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 481 institutions that hold shares in the stock, with a total of 278 Million shares, which have been reported (via 13F filing form) to have a value of $9.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
11,866
shares
|
$395,731
0.01% of portfolio
|
Q4 2024
Added 51.89%
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Apr 18, 2025 Q1 2025 |
11,698
shares
|
$390,128
0.38% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
11,647
shares
|
$388,427
0.14% of portfolio
|
Q4 2024
Added 24.04%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
11,604
shares
|
$386,993
0.02% of portfolio
|
Q4 2024
Reduced 8.29%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
11,406
shares
|
$380,390
0.19% of portfolio
|
Q4 2024
Reduced 54.01%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
11,273
shares
|
$375,954
0.05% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
11,218
shares
|
$374,120
0.0% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
11,051
shares
|
$368,550
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
10,869
shares
|
$362,481
0.03% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
10,541
shares
|
$351,542
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Victory Financial Group, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
10,532
shares
|
$351,242
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
10,502
shares
|
$350,241
0.33% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Apr 21, 2025 Q1 2025 |
10,242
shares
|
$341,570
0.16% of portfolio
|
Q1 2025
Added 3.44%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Feb 13, 2025 Q4 2024 |
10,175
shares
|
$339,336
0.18% of portfolio
|
Q4 2024
Added 10.42%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
10,081
shares
|
$336,201
0.01% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
10,058
shares
|
$335,434
0.04% of portfolio
|
Q4 2024
Added 51.25%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
10,022
shares
|
$334,233
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Feb 03, 2025 Q4 2024 |
9,833
shares
|
$327,930
0.32% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
9,813
shares
|
$327,263
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
9,674
shares
|
$322,627
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Feb 13, 2025 Q4 2024 |
9,669
shares
|
$322,461
0.18% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
9,649
shares
|
$321,794
0.06% of portfolio
|
Q4 2024
Added 19.95%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Apr 11, 2025 Q1 2025 |
9,633
shares
|
$321,260
0.19% of portfolio
|
Q1 2025
Added 21.57%
|
|
|
Francis Financial, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
9,486
shares
|
$316,358
0.08% of portfolio
|
Q2 2024
Added 18.84%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
9,224
shares
|
$307,620
0.01% of portfolio
|
Q1 2025
Added 473.28%
|