CAPITAL GROUP DIVIDEND VALUE shareholder history

Current and past CAPITAL GROUP DIVIDEND VALUE shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
IFP Advisors, Inc 10100.00%0.03%0.08%Q1 2022Q2 202410
COMMONWEALTH EQUITY SERVICES, LLC 10100.01%0.15%0.31%Q1 2022Q2 202410
OLD MISSION CAPITAL LLC 10100.01%0.12%0.47%Q1 2022Q2 202410
ENVESTNET ASSET MANAGEMENT INC 10100.00%0.04%0.09%Q1 2022Q2 202410
Kestra Advisory Services, LLC 10100.01%0.22%0.40%Q1 2022Q2 202410
Capital Group Private Client Services, Inc. 10100.03%1.20%2.17%Q1 2022Q2 202410
Cambridge Investment Research Advisors, Inc. 10100.01%0.21%0.43%Q1 2022Q2 202410
Capital International Investors 10100.00%0.06%0.16%Q1 2022Q2 202410
OSAIC HOLDINGS, INC. 10100.00%0.13%0.30%Q1 2022Q2 202410
WINTRUST INVESTMENTS LLC 10100.06%0.36%0.47%Q1 2022Q2 202410
MML INVESTORS SERVICES, LLC 10100.00%0.21%0.40%Q1 2022Q2 202410
BENJAMIN F. EDWARDS & COMPANY, INC. 10100.04%0.18%0.33%Q1 2022Q2 202410
CAPTRUST FINANCIAL ADVISORS 10100.00%0.01%0.02%Q1 2022Q2 202410
Financial Perspectives, Inc 10100.01%0.06%0.10%Q1 2022Q2 202410
Ascent Group, LLC 10100.02%0.04%0.05%Q1 2022Q2 202410
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 10100.03%0.12%0.25%Q1 2022Q2 202410
McIlrath & Eck, LLC 10100.00%0.06%0.07%Q1 2022Q2 202410
Strategic Blueprint, LLC 10100.04%0.68%0.95%Q1 2022Q2 202410
Belpointe Asset Management LLC 10100.01%0.07%0.12%Q1 2022Q2 202410
&PARTNERS 10100.38%3.50%5.68%Q1 2022Q2 202410
AVANTAX ADVISORY SERVICES, INC. 990.00%0.04%0.10%Q2 2022Q2 20249
D.A. DAVIDSON & CO. 990.01%0.05%0.07%Q2 2022Q2 20249
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 990.03%0.15%0.29%Q2 2022Q2 20249
Koshinski Asset Management, Inc. 990.02%0.14%0.33%Q2 2022Q2 20249
Essex Financial Services, Inc. 990.05%0.23%0.48%Q2 2022Q2 20249
LPL Financial LLC 990.01%0.11%0.21%Q2 2022Q2 20249
Valmark Advisers, Inc. 990.01%0.19%0.37%Q2 2022Q2 20249
STIFEL FINANCIAL CORP 990.00%0.03%0.07%Q2 2022Q2 20249
Allworth Financial LP 990.00%0.01%0.02%Q2 2022Q2 20249
RAYMOND JAMES & ASSOCIATES 990.00%0.07%0.12%Q2 2022Q2 20249
WNY Asset Management, LLC 994.40%6.67%8.14%Q2 2022Q2 20249
Janney Montgomery Scott LLC 990.05%0.10%0.16%Q2 2022Q2 20249
PFG Advisors 990.04%0.06%0.15%Q2 2022Q2 20249
HARBOUR INVESTMENTS, INC. 990.05%0.17%0.31%Q2 2022Q2 20249
AXXCESS WEALTH MANAGEMENT, LLC 990.54%0.64%1.24%Q2 2022Q2 20249
CAROLINAS WEALTH CONSULTING LLC 990.00%0.30%0.46%Q2 2022Q2 20249
Private Advisor Group, LLC 990.01%0.09%0.20%Q2 2022Q2 20249
SITTNER & NELSON, LLC 990.55%1.35%2.00%Q2 2022Q2 20249
ROYAL BANK OF CANADA 990.00%0.01%0.03%Q2 2022Q2 20249
Advisory Services Network, LLC 990.03%0.12%0.28%Q2 2022Q2 20249
Midwest Heritage Bank, FSB 990.49%2.77%7.37%Q2 2022Q2 20249
Raymond James Financial Services Advisors, Inc. 990.03%0.22%0.42%Q2 2022Q2 20249
SILVERLAKE WEALTH MANAGEMENT LLC 990.48%0.77%1.15%Q2 2022Q2 20249
U.S. Capital Wealth Advisors, LLC 990.02%0.14%0.21%Q2 2022Q2 20249
Johnson Bixby & Associates, LLC 993.79%6.16%10.16%Q2 2022Q2 20249
FOUNDERS FINANCIAL SECURITIES LLC 990.05%0.15%0.31%Q2 2022Q2 20249
UBS Group AG 990.00%0.02%0.04%Q2 2022Q2 20249
