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 |
|---|---|---|---|---|---|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
3,454
shares
|
$144,722
0.0% of portfolio
|
Q2 2025
Reduced 25.32%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
3,128
shares
|
$131,063
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,000
shares
|
$125,700
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
2,790
shares
|
$116,901
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
2,784
shares
|
$116,649
0.03% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
2,571
shares
|
$107,724
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
2,515
shares
|
$105,378
0.05% of portfolio
|
Q2 2025
Reduced 9.76%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
2,431
shares
|
$101,858
0.06% of portfolio
|
Q2 2025
Added 4.33%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
2,419
shares
|
$101,356
0.06% of portfolio
|
Q2 2025
Added 40.23%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
2,343
shares
|
$98,171
0.0% of portfolio
|
Q2 2025
Added 180.6%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
2,269
shares
|
$95,071
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
2,196
shares
|
$92,012
0.05% of portfolio
|
Q2 2025
Reduced 76.11%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
2,151
shares
|
$90,126
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
2,150
shares
|
$90,085
0.01% of portfolio
|
Q2 2025
Added 795.83%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,984
shares
|
$83,129
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
1,964
shares
|
$82,291
0.0% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
1,842
shares
|
$77,179
0.0% of portfolio
|
Q3 2025
Added 12.94%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
1,600
shares
|
$67,040
0.0% of portfolio
|
Q2 2025
Added 595.65%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Oct 14, 2025 Q3 2025 |
1,550
shares
|
$64,945
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
1,347
shares
|
$56,439
0.0% of portfolio
|
Q3 2025
Added 83.02%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
1,210
shares
|
$50,699
0.0% of portfolio
|
Q3 2025
Reduced 20.5%
|
|
|
Banco De Sabadell, S.A
Miami, FL |
Aug 13, 2025 Q2 2025 |
1,180
shares
|
$49,442
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
1,149
shares
|
$48,143
0.0% of portfolio
|
Q3 2025
Added 38200.0%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
1,113
shares
|
$46,634
0.0% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
1,050
shares
|
$43,995
0.0% of portfolio
|
Q1 2025
New holding
|