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 481 institutions that hold shares in the stock, with a total of 278 Million shares, which have been reported (via 13F filing form) to have a value of $9.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
57,098
shares
|
$1.9 Million
0.29% of portfolio
|
Q4 2024
Reduced 39.86%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Feb 14, 2025 Q4 2024 |
56,952
shares
|
$1.9 Million
0.01% of portfolio
|
Q4 2024
Reduced 27.29%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
55,733
shares
|
$1.86 Million
1.87% of portfolio
|
Q4 2024
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
55,597
shares
|
$1.85 Million
0.19% of portfolio
|
Q4 2024
Added 11.53%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
54,443
shares
|
$1.82 Million
0.09% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Orca Wealth Management, LLC
New Port Richey, FL |
Jan 22, 2025 Q4 2024 |
53,781
shares
|
$1.79 Million
1.71% of portfolio
|
Q4 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
53,366
shares
|
$1.78 Million
0.04% of portfolio
|
Q4 2024
Added 4.74%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
53,125
shares
|
$1.77 Million
0.03% of portfolio
|
Q4 2024
Added 11.11%
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
52,612
shares
|
$1.75 Million
0.7% of portfolio
|
Q1 2025
Added 27.03%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
52,062
shares
|
$1.74 Million
0.03% of portfolio
|
Q4 2024
Added 88.75%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
51,683
shares
|
$1.72 Million
0.0% of portfolio
|
Q4 2024
Added 31.32%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
51,178
shares
|
$1.71 Million
0.36% of portfolio
|
Q4 2024
Added 530.27%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
49,031
shares
|
$1.64 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Feb 14, 2025 Q4 2024 |
48,940
shares
|
$1.63 Million
1.02% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
48,797
shares
|
$1.63 Million
0.04% of portfolio
|
Q4 2024
Added 28.74%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
48,097
shares
|
$1.6 Million
0.06% of portfolio
|
Q4 2024
Added 5.86%
|
|
|
Latitude Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
47,526
shares
|
$1.58 Million
1.09% of portfolio
|
Q4 2024
Added 12.14%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
46,626
shares
|
$1.55 Million
0.8% of portfolio
|
Q4 2024
Added 55.97%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Apr 11, 2025 Q1 2025 |
45,796
shares
|
$1.53 Million
0.68% of portfolio
|
Q1 2025
Added 6.21%
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
45,148
shares
|
$1.51 Million
0.45% of portfolio
|
Q4 2024
Added 21.83%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
44,437
shares
|
$1.48 Million
0.22% of portfolio
|
Q4 2024
Added 31.09%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Apr 21, 2025 Q1 2025 |
43,643
shares
|
$1.46 Million
1.4% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Financial Council Asset Management Inc
|
Apr 15, 2025 Q1 2025 |
43,279
shares
|
$1.44 Million
0.83% of portfolio
|
Q1 2025
Added 18.56%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
42,303
shares
|
$1.41 Million
0.02% of portfolio
|
Q4 2024
Added 81.82%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
42,294
shares
|
$1.41 Million
0.12% of portfolio
|
Q1 2025
New holding
|