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 |
|---|---|---|---|---|---|
|
Warner Financial, Inc
Bethesda, MD |
Oct 20, 2025 Q3 2025 |
16,033
shares
|
$671,782
0.25% of portfolio
|
Q3 2025
Added 47.09%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
15,829
shares
|
$663,235
0.26% of portfolio
|
Q2 2025
Added 6083.2%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
15,821
shares
|
$662,899
0.02% of portfolio
|
Q2 2025
Added 18.25%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
15,810
shares
|
$662,439
0.06% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Oct 09, 2025 Q3 2025 |
15,547
shares
|
$651,419
0.34% of portfolio
|
Q3 2025
Added 33.8%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
15,380
shares
|
$644,422
0.11% of portfolio
|
Q2 2025
Added 56.7%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
14,797
shares
|
$619,994
0.22% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
14,791
shares
|
$619,742
0.14% of portfolio
|
Q3 2025
Added 39.14%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
14,447
shares
|
$605,329
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
14,367
shares
|
$601,977
0.02% of portfolio
|
Q2 2025
Added 5.73%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
14,358
shares
|
$601,600
0.0% of portfolio
|
Q2 2025
Added 4.25%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
14,279
shares
|
$598,290
0.08% of portfolio
|
Q2 2025
Added 14.78%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
14,125
shares
|
$591,837
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 21, 2025 Q3 2025 |
14,070
shares
|
$589,533
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Beam Wealth Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
13,870
shares
|
$581,153
0.17% of portfolio
|
Q2 2025
Reduced 17.06%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
13,427
shares
|
$562,591
0.02% of portfolio
|
Q3 2025
Reduced 18.06%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
13,192
shares
|
$552,744
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jul 22, 2025 Q2 2025 |
13,051
shares
|
$546,836
0.06% of portfolio
|
Q2 2025
Reduced 25.91%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
12,831
shares
|
$537,618
0.06% of portfolio
|
Q2 2025
Reduced 10.48%
|
|
|
Signature Wealth Management Group
|
Jul 31, 2025 Q2 2025 |
12,632
shares
|
$529,280
0.21% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
12,477
shares
|
$522,786
0.07% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
12,452
shares
|
$521,738
0.15% of portfolio
|
Q2 2025
Added 6.55%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
12,435
shares
|
$521,026
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Aug 13, 2025 Q2 2025 |
12,435
shares
|
$521,026
0.15% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Widmann Financial Services, Inc.
|
Aug 14, 2025 Q2 2025 |
12,423
shares
|
$520,523
0.35% of portfolio
|
Q2 2025
New holding
|