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 |
|---|---|---|---|---|---|
|
Cvfg LLC
Shelbyville, IN |
Aug 07, 2025 Q2 2025 |
9,645
shares
|
$404,125
0.3% of portfolio
|
Q2 2025
Added 13.98%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Aug 05, 2025 Q2 2025 |
9,633
shares
|
$403,622
0.19% of portfolio
|
Q2 2025
Added 25.9%
|
|
|
Francis Financial, Inc.
New York, NY |
Aug 08, 2025 Q2 2025 |
9,486
shares
|
$397,463
0.11% of portfolio
|
Q2 2024
Added 18.84%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
9,413
shares
|
$394,404
0.02% of portfolio
|
Q2 2025
Added 23.01%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
9,188
shares
|
$384,977
0.04% of portfolio
|
Q2 2025
Added 6.06%
|
|
|
Capital Planning LLC
|
Oct 22, 2025 Q3 2025 |
9,057
shares
|
$379,488
0.12% of portfolio
|
Q2 2025
Reduced 77.71%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Aug 12, 2025 Q2 2025 |
9,050
shares
|
$379,195
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Aug 14, 2025 Q2 2025 |
9,001
shares
|
$377,141
0.08% of portfolio
|
Q2 2025
Reduced 4.55%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
8,993
shares
|
$376,806
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
8,976
shares
|
$376,094
0.07% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
8,869
shares
|
$371,611
0.11% of portfolio
|
Q2 2025
Added 18.52%
|
|
|
Tru Independence LLC
|
Oct 23, 2025 Q3 2025 |
8,838
shares
|
$370,312
0.1% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
8,830
shares
|
$369,977
0.06% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
8,710
shares
|
$364,949
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Hfg Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
8,340
shares
|
$349,446
0.27% of portfolio
|
Q1 2024
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
8,288
shares
|
$347,267
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
8,279
shares
|
$346,890
0.1% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
8,250
shares
|
$345,675
0.04% of portfolio
|
Q2 2025
Added 9.16%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
8,041
shares
|
$336,917
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
7,881
shares
|
$330,213
0.01% of portfolio
|
Q2 2025
Added 23.6%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
7,870
shares
|
$329,753
0.24% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Creekside Partners
Petaluma, CA |
Oct 24, 2025 Q3 2025 |
7,794
shares
|
$326,568
0.14% of portfolio
|
Q2 2025
Added 24.56%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Oct 17, 2025 Q3 2025 |
7,730
shares
|
$323,887
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 24, 2025 Q3 2025 |
7,559
shares
|
$316,722
0.07% of portfolio
|
Q3 2025
Reduced 4.74%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
7,520
shares
|
$315,088
0.01% of portfolio
|
Q2 2025
Added 21.02%
|