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 |
|---|---|---|---|---|---|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
471,765
shares
|
$16 Million
0.32% of portfolio
|
Q4 2024
Added 13.38%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 21, 2025 Q1 2025 |
462,425
shares
|
$15.6 Million
1.52% of portfolio
|
Q1 2025
Added 6.04%
|
|
|
Royal Harbor Partners, LLC
|
Feb 06, 2025 Q4 2024 |
454,868
shares
|
$15.4 Million
7.48% of portfolio
|
Q4 2024
Added 3.99%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
440,091
shares
|
$14.9 Million
0.05% of portfolio
|
Q4 2024
Added 10.07%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
418,621
shares
|
$14.2 Million
0.45% of portfolio
|
Q4 2024
Added 28.42%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
415,998
shares
|
$14.1 Million
0.52% of portfolio
|
Q4 2024
Added 18.09%
|
|
|
Western Wealth Management, LLC
|
Apr 15, 2025 Q4 2024 |
409,149
shares
|
$13.8 Million
0.97% of portfolio
|
Q4 2024
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Mar 06, 2025 Q4 2024 |
403,822
shares
|
$13.7 Million
4.76% of portfolio
|
Q4 2024
New holding
|
|
|
Forge Financial Services LLC
Edmond, OK |
Feb 12, 2025 Q4 2024 |
401,393
shares
|
$13.6 Million
12.51% of portfolio
|
Q4 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
398,068
shares
|
$13.5 Million
0.38% of portfolio
|
Q4 2024
Added 26.47%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
396,840
shares
|
$13.4 Million
1.0% of portfolio
|
Q2 2024
Added 1.9%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Feb 13, 2025 Q4 2024 |
392,050
shares
|
$13.3 Million
6.06% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
386,417
shares
|
$13.1 Million
0.11% of portfolio
|
Q4 2024
Added 27.61%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
382,012
shares
|
$12.9 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
378,651
shares
|
$12.8 Million
0.66% of portfolio
|
Q1 2025
Added 17.88%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Feb 14, 2025 Q4 2024 |
374,277
shares
|
$12.7 Million
9.16% of portfolio
|
Q4 2024
Reduced 9.36%
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
Feb 13, 2025 Q4 2024 |
373,577
shares
|
$12.6 Million
13.07% of portfolio
|
Q4 2024
New holding
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Feb 14, 2025 Q4 2024 |
370,625
shares
|
$12.5 Million
0.32% of portfolio
|
Q4 2024
Reduced 97.16%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
367,491
shares
|
$12.4 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
362,680
shares
|
$12.3 Million
7.81% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
357,585
shares
|
$12.1 Million
1.05% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
Feb 11, 2025 Q4 2024 |
349,573
shares
|
$11.8 Million
10.17% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
345,749
shares
|
$11.7 Million
0.22% of portfolio
|
Q4 2024
Added 15.3%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Apr 02, 2025 Q1 2025 |
340,495
shares
|
$11.5 Million
3.61% of portfolio
|
Q1 2025
Added 7.93%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
340,377
shares
|
$11.5 Million
6.02% of portfolio
|
Q4 2023
Added 16.88%
|