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 |
|---|---|---|---|---|---|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
784
shares
|
$32,849
0.01% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
774
shares
|
$32,430
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
770
shares
|
$32,263
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
747
shares
|
$31,299
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
725
shares
|
$30,377
0.0% of portfolio
|
Q4 2024
Added 34.51%
|
|
|
Financial Connections Group, Inc.
|
Oct 10, 2025 Q3 2025 |
690
shares
|
$28,911
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
584
shares
|
$24,469
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
560
shares
|
$23,464
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Oct 17, 2025 Q3 2025 |
546
shares
|
$22,877
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
500
shares
|
$20,950
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
492
shares
|
$20,614
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
465
shares
|
$19,483
0.01% of portfolio
|
Q2 2025
Added 10.98%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
438
shares
|
$18,352
0.0% of portfolio
|
Q3 2025
Added 6.83%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
424
shares
|
$17,765
0.01% of portfolio
|
Q3 2023
Reduced 1.85%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
313
shares
|
$13,114
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
300
shares
|
$12,570
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
300
shares
|
$12,570
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
257
shares
|
$10,768
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
237
shares
|
$9,930
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
222
shares
|
$9,301
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
170
shares
|
$7,123
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
128
shares
|
$5,363
0.0% of portfolio
|
Q2 2025
Added 42.22%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
114
shares
|
$4,776
0.0% of portfolio
|
Q3 2025
Added 52.0%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2025 Q3 2025 |
105
shares
|
$4,399
0.0% of portfolio
|
Q3 2025
Added 105.88%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
97
shares
|
$4,064
0.0% of portfolio
|
Q2 2025
New holding
|