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 |
|---|---|---|---|---|---|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
1,182
shares
|
$39,419
0.01% of portfolio
|
Q4 2024
Reduced 42.93%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
1,102
shares
|
$36,751
0.01% of portfolio
|
Q1 2025
Added 100.36%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
1,078
shares
|
$35,951
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
1,050
shares
|
$35,017
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Trust CO
|
Apr 08, 2025 Q1 2025 |
824
shares
|
$27,480
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
781
shares
|
$26,046
0.01% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
770
shares
|
$25,679
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
725
shares
|
$24,178
0.0% of portfolio
|
Q4 2024
Added 34.51%
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
690
shares
|
$23,011
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
584
shares
|
$19,476
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
560
shares
|
$18,676
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
439
shares
|
$14,640
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
424
shares
|
$14,140
0.01% of portfolio
|
Q3 2023
Reduced 1.85%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
369
shares
|
$12,306
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
329
shares
|
$10,972
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
313
shares
|
$10,438
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
257
shares
|
$8,570
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
175
shares
|
$5,836
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
100
shares
|
$3,335
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
70
shares
|
$2,334
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
56
shares
|
$1,867
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Apr 03, 2025 Q1 2025 |
51
shares
|
$1,700
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
41
shares
|
$1,367
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
41
shares
|
$1,367
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
35
shares
|
$1,167
0.0% of portfolio
|
Q2 2024
Reduced 93.55%
|