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 |
|---|---|---|---|---|---|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
12,390
shares
|
$519,141
0.09% of portfolio
|
Q2 2025
Added 49.28%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Oct 23, 2025 Q3 2025 |
12,279
shares
|
$514,490
0.53% of portfolio
|
Q3 2025
Reduced 29.97%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
12,089
shares
|
$506,529
0.05% of portfolio
|
Q1 2025
Added 7.46%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
11,988
shares
|
$502,297
0.15% of portfolio
|
Q1 2024
Added 468.96%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
11,974
shares
|
$501,710
0.0% of portfolio
|
Q2 2025
Added 297.81%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Sep 09, 2025 Q2 2025 |
11,824
shares
|
$495,425
0.06% of portfolio
|
Q1 2025
Added 5.54%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Aug 13, 2025 Q2 2025 |
11,449
shares
|
$479,713
0.19% of portfolio
|
Q2 2025
Added 12.52%
|
|
|
Acorn Financial Advisory Services Inc
|
Oct 24, 2025 Q3 2025 |
11,261
shares
|
$471,835
0.09% of portfolio
|
Q3 2025
Added 24.07%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
11,244
shares
|
$471,123
0.05% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Oct 15, 2025 Q3 2025 |
11,046
shares
|
$462,827
0.36% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Cim, LLC
|
Aug 19, 2025 Q2 2025 |
11,030
shares
|
$462,157
0.06% of portfolio
|
Q2 2025
Added 96.16%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
10,930
shares
|
$457,967
0.04% of portfolio
|
Q2 2025
Added 62.67%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
10,867
shares
|
$455,327
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
10,625
shares
|
$445,187
0.23% of portfolio
|
Q2 2025
Added 21.4%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
10,608
shares
|
$444,475
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Aug 14, 2025 Q2 2025 |
10,450
shares
|
$437,855
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
10,112
shares
|
$423,692
0.01% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Aug 11, 2025 Q2 2025 |
9,984
shares
|
$418,329
0.34% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
9,954
shares
|
$417,072
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Wellington Capital Management, Inc.
Bethesda, MD |
Aug 15, 2025 Q2 2025 |
9,942
shares
|
$416,569
0.88% of portfolio
|
Q2 2025
New holding
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
9,801
shares
|
$410,661
0.05% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
9,746
shares
|
$408,357
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
9,738
shares
|
$408,022
0.06% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
9,698
shares
|
$406,346
0.18% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
9,674
shares
|
$405,340
0.1% of portfolio
|
Q4 2023
New holding
|