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Capital Group Dividend Value ETF

Capital Group Dividend Value ETF
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Ticker–Börse–
ISIN–CIK0001870128
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Insider-Transaktionen (12 Monate) ⓘ

Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.

Fondsaktivität (Vorquartalsvergleich) ⓘ

FondsAktuell (Stk)Vorquartal (Stk)Veränderung (Stk)Wert (USD)StatusΔTrend
LPL Financial LLC71.850.47363.490.6408.359.8333.056.519.021Aufgestockt+13,2%
MORGAN STANLEY26.178.61322.831.1503.347.4631.113.638.258Aufgestockt+14,7%
RAYMOND JAMES FINANCIAL INC25.834.96723.591.2432.243.7241.099.019.497Aufgestockt+9,5%
Capital International Investors22.901.52622.899.1192.407974.230.916Aufgestockt0,0%
ENVESTNET ASSET MANAGEMENT INC20.802.61618.829.6041.973.012884.943.288Aufgestockt+10,5%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO19.806.07618.754.9371.051.139842.550.462Aufgestockt+5,6%
WELLS FARGO & COMPANY/MN19.052.73016.311.2232.741.507810.503.122Aufgestockt+16,8%
Cetera Investment Advisers18.359.29416.399.4261.959.868781.004.351Aufgestockt+12,0%
BANK OF AMERICA CORP /DE/17.913.03316.746.9361.166.097762.020.404Aufgestockt+7,0%
COMMONWEALTH EQUITY SERVICES, LLC13.468.00712.355.8741.112.133572.929.010Aufgestockt+9,0%
JONES FINANCIAL COMPANIES LLLP13.483.60510.333.1723.150.433562.271.875Aufgestockt+30,5%
Capital Group Private Client Services, Inc.11.634.04310.152.6831.481.360494.912.294Aufgestockt+14,6%
Advance Capital Management, Inc.10.192.02910.051.233140.796433.568.927Aufgestockt+1,4%
UBS Group AG9.468.0569.227.491240.565402.771.102Aufgestockt+2,6%
OSAIC HOLDINGS, INC.9.305.5199.100.176205.343395.877.365Aufgestockt+2,3%
ROYAL BANK OF CANADA7.479.4656.255.9791.223.486318.176.000Aufgestockt+19,6%
STIFEL FINANCIAL CORP6.118.6164.782.2011.336.415260.286.259Aufgestockt+27,9%
Confluence Wealth Services, Inc.6.043.9045.788.946254.958257.107.638Aufgestockt+4,4%
Kestra Advisory Services, LLC5.857.4205.096.745760.675249.174.654Aufgestockt+14,9%
Forge Financial Services LLC5.642.721415.0325.227.689240.041.271Aufgestockt+1259,6%
MML INVESTORS SERVICES, LLC4.271.7914.921.276-649.485181.722.010Reduziert-13,2%
Private Advisor Group, LLC3.751.4333.511.207240.226159.585.894Aufgestockt+6,8%
D.A. DAVIDSON & CO.3.639.9403.541.61298.328154.843.056Aufgestockt+2,8%
Kestra Investment Management, LLC3.298.8342.045.6371.253.197140.332.389Aufgestockt+61,3%
&PARTNERS2.647.8342.379.691268.143112.780.374Aufgestockt+11,3%
Bogart Wealth, LLC2.398.6012.379.57019.031102.036.466Aufgestockt+0,8%
CIBC Bancorp USA Inc.2.538.20902.538.209101.373.145Neu+100,0%
CWM, LLC2.340.1521.997.808342.34499.550.067Aufgestockt+17,1%
Johnson Bixby & Associates, LLC2.109.7082.071.12838.58089.746.963Aufgestockt+1,9%
HighTower Advisors, LLC2.099.9281.803.336296.59289.330.841Aufgestockt+16,4%
Equitable Holdings, Inc.1.910.0571.426.110483.94783.191.188Aufgestockt+33,9%
Baird Financial Group, Inc.1.952.0071.856.07595.93283.038.378Aufgestockt+5,2%
MAINSTAY CAPITAL MANAGEMENT LLC /ADV1.914.5871.853.41561.17281.446.541Aufgestockt+3,3%
TRUIST FINANCIAL CORP1.903.1691.412.930490.23980.960.818Aufgestockt+34,7%
Mariner, LLC1.874.6032.056.636-182.03379.745.610Reduziert-8,9%
SEI INVESTMENTS CO1.842.4571.641.702200.75578.378.090Aufgestockt+12,2%
Merit Financial Group, LLC1.792.8441.754.85037.99476.267.589Aufgestockt+2,2%
Independent Advisor Alliance1.742.49301.742.49374.125.692Neu+100,0%
Valmark Advisers, Inc.1.680.3011.061.204619.09771.480.014Aufgestockt+58,3%
WNY Asset Management, LLC1.590.21601.590.21667.647.792Neu+100,0%
IAM Advisory, LLC1.454.3941.426.84827.54661.869.927Aufgestockt+1,9%
Integrated Wealth Concepts LLC1.449.4831.337.699111.78461.661.017Aufgestockt+8,4%
NewEdge Advisors, LLC1.425.0351.351.39073.64560.621.068Aufgestockt+5,4%
Aptus Capital Advisors, LLC1.411.2511.372.29538.95660.034.618Aufgestockt+2,8%
Wealthcare Advisory Partners LLC1.305.7091.236.23369.47655.544.848Aufgestockt+5,6%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC1.298.3021.818.650-520.34855.424.527Reduziert-28,6%
GUARDIAN WEALTH ADVISORS, LLC / NC1.255.4891.252.6592.83053.443.248Aufgestockt+0,2%
TUDOR INVESTMENT CORP ET AL1.246.887735.187511.70053.042.573Aufgestockt+69,6%
Prospera Financial Services Inc1.169.0511.121.60747.44449.731.653Aufgestockt+4,2%
Western Wealth Management, LLC1.124.6951.036.35588.34047.844.532Aufgestockt+8,5%

