CGDV / Capital Group Dividend Value ETF - Institutionellt ägande - Säljare

Capital Group Dividend Value ETF
US ˙ ARCA ˙ US14020W1062

Institutionellt ägande och fondägande - Säljare

Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda positioner. Klicka på länk-symbolen för att se hela transaktionshistoriken.

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Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2026-04-01 13F Signature Wealth Management Group 12 872 −0,79 548 −3,36
2026-04-21 13F Trilogy Capital Inc. 14 086 −10,19 599 −12,43
2026-04-09 13F TrueWealth Advisors, LLC 0 −100,00 0
2026-05-01 13F Abound Financial, Llc 0 −100,00 0
2026-04-24 13F Royal Harbor Partners, LLC 635 454 −0,38 27 032 −2,89
2026-04-27 13F Sound Income Strategies, LLC 760 −46,74 33 −49,21
2026-04-07 13F Cooper Financial Group 70 664 −1,37 3 006 −3,84
2026-05-04 13F Northland Securities, Inc. 6 708 −8,25 285 −10,66
2026-04-15 13F Tribridge Partners Financial LLC 90 607 −0,30 3 868 −2,47
2026-05-14 13F Hilltop Holdings Inc. 0 −100,00 0
2026-05-15 13F Continental Investors Services, Inc. 10 038 −37,32 476 −33,24
2026-04-23 13F Vista Investment Partners Ii, Llc 88 985 −29,25 3 785 −31,03
2026-04-17 13F Worth Asset Management, LLC 0 −100,00 0
2026-05-12 13F Turning Point Benefit Group, Inc. 30 832 −57,37 1 324 −58,08
2026-05-08 13F Resources Investment Advisors, LLC. 183 329 −0,54 7 799 −3,06
2026-05-12 13F Rsm Us Wealth Management Llc 133 818 −4,57 5 707 −7,35
2026-05-05 13F BlueChip Wealth Advisors LLC 110 710 −34,35 4 710 −36,01
2026-05-04 13F Mml Investors Services, Llc 4 271 791 −13,20 181 722 −15,39
2026-04-28 13F WESPAC Advisors, LLC 94 876 −7,48 4 036 −9,81
2026-02-12 13F Glaxis Capital Management, LLC 0 −100,00 0
2026-04-24 13F Goldstone Financial Group, LLC 37 809 −4,20 1 608 −6,62
2026-05-04 13F Souders Financial Advisors 1 019 596 −22,84 43 374 −24,78
2026-05-18 13F Cim, Llc 13 208 −2,42 562 −4,92
2026-05-01 13F Avion Wealth 0 −100,00 0
2026-05-15 13F Peapack Gladstone Financial Corp 86 810 −10,97 4 −25,00
2026-05-01 13F Sovran Advisors, LLC 339 245 −0,73 15 744 3,63
2026-04-27 13F Transcendent Capital Group LLC 66 688 −1,87 2 837 −4,35
2026-04-24 13F SOL Capital Management CO 0 −100,00 0
2026-02-11 13F Franklin Resources Inc 0 −100,00 0
2026-05-12 13F Jane Street Group, Llc Call 0 −100,00 0 −100,00
2026-04-20 13F Fiduciary Alliance LLC 31 340 −1,26 1 422 2,67
2026-04-15 13F DAVENPORT & Co LLC 361 828 −0,27 15 392 −2,78
2026-04-15 13F Ai Financial Services Llc 77 546 −2,01 3 299 −4,49
2026-05-12 13F IFG Advisory, LLC 0 −100,00 0
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 −100,00 0
2026-04-17 13F United Advisor Group, LLC 11 172 −0,35 475 −2,86
2026-05-11 13F Seeds Investor Llc 6 297 −0,05 286 4,01
2026-04-29 13F Clear Point Advisors Inc. 63 447 −1,70 2 699 −4,15
2026-05-13 13F BlackRock, Inc. 0 −100,00 0
2026-04-28 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 14 178 −4,58 654 0,77
2026-05-12 13F Hanlon Investment Management, Inc. 13 587 −5,32 578 −7,83
2026-04-16 13F Triad Wealth Partners, LLC 0 −100,00 0
2026-04-15 13F Wealthcare Capital Management Llc 8 774 −2,65 373 −5,09
2026-05-12 13F Wood Tarver Financial Group, LLC 476 445 −0,77 20 0,00
2026-05-22 13F WNY Asset Management, LLC 1 590 216 −21,00 67 648 −20,04
2026-04-08 13F KWB Wealth 499 599 −0,40 21 802 −0,40