SILVER OAK SECURITIES, INCORPORATED 990.13%0.87%1.65%Q2 2022Q2 20249
Gerber Kawasaki Wealth & Investment Management 990.92%1.31%1.54%Q2 2022Q2 20249
Sigma Planning Corp 990.02%0.19%0.39%Q2 2022Q2 20249
CREATIVE FINANCIAL DESIGNS INC /ADV 990.00%0.29%1.05%Q2 2022Q2 20249
JANE STREET GROUP, LLC 990.00%0.00%0.01%Q2 2022Q2 20249
Confluence Wealth Services, Inc. 990.59%8.08%11.32%Q2 2022Q2 20249
AdvisorNet Financial, Inc 880.01%0.20%0.31%Q3 2022Q2 20248
CapWealth Advisors, LLC 880.09%0.10%0.11%Q3 2022Q2 20248
Litman Gregory Wealth Management LLC 530.09%0.10%0.11%Q2 2022Q2 20248
Merit Financial Group, LLC 880.07%0.13%0.16%Q3 2022Q2 20248
Atria Wealth Solutions, Inc. 880.01%0.13%0.29%Q3 2022Q2 20248
Carson Advisory Inc. 880.70%1.23%1.51%Q3 2022Q2 20248
EverSource Wealth Advisors, LLC 880.03%0.09%0.14%Q3 2022Q2 20248
Smallwood Wealth Investment Management, LLC 881.13%2.20%2.66%Q3 2022Q2 20248
Capital Planning LLC 880.25%0.41%0.46%Q3 2022Q2 20248
Financial Advocates Investment Management 880.09%0.19%0.43%Q3 2022Q2 20248
WEDBUSH SECURITIES INC 880.02%0.15%0.34%Q3 2022Q2 20248
First Heartland Consultants, Inc. 880.05%0.09%0.11%Q3 2022Q2 20248
Mutual Advisors, LLC 880.03%0.08%0.16%Q3 2022Q2 20248
Baird Financial Group, Inc. 880.00%0.03%0.08%Q3 2022Q2 20248
LINCOLN NATIONAL CORP 880.03%0.18%0.34%Q2 2022Q1 20248
CWS Financial Advisors, LLC 620.10%0.18%0.31%Q2 2022Q2 20248
NWAM LLC 880.03%0.06%0.08%Q2 2022Q1 20248
Larson Financial Group LLC 880.00%0.01%0.02%Q3 2022Q2 20248
Steward Partners Investment Advisory, LLC 880.00%0.02%0.06%Q3 2022Q2 20248
Signature Wealth Management Group 530.13%0.16%0.19%Q2 2022Q2 20248
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 880.20%0.42%0.72%Q3 2022Q2 20248
Cedar Brook Financial Partners, LLC 880.15%0.50%0.95%Q2 2022Q1 20248
NewEdge Advisors, LLC 880.01%0.09%0.21%Q3 2022Q2 20248
HARBOR INVESTMENT ADVISORY, LLC 880.01%0.03%0.05%Q3 2022Q2 20248
BAKER TILLY WEALTH MANAGEMENT, LLC 770.03%0.06%0.10%Q3 2022Q1 20247
Bill Few Associates, Inc. 770.50%0.75%1.11%Q4 2022Q2 20247
Affiance Financial, LLC 770.02%0.62%0.80%Q4 2022Q2 20247
MORGAN STANLEY 770.00%0.00%0.01%Q4 2022Q2 20247
Moloney Securities Asset Management, LLC 770.06%0.07%0.10%Q4 2022Q2 20247
PEAPACK GLADSTONE FINANCIAL CORP 770.02%0.02%0.04%Q4 2022Q2 20247
Cerity Partners LLC 430.00%0.00%0.01%Q3 2022Q2 20247
WELLS FARGO & COMPANY/MN 770.00%0.02%0.06%Q4 2022Q2 20247
Global Retirement Partners, LLC 770.00%0.59%0.75%Q4 2022Q2 20247
Pillar Wealth Advisors, LLC 770.96%1.24%1.55%Q4 2022Q2 20247
FinDec Wealth Services, Inc. 775.31%6.01%8.37%Q4 2022Q2 20247
Souders Financial Advisors 771.16%3.04%3.66%Q3 2022Q1 20247
HoyleCohen, LLC 770.59%0.81%0.99%Q4 2022Q2 20247
Carlton Hofferkamp & Jenks Wealth Management, LLC 770.13%0.16%0.19%Q4 2022Q2 20247
Spire Wealth Management 770.01%0.03%0.05%Q4 2022Q2 20247
BLAIR WILLIAM & CO/IL 770.00%0.01%0.03%Q4 2022Q2 20247
Lincoln Capital LLC 770.07%0.11%0.13%Q4 2022Q2 20247
Ergawealth Advisors, Inc. 778.42%9.31%10.18%Q4 2022Q2 20247
JDM Financial Group LLC 770.01%0.01%0.01%Q4 2022Q2 20247
Meridian Wealth Management, LLC 610.02%0.03%0.06%Q3 2022Q2 20247
Procyon Advisors, LLC 770.04%0.20%0.82%Q4 2022Q2 20247
