033$26.81M15.9%-1.2%0.375%
4/18/2024Main Line Retirement Advisors LLC336,552$10.94M8.6%+5.3%0.153%
4/18/2024Bridgewealth Advisory Group LLC6,816$222K0.1%N/A0.003%
4/18/2024HFG Advisors Inc.8,340$271K0.2%N/A0.004%
4/18/2024Francis Financial Inc.7,982$259K0.1%N/A0.008%
4/18/2024WJ Wealth Management LLC574,289$18.66M7.4%+2.8%0.574%
4/17/2024Founders Financial Securities LLC78,651$2.56M0.3%+24.8%0.079%
4/16/2024LongView Wealth Management76,959$2.50M1.0%+9.9%0.077%
4/16/2024Lincoln Capital LLC17,611$572K0.1%+7.3%0.018%
4/16/2024Wealth Enhancement Advisory Services LLC823,845$26.78M0.1%+5.7%0.823%
4/16/2024Procyon Advisors LLC110,392$3.59M0.3%+641.3%0.110%
4/15/2024Wealthcare Advisory Partners LLC109,970$3.57M0.1%+88.2%0.110%
4/15/2024Affiance Financial LLC85,403$2.78M0.8%-5.1%0.085%
4/15/2024Sunbelt Securities Inc.90,496$2.94M0.3%+35.6%0.090%
4/12/2024 Dynamic Advisor Solutions LLC52,436$1.70M0.1%+69.2%0.052%
4/12/2024 Capital Planning LLC41,943$1.37M0.4%+2.6%0.042%
4/12/2024 Harbor Investment Advisory LLC14,300$465K0.0%+130.6%0.014%
4/12/2024 AdvisorNet Financial Inc83,800$2.72M0.3%+4.5%0.084%
4/11/2024 Cooper Financial Group54,452$1.77M0.3%N/A0.054%
4/11/2024 International Assets Investment Management LLC9,423$306K0.0%+4.4%0.009%
4/11/2024 &PARTNERS534,605$17.35M2.4%+28.3%0.534%
4/10/2024 Park Avenue Securities LLC35,618$1.16M0.0%+5.4%0.036%
4/10/2024 Lantz Financial LLC39,823$1.29M0.4%+0.9%0.040%
4/10/2024 Bruce G. Allen Investments LLC9,192$299K0.2%+9.9%0.009%
4/9/2024 CJM Wealth Advisers Ltd.7,037$229K0.1%N/A0.007%
4/9/2024 Mather Group LLC.2,534$76K0.0%N/A0.003%
4/5/2024 NBC Securities Inc.25,294$822K0.1%-3.6%0.025%
4/3/2024 Arden Trust Co455,116$14.79M2.1%+1.1%0.455%
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4/2/2024 ST Germain D J Co. Inc.209,661$6.81M0.3%+4.3%0.209%
3/8/2024ICA Group Wealth Management LLC18,807$561K0.1%+77.0%0.019%
3/1/2024Transcendent Capital Group LLC1,113$33K0.0%N/A0.001%
2/21/2024Raleigh Capital Management Inc.2,035$61K0.0%N/A0.002%
2/21/2024WNY Asset Management LLC1,563,223$46.65M7.9%-0.9%1.562%
2/16/2024Burford Brothers Inc.17,432$520K0.4%N/A0.017%
2/16/2024Harbour Investments Inc.183,803$5.49M0.2%+25.2%0.184%
2/15/2024OLD Mission Capital LLC386,902$11.55M0.2%+16.3%0.387%
2/15/2024Guardian Wealth Advisors LLC NC682,099$20.35M3.1%+2.8%0.681%
2/14/2024Continuum Advisory LLC733,797$21.90M3.1%+2,509.7%0.733%
2/14/2024Kestra Advisory Services LLC1,237,398$36.92M0.3%+16.7%1.236%
2/14/2024Visionary Wealth Advisors128,451$3.83M0.3%+1,340.0%0.128%
2/14/2024Waterloo Capital L.P.95,742$2.86M0.5%+2.2%0.096%
2/14/2024CFS Investment Advisory Services LLC167,425$5.00M0.9%+5.7%0.167%
2/13/2024Envestnet Asset Management Inc.6,331,512$188.93M0.1%+15.0%6.325%
2/13/2024Cetera Advisor Networks LLC1,547,344$46.17M0.3%+27.1%1.546%
2/13/2024Per Stirling Capital Management LLC.90,225$2.69M0.5%+40.2%0.090%
2/13/2024Oppenheimer & Co. Inc.57,989$1.73M0.0%+2.9%0.058%
2/13/2024Capital International Investors23,488,827$700.91M0.2%-4.5%23.465%
2/13/2024Belpointe Asset Management LLC27,836$831K0.1%-15.2%0.028%
2/13/2024Peapack Gladstone Financial Corp45,730$1.37M0.0%-2.8%0.046%
2/13/2024Jones Financial Companies Lllp21,107$630K0.0%N/A0.021%
2/13/2024Carolinas Wealth Consulting LLC70,964$2.12M0.3%+12.0%0.071%
2/13/2024FinTrust Capital Advisors LLC3,000$90K0.0%N/A0.003%
2/12/2024ORBA Wealth Advisors L.L.C.21,650$646K0.4%N/A0.022%
2/12/2024Tradition Wealth Management LLC23,080$688K0.1%+9.5%0.023%
2/12/2024Olistico Wealth LLC89,677$2.68M2.1%+66.3%0.090%
2/12/2024Stifel Financial Corp1,191,057$35.54M0.0%+13.4%1.190%
2/12/2024Steward Partners Investment Advisory LLC41,388$1.24M0.0%+22.4%0.041%
2/9/2024Nations Financial Group Inc. IA ADV14,820$442K0.0%+17.0%0.015%
2/9/2024Advisory Services Network LLC220,082$6.57M0.2%+94.6%0.220%
2/9/2024Hoylecohen LLC356,349$10.63M0.9%+6.8%0.356%
