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 |
|---|---|---|---|---|---|
|
River Front Investment Group, LLC
Richmond, VA |
Feb 12, 2025 Q4 2024 |
9,050
shares
|
$301,817
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
9,034
shares
|
$301,283
0.06% of portfolio
|
Q1 2025
Added 56.08%
|
|
|
Tru Independence LLC
|
Jan 22, 2025 Q4 2024 |
8,810
shares
|
$293,813
0.1% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
8,752
shares
|
$291,879
0.18% of portfolio
|
Q1 2025
Added 18.9%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
8,710
shares
|
$290,478
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Compass Ion Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
8,663
shares
|
$288,911
0.04% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
8,602
shares
|
$286,876
0.07% of portfolio
|
Q1 2025
Added 11.35%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Apr 22, 2025 Q1 2025 |
8,598
shares
|
$286,743
0.09% of portfolio
|
Q1 2025
Added 14.73%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Feb 14, 2025 Q4 2024 |
8,580
shares
|
$286,143
0.07% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
8,419
shares
|
$280,773
0.01% of portfolio
|
Q4 2024
Added 11.51%
|
|
|
Hfg Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
8,340
shares
|
$278,139
0.26% of portfolio
|
Q1 2024
New holding
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Feb 06, 2025 Q4 2024 |
8,316
shares
|
$277,338
0.1% of portfolio
|
Q1 2023
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
8,300
shares
|
$276,805
0.06% of portfolio
|
Q4 2024
Added 38.33%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
8,225
shares
|
$274,303
0.1% of portfolio
|
Q1 2025
Reduced 5.45%
|
|
|
Gimbal Financial
Carmel, IN |
Jan 31, 2025 Q4 2024 |
8,218
shares
|
$274,070
0.24% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Weatherly Asset Management L. P.
|
Jan 29, 2025 Q4 2024 |
8,218
shares
|
$274,070
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
8,109
shares
|
$270,435
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Triton Wealth Management, Pllc
|
Mar 18, 2025 Q4 2024 |
8,024
shares
|
$267,600
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Apr 14, 2025 Q1 2025 |
7,928
shares
|
$264,398
0.22% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
7,878
shares
|
$262,731
0.1% of portfolio
|
Q1 2025
Reduced 15.72%
|
|
|
Sfg Wealth Management, Llc.
|
Jan 16, 2025 Q4 2024 |
7,833
shares
|
$261,230
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Miller Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
7,643
shares
|
$254,894
0.1% of portfolio
|
Q4 2023
Reduced 9.0%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
7,558
shares
|
$252,059
0.03% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Feb 03, 2025 Q4 2024 |
7,547
shares
|
$251,692
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Apr 14, 2025 Q1 2025 |
7,530
shares
|
$251,125
0.19% of portfolio
|
Q1 2025
New holding
|