2026-04-09 13F Wedmont Private Capital 4 536 −39,05 201 −38,72
2026-05-14 13F Modern Wealth Management, LLC 455 945 −25,53 19 510 −26,98
2026-02-10 13F Waterloo Capital, L.P. 0 −100,00 0
2026-05-15 13F Cresset Asset Management, LLC 276 132 −0,17 11 777 −2,44
2026-01-22 13F Premier Path Wealth Partners, LLC 0 −100,00 0
2026-05-06 13F Hartland & Co., LLC 1 104 −27,65 47 −30,30
2026-02-13 13F Clearview Wealth Advisors LLC 267 294 −3,14 11 665 0,57
2026-05-15 13F Citadel Advisors Llc Put 0 −100,00 0
2026-05-05 13F Ethos Financial Group, LLC 99 810 −18,06 4 257 −19,92
2026-05-01 13F Reuter James Wealth Management, Llc 15 927 −97,49 678 −97,55
2026-05-14 13F Menora Mivtachim Holdings Ltd. 330 779 −3,25 14 071 −5,69
2026-04-23 13F Summit Investment Advisory Services, LLC 989 127 −1,64 42 077 −4,12
2026-04-13 13F Massmutual Trust Co Fsb/adv 305 −73,46 13 −76,00
2026-02-06 13F Rps Advisory Solutions Llc 0 −100,00 0
2026-05-07 13F Beta Wealth Group, Inc. 51 185 −8,77 2 177 −11,07
2026-05-15 13F Navis Wealth Advisors, LLC 0 −100,00 0
2026-05-13 13F/A Quadrant Capital Group Llc 7 898 −32,18 336 −34,06
2026-04-30 13F Simplicity Wealth,LLC 41 709 −44,58 1 774 −45,98
2026-04-29 13F Richmond Investment Services, LLC 195 085 −2,18 8 299 −4,64
2026-05-14 13F Cauble & Harre Wealth Management, Inc. 125 012 −26,92 5 936 −20,50
2026-05-01 13F Kaizen Financial Strategies 277 840 −8,88 12 611 −5,22
2026-04-20 13F Ronald Blue Trust, Inc. 1 343 −91,59 57 −91,82
2026-05-12 13F Jane Street Group, Llc 335 809 −66,42 14 285 −67,27
2026-05-05 13F Steel Peak Wealth Management LLC 10 201 −67,40 435 −68,13
2026-04-22 13F tru Independence LLC 7 622 −14,11 324 −16,28
2026-05-20 13F TrueWealth Financial Partners 0 −100,00 0
2026-05-11 13F WFA of San Diego, LLC 29 705 −1,66 1 264 −4,17
2026-05-09 13F ZEGA Investments, LLC 44 636 −2,86 1 899 −5,34
2026-04-29 13F Navalign, LLC 0 −100,00 0
2026-05-05 13F CapWealth Advisors, LLC 18 137 −5,03 772 −7,44
2026-05-01 13F Ball & Co Wealth Management Inc. 210 052 −0,95 9 −11,11
2026-01-26 13F Heritage Wealth Architects, Inc. 0 −100,00 0
2026-04-28 13F Tempus Wealth Planning, LLC 246 258 −2,21 10 476 −4,68
2026-04-15 13F Third View Private Wealth, LLC 0 −100,00 0
2026-04-10 13F Bouvel Investment Partners, LLC 274 502 −2,20 11 677 −4,67
2026-05-05 13F FinDec Wealth Services, Inc. 11 995 −0,33 510 −2,86
2026-05-07 13F Johnson Financial Group, Inc. 0 −100,00 0
2026-05-22 13F Wellington Grp LLC 1 255 −22,86 53 −25,35
2026-05-05 13F Cannon Wealth Management Services, LLC 18 703 −1,93 796 −4,45
2026-05-01 13F Concord Wealth Partners 0 −100,00 0
2026-04-09 13F Teamwork Financial Advisors, LLC 544 530 −0,18 23 164 −2,69
2026-05-15 13F Magnolia Capital Advisors Llc 20 478 −17,60 871 −19,65
2026-05-01 13F International Assets Investment Management, Llc 73 827 −9,57 3 159 −11,31
2026-02-06 13F GPS Wealth Strategies Group, LLC 2 303 −82,40 101 −81,79
2026-05-14 13F Captrust Financial Advisors 932 809 −0,94 39 682 −3,43
2026-05-15 13F Ameriprise Financial Inc 280 264 −2,73 11 936 −5,90
2026-02-06 13F Fortis Group Advisors, LLC 0 −100,00 0
2026-04-27 13F Financial Services Advisory Inc 270 906 −53,86 11 524 −55,02
2026-04-06 13F CX Institutional 802 −67,10 0
2026-05-14 13F EP Wealth Advisors, Inc. 260 330 −3,19 11 074 −5,63
