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 |
|---|---|---|---|---|---|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
66,130
shares
|
$2.77 Million
0.14% of portfolio
|
Q2 2025
Added 69.0%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
65,028
shares
|
$2.72 Million
0.19% of portfolio
|
Q3 2025
Reduced 5.15%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
64,286
shares
|
$2.69 Million
0.1% of portfolio
|
Q3 2025
Added 43.56%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
63,797
shares
|
$2.67 Million
0.77% of portfolio
|
Q2 2025
Added 140.73%
|
|
|
Wespac Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
62,872
shares
|
$2.63 Million
1.81% of portfolio
|
Q3 2025
Added 64.21%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Aug 13, 2025 Q2 2025 |
62,653
shares
|
$2.63 Million
1.84% of portfolio
|
Q2 2025
Reduced 4.66%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
62,246
shares
|
$2.61 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.15%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
61,599
shares
|
$2.58 Million
0.37% of portfolio
|
Q3 2025
Reduced 5.07%
|
|
|
Strong Box Wealth, LLC
|
Oct 07, 2025 Q3 2025 |
61,318
shares
|
$2.57 Million
0.94% of portfolio
|
Q3 2025
Added 5.33%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
60,457
shares
|
$2.53 Million
0.18% of portfolio
|
Q3 2025
Added 24.82%
|
|
|
Latitude Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
60,025
shares
|
$2.52 Million
1.43% of portfolio
|
Q2 2025
Added 4.65%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
58,332
shares
|
$2.44 Million
0.05% of portfolio
|
Q3 2025
Added 14.07%
|
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
58,180
shares
|
$2.44 Million
0.5% of portfolio
|
Q2 2025
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
57,517
shares
|
$2.41 Million
0.3% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
55,985
shares
|
$2.35 Million
0.12% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
55,597
shares
|
$2.33 Million
0.43% of portfolio
|
Q3 2025
Added 2.52%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
54,895
shares
|
$2.3 Million
0.1% of portfolio
|
Q2 2025
Added 278.72%
|
|
|
Orca Wealth Management, LLC
New Port Richey, FL |
Jul 22, 2025 Q2 2025 |
53,958
shares
|
$2.26 Million
1.79% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
53,608
shares
|
$2.25 Million
1.78% of portfolio
|
Q2 2025
Added 22.83%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
52,091
shares
|
$2.18 Million
0.28% of portfolio
|
Q3 2025
Added 44.15%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
51,166
shares
|
$2.14 Million
0.59% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Jul 16, 2025 Q2 2025 |
50,846
shares
|
$2.13 Million
0.97% of portfolio
|
Q2 2025
Added 6.28%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
50,789
shares
|
$2.13 Million
0.03% of portfolio
|
Q2 2025
Reduced 19.16%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
50,183
shares
|
$2.1 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
49,925
shares
|
$2.09 Million
0.15% of portfolio
|
Q3 2025
Added 91.43%
|