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 |
|---|---|---|---|---|---|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
1,658
shares
|
$71,095
0.0% of portfolio
|
Q3 2025
Added 3.62%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,602
shares
|
$68,693
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
1,602
shares
|
$68,693
0.02% of portfolio
|
Q3 2025
Added 104.34%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Oct 14, 2025 Q3 2025 |
1,550
shares
|
$66,464
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
1,512
shares
|
$64,834
0.0% of portfolio
|
Q3 2025
Added 44.0%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
1,347
shares
|
$57,759
0.0% of portfolio
|
Q3 2025
Added 83.02%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
1,230
shares
|
$52,742
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
1,210
shares
|
$51,884
0.0% of portfolio
|
Q3 2025
Reduced 20.5%
|
|
|
Banco De Sabadell, S.A
Miami, FL |
Nov 13, 2025 Q3 2025 |
1,180
shares
|
$50,598
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
1,166
shares
|
$49,998
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
1,149
shares
|
$49,269
0.0% of portfolio
|
Q3 2025
Added 38200.0%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
1,113
shares
|
$47,725
0.0% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
Fny Investment Advisers, LLC
|
Dec 15, 2025 Q3 2025 |
900
shares
|
$38,592
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
824
shares
|
$35,333
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
774
shares
|
$33,189
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
747
shares
|
$32,031
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
740
shares
|
$31,731
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Connections Group, Inc.
|
Oct 10, 2025 Q3 2025 |
690
shares
|
$29,587
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
569
shares
|
$24,398
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
560
shares
|
$24,012
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Oct 17, 2025 Q3 2025 |
546
shares
|
$23,412
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
513
shares
|
$21,997
0.01% of portfolio
|
Q3 2025
Added 10.32%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
501
shares
|
$21,482
0.0% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
492
shares
|
$21,096
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
438
shares
|
$18,781
0.0% of portfolio
|
Q3 2025
Added 6.83%
|
|