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 |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
525,631
shares
|
$20.1 Million
0.3% of portfolio
|
Q2 2024
Added 33.74%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
494,286
shares
|
$18.9 Million
0.55% of portfolio
|
Q1 2025
Added 18.07%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
481,701
shares
|
$18.4 Million
0.63% of portfolio
|
Q1 2025
Added 15.79%
|
|
|
Wj Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
478,473
shares
|
$18.3 Million
6.96% of portfolio
|
Q1 2025
Reduced 25.12%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
471,068
shares
|
$18 Million
0.05% of portfolio
|
Q1 2025
Added 7.04%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
462,425
shares
|
$17.7 Million
1.61% of portfolio
|
Q1 2025
Added 6.04%
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
May 15, 2025 Q1 2025 |
452,840
shares
|
$17.3 Million
12.79% of portfolio
|
Q1 2025
Added 43.24%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
436,985
shares
|
$16.7 Million
6.03% of portfolio
|
Q1 2025
Added 8.21%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
400,995
shares
|
$15.3 Million
1.18% of portfolio
|
Q1 2025
Added 12.14%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
May 15, 2025 Q1 2025 |
397,750
shares
|
$15.2 Million
6.21% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
396,840
shares
|
$15.2 Million
1.0% of portfolio
|
Q2 2024
Added 1.9%
|
|
|
Forge Financial Services LLC
Edmond, OK |
May 06, 2025 Q1 2025 |
395,775
shares
|
$15.1 Million
12.46% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
386,185
shares
|
$14.8 Million
7.68% of portfolio
|
Q1 2025
Added 6.48%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
385,334
shares
|
$14.7 Million
0.24% of portfolio
|
Q1 2025
Added 11.45%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
May 01, 2025 Q1 2025 |
379,377
shares
|
$14.5 Million
0.82% of portfolio
|
Q1 2025
Added 17.05%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
378,651
shares
|
$14.5 Million
0.66% of portfolio
|
Q1 2025
Added 17.88%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
378,240
shares
|
$14.5 Million
0.17% of portfolio
|
Q1 2025
Added 6419.13%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
378,090
shares
|
$14.5 Million
0.44% of portfolio
|
Q1 2025
Added 1516.6%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
375,378
shares
|
$14.4 Million
0.91% of portfolio
|
Q1 2025
Reduced 8.25%
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
May 08, 2025 Q1 2025 |
374,995
shares
|
$14.3 Million
12.6% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
370,005
shares
|
$14.2 Million
4.42% of portfolio
|
Q1 2025
Added 13.23%
|
|
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
Apr 28, 2025 Q1 2025 |
367,579
shares
|
$14.1 Million
10.63% of portfolio
|
Q1 2025
Added 5.15%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
358,314
shares
|
$13.7 Million
2.04% of portfolio
|
Q1 2025
Added 9.94%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
346,308
shares
|
$13.2 Million
0.52% of portfolio
|
Q1 2025
Added 8.15%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Apr 02, 2025 Q1 2025 |
340,495
shares
|
$13 Million
3.61% of portfolio
|
Q1 2025
Added 7.93%
|