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 579 institutions that hold shares in the stock, with a total of 375 Million shares, which have been reported (via 13F filing form) to have a value of $15.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Armor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
105,452
shares
|
$4.42 Million
1.65% of portfolio
|
Q3 2025
New holding
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
103,417
shares
|
$4.33 Million
0.1% of portfolio
|
Q2 2025
Added 3.6%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
103,312
shares
|
$4.33 Million
0.42% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Cooper Financial Group
|
Oct 07, 2025 Q3 2025 |
100,608
shares
|
$4.22 Million
0.49% of portfolio
|
Q3 2025
Reduced 3.83%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
99,109
shares
|
$4.15 Million
1.77% of portfolio
|
Q3 2025
Added 11.35%
|
|
|
Tribridge Partners Financial LLC
Columbia, MD |
Oct 22, 2025 Q3 2025 |
98,297
shares
|
$4.12 Million
2.23% of portfolio
|
Q3 2025
Reduced 10.73%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
97,845
shares
|
$4.1 Million
0.39% of portfolio
|
Q2 2025
Added 711.99%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Oct 14, 2025 Q3 2025 |
97,815
shares
|
$4.1 Million
3.2% of portfolio
|
Q3 2025
Added 3.3%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
97,038
shares
|
$4.07 Million
0.05% of portfolio
|
Q2 2025
Added 47.31%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
96,869
shares
|
$4.06 Million
0.28% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
95,966
shares
|
$4.02 Million
0.27% of portfolio
|
Q2 2025
Added 63.32%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Aug 13, 2025 Q2 2025 |
95,457
shares
|
$4 Million
3.09% of portfolio
|
Q2 2025
Added 10.9%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
95,347
shares
|
$4 Million
0.08% of portfolio
|
Q2 2025
Added 7.45%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
93,206
shares
|
$3.91 Million
0.03% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
91,283
shares
|
$3.82 Million
0.34% of portfolio
|
Q2 2025
Added 3.08%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
90,747
shares
|
$3.8 Million
1.18% of portfolio
|
Q3 2025
Added 9.35%
|
|
|
Scott Capital Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
90,302
shares
|
$3.78 Million
0.87% of portfolio
|
Q3 2025
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
88,362
shares
|
$3.7 Million
0.14% of portfolio
|
Q3 2025
Added 8.44%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
88,128
shares
|
$3.69 Million
0.07% of portfolio
|
Q4 2023
Added 17.98%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
86,405
shares
|
$3.62 Million
0.1% of portfolio
|
Q2 2025
Added 14.5%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
86,284
shares
|
$3.62 Million
0.17% of portfolio
|
Q2 2025
Added 30.93%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
86,255
shares
|
$3.61 Million
0.05% of portfolio
|
Q2 2025
Added 34.57%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
85,858
shares
|
$3.6 Million
0.19% of portfolio
|
Q1 2025
Reduced 10.7%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
85,518
shares
|
$3.58 Million
0.91% of portfolio
|
Q2 2025
Reduced 8.05%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
85,041
shares
|
$3.56 Million
0.17% of portfolio
|
Q2 2025
Added 118.52%
|