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 |
|---|---|---|---|---|---|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
340,377
shares
|
$13 Million
6.02% of portfolio
|
Q4 2023
Added 16.88%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
336,214
shares
|
$12.9 Million
1.63% of portfolio
|
Q2 2024
Reduced 26.13%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
331,623
shares
|
$12.7 Million
0.87% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Apr 09, 2025 Q1 2025 |
307,588
shares
|
$11.8 Million
10.05% of portfolio
|
Q1 2025
Added 40.48%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
305,619
shares
|
$11.7 Million
0.79% of portfolio
|
Q1 2025
Added 47.91%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
302,402
shares
|
$11.6 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Apr 14, 2025 Q1 2025 |
299,173
shares
|
$11.4 Million
1.92% of portfolio
|
Q1 2025
Reduced 24.38%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
290,800
shares
|
$11.1 Million
1.0% of portfolio
|
Q1 2025
Added 16.34%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
284,195
shares
|
$10.9 Million
0.1% of portfolio
|
Q1 2025
Added 42.78%
|
|
|
Acas, LLC
|
May 02, 2025 Q1 2025 |
271,549
shares
|
$10.4 Million
8.15% of portfolio
|
Q1 2025
Added 9.79%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
271,474
shares
|
$10.4 Million
0.32% of portfolio
|
Q1 2025
Reduced 3.87%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Apr 21, 2025 Q1 2025 |
268,616
shares
|
$10.3 Million
4.07% of portfolio
|
Q1 2025
Added 12.11%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
267,156
shares
|
$10.2 Million
1.81% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
Apr 24, 2025 Q1 2025 |
266,019
shares
|
$10.2 Million
8.5% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Services Advisory Inc
|
May 12, 2025 Q1 2025 |
262,822
shares
|
$10.1 Million
3.55% of portfolio
|
Q1 2025
Reduced 55.29%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
260,529
shares
|
$9.97 Million
0.22% of portfolio
|
Q1 2025
Added 335.11%
|
|
|
Clearview Wealth Advisors LLC
|
Apr 22, 2025 Q1 2025 |
260,228
shares
|
$9.95 Million
7.05% of portfolio
|
Q1 2025
Reduced 4.46%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
May 15, 2025 Q1 2025 |
251,125
shares
|
$9.61 Million
3.02% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
243,186
shares
|
$9.3 Million
0.08% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Apr 30, 2025 Q1 2025 |
240,249
shares
|
$9.19 Million
8.41% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
240,137
shares
|
$9.19 Million
0.98% of portfolio
|
Q1 2025
Added 318.63%
|
|
|
Kaizen Financial Strategies
|
Apr 08, 2025 Q1 2025 |
234,686
shares
|
$8.98 Million
5.15% of portfolio
|
Q1 2025
Added 121.37%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
233,606
shares
|
$8.94 Million
0.67% of portfolio
|
Q1 2025
Added 4.69%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
227,761
shares
|
$8.71 Million
0.12% of portfolio
|
Q1 2025
Reduced 43.25%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
227,348
shares
|
$8.7 Million
0.18% of portfolio
|
Q4 2024
Added 15.74%
|