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 |
|---|---|---|---|---|---|
|
Hanlon Investment Management, Inc.
|
May 13, 2025 Q1 2025 |
16,178
shares
|
$618,808
0.45% of portfolio
|
Q1 2025
Added 2.8%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
15,817
shares
|
$605,000
0.0% of portfolio
|
Q1 2025
Reduced 35.9%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
15,776
shares
|
$603,432
0.07% of portfolio
|
Q4 2024
Added 14.33%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
May 13, 2025 Q1 2025 |
15,721
shares
|
$601,328
0.45% of portfolio
|
Q1 2025
Added 49.57%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
May 12, 2025 Q1 2025 |
14,817
shares
|
$566,750
0.45% of portfolio
|
Q1 2025
Added 96.33%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
14,770
shares
|
$564,952
0.21% of portfolio
|
Q1 2025
Added 5.2%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
14,495
shares
|
$554,433
0.03% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
14,333
shares
|
$548,237
0.07% of portfolio
|
Q1 2025
Added 110.84%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 16, 2025 Q1 2025 |
14,269
shares
|
$545,789
0.12% of portfolio
|
Q1 2025
Added 80.6%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
14,211
shares
|
$543,570
0.03% of portfolio
|
Q1 2025
Reduced 37.45%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
13,857
shares
|
$530,030
0.01% of portfolio
|
Q1 2025
Added 97.99%
|
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
13,815
shares
|
$528,423
0.09% of portfolio
|
Q1 2025
Added 31.17%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
13,773
shares
|
$526,817
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
13,588
shares
|
$519,741
0.02% of portfolio
|
Q1 2025
Added 14.51%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
13,417
shares
|
$513,200
0.04% of portfolio
|
Q1 2025
Added 21.41%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
13,379
shares
|
$511,746
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Namara Financial Services, Inc.
|
Apr 11, 2025 Q1 2025 |
13,120
shares
|
$501,840
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
12,738
shares
|
$487,228
0.08% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
12,440
shares
|
$475,830
0.07% of portfolio
|
Q1 2025
Added 78.79%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
12,435
shares
|
$475,638
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
May 08, 2025 Q1 2025 |
12,350
shares
|
$472,387
0.15% of portfolio
|
Q1 2025
Added 48.51%
|
|
|
Signature Wealth Management Group
|
Apr 17, 2025 Q1 2025 |
12,226
shares
|
$467,644
0.18% of portfolio
|
Q1 2025
Added 5.77%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
12,050
shares
|
$460,912
0.05% of portfolio
|
Q1 2025
Reduced 60.6%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
11,988
shares
|
$458,541
0.15% of portfolio
|
Q1 2024
Added 468.96%
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Apr 18, 2025 Q1 2025 |
11,698
shares
|
$447,448
0.38% of portfolio
|
Q1 2025
Added 0.02%
|