Ameritas Advisory Services, LLC 410.02%0.12%0.31%Q2 2022Q2 20247
Erickson Financial Group, LLC 7713.05%14.35%15.83%Q4 2022Q2 20247
Cetera Investment Advisers 770.07%0.18%0.33%Q3 2022Q1 20247
Prospera Financial Services Inc 770.03%0.27%0.53%Q4 2022Q2 20247
tru Independence LLC 770.06%0.08%0.09%Q4 2022Q2 20247
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 770.34%1.92%4.62%Q4 2022Q2 20247
OPPENHEIMER & CO INC 770.02%0.03%0.04%Q4 2022Q2 20247
Lantz Financial LLC 770.26%0.38%0.42%Q4 2022Q2 20247
RAYMOND JAMES TRUST N.A. 770.01%0.07%0.12%Q4 2022Q2 20247
ICA Group Wealth Management, LLC 770.02%0.08%0.20%Q4 2022Q2 20247
Total Clarity Wealth Management, Inc. 610.01%0.15%0.19%Q2 2022Q2 20247
Lodestone Wealth Management LLC 770.32%1.07%1.57%Q4 2022Q2 20247
Tradition Wealth Management, LLC 770.00%0.06%0.08%Q4 2022Q2 20247
BARNES PETTEY FINANCIAL ADVISORS, LLC 770.74%1.04%1.48%Q4 2022Q2 20247
Orion Portfolio Solutions, LLC 660.00%0.12%0.20%Q1 2023Q2 20246
Latitude Advisors, LLC 660.19%0.45%0.78%Q1 2023Q2 20246
Cetera Advisor Networks LLC 660.01%0.13%0.26%Q3 2022Q4 20236
Atria Investments, Inc 660.02%0.04%0.06%Q1 2023Q2 20246
Beacon Financial Advisory LLC 660.24%1.17%1.86%Q1 2023Q2 20246
Bard Financial Services, Inc. 660.04%0.35%0.61%Q1 2022Q2 20236
Aptus Capital Advisors, LLC 660.06%0.48%0.81%Q1 2023Q2 20246
Rockefeller Capital Management L.P. 310.00%0.00%0.01%Q3 2022Q2 20246
Cetera Advisors LLC 660.01%0.24%0.44%Q3 2022Q4 20236
Financial Council, LLC 510.16%0.34%0.57%Q4 2022Q2 20246
Creative Planning 660.00%0.00%0.00%Q1 2023Q2 20246
Winch Advisory Services, LLC 660.02%0.02%0.03%Q1 2023Q2 20246
Core Wealth Partners LLC 660.26%0.31%0.37%Q1 2023Q2 20246
Carnegie Investment Counsel 660.01%0.03%0.06%Q4 2022Q1 20246
JPMORGAN CHASE & CO 660.00%0.00%0.00%Q1 2023Q2 20246
Householder Group Estate & Retirement Specialist, LLC 410.07%0.24%0.33%Q3 2022Q2 20246
WealthCare Investment Partners, LLC 660.48%0.65%0.82%Q1 2023Q2 20246
FMR LLC 310.00%0.00%0.00%Q3 2022Q2 20246
CWM, LLC 510.00%0.03%0.08%Q2 2022Q2 20246
Good Life Advisors, LLC 660.03%0.43%0.83%Q1 2023Q2 20246
PRIVATE TRUST CO NA 660.03%0.05%0.06%Q1 2023Q2 20246
Prime Capital Investment Advisors, LLC 660.01%0.01%0.02%Q1 2023Q2 20246
Summit Investment Advisory Services, LLC 660.35%12.66%16.04%Q4 2022Q1 20246
GPS Wealth Strategies Group, LLC 660.01%0.01%0.03%Q1 2023Q2 20246
BANQUE PICTET & CIE SA 660.01%0.01%0.01%Q1 2023Q2 20246
WR Wealth Planners, LLC 660.07%0.87%2.21%Q1 2023Q2 20246
Strategic Family Wealth Counselors, L.L.C. 660.10%0.10%0.11%Q1 2023Q2 20246
CHOREO, LLC 660.08%0.12%0.14%Q1 2023Q2 20246
Integrated Wealth Concepts LLC 660.01%0.06%0.21%Q1 2023Q2 20246
Arden Trust Co 661.55%1.93%2.06%Q1 2023Q2 20246
ST GERMAIN D J CO INC 510.05%0.26%0.39%Q4 2022Q2 20246
J.W. COLE ADVISORS, INC. 660.01%0.02%0.02%Q1 2023Q2 20246
THOROUGHBRED FINANCIAL SERVICES, LLC 550.02%0.04%0.06%Q2 2023Q2 20245
WJ Wealth Management, LLC 554.36%6.62%7.43%Q2 2023Q2 20245
Per Stirling Capital Management, LLC. 550.25%0.42%0.51%Q2 2023Q2 20245
BARRETT & COMPANY, INC. 550.10%0.21%0.30%Q2 2023Q2 20245
DAVENPORT & Co LLC 550.01%0.01%0.02%Q2 2023Q2 20245
