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 |
|---|---|---|---|---|---|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
26,501
shares
|
$1.01 Million
0.33% of portfolio
|
Q4 2024
Added 14.53%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
26,103
shares
|
$998,439
0.23% of portfolio
|
Q1 2025
Added 30.49%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Apr 22, 2025 Q1 2025 |
25,236
shares
|
$965,277
0.89% of portfolio
|
Q1 2025
Added 53.75%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
25,159
shares
|
$962,331
0.08% of portfolio
|
Q1 2025
Added 39.68%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
May 13, 2025 Q1 2025 |
25,038
shares
|
$957,703
0.29% of portfolio
|
Q1 2025
Added 5.96%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
May 01, 2025 Q1 2025 |
24,813
shares
|
$949,097
0.77% of portfolio
|
Q1 2025
Added 14.49%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
24,380
shares
|
$932,535
0.37% of portfolio
|
Q1 2025
Added 4.28%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Apr 16, 2025 Q1 2025 |
24,210
shares
|
$926,032
0.13% of portfolio
|
Q1 2025
Added 7.98%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
24,042
shares
|
$919,606
0.09% of portfolio
|
Q1 2025
Added 11.64%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
23,439
shares
|
$896,541
0.0% of portfolio
|
Q1 2025
Reduced 4.87%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
May 08, 2025 Q1 2025 |
23,096
shares
|
$883,422
0.73% of portfolio
|
Q1 2025
Reduced 5.56%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
23,004
shares
|
$879,903
0.02% of portfolio
|
Q1 2022
Reduced 99.67%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
May 06, 2025 Q1 2025 |
22,988
shares
|
$879,291
0.72% of portfolio
|
Q1 2025
Added 8.6%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
May 13, 2025 Q1 2025 |
22,656
shares
|
$866,592
1.06% of portfolio
|
Q1 2025
Added 7.73%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
22,349
shares
|
$854,849
0.03% of portfolio
|
Q4 2024
Reduced 5.72%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Apr 30, 2025 Q1 2025 |
22,214
shares
|
$849,685
0.38% of portfolio
|
Q1 2025
Added 6.98%
|
|
|
Summit Global Investments
Bountiful, UT |
Apr 07, 2025 Q1 2025 |
22,154
shares
|
$847,390
0.06% of portfolio
|
Q1 2025
Added 12.02%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
21,888
shares
|
$837,216
0.18% of portfolio
|
Q1 2025
Added 54.77%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
May 13, 2025 Q1 2025 |
21,718
shares
|
$830,713
0.22% of portfolio
|
Q1 2025
Added 21.55%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
21,650
shares
|
$828,112
0.39% of portfolio
|
Q4 2023
New holding
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
21,649
shares
|
$828,074
0.15% of portfolio
|
Q1 2025
Added 12.37%
|
|
|
Cap Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
21,627
shares
|
$827,232
0.08% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
21,551
shares
|
$824,325
0.08% of portfolio
|
Q1 2025
Added 17.64%
|
|
|
Banque Pictet & Cie Sa
|
Apr 30, 2025 Q1 2025 |
21,469
shares
|
$821,189
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
21,024
shares
|
$804,168
0.05% of portfolio
|
Q1 2025
Added 1.96%
|