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 |
|---|---|---|---|---|---|
|
John W. Brooker & Co., Cp As
|
Apr 30, 2025 Q1 2025 |
21,017
shares
|
$803,900
0.36% of portfolio
|
Q1 2025
Added 46.49%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
20,785
shares
|
$795,026
0.01% of portfolio
|
Q1 2025
Added 6.08%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
20,657
shares
|
$790,130
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
20,176
shares
|
$771,732
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
20,041
shares
|
$766,568
0.08% of portfolio
|
Q1 2025
Reduced 4.93%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
19,940
shares
|
$762,705
0.65% of portfolio
|
Q4 2024
Added 12.29%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
May 15, 2025 Q1 2025 |
19,825
shares
|
$758,306
0.17% of portfolio
|
Q1 2025
Added 10.19%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
19,800
shares
|
$757,350
0.06% of portfolio
|
Q1 2025
Added 11.24%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
May 15, 2025 Q1 2025 |
19,764
shares
|
$755,973
1.49% of portfolio
|
Q1 2025
Reduced 11.97%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
19,520
shares
|
$746,640
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
19,006
shares
|
$726,979
0.06% of portfolio
|
Q1 2025
Added 24.24%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
18,466
shares
|
$706,324
0.1% of portfolio
|
Q1 2025
Added 28.38%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
18,185
shares
|
$695,576
0.57% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
18,152
shares
|
$694,314
0.0% of portfolio
|
Q1 2025
Added 153.41%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
18,147
shares
|
$694,122
0.0% of portfolio
|
Q2 2024
Reduced 6.2%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Apr 14, 2025 Q1 2025 |
17,614
shares
|
$673,735
0.06% of portfolio
|
Q1 2025
Added 10.57%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
May 12, 2025 Q1 2025 |
17,535
shares
|
$670,713
0.36% of portfolio
|
Q1 2025
Added 16.32%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
17,117
shares
|
$654,725
0.03% of portfolio
|
Q1 2025
Added 6.85%
|
|
|
Brendel Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
17,046
shares
|
$652,009
0.37% of portfolio
|
Q1 2025
Reduced 8.22%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Apr 11, 2025 Q1 2025 |
17,031
shares
|
$651,435
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Lincoln Capital LLC
|
May 13, 2025 Q1 2025 |
16,863
shares
|
$645,009
0.12% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Beam Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
16,722
shares
|
$639,616
0.21% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Norden Group LLC
Provo, UT |
May 07, 2025 Q1 2025 |
16,555
shares
|
$633,228
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
16,440
shares
|
$628,830
0.39% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Apr 23, 2025 Q1 2025 |
16,264
shares
|
$622,098
0.21% of portfolio
|
Q1 2025
Added 23.45%
|