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 |
|---|---|---|---|---|---|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
11,687
shares
|
$447,027
0.12% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Pcg Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
11,405
shares
|
$436,241
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
11,273
shares
|
$431,192
0.05% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
11,218
shares
|
$429,088
0.0% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
11,203
shares
|
$428,514
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
11,156
shares
|
$426,717
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
11,074
shares
|
$423,580
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
10,808
shares
|
$413,406
0.04% of portfolio
|
Q1 2025
Added 7.46%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
10,648
shares
|
$407,286
0.35% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
10,541
shares
|
$403,193
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
10,442
shares
|
$399,406
0.03% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Apr 21, 2025 Q1 2025 |
10,242
shares
|
$391,756
0.16% of portfolio
|
Q1 2025
Added 3.44%
|
|
|
Obsidian Personal Planning Solutions LLC
|
May 16, 2025 Q1 2025 |
10,175
shares
|
$389,193
0.16% of portfolio
|
Q4 2024
Added 10.42%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
10,081
shares
|
$385,598
0.01% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
10,022
shares
|
$383,341
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Venture Visionary Partners LLC
|
May 14, 2025 Q1 2025 |
10,022
shares
|
$383,341
0.02% of portfolio
|
Q1 2025
Added 50.91%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
9,861
shares
|
$377,183
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
May 02, 2025 Q1 2025 |
9,830
shares
|
$375,997
0.34% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
9,815
shares
|
$375,423
0.07% of portfolio
|
Q1 2025
Added 151.67%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
9,789
shares
|
$374,429
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
9,738
shares
|
$372,478
0.06% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
9,674
shares
|
$370,030
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
9,669
shares
|
$369,839
0.18% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Apr 11, 2025 Q1 2025 |
9,633
shares
|
$368,462
0.19% of portfolio
|
Q1 2025
Added 21.57%
|
|
|
Francis Financial, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
9,486
shares
|
$362,839
0.1% of portfolio
|
Q2 2024
Added 18.84%
|