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 |
|---|---|---|---|---|---|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
42,156
shares
|
$1.41 Million
0.03% of portfolio
|
Q1 2025
Added 45.31%
|
|
|
Lantz Financial LLC
|
Apr 08, 2025 Q1 2025 |
42,139
shares
|
$1.41 Million
0.43% of portfolio
|
Q1 2025
Added 2.95%
|
|
|
Capital Planning LLC
|
Jan 14, 2025 Q4 2024 |
41,681
shares
|
$1.39 Million
0.41% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
41,307
shares
|
$1.38 Million
0.11% of portfolio
|
Q1 2025
Added 20.87%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
40,424
shares
|
$1.35 Million
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
39,532
shares
|
$1.32 Million
0.09% of portfolio
|
Q3 2023
Added 4.1%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Apr 14, 2025 Q1 2025 |
39,488
shares
|
$1.32 Million
0.5% of portfolio
|
Q1 2025
Added 182.32%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Apr 11, 2025 Q1 2025 |
39,475
shares
|
$1.32 Million
1.17% of portfolio
|
Q1 2025
Added 12.67%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
38,917
shares
|
$1.3 Million
0.08% of portfolio
|
Q1 2025
Added 15.79%
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Feb 21, 2025 Q4 2024 |
38,497
shares
|
$1.28 Million
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
38,210
shares
|
$1.27 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Wespac Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
38,020
shares
|
$1.27 Million
1.03% of portfolio
|
Q4 2024
Reduced 18.09%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
37,748
shares
|
$1.26 Million
0.1% of portfolio
|
Q4 2024
Added 8.59%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
37,352
shares
|
$1.25 Million
0.21% of portfolio
|
Q1 2025
Reduced 4.48%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Feb 14, 2025 Q4 2024 |
37,282
shares
|
$1.24 Million
0.92% of portfolio
|
Q4 2024
Added 115.08%
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
36,827
shares
|
$1.23 Million
0.11% of portfolio
|
Q4 2024
Added 3.74%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
35,520
shares
|
$1.18 Million
0.23% of portfolio
|
Q4 2024
Added 19.37%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
32,936
shares
|
$1.1 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Professional Financial Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
32,926
shares
|
$1.1 Million
0.3% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Lynch & Associates
|
Apr 17, 2025 Q1 2025 |
32,474
shares
|
$1.08 Million
0.25% of portfolio
|
Q1 2025
Added 111.6%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
32,063
shares
|
$1.07 Million
0.0% of portfolio
|
Q4 2024
Added 13.41%
|
|
|
Commons Capital, LLC
Needham, MA |
Jan 17, 2025 Q4 2024 |
30,614
shares
|
$1.02 Million
0.99% of portfolio
|
Q4 2024
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
30,586
shares
|
$1.02 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
30,263
shares
|
$1.01 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Apr 21, 2025 Q1 2025 |
30,142
shares
|
$1.01 Million
0.47% of portfolio
|
Q1 2025
Added 62.48%
|