Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / SHS ETF
-
Total 13F shares
-
6,690,744
-
Share change
-
+2,064,591
-
Total reported value
-
$191,622,017
-
Price per share
-
$28.63
-
Number of holders
-
51
-
Value change
-
+$59,171,543
-
Number of buys
-
49
-
Number of sells
-
3
Institutional Holders of CAPITAL GROUP DIVIDEND GROWE - SHS ETF (CGDG) as of Q1 2024
As of 31 Mar 2024,
CAPITAL GROUP DIVIDEND GROWE - SHS ETF (CGDG) was held by
51 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
6,690,744 shares.
The largest 10 holders included
Capital Group Private Client Services, Inc., Confluence Wealth Services, Inc., COMMONWEALTH EQUITY SERVICES, LLC, Valmark Advisers, Inc., ENVESTNET ASSET MANAGEMENT INC, SWEENEY & MICHEL, LLC, MML INVESTORS SERVICES, LLC, CARY STREET PARTNERS INVESTMENT ADVISORY LLC, ROTHSCHILD INVESTMENT LLC, and JANE STREET GROUP, LLC.
This page lists
51
institutional shareholders reporting positions in this security
for the Q1 2024 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.