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 |
|---|---|---|---|---|---|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
2,327,557
shares
|
$89 Million
3.94% of portfolio
|
Q1 2025
Added 89.28%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
2,137,481
shares
|
$81.8 Million
9.5% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
1,991,751
shares
|
$76.2 Million
0.2% of portfolio
|
Q1 2025
Added 8.7%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
1,946,593
shares
|
$74.5 Million
0.44% of portfolio
|
Q1 2025
Added 31.43%
|
|
|
Johnson Bixby & Associates, LLC
|
Apr 22, 2025 Q1 2025 |
1,921,812
shares
|
$73.5 Million
10.98% of portfolio
|
Q1 2025
Reduced 3.35%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
1,822,184
shares
|
$69.7 Million
1.82% of portfolio
|
Q1 2025
Added 64.07%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
1,743,851
shares
|
$66.7 Million
0.12% of portfolio
|
Q1 2025
Added 15.6%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
1,647,636
shares
|
$63 Million
11.85% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
1,619,216
shares
|
$61.9 Million
0.12% of portfolio
|
Q1 2025
Added 5.67%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
1,253,604
shares
|
$48 Million
0.28% of portfolio
|
Q1 2025
Added 12.26%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,239,715
shares
|
$47.4 Million
0.49% of portfolio
|
Q1 2025
Added 6.64%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
1,214,991
shares
|
$46.5 Million
0.47% of portfolio
|
Q1 2025
Added 60.8%
|
|
|
Souders Financial Advisors
|
May 05, 2025 Q1 2025 |
1,208,802
shares
|
$46.2 Million
6.72% of portfolio
|
Q1 2025
Added 23.06%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
1,157,484
shares
|
$44.3 Million
0.07% of portfolio
|
Q1 2025
Added 12.85%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,130,886
shares
|
$43.3 Million
0.16% of portfolio
|
Q1 2025
Added 116.46%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
1,120,544
shares
|
$42.9 Million
0.07% of portfolio
|
Q1 2025
Added 10.42%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
1,057,501
shares
|
$40.4 Million
0.48% of portfolio
|
Q1 2025
Added 23.74%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
1,055,561
shares
|
$40.4 Million
0.47% of portfolio
|
Q1 2025
Added 9.72%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
1,013,152
shares
|
$38.8 Million
3.11% of portfolio
|
Q1 2025
Added 5.29%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
994,094
shares
|
$38 Million
0.84% of portfolio
|
Q1 2025
Added 15.62%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
975,213
shares
|
$37.3 Million
0.22% of portfolio
|
Q1 2025
Added 11.26%
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
966,220
shares
|
$37 Million
0.05% of portfolio
|
Q1 2025
Added 10.33%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
963,486
shares
|
$36.9 Million
5.44% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Apr 11, 2025 Q1 2025 |
931,088
shares
|
$35.6 Million
16.27% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
907,062
shares
|
$34.7 Million
4.45% of portfolio
|
Q1 2025
Added 0.77%
|