2/9/2024Orion Portfolio Solutions LLC559,012$16.64M0.2%+67.7%0.558%
2/9/2024Cambridge Investment Research Advisors Inc.2,860,972$85.37M0.4%+51.9%2.858%
2/9/2024BlackDiamond Wealth Management LLC71,216$2.15M1.6%N/A0.071%
2/9/2024EverSource Wealth Advisors LLC47,984$1.43M0.1%+12.9%0.048%
2/9/2024Assetmark Inc.557,568$16.64M0.1%+4.7%0.557%
2/9/2024D.A. Davidson & CO.212,807$6.35M0.1%+7.1%0.213%
2/9/2024Wells Fargo & Company MN4,098,283$122.29M0.0%+117.2%4.094%
2/9/2024UBS Group AG2,345,012$69.98M0.0%+26.9%2.343%
2/8/2024Financial Advocates Investment Management60,733$1.81M0.1%+3.3%0.061%
2/8/2024Kingsview Wealth Management LLC16,195$483K0.0%-8.3%0.016%
2/8/2024Janney Montgomery Scott LLC1,517,070$45.27M0.1%+8.8%1.516%
2/8/2024Core Wealth Partners LLC11,619$347K0.3%-6.8%0.012%
2/7/2024Avantax Advisory Services Inc.183,118$5.46M0.1%+70.7%0.183%
2/7/2024Envestnet Portfolio Solutions Inc.261,135$7.79M0.0%+12.9%0.261%
2/7/2024 NBC Securities Inc.26,240$783K0.1%+9.8%0.026%
2/7/2024Cary Street Partners Investment Advisory LLC510,422$15.23M0.7%+192.0%0.510%
2/7/2024Northwest Financial Advisors7,513$224K0.2%N/A0.008%
2/7/2024Principal Securities Inc.70,321$2.10M0.1%N/A0.070%
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2/7/2024FinDec Wealth Services Inc.297,430$8.88M5.9%+4.4%0.297%
2/7/2024Bogart Wealth LLC81,465$2.43M0.1%+10.0%0.081%
2/6/2024Everpar Advisors LLC17,050$509K0.2%N/A0.017%
2/6/2024Lincoln National Corp513,371$15.32M0.3%+22.8%0.513%
2/6/2024Private Advisor Group LLC508,207$15.17M0.1%+35.4%0.508%
2/6/2024Wealthcare Advisory Partners LLC58,420$1.74M0.1%+75.8%0.058%
2/6/2024Spire Wealth Management38,435$1.15M0.0%+42.1%0.038%
2/6/2024Vestmark Advisory Solutions Inc.352,894$10.53M0.5%+18.4%0.353%
2/6/2024Axxcess Wealth Management LLC639,440$19.08M0.6%-2.2%0.639%
2/6/2024U.S. Capital Wealth Advisors LLC140,908$4.21M0.2%+5.0%0.141%
(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, 243 institutional investors and hedge funds held shares of Capital Group Dividend Value ETF. The most heavily invested institutionals were Capital International Investors ($700.91M), Raymond James Financial Services Advisors Inc. ($275.66M), Envestnet Asset Management Inc. ($188.93M), LPL Financial LLC ($179.87M), Raymond James & Associates ($151.78M), Confluence Wealth Services Inc. ($125.90M), and Wells Fargo & Company MN ($122.29M).Learn more on CGDV's institutional investors.

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

Of the 240 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: Raymond James Financial Services Advisors Inc. ($7.88M), Envestnet Asset Management Inc. ($6.32M), LPL Financial LLC ($6.18M), Raymond James & Associates ($4.62M), Commonwealth Equity Services LLC ($4.11M), Confluence Wealth Services Inc. ($3.87M), and Cambridge Investment Research Advisors Inc. ($2.86M).

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

Institutional investors have bought a total of 77,403,692 shares in the last 24 months. This purchase volume represents approximately $2.01B in transactions.

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

Of the 39 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 ($1.11M), Commonwealth Equity Services LLC ($283.87K), Johnson Bixby & Associates LLC ($160.58K), MML Investors Services LLC ($116.38K), Sigma Planning Corp ($106.97K), Flow Traders U.S. LLC ($78.70K), and Koshinski Asset Management Inc. ($56.83K).

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

Institutional investors have sold a total of 2,228,332 shares in the last 24 months. This volume of shares sold represents approximately $61.74M in transactions.


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This page (NYSEARCA:CGDV) was last updated on 4/23/2024 by MarketBeat.com Staff

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