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 |
|---|---|---|---|---|---|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
34,886
shares
|
$1.46 Million
0.94% of portfolio
|
Q2 2025
Added 2109.37%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
34,799
shares
|
$1.46 Million
0.11% of portfolio
|
Q3 2025
Added 8.38%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2025 Q3 2025 |
34,542
shares
|
$1.45 Million
0.57% of portfolio
|
Q3 2025
Added 5.67%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Oct 21, 2025 Q3 2025 |
34,465
shares
|
$1.44 Million
1.11% of portfolio
|
Q3 2025
Added 8.36%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
33,817
shares
|
$1.42 Million
0.0% of portfolio
|
Q2 2025
Added 12.46%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
33,490
shares
|
$1.4 Million
0.17% of portfolio
|
Q3 2025
Added 26.41%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Oct 23, 2025 Q3 2025 |
33,006
shares
|
$1.38 Million
0.32% of portfolio
|
Q3 2025
Added 29.62%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Oct 23, 2025 Q3 2025 |
32,820
shares
|
$1.38 Million
0.59% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Oct 21, 2025 Q3 2025 |
32,644
shares
|
$1.37 Million
1.12% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Dmkc Advisory Services, LLC
Des Moines, IA |
Oct 21, 2025 Q3 2025 |
32,574
shares
|
$1.36 Million
0.69% of portfolio
|
Q3 2025
Added 7.85%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Oct 21, 2025 Q3 2025 |
32,377
shares
|
$1.36 Million
0.52% of portfolio
|
Q3 2025
Reduced 3.57%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
31,880
shares
|
$1.34 Million
0.09% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
31,626
shares
|
$1.33 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
31,541
shares
|
$1.32 Million
0.23% of portfolio
|
Q2 2025
Added 20.83%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
31,163
shares
|
$1.31 Million
0.12% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
30,338
shares
|
$1.27 Million
0.01% of portfolio
|
Q3 2025
Added 153.22%
|
|
|
44 Wealth Management LLC
|
Aug 14, 2025 Q2 2025 |
30,098
shares
|
$1.26 Million
0.43% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
29,260
shares
|
$1.23 Million
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
29,073
shares
|
$1.22 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
29,027
shares
|
$1.22 Million
0.87% of portfolio
|
Q2 2025
Added 59.62%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
28,981
shares
|
$1.21 Million
0.12% of portfolio
|
Q2 2025
Added 20.54%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
28,502
shares
|
$1.19 Million
0.1% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
28,370
shares
|
$1.19 Million
0.28% of portfolio
|
Q3 2025
Reduced 2.5%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
28,321
shares
|
$1.19 Million
0.09% of portfolio
|
Q2 2025
Added 12.57%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
27,958
shares
|
$1.17 Million
0.19% of portfolio
|
Q2 2025
Added 29.14%
|