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 |
|---|---|---|---|---|---|
|
Donaldson Capital Management, LLC
Evansville, IN |
Apr 15, 2025 Q1 2025 |
6,127
shares
|
$234,357
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
May 12, 2025 Q1 2025 |
6,062
shares
|
$231,871
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
May 01, 2025 Q1 2025 |
6,038
shares
|
$230,953
0.09% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
May 01, 2025 Q1 2025 |
6,008
shares
|
$229,806
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
5,815
shares
|
$222,423
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
5,653
shares
|
$216,227
0.12% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Cim, LLC
|
Jun 05, 2025 Q1 2025 |
5,623
shares
|
$215,079
0.03% of portfolio
|
Q1 2025
Reduced 11.0%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
4,734
shares
|
$181,075
0.0% of portfolio
|
Q1 2024
Reduced 7.01%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
4,625
shares
|
$176,906
0.0% of portfolio
|
Q3 2024
Added 37.36%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
3,821
shares
|
$146,153
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
3,713
shares
|
$142,022
0.0% of portfolio
|
Q1 2025
Reduced 18.95%
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
3,650
shares
|
$139,612
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
3,464
shares
|
$132,498
0.0% of portfolio
|
Q3 2024
Added 36.7%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
3,128
shares
|
$119,646
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
3,010
shares
|
$115,132
0.0% of portfolio
|
Q1 2025
Added 92.95%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,000
shares
|
$114,750
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
2,790
shares
|
$106,717
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
2,787
shares
|
$106,602
0.06% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
2,782
shares
|
$106,411
0.03% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
2,605
shares
|
$99,641
0.1% of portfolio
|
Q1 2025
Reduced 65.34%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
2,550
shares
|
$97,537
0.03% of portfolio
|
Q4 2024
Reduced 37.77%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
2,488
shares
|
$95,166
0.0% of portfolio
|
Q1 2025
Reduced 92.45%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
2,330
shares
|
$89,122
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
2,269
shares
|
$86,789
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
1,725
shares
|
$65,981
0.04% of portfolio
|
Q1 2025
New holding
|