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 581 institutions that hold shares in the stock, with a total of 376 Million shares, which have been reported (via 13F filing form) to have a value of $15.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
7,520
shares
|
$315,088
0.01% of portfolio
|
Q2 2025
Added 21.02%
|
|
|
180 Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
7,490
shares
|
$313,831
0.04% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
7,450
shares
|
$312,155
0.09% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
7,413
shares
|
$310,604
0.02% of portfolio
|
Q3 2025
Reduced 4.66%
|
|
|
Triton Wealth Management, Pllc
|
Jul 28, 2025 Q2 2025 |
7,393
shares
|
$309,766
0.13% of portfolio
|
Q2 2025
Reduced 7.86%
|
|
|
Fi3 Financial Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
7,345
shares
|
$307,755
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Weatherly Asset Management L. P.
|
Oct 16, 2025 Q3 2025 |
7,274
shares
|
$304,780
0.03% of portfolio
|
Q1 2025
Reduced 11.49%
|
|
|
Avant Capital LLC
Lafayette, LA |
Aug 14, 2025 Q2 2025 |
7,245
shares
|
$303,565
0.23% of portfolio
|
Q2 2025
Reduced 3.73%
|
|
|
Sonoma Allocations LLC
Santa Rosa, CA |
Oct 24, 2025 Q3 2025 |
7,170
shares
|
$300,423
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Oct 20, 2025 Q3 2025 |
7,095
shares
|
$297,280
0.12% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Glaxis Capital Management, LLC
Sarasota, FL |
Aug 08, 2025 Q2 2025 |
7,000
shares
|
$293,300
0.41% of portfolio
|
Q2 2025
New holding
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 17, 2025 Q3 2025 |
6,896
shares
|
$288,942
0.0% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
6,804
shares
|
$285,087
0.02% of portfolio
|
Q2 2025
Reduced 94.03%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
6,780
shares
|
$284,082
0.0% of portfolio
|
Q2 2025
Reduced 11.13%
|
|
|
Touchstone Capital, Inc.
|
Oct 27, 2025 Q3 2025 |
6,674
shares
|
$279,640
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Mc Namara Financial Services, Inc.
|
Jul 25, 2025 Q2 2025 |
6,494
shares
|
$272,098
0.05% of portfolio
|
Q2 2025
Reduced 50.5%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
6,472
shares
|
$271,176
0.13% of portfolio
|
Q2 2024
Reduced 78.61%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
6,400
shares
|
$268,160
0.06% of portfolio
|
Q3 2025
Added 92.02%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
6,272
shares
|
$262,796
0.06% of portfolio
|
Q4 2024
Reduced 15.24%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
6,252
shares
|
$261,958
0.01% of portfolio
|
Q3 2025
Added 8.32%
|
|
|
Kmt Wealth Management, LLC
El Segundo, CA |
Aug 14, 2025 Q2 2025 |
6,187
shares
|
$259,235
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
6,038
shares
|
$252,992
0.09% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
5,993
shares
|
$251,106
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Jul 18, 2025 Q2 2025 |
5,966
shares
|
$249,975
0.15% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Aug 13, 2025 Q2 2025 |
5,927
shares
|
$248,341
1.11% of portfolio
|
Q2 2025
Reduced 94.44%
|