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 |
|---|---|---|---|---|---|
|
Cap Wealth Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
21,157
shares
|
$886,478
0.08% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
20,800
shares
|
$871,520
0.04% of portfolio
|
Q3 2025
Added 2.92%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
20,534
shares
|
$860,374
0.23% of portfolio
|
Q2 2025
Reduced 27.06%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Aug 12, 2025 Q2 2025 |
20,346
shares
|
$852,497
0.53% of portfolio
|
Q2 2025
Added 29.42%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Aug 12, 2025 Q2 2025 |
19,961
shares
|
$836,365
0.17% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
19,940
shares
|
$835,486
0.65% of portfolio
|
Q4 2024
Added 12.29%
|
|
|
Nautilus Advisors LLC
La Jolla, CA |
Aug 25, 2025 Q2 2025 |
19,676
shares
|
$824,424
0.57% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
19,520
shares
|
$817,888
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Aug 04, 2025 Q2 2025 |
19,161
shares
|
$802,845
1.45% of portfolio
|
Q2 2025
Reduced 3.05%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Oct 16, 2025 Q3 2025 |
18,870
shares
|
$790,653
0.34% of portfolio
|
Q3 2025
Added 41.56%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
18,685
shares
|
$782,901
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Oct 07, 2025 Q3 2025 |
18,475
shares
|
$774,102
0.66% of portfolio
|
Q3 2025
Added 29.01%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
18,147
shares
|
$760,359
0.0% of portfolio
|
Q2 2024
Reduced 6.2%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Aug 11, 2025 Q2 2025 |
17,842
shares
|
$747,579
0.36% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Hanlon Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
17,565
shares
|
$735,973
0.52% of portfolio
|
Q2 2025
Added 8.57%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Aug 13, 2025 Q2 2025 |
17,559
shares
|
$735,722
0.12% of portfolio
|
Q2 2025
Added 3.1%
|
|
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
Jul 17, 2025 Q2 2025 |
17,507
shares
|
$733,543
0.59% of portfolio
|
Q2 2025
New holding
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 21, 2025 Q3 2025 |
17,024
shares
|
$713,305
0.51% of portfolio
|
Q3 2025
Added 36.18%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Sep 25, 2025 Q2 2025 |
16,879
shares
|
$707,230
0.37% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
Norden Group LLC
Provo, UT |
Oct 15, 2025 Q3 2025 |
16,555
shares
|
$693,654
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
16,545
shares
|
$693,235
0.05% of portfolio
|
Q2 2025
Added 58.45%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
16,456
shares
|
$689,506
0.12% of portfolio
|
Q3 2025
Added 78.95%
|
|
|
Lincoln Capital LLC
|
Jul 11, 2025 Q2 2025 |
16,405
shares
|
$687,369
0.13% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
16,119
shares
|
$675,386
0.19% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
16,080
shares
|
$673,752
0.0% of portfolio
|
Q2 2025
Added 1.66%
|