Who owns CAPITAL GROUP DIVID VALUE ETF SHS CREATION UNIT?
- Ticker: CGDV
- CUSIP Number: 14020w106
Tip: Access positions for across all investors
Analyze quarterly positions in Capital Group Divid Value Etf Shs Creation Unit with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Capital Group Divid Value Etf Shs Creation Unit stock
Who bought or sold CAPITAL GROUP DIVID VALUE ETF SHS CREATION UNIT this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| LPL Financial | 11M | $359M | 62% | Mar 2024 |
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| Raymond James Financial Services Advisors | 8.5M | $276M | 16% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 8.2M | $268M | 70% | Mar 2024 |
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| Envestnet Asset Management | 7.0M | $226M | 26% | Mar 2024 |
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| Wells Fargo & Company | 5.8M | $188M | 41% | Mar 2024 |
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| Bank of America Corporation | 5.4M | $175M | 23% | Mar 2024 |
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| Raymond James & Associates | 4.7M | $152M | 13% | Mar 2024 |
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| Commonwealth Equity Services | 4.5M | $146M | 17% | Mar 2024 |
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| Confluence Wealth Services | 3.9M | $126M | 12% | Mar 2024 |
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| Advisor Group Holdings | 3.6M | $116M | -19% | Mar 2024 |
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| UBS Group | 3.3M | $106M | 39% | Mar 2024 |
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| Cambridge Investment Research Advisors | 3.2M | $105M | 13% | Mar 2024 |
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| Royal Bank of Canada | 2.2M | $71M | 44% | Mar 2024 |
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| Johnson Bixby & Associates | 1.7M | $56M | 28% | Mar 2024 |
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| WNY Asset Management | 1.6M | $51M | 0% | Mar 2024 |
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| Janney Montgomery Scott | 1.5M | $49M | -1% | Mar 2024 |
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| Stifel Financial | 1.3M | $42M | 8% | Mar 2024 |
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| Kestra Advisory Services | 1.2M | $37M | 17% | Dec 2023 |
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| Aptus Capital Advisors | 1.1M | $36M | 29% | Mar 2024 |
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| Baird Financial | 870k | $26M | 105% | Dec 2023 |
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| Summit Investment Advisory Services | 825k | $27M | -1% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 824k | $27M | 6% | Mar 2024 |
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| Continuum Advisory | 801k | $26M | 9% | Mar 2024 |
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| Gerber Kawasaki Wealth & Investment Management | 781k | $25M | 5% | Mar 2024 |
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| Hartline Investment Corporation | 753k | $25M | 100% | Mar 2024 |
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| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 753k | $25M | 62% | Mar 2024 |
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| Morgan Stanley | 724k | $24M | 8568% | Mar 2024 |
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| Souders Financial Advisors | 714k | $23M | 4% | Mar 2024 |
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| Thrivent Financial for Lutherans | 681k | $22M | 9% | Mar 2024 |
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| Dechtman Wealth Management | 676k | $22M | 7% | Mar 2024 |
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| Lincoln National | 668k | $22M | 30% | Mar 2024 |
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| Atria Wealth Solutions | 660k | $22M | 8% | Mar 2024 |
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| Axxcess Wealth Management | 639k | $19M | -2% | Dec 2023 |
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| Private Advisor | 629k | $21M | 24% | Mar 2024 |
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| Global Retirement Partners | 616k | $20M | 2% | Mar 2024 |
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| Erickson Financial Group | 615k | $20M | 2% | Mar 2024 |
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| Goss Wealth Management | 610k | $20M | 132% | Mar 2024 |
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| ValMark Advisers | 588k | $19M | 13% | Mar 2024 |
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| WJ Wealth Management | 574k | $19M | 3% | Mar 2024 |
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| Branch Banking & Trust Company | 567k | $18M | 5% | Mar 2024 |
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| Orion Portfolio Solutions | 560k | $18M | 0% | Mar 2024 |
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| Wiley Bros.-aintree Capital | 535k | $17M | 28% | Mar 2024 |
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| Assetmark | 534k | $17M | -4% | Mar 2024 |
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| Cary Street Partner Investment Advisory | 519k | $17M | 2% | Mar 2024 |
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| Financial Services Advisory | 496k | $16M | 3% | Mar 2024 |
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| Ergawealth Advisors | 495k | $16M | -1% | Mar 2024 |
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| Arden Trust | 455k | $15M | 1% | Mar 2024 |
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| Vestmark Advisory Solutions | 409k | $13M | 16% | Mar 2024 |
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| Midwest Heritage Bank | 399k | $13M | 190% | Mar 2024 |
