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 |
|---|---|---|---|---|---|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
49,395
shares
|
$2.07 Million
0.01% of portfolio
|
Q2 2025
Added 110.74%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Aug 07, 2025 Q2 2025 |
48,808
shares
|
$2.05 Million
0.51% of portfolio
|
Q2 2025
Added 3.77%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
48,504
shares
|
$2.03 Million
0.09% of portfolio
|
Q2 2025
Reduced 72.71%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
48,114
shares
|
$2.02 Million
0.35% of portfolio
|
Q2 2025
Reduced 8.0%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
48,100
shares
|
$2.02 Million
0.68% of portfolio
|
Q2 2025
Added 5.03%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
47,349
shares
|
$1.98 Million
0.07% of portfolio
|
Q3 2025
Added 5.6%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
46,341
shares
|
$1.94 Million
0.12% of portfolio
|
Q2 2025
Added 12.19%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
45,822
shares
|
$1.92 Million
0.25% of portfolio
|
Q2 2025
Added 6.78%
|
|
|
Cypress Capital Advisors, LLC
Franklin, TN |
Aug 27, 2025 Q2 2025 |
44,982
shares
|
$1.88 Million
1.11% of portfolio
|
Q2 2025
Reduced 3.57%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
42,633
shares
|
$1.79 Million
0.45% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Aug 06, 2025 Q2 2025 |
41,756
shares
|
$1.75 Million
0.36% of portfolio
|
Q2 2025
Reduced 22.76%
|
|
|
Financial Council Asset Management Inc
|
Oct 15, 2025 Q3 2025 |
41,518
shares
|
$1.74 Million
0.78% of portfolio
|
Q3 2025
Added 4.77%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
40,623
shares
|
$1.7 Million
0.03% of portfolio
|
Q3 2025
Added 33.47%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
39,991
shares
|
$1.68 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Aug 04, 2025 Q2 2025 |
39,950
shares
|
$1.67 Million
2.2% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Jul 21, 2025 Q2 2025 |
39,868
shares
|
$1.67 Million
0.33% of portfolio
|
Q2 2025
Added 15.23%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
39,532
shares
|
$1.66 Million
0.09% of portfolio
|
Q3 2023
Added 4.1%
|
|
|
Lynch & Associates
|
Oct 07, 2025 Q3 2025 |
39,015
shares
|
$1.63 Million
0.32% of portfolio
|
Q3 2025
Added 6.45%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Aug 14, 2025 Q2 2025 |
38,578
shares
|
$1.62 Million
0.95% of portfolio
|
Q2 2025
Reduced 20.2%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
38,489
shares
|
$1.61 Million
0.63% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
Trinity Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
37,575
shares
|
$1.57 Million
0.62% of portfolio
|
Q3 2025
Added 7.49%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
37,464
shares
|
$1.57 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
37,354
shares
|
$1.57 Million
0.21% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
37,038
shares
|
$1.55 Million
0.35% of portfolio
|
Q2 2025
Added 12.49%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
35,119
shares
|
$1.47 Million
0.09% of portfolio
|
Q2 2025
Added 74.06%
|