2026-05-15 13F Envision Financial Planning, LLC 9 787 −0,01 416 −2,58
2026-05-14 13F StoneX Group Inc. 0 −100,00 0
2026-04-10 13F Sar Wealth Management Group, Llc 6 560 −41,78 279 −43,18
2026-05-16 13F Sunbelt Securities, Inc. 81 821 −0,52 3 481 −3,04
2026-05-12 13F Operose Advisors LLC 2 783 −45,96 118 −47,32
2026-01-21 13F Touchstone Capital, Inc. 0 −100,00 0
2026-05-06 13F Sentinus, LLC 277 049 −3,52 11 786 −5,95
2026-05-11 13F Per Stirling Capital Management, LLC. 515 131 −2,63 21 914 −5,09
2026-02-12 13F Tripletail Wealth Management, LLC 0 −100,00 0
2026-05-15 13F GWM Advisors LLC 0 −100,00 0
2026-04-13 13F Creative Financial Designs Inc /adv 554 670 −10,55 23 596 −12,81
2026-04-22 13F Coastal Investment Advisors, Inc. 0 −100,00 0
2026-04-15 13F QTR Family Wealth, LLC 6 373 −2,06 289 −2,36
2026-04-15 13F Weatherly Asset Management L. P. 6 408 −11,91 273 −14,20
2026-05-05 13F Duncan Williams Asset Management, LLC 0 −100,00 0
2026-05-04 13F Nwam Llc 33 336 −0,35 1 418 −4,96
2026-04-21 13F Avaii Wealth Management, Llc 649 917 −6,01 27 647 −8,38
2026-04-07 13F Bulwark Capital Corp 100 758 −3,69 4 286 −6,11
2026-04-17 13F Total Clarity Wealth Management, Inc. 65 449 −1,79 2 784 −4,26
2026-04-21 13F OneAscent Financial Services LLC 42 786 −2,07 1 820 −4,51
2026-04-24 13F Mann Financial Group, Inc. 24 592 −0,62 1 046 −3,06
2026-05-13 13F Delta Investment Management, LLC 123 854 −30,43 5 269 −32,18
2026-05-13 13F GeoWealth Management, LLC 6 705 −3,97 285 −6,25
2026-04-21 13F Worthington Financial Partners, LLC 4 843 −17,51 206 −19,53
2026-04-17 13F RFG Advisory, LLC 294 226 −31,65 12 516 −33,38
2026-05-13 13F Mariner, LLC 1 874 603 −8,85 79 746 −11,15
2026-04-23 13F Orca Wealth Management, LLC 52 384 −1,24 2 228 −6,54
2026-02-12 13F Litman Gregory Asset Management LLC 34 638 −0,46 1 512 3,35
2026-04-24 13F ProCore Advisors, LLC 27 846 −6,75 1 185 −9,13
2026-05-15 13F Ameriflex Group, Inc. 10 455 −9,46 445 −11,73
2026-04-21 13F Everpar Advisors Llc 47 054 −15,87 2 002 −17,99
2026-05-06 13F Meridian Wealth Management, LLC 62 118 −0,79 2 642 −3,29
2026-05-28 13F Challenger Wealth Management 473 825 −2,42 20 157 −4,88
2026-01-26 13F Consolidated Portfolio Review Corp 0 −100,00 0
2026-04-24 13F Root Financial Partners, LLC 10 048 −9,15 427 −11,41
2026-05-05 13F Atria Investments Llc 60 932 −21,90 2 592 −23,85
2026-05-11 13F OpenArc Corporate Advisory, LLC 6 384 −9,79 272 −12,01
2026-02-04 13F Valeo Financial Advisors, LLC 0 −100,00 0
2026-05-05 13F Ridgeline Wealth Planning, LLC 251 606 −1,60 10 703 −4,09
2026-05-06 13F Bessemer Group Inc 0 −100,00 0
2026-05-14 13F Us Bancorp \de\ 79 853 −18,21 3 397 −20,28
2026-05-15 13F Jessup Wealth Management, Inc 0 −100,00 0
2026-05-12 13F Creative Planning 50 905 −2,70 2 166 −5,17
2026-02-17 13F XTX Topco Ltd 0 −100,00 0
2026-05-04 13F Geneos Wealth Management Inc. 500 476 −39,59 21 290 −41,11
2026-05-13 13F Calton & Associates, Inc. 60 146 −12,31 2 559 −14,53
2026-05-04 13F Modus Advisors, LLC 0 −100,00 0
2026-05-07 13F MONECO Advisors, LLC 14 163 −0,72 602 −3,22
2026-04-08 13F Pines Wealth Management, LLC 43 540 −6,56 1 852 −8,90
2026-04-28 13F Golden State Wealth Management, LLC 0 −100,00 0
2026-05-08 13F Pnc Financial Services Group, Inc. 13 768 −15,91 586 −18,07
2026-04-27 13F Lodestar Private Asset Management Llc 57 122 −13,55 2 430 −15,75
