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 480 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 $9.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Johnson Bixby & Associates, LLC
|
Jan 17, 2025 Q4 2024 |
1,988,521
shares
|
$66.6 Million
11.24% of portfolio
|
Q4 2024
Added 2.68%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
1,647,636
shares
|
$55.2 Million
11.85% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
1,619,216
shares
|
$54.2 Million
0.12% of portfolio
|
Q1 2025
Added 5.67%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
1,508,548
shares
|
$50.5 Million
0.11% of portfolio
|
Q4 2024
Added 6.02%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
1,481,090
shares
|
$49.6 Million
0.3% of portfolio
|
Q4 2024
Added 39.82%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
1,229,671
shares
|
$41.2 Million
2.07% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
1,162,524
shares
|
$38.9 Million
0.46% of portfolio
|
Q4 2024
Added 3.89%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
1,116,667
shares
|
$37.4 Million
0.25% of portfolio
|
Q4 2024
Added 12.24%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,110,623
shares
|
$37.2 Million
1.54% of portfolio
|
Q4 2024
Added 17.24%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
1,025,705
shares
|
$34.4 Million
0.06% of portfolio
|
Q4 2024
Added 25.25%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
1,014,829
shares
|
$34 Million
0.06% of portfolio
|
Q4 2024
Added 14.78%
|
|
|
Souders Financial Advisors
|
Feb 06, 2025 Q4 2024 |
982,263
shares
|
$32.9 Million
5.24% of portfolio
|
Q4 2024
Added 35.72%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
963,486
shares
|
$32.3 Million
5.44% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
962,243
shares
|
$32.2 Million
2.87% of portfolio
|
Q4 2024
Added 3.83%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
962,047
shares
|
$32.2 Million
0.42% of portfolio
|
Q4 2024
Added 13.57%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Apr 11, 2025 Q1 2025 |
931,088
shares
|
$31.2 Million
16.27% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
900,169
shares
|
$30.2 Million
4.18% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
876,527
shares
|
$29.4 Million
0.2% of portfolio
|
Q4 2024
Added 29.3%
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
875,728
shares
|
$29.3 Million
0.04% of portfolio
|
Q4 2024
Added 7.02%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
859,803
shares
|
$28.8 Million
0.73% of portfolio
|
Q4 2024
Added 29.33%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
854,594
shares
|
$28.6 Million
0.34% of portfolio
|
Q4 2024
Reduced 4.51%
|
|
|
Erickson Financial Group, LLC
Allentown, PA |
Apr 15, 2025 Q1 2025 |
828,492
shares
|
$27.8 Million
21.97% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
827,991
shares
|
$27.7 Million
1.28% of portfolio
|
Q4 2024
Added 6.53%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
770,242
shares
|
$25.8 Million
0.43% of portfolio
|
Q4 2024
Added 11.67%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
758,066
shares
|
$25.4 Million
0.07% of portfolio
|
Q4 2024
Added 2.85%
|