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 481 institutions that hold shares in the stock, with a total of 278 Million shares, which have been reported (via 13F filing form) to have a value of $9.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
755,606
shares
|
$25.2 Million
0.33% of portfolio
|
Q4 2024
Added 16.25%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
689,122
shares
|
$23 Million
0.71% of portfolio
|
Q4 2024
Added 5.34%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
646,691
shares
|
$21.6 Million
0.15% of portfolio
|
Q4 2024
Added 4.66%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
640,279
shares
|
$21.4 Million
0.33% of portfolio
|
Q4 2024
Added 7.2%
|
|
|
Wj Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
638,993
shares
|
$21.3 Million
8.42% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
630,723
shares
|
$21 Million
0.04% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
626,102
shares
|
$20.9 Million
0.56% of portfolio
|
Q4 2024
Reduced 3.48%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Apr 17, 2025 Q1 2025 |
626,013
shares
|
$20.9 Million
5.44% of portfolio
|
Q1 2025
Added 140.39%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
620,865
shares
|
$20.7 Million
0.23% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
617,452
shares
|
$20.6 Million
0.06% of portfolio
|
Q4 2024
Added 14.17%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
616,047
shares
|
$20.5 Million
0.83% of portfolio
|
Q4 2024
Added 12.68%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Apr 16, 2025 Q1 2025 |
598,754
shares
|
$20 Million
12.46% of portfolio
|
Q1 2025
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
594,321
shares
|
$19.8 Million
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Services Advisory Inc
|
Feb 06, 2025 Q4 2024 |
587,897
shares
|
$19.6 Million
4.91% of portfolio
|
Q4 2024
Reduced 39.51%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
578,459
shares
|
$19.3 Million
0.09% of portfolio
|
Q1 2025
Added 3.79%
|
|
|
Procyon Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
577,281
shares
|
$19.3 Million
1.27% of portfolio
|
Q1 2025
Added 13.08%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Apr 22, 2025 Q1 2025 |
544,581
shares
|
$18.2 Million
9.62% of portfolio
|
Q1 2025
Added 6.24%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
536,487
shares
|
$17.9 Million
0.54% of portfolio
|
Q1 2025
Added 9.22%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
525,631
shares
|
$17.5 Million
0.3% of portfolio
|
Q2 2024
Added 33.74%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
522,451
shares
|
$17.4 Million
0.08% of portfolio
|
Q4 2024
Reduced 15.27%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
520,977
shares
|
$17.4 Million
0.03% of portfolio
|
Q4 2024
Added 4.7%
|
|
|
Midwest Heritage Bank, Fsb
|
Feb 06, 2025 Q4 2024 |
510,957
shares
|
$17 Million
8.72% of portfolio
|
Q4 2024
Added 12.68%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
503,425
shares
|
$16.8 Million
1.15% of portfolio
|
Q4 2024
Added 13.33%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
485,400
shares
|
$16.2 Million
0.63% of portfolio
|
Q4 2024
Added 484.17%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
483,968
shares
|
$16.1 Million
0.0% of portfolio
|
Q4 2024
Added 24.6%
|