Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / SHS ETF
-
Total 13F shares
-
4,437,875
-
Share change
-
+3,083,226
-
Total reported value
-
$120,532,481
-
Price per share
-
$27.16
-
Number of holders
-
35
-
Value change
-
+$83,740,200
-
Number of buys
-
31
-
Number of sells
-
1
Institutional Holders of CAPITAL GROUP DIVIDEND GROWE - SHS ETF (CGDG) as of Q4 2023
As of 31 Dec 2023,
CAPITAL GROUP DIVIDEND GROWE - SHS ETF (CGDG) was held by
35 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,437,875 shares.
The largest 10 holders included
Capital Group Private Client Services, Inc., Confluence Wealth Services, Inc., Capital International Investors, COMMONWEALTH EQUITY SERVICES, LLC, Valmark Advisers, Inc., CARY STREET PARTNERS INVESTMENT ADVISORY LLC, STIFEL FINANCIAL CORP, ROTHSCHILD INVESTMENT LLC, JANE STREET GROUP, LLC, and OSAIC HOLDINGS, INC..
This page lists
35
institutional shareholders reporting positions in this security
for the Q4 2023 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.