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 518 institutions that hold shares in the stock, with a total of 323 Million shares, which have been reported (via 13F filing form) to have a value of $12.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
May 15, 2025 Q1 2025 |
42,799
shares
|
$1.64 Million
1.51% of portfolio
|
Q1 2025
Reduced 88.56%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
42,294
shares
|
$1.62 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
42,156
shares
|
$1.61 Million
0.03% of portfolio
|
Q1 2025
Added 45.31%
|
|
|
Lantz Financial LLC
|
Apr 08, 2025 Q1 2025 |
42,139
shares
|
$1.61 Million
0.43% of portfolio
|
Q1 2025
Added 2.95%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
41,307
shares
|
$1.58 Million
0.11% of portfolio
|
Q1 2025
Added 20.87%
|
|
|
Capital Planning LLC
|
Apr 29, 2025 Q1 2025 |
40,632
shares
|
$1.55 Million
0.43% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
39,977
shares
|
$1.53 Million
0.02% of portfolio
|
Q1 2025
Added 42.27%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
39,532
shares
|
$1.51 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
|
$1.51 Million
0.5% of portfolio
|
Q1 2025
Added 182.32%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Apr 11, 2025 Q1 2025 |
39,475
shares
|
$1.51 Million
1.17% of portfolio
|
Q1 2025
Added 12.67%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
39,130
shares
|
$1.5 Million
0.08% of portfolio
|
Q1 2025
Added 49.26%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
38,917
shares
|
$1.49 Million
0.08% of portfolio
|
Q1 2025
Added 15.79%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
37,494
shares
|
$1.43 Million
0.59% of portfolio
|
Q1 2025
New holding
|
|
|
Wespac Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
37,370
shares
|
$1.43 Million
1.16% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
37,352
shares
|
$1.43 Million
0.21% of portfolio
|
Q1 2025
Reduced 4.48%
|
|
|
Litman Gregory Wealth Management LLC
|
May 02, 2025 Q1 2025 |
35,501
shares
|
$1.36 Million
0.11% of portfolio
|
Q1 2025
Reduced 3.6%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Apr 23, 2025 Q1 2025 |
34,600
shares
|
$1.32 Million
0.29% of portfolio
|
Q1 2025
Added 25.05%
|
|
|
Professional Financial Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
32,926
shares
|
$1.26 Million
0.3% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Lynch & Associates
|
Apr 17, 2025 Q1 2025 |
32,474
shares
|
$1.24 Million
0.25% of portfolio
|
Q1 2025
Added 111.6%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
31,637
shares
|
$1.21 Million
0.07% of portfolio
|
Q1 2025
Added 7.24%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Apr 21, 2025 Q1 2025 |
30,142
shares
|
$1.15 Million
0.47% of portfolio
|
Q1 2025
Added 62.48%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
30,070
shares
|
$1.15 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.22%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Apr 15, 2025 Q1 2025 |
29,625
shares
|
$1.13 Million
0.49% of portfolio
|
Q1 2025
Added 51.38%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
28,152
shares
|
$1.08 Million
0.31% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
27,974
shares
|
$1.07 Million
0.1% of portfolio
|
Q1 2025
Added 3.26%
|