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 579 institutions that hold shares in the stock, with a total of 375 Million shares, which have been reported (via 13F filing form) to have a value of $15.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
5,839
shares
|
$244,654
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
5,734
shares
|
$240,254
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
5,662
shares
|
$237,237
0.12% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Orcam Financial Group
Encinitas, CA |
Aug 15, 2025 Q2 2025 |
5,434
shares
|
$227,684
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
5,351
shares
|
$224,206
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
5,307
shares
|
$222,363
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
5,306
shares
|
$222,321
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Synergy Financial Group, LTD
|
Aug 15, 2025 Q2 2025 |
5,290
shares
|
$221,651
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Landaas & CO
Milwaukee, WI |
Aug 11, 2025 Q2 2025 |
5,269
shares
|
$220,771
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
5,248
shares
|
$219,891
0.0% of portfolio
|
Q2 2025
Reduced 52.96%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
5,219
shares
|
$218,676
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
5,201
shares
|
$217,921
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Aug 11, 2025 Q2 2025 |
5,199
shares
|
$217,838
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Dover Advisors, LLC
Richmond, VA |
Jul 08, 2025 Q2 2025 |
5,162
shares
|
$216,287
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
5,153
shares
|
$215,910
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
5,150
shares
|
$215,785
0.06% of portfolio
|
Q2 2025
Added 101.96%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
5,139
shares
|
$215,324
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
Oct 02, 2025 Q3 2025 |
4,790
shares
|
$200,701
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
4,734
shares
|
$198,354
0.0% of portfolio
|
Q1 2024
Reduced 7.01%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
4,638
shares
|
$194,332
0.0% of portfolio
|
Q2 2025
Added 24.91%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
4,501
shares
|
$188,591
0.0% of portfolio
|
Q2 2025
Added 17.8%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
4,094
shares
|
$171,538
0.37% of portfolio
|
Q3 2025
Reduced 93.56%
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
3,714
shares
|
$155,616
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
3,650
shares
|
$152,935
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
3,464
shares
|
$145,141
0.0% of portfolio
|
Q3 2025
New holding
|