National Wealth Management Group, LLC 550.38%0.44%0.63%Q2 2023Q2 20245
Professional Financial Advisors, LLC 550.27%0.31%0.39%Q2 2023Q2 20245
Renaissance Technologies 550.00%0.00%0.01%Q1 2023Q1 20245
New England Private Wealth Advisors LLC 550.40%0.84%1.12%Q2 2023Q2 20245
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 550.03%0.04%0.06%Q2 2023Q2 20245
Armstrong, Fleming & Moore, Inc 551.18%1.59%2.00%Q2 2023Q2 20245
Citadel Advisors 210.00%0.00%0.00%Q2 2022Q2 20245
Wealthcare Advisory Partners LLC 550.02%0.08%0.15%Q2 2023Q2 20245
Olistico Wealth, LLC 551.11%1.87%2.46%Q2 2023Q2 20245
Archer Investment Corp 550.01%0.01%0.01%Q2 2023Q2 20245
ACAS, LLC 550.53%3.26%6.65%Q2 2023Q2 20245
Geneos Wealth Management Inc. 550.00%0.01%0.01%Q2 2023Q2 20245
HighTower Advisors, LLC 410.00%0.01%0.01%Q1 2023Q2 20245
Continuum Advisory, LLC 550.06%2.23%3.94%Q2 2023Q2 20245
Bleakley Financial Group, LLC 550.06%0.08%0.09%Q2 2023Q2 20245
CFS Investment Advisory Services, LLC 550.03%0.70%1.24%Q2 2023Q2 20245
Qube Research & Technologies Ltd 550.00%0.00%0.00%Q2 2023Q2 20245
Delta Financial Group, Inc. 550.53%0.99%1.59%Q2 2023Q2 20245
SMITH, MOORE & CO. 550.03%0.32%0.63%Q2 2023Q2 20245
BANK OF AMERICA CORP /DE/ 550.00%0.01%0.02%Q2 2023Q2 20245
SUSQUEHANNA INTERNATIONAL GROUP, LLP 310.00%0.00%0.00%Q2 2022Q1 20245
TRUIST FINANCIAL CORP 550.00%0.02%0.03%Q1 2023Q1 20245
Stokes Family Office, LLC 440.08%0.10%0.10%Q3 2023Q2 20244
Advisors Capital Management, LLC 440.01%0.01%0.01%Q3 2023Q2 20244
Envestnet Portfolio Solutions, Inc. 440.03%0.03%0.04%Q3 2023Q2 20244
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 440.09%0.09%0.10%Q3 2023Q2 20244
MERCER GLOBAL ADVISORS INC /ADV 440.00%0.00%0.00%Q3 2023Q2 20244
GREAT VALLEY ADVISOR GROUP, INC. 440.01%0.01%0.02%Q3 2023Q2 20244
ASSETMARK, INC 440.06%0.06%0.06%Q3 2023Q2 20244
Vestmark Advisory Solutions, Inc. 440.54%0.57%0.62%Q3 2023Q2 20244
Dynamic Advisor Solutions LLC 440.03%0.07%0.18%Q3 2023Q2 20244
Lion Street Advisors, LLC 440.08%0.10%0.12%Q3 2023Q2 20244
Main Line Retirement Advisors, LLC 315.34%7.72%8.66%Q2 2023Q2 20244
Waterloo Capital, L.P. 440.41%0.51%0.73%Q3 2023Q2 20244
Strategic Investment Solutions, Inc. /IL 440.02%0.04%0.07%Q1 2023Q4 20234
CONTINENTAL INVESTORS SERVICES, INC. 441.91%2.64%3.22%Q3 2023Q2 20244
Kingsview Wealth Management, LLC 440.01%0.02%0.04%Q3 2023Q2 20244
Coppell Advisory Solutions LLC 210.02%0.22%0.32%Q1 2023Q2 20244
First Horizon Advisors, Inc. 440.00%0.00%0.00%Q3 2023Q2 20244
ROTHSCHILD INVESTMENT LLC /IL 440.03%0.07%0.09%Q4 2022Q3 20234
GUARDIAN WEALTH ADVISORS, LLC / NC 443.00%3.17%3.45%Q3 2023Q2 20244
WealthTrust Asset Management, LLC 440.17%0.26%0.30%Q3 2023Q2 20244
PARK AVENUE SECURITIES LLC 440.01%0.02%0.02%Q3 2023Q2 20244
Ausdal Financial Partners, Inc. 440.12%0.23%0.28%Q3 2023Q2 20244
CENTAURUS FINANCIAL, INC. 440.01%0.01%0.02%Q2 2022Q1 20234
Accel Wealth Management 440.14%0.15%0.17%Q3 2023Q2 20244
Ruggaard & Associates LLC 444.30%5.26%5.95%Q3 2023Q2 20244
KESTRA PRIVATE WEALTH SERVICES, LLC 440.02%0.10%0.18%Q3 2023Q2 20244
WEALTHSOURCE PARTNERS, LLC 440.02%0.02%0.02%Q1 2023Q4 20234
NBC SECURITIES, INC. 440.07%0.09%0.12%Q3 2023Q2 20244