2026-05-01 13F Thrivent Financial For Lutherans 0 −100,00 0
2026-05-08 13F SHP Wealth Management 5 032 −13,55 214 −15,75
2026-05-14 13F Migdal Insurance & Financial Holdings Ltd. 0 −100,00 0
2026-05-13 13F Buckingham Strategic Partners 5 943 −34,83 253 −36,52
2026-05-15 13F Brown Advisory Inc 28 957 −0,48 1 232 −2,99
2026-05-01 13F Triton Wealth Management, PLLC 7 193 −2,71 309 −6,38
2026-05-01 13F Platt Wealth Management LLC 418 274 −0,48 18 −5,56
2026-05-15 13F Coppell Advisory Solutions LLC 0 −100,00 0
2026-04-21 13F Pallas Capital Advisors LLC 143 242 −13,75 6 094 −15,92
2026-05-14 13F Renaissance Technologies Llc 61 900 −33,80 2 633 −35,47
2026-05-26 13F Ruggaard & Associates LLC 336 076 −0,78 14 297 −3,28
2026-04-21 13F Cypress Capital Advisors, LLC 38 474 −4,11 1 637 −6,51
2026-05-05 13F Bank of New York Mellon Corp 994 819 −12,18 42 320 −14,39
2026-04-15 13F Exchange Traded Concepts, Llc 0 −100,00 0
2026-04-16 13F Balboa Wealth Partners 7 966 −2,83 339 −5,32
2026-04-03 13F Waller Financial Planning Group, Inc 0 −100,00 0
2026-05-01 13F Diversify Advisory Services, LLC 0 −100,00 0
2026-02-03 13F Washington Trust Advisors, Inc. 0 −100,00 0
2026-05-04 13F Brookwood Investment Group LLC 8 954 −7,60 381 −9,95
2026-04-13 13F Plan Group Financial, LLC 0 −100,00 0
2026-04-27 13F Koshinski Asset Management, Inc. 177 932 −1,72 7 569 −4,19
2026-04-24 13F Kropog Financial Group, LLC 386 846 −0,18 16 456 −2,70
2026-04-29 13F Axxcess Wealth Management, Llc 0 −100,00 0
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 1 298 302 −28,61 55 425 −31,28
2026-04-22 13F TBH Global Asset Management, LLC 0 −100,00 0
2026-05-07 13F Regimen Wealth, Llc 358 111 −14,35 15 234 −16,50
2026-04-28 13F Integrated Advisors Network LLC 22 309 −34,37 949 −36,01
2026-05-01 13F Hantz Financial Services, Inc. 53 −64,67 0
2026-05-01 13F 180 Wealth Advisors, Llc 7 753 −1,27 330 −3,80
2026-05-14 13F Betterment LLC 82 133 −22,36 3 −25,00
2026-05-11 13F Savvy Advisors, Inc. 7 344 −12,40 312 −14,52
2026-02-02 13F JDM Financial Group LLC 0 −100,00 0
2026-05-01 13F Wealthspire Advisors, LLC 0 −100,00 0
2026-05-15 13F Ascent Group, LLC 13 354 −1,34 568 −3,73
2026-05-08 13F Bruce G. Allen Investments, LLC 6 144 −15,43 261 −17,67
2026-05-13 13F Mpwm Advisory Solutions, Llc 99 −23,26 4 −20,00
2026-04-21 13F Aurdan Capital Management, LLC 134 112 −0,98 5 705 −3,47
2026-05-01 13F Osprey Private Wealth LLC 8 482 −4,07 361 −6,49
2026-04-08 13F Dynamic Advisor Solutions LLC 86 734 −2,35 3 690 −4,82
2026-04-29 13F Cary Street Partners Financial Llc 560 496 −3,09 23 843 −5,54
2026-06-01 13F Flagship Wealth Advisors, Llc 0 −100,00 0
2026-05-05 13F Fisher Asset Management, LLC 6 650 −39,05 283 −40,76
2026-04-22 13F SFG Wealth Management, LLC. 0 −100,00 0
2026-05-14 13F Clg Llc 216 540 −26,65 9 212 −28,50
2026-04-08 13F Dover Advisors, Llc 0 −100,00 0
2026-05-05 13F CPA Asset Management LLC 23 290 −31,57 991 −33,33
2026-05-05 13F Putnam Fl Investment Management Co 23 569 −4,28 1 003 −6,70
2026-04-27 13F Qrg Capital Management, Inc. 14 650 −13,19 623 −15,35
2026-04-21 13F Clarus Group, Inc. 13 270 −0,38 565 −2,93
2026-02-06 13F Mach-1 Financial Group, Inc. 0 −100,00 0
2026-04-28 13F Fundamentun, Llc 0 −100,00 0
2026-05-11 13F Integrity Alliance, Llc. 49 166 −62,55 2 092 −63,50
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