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 617 institutions that hold shares in the stock, with a total of 420 Million shares, which have been reported (via 13F filing form) to have a value of $18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
4,845
shares
|
$207,753
0.0% of portfolio
|
Q3 2025
Reduced 15.5%
|
|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
Oct 02, 2025 Q3 2025 |
4,790
shares
|
$205,395
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
4,773
shares
|
$204,666
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
4,734
shares
|
$202,993
0.0% of portfolio
|
Q1 2024
Reduced 7.01%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
4,094
shares
|
$175,550
0.37% of portfolio
|
Q3 2025
Reduced 93.56%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
3,786
shares
|
$162,343
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
3,717
shares
|
$159,384
0.0% of portfolio
|
Q3 2025
Reduced 19.86%
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
3,714
shares
|
$159,256
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
3,650
shares
|
$156,512
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
3,473
shares
|
$148,922
0.09% of portfolio
|
Q3 2025
Added 43.57%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
3,464
shares
|
$148,536
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
3,454
shares
|
$148,107
0.0% of portfolio
|
Q2 2025
Reduced 25.32%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,000
shares
|
$128,640
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
2,790
shares
|
$119,635
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
2,786
shares
|
$119,463
0.03% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
2,571
shares
|
$110,244
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
2,518
shares
|
$107,971
0.05% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
2,420
shares
|
$103,769
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
2,405
shares
|
$103,126
0.06% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
2,269
shares
|
$97,294
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
2,151
shares
|
$92,234
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
1,964
shares
|
$84,216
0.0% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
1,842
shares
|
$78,984
0.0% of portfolio
|
Q3 2025
Added 12.94%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
1,726
shares
|
$74,010
0.0% of portfolio
|
Q3 2025
Reduced 61.65%
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
1,658
shares
|
$71,095
0.0% of portfolio
|
Q3 2025
Added 3.62%
|
|