Sunbelt Securities, Inc. 440.02%0.24%0.36%Q3 2023Q2 20244
Capital International, Inc./CA/ 440.13%0.27%0.41%Q4 2022Q3 20234
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.12%0.30%0.36%Q3 2023Q2 20244
FLOW TRADERS U.S. LLC 440.08%0.11%0.14%Q2 2022Q1 20234
Visionary Wealth Advisors 440.02%0.32%0.50%Q3 2023Q2 20244
Bogart Wealth, LLC 440.12%0.70%2.06%Q3 2023Q2 20244
COMERICA BANK 440.00%0.00%0.00%Q3 2023Q2 20244
COZAD ASSET MANAGEMENT INC 440.04%0.10%0.14%Q3 2023Q2 20244
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 440.06%0.07%0.08%Q3 2023Q2 20244
MARK SHEPTOFF FINANCIAL PLANNING, LLC 440.02%0.04%0.07%Q3 2023Q2 20244
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 310.03%0.03%0.03%Q4 2022Q2 20244
Blue Trust, Inc. 440.00%0.00%0.00%Q3 2023Q2 20244
THRIVENT FINANCIAL FOR LUTHERANS 440.04%0.04%0.05%Q3 2023Q2 20244
ROTHSCHILD INVESTMENT LLC 330.11%0.16%0.20%Q4 2023Q2 20243
BARTLETT & CO. WEALTH MANAGEMENT LLC 330.00%0.00%0.00%Q4 2023Q2 20243
PRINCIPAL SECURITIES, INC. 330.08%0.11%0.14%Q4 2023Q2 20243
SEAMOUNT FINANCIAL GROUP INC 333.04%3.44%3.72%Q4 2023Q2 20243
BESSEMER GROUP INC 330.00%0.00%0.00%Q4 2023Q2 20243
BlackDiamond Wealth Management, LLC 331.58%1.83%1.97%Q4 2023Q2 20243
Alpha Cubed Investments, LLC 330.04%0.04%0.04%Q2 2023Q4 20233
Retirement Group, LLC 330.02%0.15%0.30%Q3 2023Q1 20243
Transcendent Capital Group LLC 330.02%0.05%0.12%Q4 2023Q2 20243
Burford Brothers, Inc. 330.37%0.39%0.43%Q4 2023Q2 20243
ORBA Wealth Advisors, L.L.C. 330.37%0.38%0.39%Q4 2023Q2 20243
LongView Wealth Management 330.93%1.05%1.24%Q4 2023Q2 20243
Northwest Financial Advisors 330.19%0.37%0.50%Q4 2023Q2 20243
EVERPAR ADVISORS LLC 330.24%0.58%0.89%Q4 2023Q2 20243
WESPAC Advisors, LLC 330.94%1.02%1.16%Q4 2023Q2 20243
FinTrust Capital Advisors, LLC 330.02%0.02%0.02%Q4 2023Q2 20243
Equitable Holdings, Inc. 330.02%0.03%0.04%Q4 2023Q2 20243
IAMS WEALTH MANAGEMENT, LLC 210.18%0.38%0.52%Q1 2023Q2 20243
Patriot Financial Group Insurance Agency, LLC 330.04%0.05%0.05%Q4 2023Q2 20243
Financial Services Advisory Inc 334.01%4.06%4.09%Q4 2023Q2 20243
FNY Investment Advisers, LLC 330.01%0.02%0.03%Q1 2023Q3 20233
High Falls Advisors, Inc 330.06%0.06%0.07%Q4 2023Q2 20243
Envision Financial Planning, LLC 330.24%0.26%0.27%Q4 2023Q2 20243
JONES FINANCIAL COMPANIES LLLP 330.00%0.01%0.02%Q4 2023Q2 20243
Octavia Wealth Advisors, LLC 330.05%0.05%0.06%Q4 2023Q2 20243
Rehmann Capital Advisory Group 330.02%0.03%0.03%Q4 2023Q2 20243
Dechtman Wealth Management, LLC 334.98%7.66%12.87%Q4 2023Q2 20243
AA Financial Advisors, LLC 332.64%3.16%4.10%Q4 2023Q2 20243
High Net Worth Advisory Group LLC 330.00%0.00%0.01%Q2 2022Q4 20223
Simplicity Solutions, LLC 330.05%0.06%0.07%Q2 2023Q4 20233
Gimbal Financial 330.20%0.22%0.25%Q4 2023Q2 20243
American Portfolios Advisors 330.00%0.01%0.02%Q1 2022Q3 20223
Tempus Wealth Planning, LLC 330.16%0.37%0.64%Q4 2023Q2 20243
Concurrent Investment Advisors, LLC 330.28%0.29%0.32%Q4 2023Q2 20243
Raleigh Capital Management Inc. 330.02%0.02%0.03%Q4 2023Q2 20243
Holistic Planning, LLC 333.02%3.12%3.30%Q4 2023Q2 20243
Western Wealth Management, LLC 330.09%0.25%0.36%Q4 2023Q2 20243
