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 |
|---|---|---|---|---|---|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
1,631
shares
|
$62,385
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
1,579
shares
|
$60,396
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Apr 15, 2025 Q1 2025 |
1,550
shares
|
$59,287
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
1,200
shares
|
$45,900
0.0% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
1,182
shares
|
$45,211
0.01% of portfolio
|
Q4 2024
Reduced 42.93%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
1,113
shares
|
$42,572
0.0% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
1,102
shares
|
$42,151
0.01% of portfolio
|
Q1 2025
Added 100.36%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
1,050
shares
|
$40,162
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
835
shares
|
$31,938
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Trust CO
|
Apr 08, 2025 Q1 2025 |
824
shares
|
$31,518
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
781
shares
|
$29,873
0.01% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
774
shares
|
$29,605
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
770
shares
|
$29,452
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
740
shares
|
$28,305
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
725
shares
|
$27,731
0.0% of portfolio
|
Q4 2024
Added 34.51%
|
|
|
Financial Connections Group, Inc.
|
May 09, 2025 Q1 2025 |
690
shares
|
$26,392
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
667
shares
|
$25,512
0.0% of portfolio
|
Q1 2025
Added 102.74%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
584
shares
|
$22,338
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
560
shares
|
$21,420
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
439
shares
|
$16,791
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
424
shares
|
$16,218
0.01% of portfolio
|
Q3 2023
Reduced 1.85%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
419
shares
|
$16,026
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
387
shares
|
$14,802
0.0% of portfolio
|
Q1 2025
Added 1005.71%
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
341
shares
|
$13,043
0.0% of portfolio
|
Q1 2025
Added 3310.0%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
313
shares
|
$11,972
0.04% of portfolio
|
Q3 2024
New holding
|