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 |
|---|---|---|---|---|---|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
7,516
shares
|
$250,658
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
7,483
shares
|
$249,558
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
7,348
shares
|
$245,055
0.04% of portfolio
|
Q1 2025
Added 5.32%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
7,232
shares
|
$241,187
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
7,163
shares
|
$238,886
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Avant Capital LLC
Lafayette, LA |
Feb 11, 2025 Q4 2024 |
7,053
shares
|
$235,217
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
6,999
shares
|
$233,416
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Apr 16, 2025 Q1 2025 |
6,684
shares
|
$222,911
0.28% of portfolio
|
Q1 2025
Reduced 41.14%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
6,641
shares
|
$221,477
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Worth Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
6,595
shares
|
$219,943
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Private Client Services, LLC
Louisville, KY |
Apr 08, 2025 Q1 2025 |
6,555
shares
|
$218,609
0.12% of portfolio
|
Q4 2024
Added 11.82%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
6,472
shares
|
$215,841
0.13% of portfolio
|
Q2 2024
Reduced 78.61%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
6,468
shares
|
$215,707
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Apr 15, 2025 Q1 2025 |
6,351
shares
|
$211,805
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cim, LLC
|
Mar 03, 2025 Q4 2024 |
6,318
shares
|
$210,705
0.03% of portfolio
|
Q4 2024
Added 13.43%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
6,272
shares
|
$209,171
0.06% of portfolio
|
Q4 2024
Reduced 15.24%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
6,270
shares
|
$209,104
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
6,172
shares
|
$205,836
0.01% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Jan 29, 2025 Q4 2024 |
6,142
shares
|
$204,835
0.09% of portfolio
|
Q4 2024
Added 7.34%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Apr 15, 2025 Q1 2025 |
6,127
shares
|
$204,335
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
6,038
shares
|
$201,367
0.08% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Acorn Financial Advisory Services Inc
|
Feb 14, 2025 Q4 2024 |
5,978
shares
|
$199,366
0.04% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
5,815
shares
|
$193,930
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
5,802
shares
|
$193,496
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
5,760
shares
|
$192,096
0.1% of portfolio
|
Q4 2024
New holding
|