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 |
|---|---|---|---|---|---|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
7,581
shares
|
$289,973
0.05% of portfolio
|
Q1 2025
Added 41.97%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
7,558
shares
|
$289,093
0.03% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Apr 14, 2025 Q1 2025 |
7,530
shares
|
$288,022
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Avant Capital LLC
Lafayette, LA |
May 12, 2025 Q1 2025 |
7,526
shares
|
$287,869
0.23% of portfolio
|
Q1 2025
Added 6.71%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
7,483
shares
|
$286,224
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Acorn Financial Advisory Services Inc
|
Apr 29, 2025 Q1 2025 |
7,352
shares
|
$281,214
0.06% of portfolio
|
Q1 2025
Added 22.98%
|
|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
7,348
shares
|
$281,061
0.04% of portfolio
|
Q1 2025
Added 5.32%
|
|
|
Weatherly Asset Management L. P.
|
May 01, 2025 Q1 2025 |
7,274
shares
|
$278,230
0.02% of portfolio
|
Q1 2025
Reduced 11.49%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
7,232
shares
|
$276,624
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
May 05, 2025 Q1 2025 |
7,092
shares
|
$271,269
0.1% of portfolio
|
Q1 2025
Added 15.47%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
6,829
shares
|
$261,209
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
6,719
shares
|
$257,001
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Apr 16, 2025 Q1 2025 |
6,684
shares
|
$255,663
0.28% of portfolio
|
Q1 2025
Reduced 41.14%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
6,621
shares
|
$253,253
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Worth Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
6,595
shares
|
$252,258
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Private Client Services, LLC
Louisville, KY |
Apr 08, 2025 Q1 2025 |
6,555
shares
|
$250,728
0.12% of portfolio
|
Q4 2024
Added 11.82%
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
6,495
shares
|
$248,433
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
6,472
shares
|
$247,554
0.13% of portfolio
|
Q2 2024
Reduced 78.61%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
6,468
shares
|
$247,401
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
6,376
shares
|
$243,882
0.01% of portfolio
|
Q1 2025
Added 3.31%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Apr 15, 2025 Q1 2025 |
6,351
shares
|
$242,925
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
6,272
shares
|
$239,904
0.06% of portfolio
|
Q4 2024
Reduced 15.24%
|
|
|
Creekside Partners
Petaluma, CA |
May 07, 2025 Q1 2025 |
6,257
shares
|
$239,330
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
6,214
shares
|
$237,685
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kmt Wealth Management, LLC
El Segundo, CA |
May 15, 2025 Q1 2025 |
6,187
shares
|
$236,652
0.15% of portfolio
|
Q1 2025
New holding
|