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 617 institutions that hold shares in the stock, with a total of 420 Million shares, which have been reported (via 13F filing form) to have a value of $18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
52,585,686
shares
|
$2.25 Billion
0.69% of portfolio
|
Q3 2025
Added 22.69%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
23,230,952
shares
|
$996 Million
0.06% of portfolio
|
Q3 2025
Added 51.36%
|
|
|
Capital International Investors
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
22,501,357
shares
|
$965 Million
0.16% of portfolio
|
Q3 2025
Reduced 5.02%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
22,125,677
shares
|
$949 Million
0.31% of portfolio
|
Q3 2025
Added 14.32%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
17,388,906
shares
|
$746 Million
0.23% of portfolio
|
Q3 2025
Added 4.0%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
16,693,552
shares
|
$716 Million
0.48% of portfolio
|
Q3 2025
Added 8.91%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
15,868,443
shares
|
$680 Million
0.05% of portfolio
|
Q3 2025
Added 20.4%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
14,316,566
shares
|
$614 Million
0.75% of portfolio
|
Q3 2025
Added 20.81%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
13,581,815
shares
|
$582 Million
0.11% of portfolio
|
Q3 2025
Added 17.92%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
10,957,728
shares
|
$470 Million
0.6% of portfolio
|
Q3 2025
Added 11.08%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 10, 2025 Q3 2025 |
9,819,587
shares
|
$421 Million
27.79% of portfolio
|
Q3 2025
Reduced 19.44%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,653,653
shares
|
$414 Million
0.48% of portfolio
|
Q3 2024
Added 7.25%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
9,460,048
shares
|
$406 Million
7.72% of portfolio
|
Q3 2025
Added 8.99%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
8,273,932
shares
|
$355 Million
0.06% of portfolio
|
Q3 2025
Added 20.19%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
7,987,486
shares
|
$343 Million
0.5% of portfolio
|
Q3 2025
Added 19.1%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
7,854,486
shares
|
$337 Million
0.23% of portfolio
|
Q3 2025
Added 39.11%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,654,717
shares
|
$285 Million
0.15% of portfolio
|
Q3 2024
Added 19.9%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
6,279,946
shares
|
$269 Million
0.72% of portfolio
|
Q3 2025
Added 8.55%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
5,502,379
shares
|
$236 Million
0.04% of portfolio
|
Q2 2025
Added 21.9%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
5,425,920
shares
|
$233 Million
12.24% of portfolio
|
Q3 2025
Added 2.94%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
4,485,408
shares
|
$192 Million
0.55% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
4,418,723
shares
|
$189 Million
0.92% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
3,864,867
shares
|
$166 Million
0.15% of portfolio
|
Q3 2025
Added 12.9%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
3,377,036
shares
|
$145 Million
0.94% of portfolio
|
Q3 2025
Added 2.43%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
3,139,162
shares
|
$135 Million
0.7% of portfolio
|
Q3 2025
Added 8.94%
|
|