Summit Global Investments 330.02%0.02%0.03%Q4 2023Q2 20243
Kuhn & Co Investment Counsel 331.28%1.45%1.58%Q4 2023Q2 20243
Pensionmark Financial Group, LLC 330.10%0.14%0.18%Q4 2023Q2 20243
Fulcrum Equity Management 210.27%0.78%1.07%Q1 2023Q2 20243
HUNTINGTON NATIONAL BANK 330.00%0.00%0.00%Q4 2023Q2 20243
Swisher Financial Concepts, Inc. 338.04%8.99%10.40%Q4 2023Q2 20243
Clear Point Advisors Inc. 330.97%1.01%1.08%Q4 2023Q2 20243
Bruce G. Allen Investments, LLC 330.23%0.25%0.26%Q4 2023Q2 20243
First Pacific Financial 330.05%0.17%0.27%Q4 2023Q2 20243
DB Wealth Management Group, LLC 333.03%4.55%5.77%Q2 2023Q4 20233
Brown Miller Wealth Management, LLC 330.10%0.10%0.10%Q4 2023Q2 20243
Mariner, LLC 330.00%0.01%0.02%Q4 2023Q2 20243
Owen LaRue, LLC 330.87%0.95%1.06%Q4 2023Q2 20243
Saxony Capital Management, LLC 330.27%0.31%0.38%Q4 2023Q2 20243
Betterment LLC 330.00%0.00%0.00%Q4 2023Q2 20243
BANK OF MONTREAL /CAN/ 210.00%0.00%0.00%Q1 2023Q2 20243
Balentine LLC 220.04%0.06%0.07%Q1 2024Q2 20242
KPP Advisory Services LLC 110.34%0.44%0.54%Q3 2023Q1 20242
GTS SECURITIES LLC 220.00%0.01%0.01%Q1 2024Q2 20242
INVESTMENT ADVISORY SERVICES INC /TX /ADV 220.10%0.12%0.14%Q1 2024Q2 20242
US BANCORP \DE\ 220.00%0.00%0.00%Q1 2024Q2 20242
Farther Finance Advisors, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Kerntke Otto McGlone Wealth Management Group 220.53%0.56%0.60%Q1 2024Q2 20242
Francis Financial, Inc. 220.08%0.09%0.10%Q1 2024Q2 20242
Clear Creek Financial Management, LLC 220.19%0.25%0.30%Q1 2024Q2 20242
Milestone Investment Advisors LLC 220.00%0.20%0.39%Q1 2024Q2 20242
Russell Investments Group, Ltd. 220.00%0.00%0.00%Q1 2024Q2 20242
Magnus Financial Group LLC 220.05%0.14%0.23%Q1 2024Q2 20242
STONNINGTON GROUP, LLC 220.13%0.13%0.13%Q4 2022Q1 20232
Tower Research Capital LLC (TRC) 220.00%0.01%0.01%Q3 2023Q4 20232
Bison Wealth, LLC 220.04%0.04%0.04%Q1 2024Q2 20242
HFG Advisors, Inc. 220.24%0.25%0.26%Q1 2024Q2 20242
Virtu Financial LLC 110.16%0.28%0.40%Q3 2023Q1 20242
CJM Wealth Advisers, Ltd. 220.08%0.09%0.09%Q1 2024Q2 20242
New England Capital Financial Advisors LLC 220.00%0.16%0.33%Q1 2024Q2 20242
Stratos Wealth Partners, LTD. 220.01%0.01%0.01%Q1 2024Q2 20242
Ameritas Investment Partners, Inc. 220.04%0.04%0.05%Q1 2024Q2 20242
Bridgewealth Advisory Group, LLC 220.11%0.11%0.11%Q1 2024Q2 20242
Rather & Kittrell, Inc. 220.14%0.15%0.16%Q1 2024Q2 20242
Mayflower Financial Advisors, LLC 220.07%0.07%0.07%Q1 2024Q2 20242
MATHER GROUP, LLC. 220.00%0.00%0.00%Q1 2024Q2 20242
VALLEY NATIONAL ADVISERS INC 220.00%0.00%0.00%Q1 2024Q2 20242
SIGNATUREFD, LLC 110.00%0.00%0.00%Q4 2023Q2 20242
Modern Wealth Management, LLC 220.19%0.21%0.23%Q1 2024Q2 20242
Virtue Capital Management, LLC 220.07%0.08%0.08%Q1 2024Q2 20242
CULLEN/FROST BANKERS, INC. 220.00%0.00%0.01%Q1 2024Q2 20242
HRT FINANCIAL LP 110.00%0.01%0.01%Q2 2023Q2 20242
Fiduciary Alliance LLC 110.01%0.01%0.01%Q4 2022Q2 20232
Trueblood Wealth Management, LLC 220.13%0.17%0.21%Q1 2024Q2 20242
Cooper Financial Group 220.29%0.35%0.40%Q1 2024Q2 20242
Obsidian Personal Planning Solutions LLC 220.19%0.19%0.19%Q1 2024Q2 20242
Semus Wealth Partners LLC 220.49%0.52%0.55%Q3 2023Q4 20232