Top-Fondshalter (Stand: 31.03.2026) ⓘ

FondsAnteileVorquartal (Stk)ΔWert (USD)Anteil (%)
LPL Financial LLC71.850.47363.490.640+13,2%3.056.519.02114,62
MORGAN STANLEY26.178.61322.831.150+14,7%1.113.638.2585,33
RAYMOND JAMES FINANCIAL INC25.834.96723.591.243+9,5%1.099.019.4975,26
Capital International Investors22.901.52622.899.1190,0%974.230.9164,66
ENVESTNET ASSET MANAGEMENT INC20.802.61618.829.604+10,5%884.943.2884,23
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO19.806.07618.754.937+5,6%842.550.4624,03
WELLS FARGO & COMPANY/MN19.052.73016.311.223+16,8%810.503.1223,88
Cetera Investment Advisers18.359.29416.399.426+12,0%781.004.3513,74
BANK OF AMERICA CORP /DE/17.913.03316.746.936+7,0%762.020.4043,64
COMMONWEALTH EQUITY SERVICES, LLC13.468.00712.355.874+9,0%572.929.0102,74
JONES FINANCIAL COMPANIES LLLP13.483.60510.333.172+30,5%562.271.8752,69
Capital Group Private Client Services, Inc.11.634.04310.152.683+14,6%494.912.2942,37
Advance Capital Management, Inc.10.192.02910.051.233+1,4%433.568.9272,07
UBS Group AG9.468.0569.227.491+2,6%402.771.1021,93
OSAIC HOLDINGS, INC.9.305.5199.100.176+2,3%395.877.3651,89
ROYAL BANK OF CANADA7.479.4656.255.979+19,6%318.176.0001,52
STIFEL FINANCIAL CORP6.118.6164.782.201+27,9%260.286.2591,24
Confluence Wealth Services, Inc.6.043.9045.788.946+4,4%257.107.6381,23
Kestra Advisory Services, LLC5.857.4205.096.745+14,9%249.174.6541,19
Forge Financial Services LLC5.642.721415.032+1259,6%240.041.2711,15

