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 579 institutions that hold shares in the stock, with a total of 375 Million shares, which have been reported (via 13F filing form) to have a value of $15.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
27,079
shares
|
$1.13 Million
0.02% of portfolio
|
Q3 2025
Reduced 9.48%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
26,993
shares
|
$1.13 Million
0.2% of portfolio
|
Q2 2025
Added 23.32%
|
|
|
Summit Global Investments
Bountiful, UT |
Aug 12, 2025 Q2 2025 |
26,908
shares
|
$1.13 Million
0.06% of portfolio
|
Q2 2025
Added 21.46%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2025 Q3 2025 |
26,195
shares
|
$1.1 Million
0.22% of portfolio
|
Q3 2025
Added 23.38%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
25,883
shares
|
$1.08 Million
0.38% of portfolio
|
Q2 2025
Added 6.16%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Aug 08, 2025 Q2 2025 |
25,480
shares
|
$1.07 Million
0.3% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
24,921
shares
|
$1.04 Million
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
24,811
shares
|
$1.04 Million
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Oct 08, 2025 Q3 2025 |
24,798
shares
|
$1.04 Million
0.44% of portfolio
|
Q3 2025
Added 130.89%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Oct 22, 2025 Q3 2025 |
24,464
shares
|
$1.03 Million
0.34% of portfolio
|
Q3 2025
Added 18.44%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
24,333
shares
|
$1.02 Million
0.09% of portfolio
|
Q2 2025
Added 12.91%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
24,241
shares
|
$1.02 Million
0.48% of portfolio
|
Q2 2025
Added 129.97%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
24,193
shares
|
$1.01 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 05, 2025 Q2 2025 |
23,718
shares
|
$993,784
0.25% of portfolio
|
Q2 2025
Added 9.21%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
23,004
shares
|
$963,867
0.02% of portfolio
|
Q1 2022
Reduced 99.67%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
22,753
shares
|
$953,350
0.06% of portfolio
|
Q2 2025
Added 19.71%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Jul 23, 2025 Q2 2025 |
22,507
shares
|
$943,043
0.73% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
22,349
shares
|
$936,423
0.03% of portfolio
|
Q4 2024
Reduced 5.72%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
22,270
shares
|
$933,113
0.0% of portfolio
|
Q2 2025
Added 22.69%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
22,233
shares
|
$931,562
0.06% of portfolio
|
Q2 2025
Added 5.75%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 13, 2025 Q2 2025 |
21,997
shares
|
$921,674
0.14% of portfolio
|
Q2 2025
Added 59.23%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Jul 30, 2025 Q2 2025 |
21,885
shares
|
$916,981
0.65% of portfolio
|
Q2 2025
Added 47.7%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Aug 05, 2025 Q2 2025 |
21,650
shares
|
$907,135
0.78% of portfolio
|
Q4 2023
New holding
|
|
|
Banque Pictet & Cie Sa
|
Oct 21, 2025 Q3 2025 |
21,469
shares
|
$899,551
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
21,433
shares
|
$898,042
0.09% of portfolio
|
Q3 2025
Reduced 17.65%
|