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 |
|---|---|---|---|---|---|
|
High Falls Advisors, Inc
Rochester, NY |
May 13, 2025 Q1 2025 |
9,430
shares
|
$360,697
0.08% of portfolio
|
Q1 2025
Added 9.91%
|
|
|
Sentinus, LLC
Oak Brook, IL |
May 15, 2025 Q1 2025 |
9,327
shares
|
$356,757
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
9,224
shares
|
$352,818
0.01% of portfolio
|
Q1 2025
Added 473.28%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
9,194
shares
|
$351,670
0.13% of portfolio
|
Q1 2025
Added 42.15%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
May 14, 2025 Q1 2025 |
9,050
shares
|
$346,162
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
9,034
shares
|
$345,550
0.06% of portfolio
|
Q1 2025
Added 56.08%
|
|
|
Tru Independence LLC
|
Apr 30, 2025 Q1 2025 |
8,810
shares
|
$336,982
0.1% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
8,752
shares
|
$334,764
0.18% of portfolio
|
Q1 2025
Added 18.9%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
8,710
shares
|
$333,157
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Compass Ion Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
8,663
shares
|
$331,359
0.04% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
8,602
shares
|
$329,026
0.07% of portfolio
|
Q1 2025
Added 11.35%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Apr 22, 2025 Q1 2025 |
8,598
shares
|
$328,873
0.09% of portfolio
|
Q1 2025
Added 14.73%
|
|
|
Cvfg LLC
Shelbyville, IN |
Apr 23, 2025 Q1 2025 |
8,462
shares
|
$323,671
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Hfg Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
8,340
shares
|
$319,005
0.26% of portfolio
|
Q1 2024
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
8,300
shares
|
$317,475
0.06% of portfolio
|
Q4 2024
Added 38.33%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
8,225
shares
|
$314,606
0.1% of portfolio
|
Q1 2025
Reduced 5.45%
|
|
|
Gimbal Financial
Carmel, IN |
Apr 23, 2025 Q1 2025 |
8,218
shares
|
$314,338
0.26% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Triton Wealth Management, Pllc
|
Mar 18, 2025 Q4 2024 |
8,024
shares
|
$306,918
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
8,000
shares
|
$306,000
0.15% of portfolio
|
Q1 2025
Added 27.59%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Apr 14, 2025 Q1 2025 |
7,928
shares
|
$303,246
0.22% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
7,924
shares
|
$303,093
0.05% of portfolio
|
Q1 2025
Added 8.41%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
7,878
shares
|
$301,333
0.1% of portfolio
|
Q1 2025
Reduced 15.72%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
7,652
shares
|
$292,689
0.02% of portfolio
|
Q1 2025
Added 78.53%
|
|
|
Brown Miller Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
7,643
shares
|
$292,344
0.1% of portfolio
|
Q4 2023
Reduced 9.0%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
7,629
shares
|
$291,809
0.0% of portfolio
|
Q1 2025
Reduced 5.92%
|