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 |
|---|---|---|---|---|---|
|
Financial Services Advisory Inc
|
Jul 21, 2025 Q2 2025 |
593,030
shares
|
$24.8 Million
11.5% of portfolio
|
Q2 2025
Added 125.64%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
586,209
shares
|
$24.6 Million
0.65% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Oct 20, 2025 Q3 2025 |
578,808
shares
|
$24.3 Million
11.33% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
559,300
shares
|
$23.4 Million
1.93% of portfolio
|
Q3 2025
Added 14.25%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
559,204
shares
|
$23.4 Million
0.62% of portfolio
|
Q2 2025
Added 13.13%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
545,634
shares
|
$22.9 Million
0.19% of portfolio
|
Q2 2025
Added 91.99%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
530,527
shares
|
$22.2 Million
0.08% of portfolio
|
Q2 2025
Added 269.34%
|
|
|
Capital Advantage, Inc.
|
Oct 22, 2025 Q3 2025 |
527,271
shares
|
$22.1 Million
3.69% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
525,631
shares
|
$22 Million
0.3% of portfolio
|
Q2 2024
Added 33.74%
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Oct 20, 2025 Q3 2025 |
515,911
shares
|
$21.6 Million
13.3% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
501,329
shares
|
$21 Million
0.3% of portfolio
|
Q2 2025
Added 30.1%
|
|
|
Iam Advisory, LLC
|
Oct 20, 2025 Q3 2025 |
483,264
shares
|
$20.2 Million
4.76% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
Aug 14, 2025 Q2 2025 |
482,775
shares
|
$20.2 Million
13.22% of portfolio
|
Q2 2025
Added 6.61%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
482,130
shares
|
$20.2 Million
0.05% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Wj Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
475,869
shares
|
$19.9 Million
6.95% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Oct 14, 2025 Q3 2025 |
472,660
shares
|
$19.8 Million
3.12% of portfolio
|
Q3 2025
Added 29.38%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
447,743
shares
|
$18.8 Million
5.32% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Act Advisors, Llc.
|
Oct 09, 2025 Q3 2025 |
445,569
shares
|
$18.7 Million
7.78% of portfolio
|
Q3 2025
New holding
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Aug 05, 2025 Q2 2025 |
443,987
shares
|
$18.6 Million
0.96% of portfolio
|
Q2 2025
Added 17.03%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
439,158
shares
|
$18.4 Million
0.18% of portfolio
|
Q2 2025
Added 16.11%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
427,919
shares
|
$17.9 Million
5.25% of portfolio
|
Q2 2025
New holding
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Oct 07, 2025 Q3 2025 |
421,257
shares
|
$17.7 Million
11.98% of portfolio
|
Q3 2025
Added 10.75%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
415,270
shares
|
$17.4 Million
0.5% of portfolio
|
Q2 2025
Added 9.83%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
414,150
shares
|
$17.4 Million
0.66% of portfolio
|
Q2 2025
Added 204.48%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
400,065
shares
|
$16.8 Million
0.39% of portfolio
|
Q2 2025
Added 53.56%
|