Halter-Trend (6 Quartale)

PeriodeStatusHalterAnteile (Mio)Wert (Mio $)
31.03.2026✓701507,921.006
31.12.2025✓671480,120.292
30.09.2025✓580441,017.509
30.06.2025✓529359,213.117
31.03.2025✓480309,310.147
31.12.2024✓435299,19.840

Top 10 Neueinsteiger

FondsAnteileWert (USD) ⓘ
TUDOR INVESTMENT CORP ET AL735.18732.083.561
J. Derek Lewis & Associates Inc.719.37031.393.168
Teamwork Financial Advisors, LLC545.48523.804.965
HighPoint Advisor Group LLC418.88918.280.317
VVR Holdings LLC406.76817.751.368
Sunrise Financial Services, LLC393.44417.169.899
Carter Financial, LLC363.75115.874.078
Clarity Retirement & Wealth, LLC349.71715.261.653
Melone Private Wealth, LLC319.72113.952.638
Rothschild Wealth LLC287.14312.530.918

Top 10 Aufstocker

FondsAnteileΔ Anteile ⓘΔ % ⓘWert (USD) ⓘ
LPL Financial LLC63.490.64010.904.954+20.7 %2.770.731.416
WELLS FARGO & COMPANY/MN16.311.2232.729.408+20.1 %711.821.768
JONES FINANCIAL COMPANIES LLLP10.333.1722.478.686+31.6 %450.942.427
Cetera Investment Advisers16.399.4262.082.860+14.5 %715.670.924
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO18.754.9372.061.385+12.3 %818.465.467
RAYMOND JAMES FINANCIAL INC23.591.2431.465.566+6.6 %1.029.521.856
ENVESTNET ASSET MANAGEMENT INC18.829.6041.440.698+8.3 %821.723.909
COMMONWEALTH EQUITY SERVICES, LLC12.355.8741.398.146+12.8 %539.210.333
OSAIC HOLDINGS, INC.9.100.1761.112.690+13.9 %397.167.380
UBS Group AG9.227.491953.559+11.5 %402.687.707

Top 10 Verkäufer

FondsAnteileΔ Anteile ⓘΔ % ⓘWert (USD) ⓘ
Strategic Blueprint, LLC80.511-628.457-88.6 %3.513.521
MORGAN STANLEY22.831.150-399.802-1.7 %996.351.400
Delta Investment Management, LLC178.020-195.893-52.4 %7.768.780
VestGen Advisors, LLC275.958-167.619-37.8 %12.042.798
PFG Advisors173.039-164.885-48.8 %7.551.406
OneDigital Investment Advisors LLC184.331-108.694-37.1 %8.044.197
CWM, LLC1.997.808-84.218-4.0 %87.184
EVERPAR ADVISORS LLC55.930-58.893-51.3 %2.440.770
Dynamic Advisor Solutions LLC88.819-55.921-38.6 %3.876.051
StoneX Group Inc.218.453-52.399-19.3 %9.594.134

Aktivisten & Großaktionäre (13D/13G) ⓘ

DatumInvestorTypAnteilAktienΔZweck
07.06.2022Janney Montgomery Scott LLCPassiv (13G/A)4,00 %458.259-2,90 pp
05.05.2022Janney Montgomery Scott LLCPassiv (13G)6,90 %455.570-6,50 pp
08.04.2022Janney Montgomery Scott LLCPassiv (13G)13,40 %435.368Neu

Stammdaten

Unternehmen & Branche

NameCapital Group Dividend Value ETF
Ticker
CIK0001870128

Wertpapier & Kennzahlen

CUSIP–
ISIN–
Typ–

Externe Quelle: SEC EDGAR »

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