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 |
|---|---|---|---|---|---|
|
Park National Corp
|
Oct 01, 2025 Q3 2025 |
905,475
shares
|
$37.9 Million
1.26% of portfolio
|
Q3 2025
Added 5.15%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
893,821
shares
|
$37.5 Million
4.41% of portfolio
|
Q3 2025
Reduced 5.07%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
880,131
shares
|
$36.9 Million
0.44% of portfolio
|
Q3 2025
Added 8.19%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
877,929
shares
|
$36.8 Million
0.84% of portfolio
|
Q2 2025
Reduced 16.98%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
862,641
shares
|
$36.1 Million
0.81% of portfolio
|
Q2 2025
Added 60.79%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
861,670
shares
|
$36.1 Million
1.33% of portfolio
|
Q2 2025
Added 3.42%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
814,646
shares
|
$34.1 Million
0.91% of portfolio
|
Q3 2025
Added 44.07%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
797,777
shares
|
$33.4 Million
0.08% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
780,803
shares
|
$32.7 Million
0.17% of portfolio
|
Q2 2025
Reduced 37.72%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
756,871
shares
|
$31.7 Million
1.84% of portfolio
|
Q2 2025
Added 101.63%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
749,909
shares
|
$31.4 Million
0.28% of portfolio
|
Q2 2025
Added 1180.06%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
746,269
shares
|
$31.3 Million
0.17% of portfolio
|
Q2 2025
Reduced 23.48%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
737,966
shares
|
$30.9 Million
2.79% of portfolio
|
Q2 2025
Added 27.83%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 14, 2025 Q3 2025 |
723,031
shares
|
$30.3 Million
5.97% of portfolio
|
Q3 2025
Added 5.27%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
708,968
shares
|
$29.7 Million
1.48% of portfolio
|
Q3 2025
Added 28.74%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
694,661
shares
|
$29.1 Million
0.5% of portfolio
|
Q3 2025
Added 9.22%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
683,324
shares
|
$28.6 Million
0.68% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Oct 20, 2025 Q3 2025 |
671,931
shares
|
$28.2 Million
12.35% of portfolio
|
Q3 2025
Added 4.44%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
658,288
shares
|
$27.6 Million
0.25% of portfolio
|
Q1 2025
Added 6.03%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
646,691
shares
|
$27.1 Million
0.15% of portfolio
|
Q4 2024
Added 4.66%
|
|
|
Midwest Heritage Bank, Fsb
|
Jul 16, 2025 Q2 2025 |
641,829
shares
|
$26.9 Million
10.25% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Royal Harbor Partners, LLC
|
Oct 22, 2025 Q3 2025 |
631,362
shares
|
$26.5 Million
12.08% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
630,009
shares
|
$26.4 Million
1.92% of portfolio
|
Q2 2025
Added 57.11%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
614,337
shares
|
$25.7 Million
0.6% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
613,404
shares
|
$25.7 Million
0.64% of portfolio
|
Q2 2025
Added 12.15%
|