Q1 2024 13F Holders as of 31 Mar 2024
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Type / Class
-
Equity / SHS ETF
-
Number of holders
-
51
-
Total 13F shares, excl. options
-
6,690,744
-
Shares change
-
+2,064,591
-
Total reported value, excl. options
-
$191,622,017
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Value change
-
+$59,171,543
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Number of buys
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49
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Number of sells
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3
-
Price
-
$28.63
Institutional Holders of CAPITAL GROUP DIVIDEND GROWE - SHS ETF (CGDG) as of Q1 2024
53 filings reported holding CGDG - CAPITAL GROUP DIVIDEND GROWE - SHS ETF as of 31 Mar 2024.
CAPITAL GROUP DIVIDEND GROWE - SHS ETF (CGDG) had 51 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 6,690,744 shares of stock of the company.
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 table shows the top 51 institutional shareholders of the security as of 31 Mar 2024.
| 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.