Institutional Ownership Capital Group Divid Value ETF (CGDV)
This table provides information about the institutional ownership of Capital Group Divid Value ETF (CGDV). We have compiled data on the 545 institutions that hold shares in the stock, with a total of 336 Million shares, which have been reported (via 13F filing form) to have a value of $13.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
29,452,035
shares
|
$1.19 Billion
0.43% of portfolio
|
Q1 2025
Added 33.97%
|
|
|
Capital International Investors
Los Angeles, CA |
May 12, 2025 Q1 2025 |
23,718,506
shares
|
$962 Million
0.17% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
17,353,649
shares
|
$704 Million
0.24% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
16,720,692
shares
|
$678 Million
0.2% of portfolio
|
Q2 2025
Added 9.95%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
13,831,238
shares
|
$561 Million
0.41% of portfolio
|
Q1 2025
Added 19.12%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
12,188,851
shares
|
$494 Million
29.34% of portfolio
|
Q2 2025
Reduced 4.37%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
11,850,016
shares
|
$481 Million
0.84% of portfolio
|
Q2 2025
Added 17.1%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
11,386,405
shares
|
$462 Million
0.03% of portfolio
|
Q1 2025
Added 35.9%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
10,707,963
shares
|
$434 Million
0.03% of portfolio
|
Q1 2025
Added 26.63%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
10,310,238
shares
|
$418 Million
0.09% of portfolio
|
Q1 2025
Added 14.99%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
9,864,666
shares
|
$400 Million
0.51% of portfolio
|
Q2 2025
Added 6.21%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,653,653
shares
|
$391 Million
0.48% of portfolio
|
Q3 2024
Added 7.25%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
May 12, 2025 Q1 2025 |
8,222,276
shares
|
$333 Million
3.07% of portfolio
|
Q1 2025
Added 11.64%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,654,717
shares
|
$270 Million
0.15% of portfolio
|
Q3 2024
Added 19.9%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
6,412,402
shares
|
$260 Million
0.04% of portfolio
|
Q1 2025
Added 6.78%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
5,793,791
shares
|
$235 Million
0.49% of portfolio
|
Q4 2024
Reduced 17.54%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
5,785,215
shares
|
$235 Million
0.69% of portfolio
|
Q2 2025
Added 15.58%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
5,270,920
shares
|
$214 Million
12.37% of portfolio
|
Q2 2025
Added 3.53%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
4,125,786
shares
|
$167 Million
0.03% of portfolio
|
Q1 2025
Added 18.54%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
4,002,118
shares
|
$162 Million
0.47% of portfolio
|
Q1 2025
Added 8.82%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
3,955,630
shares
|
$160 Million
0.13% of portfolio
|
Q1 2025
Added 170.64%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
3,683,059
shares
|
$149 Million
0.67% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
3,296,914
shares
|
$134 Million
0.94% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
3,064,875
shares
|
$124 Million
0.12% of portfolio
|
Q1 2025
Added 19.56%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
2,881,541
shares
|
$117 Million
0.65% of portfolio
|
Q2 2025
Added 48.03%
|