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 518 institutions that hold shares in the stock, with a total of 323 Million shares, which have been reported (via 13F filing form) to have a value of $12.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
833,204
shares
|
$31.9 Million
1.35% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
830,887
shares
|
$31.8 Million
0.45% of portfolio
|
Q1 2025
Added 7.87%
|
|
|
Erickson Financial Group, LLC
Allentown, PA |
Apr 15, 2025 Q1 2025 |
828,492
shares
|
$31.7 Million
21.97% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
796,188
shares
|
$30.5 Million
0.08% of portfolio
|
Q1 2025
Added 5.03%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
752,976
shares
|
$28.8 Million
0.07% of portfolio
|
Q1 2025
Added 21.95%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
748,101
shares
|
$28.6 Million
0.39% of portfolio
|
Q1 2025
Added 16.84%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
734,962
shares
|
$28.1 Million
0.01% of portfolio
|
Q1 2025
Added 51.86%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
689,122
shares
|
$26.4 Million
0.71% of portfolio
|
Q4 2024
Added 5.34%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
658,288
shares
|
$25.2 Million
0.25% of portfolio
|
Q1 2025
Added 6.03%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
646,691
shares
|
$24.7 Million
0.15% of portfolio
|
Q4 2024
Added 4.66%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
643,901
shares
|
$24.6 Million
0.65% of portfolio
|
Q1 2025
Added 4.52%
|
|
|
Royal Harbor Partners, LLC
|
Apr 28, 2025 Q1 2025 |
632,187
shares
|
$24.2 Million
11.38% of portfolio
|
Q1 2025
Added 38.98%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
628,083
shares
|
$24 Million
0.62% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Midwest Heritage Bank, Fsb
|
May 02, 2025 Q1 2025 |
627,338
shares
|
$24 Million
9.87% of portfolio
|
Q1 2025
Added 22.78%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Apr 17, 2025 Q1 2025 |
626,013
shares
|
$23.9 Million
5.44% of portfolio
|
Q1 2025
Added 140.39%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Apr 16, 2025 Q1 2025 |
598,754
shares
|
$22.9 Million
12.46% of portfolio
|
Q1 2025
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
593,442
shares
|
$22.7 Million
0.67% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
581,157
shares
|
$22.2 Million
1.24% of portfolio
|
Q1 2025
Added 15.44%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
580,516
shares
|
$22.2 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
578,459
shares
|
$22.1 Million
0.09% of portfolio
|
Q1 2025
Added 3.79%
|
|
|
Procyon Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
577,281
shares
|
$22.1 Million
1.27% of portfolio
|
Q1 2025
Added 13.08%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
546,957
shares
|
$20.9 Million
0.64% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Apr 22, 2025 Q1 2025 |
544,581
shares
|
$20.8 Million
9.62% of portfolio
|
Q1 2025
Added 6.24%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
538,457
shares
|
$20.6 Million
0.47% of portfolio
|
Q1 2025
Added 35.27%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
536,487
shares
|
$20.5 Million
0.54% of portfolio
|
Q1 2025
Added 9.22%
|