Snowden Capital Advisors LLC 220.01%0.01%0.01%Q1 2024Q2 20242
SOL Capital Management CO 220.05%0.06%0.06%Q1 2024Q2 20242
Simplicity Wealth,LLC 220.08%0.08%0.09%Q1 2024Q2 20242
CIBC Private Wealth Group LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Mason Investment Advisory Services, Inc. 220.07%0.11%0.15%Q1 2024Q2 20242
Glassman Wealth Services 220.01%0.01%0.01%Q1 2024Q2 20242
Rockport Wealth LLC 220.15%0.17%0.20%Q1 2024Q2 20242
Financial Connections Group, Inc. 220.01%0.02%0.02%Q1 2024Q2 20242
CarsonAllaria Wealth Management, Ltd. 220.11%0.11%0.11%Q1 2024Q2 20242
NVWM, LLC 220.00%0.00%0.00%Q4 2023Q1 20242
MILLENNIUM MANAGEMENT LLC 220.00%0.00%0.00%Q4 2023Q1 20242
TITLEIST ASSET MANAGEMENT, LLC 220.06%0.07%0.07%Q1 2024Q2 20242
Kovack Advisors, Inc. 220.03%0.03%0.03%Q1 2024Q2 20242
Merriman Wealth Management, LLC 220.04%0.04%0.04%Q1 2024Q2 20242
Bank of New York Mellon Corp 110.00%0.00%0.00%Q4 2022Q4 20221
Creative Capital Management Investments LLC 110.01%0.01%0.01%Q1 2024Q1 20241
Planning Capital Management Corp 110.00%0.00%0.00%Q1 2024Q1 20241
FLPUTNAM INVESTMENT MANAGEMENT CO 110.05%0.05%0.05%Q2 2024Q2 20241
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q1 2024Q1 20241
Jacobi Capital Management LLC 110.10%0.10%0.10%Q2 2024Q2 20241
Robbie L. Kennerson P.A., Inc. 113.90%3.90%3.90%Q4 2022Q4 20221
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q2 2024Q2 20241
Quadrature Capital Ltd 110.01%0.01%0.01%Q2 2024Q2 20241
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 110.04%0.04%0.04%Q2 2024Q2 20241
Clearstead Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
TUDOR INVESTMENT CORP ET AL 110.01%0.01%0.01%Q2 2024Q2 20241
McNamara Financial Services, Inc. 110.05%0.05%0.05%Q2 2024Q2 20241
Gladstone Institutional Advisory LLC 110.01%0.01%0.01%Q2 2024Q2 20241
HARTLINE INVESTMENT CORP/ 114.31%4.31%4.31%Q1 2024Q1 20241
Private Ocean, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
TWO SIGMA INVESTMENTS, LP 110.00%0.00%0.00%Q2 2024Q2 20241
Penserra Capital Management LLC 110.00%0.00%0.00%Q1 2024Q1 20241
HB Wealth Management, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
PNC FINANCIAL SERVICES GROUP, INC. 110.00%0.00%0.00%Q2 2024Q2 20241
Trust Co 110.00%0.00%0.00%Q2 2024Q2 20241
Headlands Technologies LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Westside Investment Management, Inc. 110.00%0.00%0.00%Q2 2024Q2 20241
Stratos Wealth Advisors, LLC 110.09%0.09%0.09%Q2 2024Q2 20241
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 110.14%0.14%0.14%Q2 2024Q2 20241
Advance Capital Management, Inc. 1114.21%14.21%14.21%Q2 2024Q2 20241
WEALTHGARDEN F.S. LLC 110.35%0.35%0.35%Q2 2024Q2 20241
Freedom Investment Management, Inc. 110.02%0.02%0.02%Q2 2024Q2 20241
Coppell Advisory Solutions Corp. 110.28%0.28%0.28%Q1 2023Q1 20231
AE Wealth Management LLC 110.00%0.00%0.00%Q4 2023Q4 20231
MGO ONE SEVEN LLC 110.15%0.15%0.15%Q2 2024Q2 20241
Investors Research Corp 110.02%0.02%0.02%Q2 2024Q2 20241
Strategic Financial Concepts, LLC 110.08%0.08%0.08%Q2 2024Q2 20241
Bricktown Capital, LLC 110.11%0.11%0.11%Q2 2024Q2 20241
Tennessee Valley Asset Management Partners 110.00%0.00%0.00%Q4 2023Q4 20231
