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 636 institutions that hold shares in the stock, with a total of 425 Million shares, which have been reported (via 13F filing form) to have a value of $18.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
2,685,955
shares
|
$115 Million
0.27% of portfolio
|
Q3 2025
Added 15.05%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
2,378,883
shares
|
$102 Million
4.07% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 14, 2026 Q4 2025 |
2,071,128
shares
|
$88.8 Million
13.48% of portfolio
|
Q4 2025
Added 3.13%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 14, 2025 Q3 2025 |
2,012,901
shares
|
$86.3 Million
8.78% of portfolio
|
Q3 2025
Added 3.18%
|
|
|
Cwm, LLC
|
Jan 26, 2026 Q4 2025 |
1,997,808
shares
|
$85.7 Million
0.24% of portfolio
|
Q4 2025
Reduced 4.05%
|
|
|
Mainstay Capital Management LLC
|
Jan 27, 2026 Q4 2025 |
1,853,415
shares
|
$79.5 Million
6.9% of portfolio
|
Q4 2025
Added 9.74%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
1,818,650
shares
|
$78 Million
0.12% of portfolio
|
Q4 2025
Added 4.94%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
1,805,453
shares
|
$77.4 Million
2.04% of portfolio
|
Q3 2025
Added 15.56%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
1,786,377
shares
|
$76.6 Million
0.13% of portfolio
|
Q3 2025
Added 3.06%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
1,760,893
shares
|
$75.5 Million
0.09% of portfolio
|
Q3 2025
Added 6.06%
|
|
|
Merit Financial Group, LLC
|
Jan 26, 2026 Q4 2025 |
1,754,850
shares
|
$75.2 Million
0.69% of portfolio
|
Q4 2025
Added 3.83%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
1,647,636
shares
|
$70.7 Million
11.85% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
1,607,316
shares
|
$68.9 Million
0.45% of portfolio
|
Q3 2025
Added 11.62%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
1,542,270
shares
|
$66.1 Million
0.09% of portfolio
|
Q3 2025
Reduced 20.47%
|
|
|
Iam Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
1,426,848
shares
|
$61.2 Million
14.33% of portfolio
|
Q4 2025
Added 195.25%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
1,400,891
shares
|
$60.1 Million
0.07% of portfolio
|
Q3 2025
Added 19.74%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,314,763
shares
|
$56.4 Million
0.43% of portfolio
|
Q3 2025
Added 9.51%
|
|
|
Souders Financial Advisors
|
Nov 04, 2025 Q3 2025 |
1,272,370
shares
|
$54.6 Million
7.23% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
1,272,308
shares
|
$54.6 Million
0.07% of portfolio
|
Q3 2025
Added 8.49%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
1,236,233
shares
|
$53 Million
1.1% of portfolio
|
Q4 2025
Added 8.06%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
1,213,477
shares
|
$52 Million
0.5% of portfolio
|
Q3 2025
Added 9.03%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
1,185,694
shares
|
$50.8 Million
3.45% of portfolio
|
Q3 2025
Added 10.51%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
1,115,043
shares
|
$47.8 Million
0.85% of portfolio
|
Q3 2025
Added 6.48%
|
|
|
Valmark Advisers, Inc.
|
Jan 23, 2026 Q4 2025 |
1,061,204
shares
|
$45.5 Million
0.58% of portfolio
|
Q4 2025
Added 12.48%
|
|
|
Erickson Financial Group, LLC
Allentown, PA |
Jan 20, 2026 Q4 2025 |
1,047,414
shares
|
$44.9 Million
27.77% of portfolio
|
Q4 2025
Added 0.78%
|
|