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| Benjamin F. Edwards & Company | 393k | $13M | 6% | Mar 2024 |
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| CWM | 390k | $13M | 8% | Mar 2024 |
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| Ruggaard & Associates | 385k | $13M | 23% | Mar 2024 |
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| HoyleCohen | 356k | $11M | 7% | Dec 2023 |
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| Prospera Financial Services | 349k | $10M | 4% | Dec 2023 |
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| DB Wealth Management Group | 340k | $10M | 17% | Dec 2023 |
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| Strategic Blueprint | 340k | $11M | 9% | Mar 2024 |
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| Main Line Retirement Advisors | 337k | $11M | 5% | Mar 2024 |
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| H D Vest Advisory Services | 333k | $11M | 82% | Mar 2024 |
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| Jane Street | 313k | $10M | -19% | Mar 2024 |
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| Creative Financial Designs | 307k | $10M | 85% | Mar 2024 |
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| Swisher Financial Concepts | 305k | $9.8M | 100% | Mar 2024 |
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| FinDec Wealth Services | 299k | $9.7M | 1% | Mar 2024 |
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| Sigma Planning | 292k | $9.5M | 113% | Mar 2024 |
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| Silver Oak Securities | 292k | $9.5M | 17% | Mar 2024 |
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| Good Life Advisors | 288k | $9.3M | 8% | Mar 2024 |
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| Envestnet Portfolio Solutions | 283k | $9.2M | 8% | Mar 2024 |
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| Bogart Wealth | 279k | $9.1M | 243% | Mar 2024 |
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| Kestra Private Wealth Services | 249k | $8.1M | 854% | Mar 2024 |
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| William Blair $ Company | 248k | $8.0M | 69% | Mar 2024 |
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| Advisory Services Network | 244k | $7.9M | 11% | Mar 2024 |
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| D.A. Davidson & Co. | 219k | $7.1M | 3% | Mar 2024 |
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| Jpmorgan Chase & Co | 217k | $7.1M | 39% | Mar 2024 |
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| Concurrent Investment Advisors | 216k | $7.0M | 9% | Mar 2024 |
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| Visionary Wealth Advisors | 212k | $6.9M | 65% | Mar 2024 |
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| AA Financial Advisors | 210k | $6.8M | 100% | Mar 2024 |
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| Financial Advocates Investment Management | 206k | $6.7M | 239% | Mar 2024 |
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| D. J. St. Germain | 201k | $6.0M | 12% | Dec 2023 |
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| Harbour Investments | 184k | $5.5M | 25% | Dec 2023 |
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| New England Private Wealth Advisors | 184k | $6.0M | 5% | Mar 2024 |
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| Merit Financial Group | 183k | $5.9M | 6% | Mar 2024 |
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| Wedbush Morgan Securities | 180k | $5.4M | 156% | Dec 2023 |
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| Acas | 173k | $5.6M | 122% | Mar 2024 |
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| Wayne Hummer Investments | 164k | $5.3M | 2% | Mar 2024 |
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| U.S. Capital Wealth Advisors | 157k | $5.1M | 11% | Mar 2024 |
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| Raymond James Trust | 152k | $4.9M | 5% | Mar 2024 |
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| Smith, Moore & Co. | 150k | $4.9M | 735% | Mar 2024 |
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| Cedar Brook Financial Partners | 148k | $4.8M | 24% | Mar 2024 |
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| Rsm Us Wealth Management | 145k | $4.7M | -4% | Mar 2024 |
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| Mariner Wealth Advisors | 130k | $4.2M | 124% | Mar 2024 |
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| Integrated Wealth Concepts | 130k | $4.2M | 101% | Mar 2024 |
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| Essex Financial Services | 126k | $4.1M | 30% | Mar 2024 |
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| Captrust Financial Advisors | 125k | $4.1M | 14% | Mar 2024 |
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| Seamount Financial Group | 125k | $4.1M | 100% | Mar 2024 |
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| Western Wealth Management | 123k | $4.0M | 201% | Mar 2024 |
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| Holistic Planning | 122k | $4.0M | 100% | Mar 2024 |
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| Sittner & Nelson | 121k | $3.9M | 17% | Mar 2024 |
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| HighTower Advisors | 119k | $3.9M | -35% | Mar 2024 |
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| Principal Securities | 114k | $3.7M | 61% | Mar 2024 |
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| Beacon Financial Advisory | 111k | $3.6M | 10% | Mar 2024 |
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| Procyon Private Wealth Partners | 110k | $3.6M | 641% | Mar 2024 |
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| Wealthcare Advisory Partners | 110k | $3.6M | 88% | Mar 2024 |