J Arnold Wealth Management Co 110.10%0.10%0.10%Q4 2023Q4 20231
Smith Thornton Advisors LLC 110.39%0.39%0.39%Q2 2024Q2 20241
WOODMONT INVESTMENT COUNSEL LLC 110.04%0.04%0.04%Q2 2024Q2 20241
Almanack Investment Partners, LLC. 110.08%0.08%0.08%Q3 2023Q3 20231
SteelPeak Wealth, LLC 110.06%0.06%0.06%Q2 2024Q2 20241
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q4 2022Q4 20221
Highlander Capital Management, LLC 110.03%0.03%0.03%Q1 2024Q1 20241
TOWNSQUARE CAPITAL LLC 110.01%0.01%0.01%Q2 2024Q2 20241
Ashton Thomas Private Wealth, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
Grove Bank & Trust 110.00%0.00%0.00%Q3 2023Q3 20231
Echo Wealth Management, LLC 110.30%0.30%0.30%Q1 2024Q1 20241
Tyler-Stone Wealth Management 110.01%0.01%0.01%Q2 2024Q2 20241
MARSHALL WACE, LLP 110.00%0.00%0.00%Q2 2024Q2 20241
Evergreen Wealth Solutions, LLC 110.32%0.32%0.32%Q2 2024Q2 20241
Annex Advisory Services, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q1 2023Q1 20231
Kaizen Financial Strategies 111.59%1.59%1.59%Q2 2024Q2 20241
SeaCrest Wealth Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Clearview Wealth Advisors LLC 116.81%6.81%6.81%Q2 2024Q2 20241
CALTON & ASSOCIATES, INC. 110.15%0.15%0.15%Q2 2024Q2 20241
Trilogy Capital Inc. 110.02%0.02%0.02%Q2 2024Q2 20241
Indiana Trust & Investment Management Co 110.01%0.01%0.01%Q2 2024Q2 20241
SEI INVESTMENTS CO 110.04%0.04%0.04%Q2 2024Q2 20241
CPA Asset Management LLC 110.27%0.27%0.27%Q2 2024Q2 20241
Balboa Wealth Partners 110.09%0.09%0.09%Q2 2024Q2 20241
Cornerstone Investment Partners, LLC 110.10%0.10%0.10%Q4 2022Q4 20221
Bradley & Co. Private Wealth Management, LLC 110.01%0.01%0.01%Q4 2023Q4 20231
Gateway Wealth Partners, LLC 110.07%0.07%0.07%Q2 2024Q2 20241
Cornerstone Wealth Management, LLC 110.02%0.02%0.02%Q2 2024Q2 20241
Beaird Harris Wealth Management, LLC 110.00%0.00%0.00%Q1 2024Q1 20241
SouthState Corp 110.00%0.00%0.00%Q1 2024Q1 20241
Hanlon Investment Management, Inc. 110.07%0.07%0.07%Q2 2024Q2 20241
ARVEST INVESTMENTS, INC. 110.01%0.01%0.01%Q2 2024Q2 20241
BEAM WEALTH ADVISORS, INC. 110.14%0.14%0.14%Q2 2024Q2 20241
OneDigital Investment Advisors LLC 110.13%0.13%0.13%Q2 2024Q2 20241
Gradient Investments LLC 110.00%0.00%0.00%Q1 2024Q1 20241
ASHTON THOMAS SECURITIES, LLC 110.49%0.49%0.49%Q2 2024Q2 20241
TWO SIGMA SECURITIES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
44 WEALTH MANAGEMENT LLC 110.09%0.09%0.09%Q4 2022Q4 20221
ABSOLUTE CAPITAL MANAGEMENT, LLC 111.06%1.06%1.06%Q2 2024Q2 20241
Transform Wealth, LLC 110.14%0.14%0.14%Q2 2024Q2 20241
MAGNOLIA CAPITAL ADVISORS LLC 110.08%0.08%0.08%Q2 2024Q2 20241
Hershey Financial Advisers, LLC 110.03%0.03%0.03%Q2 2024Q2 20241
United Advisor Group, LLC 110.07%0.07%0.07%Q2 2024Q2 20241
Dupree Financial Group, LLC 110.11%0.11%0.11%Q2 2024Q2 20241
Premier Path Wealth Partners, LLC 110.22%0.22%0.22%Q2 2024Q2 20241
Bartlett & Co. LLC 110.00%0.00%0.00%Q4 2023Q4 20231
Riverview Capital Advisers, LLC 110.24%0.24%0.24%Q2 2024Q2 20241

This page lists all the filers that currently own CAPITAL GROUP DIVIDEND VALUE or have owned CAPITAL GROUP DIVIDEND VALUE in the past.