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 581 institutions that hold shares in the stock, with a total of 376 Million shares, which have been reported (via 13F filing form) to have a value of $15.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
85,041
shares
|
$3.56 Million
0.17% of portfolio
|
Q2 2025
Added 118.52%
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
84,518
shares
|
$3.54 Million
0.65% of portfolio
|
Q3 2025
Added 32.56%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
84,503
shares
|
$3.54 Million
0.99% of portfolio
|
Q4 2024
Reduced 59.45%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
83,680
shares
|
$3.51 Million
0.15% of portfolio
|
Q2 2025
Added 97.85%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
82,745
shares
|
$3.47 Million
0.3% of portfolio
|
Q2 2025
Added 26.84%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
80,825
shares
|
$3.39 Million
1.23% of portfolio
|
Q2 2025
Added 27.47%
|
|
|
A&I Financial Services, LLC
Lone Tree, CO |
Oct 23, 2025 Q3 2025 |
78,307
shares
|
$3.28 Million
1.62% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
77,814
shares
|
$3.26 Million
0.36% of portfolio
|
Q2 2025
Reduced 4.13%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Aug 13, 2025 Q2 2025 |
77,242
shares
|
$3.24 Million
2.31% of portfolio
|
Q2 2025
Added 14.13%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
77,193
shares
|
$3.23 Million
0.29% of portfolio
|
Q3 2025
Added 46.83%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
77,077
shares
|
$3.23 Million
0.3% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
75,968
shares
|
$3.18 Million
0.04% of portfolio
|
Q3 2025
Added 25.46%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
75,426
shares
|
$3.16 Million
0.44% of portfolio
|
Q3 2025
Added 3.22%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 27, 2025 Q3 2025 |
75,038
shares
|
$3.14 Million
0.77% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
74,695
shares
|
$3.13 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
74,290
shares
|
$3.11 Million
0.04% of portfolio
|
Q2 2025
Reduced 6.08%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
74,260
shares
|
$3.11 Million
0.84% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
74,138
shares
|
$3.11 Million
0.04% of portfolio
|
Q2 2025
Added 85.45%
|
|
|
Carson Advisory Inc.
|
Aug 05, 2025 Q2 2025 |
73,300
shares
|
$3.07 Million
1.99% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Jul 25, 2025 Q2 2025 |
71,442
shares
|
$2.99 Million
1.45% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
70,356
shares
|
$2.95 Million
0.23% of portfolio
|
Q2 2025
Added 14.43%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
69,613
shares
|
$2.92 Million
0.05% of portfolio
|
Q3 2025
Added 19.56%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
69,566
shares
|
$2.91 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
68,327
shares
|
$2.86 Million
0.19% of portfolio
|
Q2 2025
Added 26.02%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
68,164
shares
|
$2.86 Million
0.09% of portfolio
|
Q2 2025
Added 10.32%
|