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| Simplicity Wealth | 106k | $3.4M | 100% | Mar 2024 |
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| Olistico Wealth | 105k | $3.4M | 17% | Mar 2024 |
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| Waterloo Capital | 103k | $3.3M | 9% | Mar 2024 |
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| Smallwood Wealth Investment Management | 102k | $3.3M | 1% | Mar 2024 |
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| Bleakley Financial Group | 96k | $3.1M | 9% | Mar 2024 |
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| Delta Financial Group | 92k | $3.0M | 28% | Mar 2024 |
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| Sunbelt Securities | 91k | $2.9M | 36% | Mar 2024 |
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| Sawtooth Asset Management | 88k | $2.6M | 18% | Dec 2023 |
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| Koshinski Asset Management | 87k | $2.8M | 925% | Mar 2024 |
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| Lodestone Wealth Management | 87k | $2.8M | 8% | Mar 2024 |
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| Affiance Financial | 85k | $2.8M | -5% | Mar 2024 |
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| BlackDiamond Wealth Management | 85k | $2.8M | 19% | Mar 2024 |
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| Steward Partners Investment Advisory | 85k | $2.7M | 104% | Mar 2024 |
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| Armstrong, Fleming & Moore | 84k | $2.7M | 15% | Mar 2024 |
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| AdvisorNet Financial | 84k | $2.7M | 4% | Mar 2024 |
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| Proequities | 83k | $2.7B | 8% | Mar 2024 |
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| Founders Financial Securities | 79k | $2.6M | 25% | Mar 2024 |
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| Lodestar Private Asset Management | 78k | $2.5M | 4% | Mar 2024 |
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| Modern Wealth Management | 78k | $2.6M | 100% | Mar 2024 |
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| Atria Investments | 77k | $2.3M | -18% | Dec 2023 |
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| LongView Wealth Management | 77k | $2.5M | 10% | Mar 2024 |
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| Ausdal Financial Partners | 73k | $2.4M | 6% | Mar 2024 |
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| Qube Research & Technologies | 71k | $2.3M | 4818% | Mar 2024 |
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| Silverlake Wealth Management | 70k | $2.3M | 18% | Mar 2024 |
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| Millennium Management | 66k | $2.1M | 370% | Mar 2024 |
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| Davenport & Co | 65k | $2.1M | 7% | Mar 2024 |
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| Carson Advisory | 63k | $2.1M | 4% | Mar 2024 |
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| Pillar Wealth Advisors | 63k | $2.1M | 3% | Mar 2024 |
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| Oppenheimer & Co | 63k | $2.0M | 12% | Mar 2024 |
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| Bill Few Associates | 63k | $2.0M | 6% | Mar 2024 |
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| Mutual Advisors | 61k | $2.0M | -49% | Mar 2024 |
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| Ameritas Advisory Services | 56k | $1.7M | -28% | Dec 2023 |
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| Hanson McClain Advisors | 56k | $1.8M | 405% | Mar 2024 |
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| Carnegie Capital Asset Management | 55k | $1.8M | 8% | Mar 2024 |
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| HPM Partners | 55k | $1.8M | 14% | Mar 2024 |
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| Cooper Financial Group | 55k | $1.8M | 100% | Mar 2024 |
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| Gts Securities | 54k | $1.7M | 100% | Mar 2024 |
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| Barnes Pettey Financial Advisors | 53k | $1.7M | 0% | Mar 2024 |
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| Dynamic Advisors Solutions | 52k | $1.7M | 69% | Mar 2024 |
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| WESPAC Advisors | 51k | $1.7M | 13% | Mar 2024 |
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| WealthCare Investment Partners | 50k | $1.6M | 0% | Mar 2024 |
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| Rockefeller Capital Management | 49k | $1.5M | 100% | Dec 2023 |
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| Kuhn & Co Investment Counsel | 49k | $1.6M | 17% | Mar 2024 |
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| EverSource Wealth Advisors | 48k | $1.4M | 0% | Mar 2024 |
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| Clear Creek Financial Management | 47k | $1.5M | 100% | Mar 2024 |
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| Peapack Gladstone Financial Corp | 46k | $1.5M | -3% | Mar 2024 |
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| Balentine | 43k | $1.4M | 100% | Mar 2024 |
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| Capital Planning | 42k | $1.4M | 3% | Mar 2024 |
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| Spire Wealth Management | 40k | $1.3M | 5% | Mar 2024 |
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| IFP Advisors | 20k | $596k | -70% | Dec 2023 |
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| Susquehanna International | 12k | $390k | -78% | Mar 2024 |
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Who sold out of Capital Group Divid Value Etf Shs Creation Unit?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Virtu Financial | Sep 2023 | 61k | $1.6M |