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 |
|---|---|---|---|---|---|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
396,840
shares
|
$16.6 Million
1.0% of portfolio
|
Q2 2024
Added 1.9%
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
Aug 12, 2025 Q2 2025 |
396,664
shares
|
$16.6 Million
13.31% of portfolio
|
Q2 2025
Added 5.78%
|
|
|
Forge Financial Services LLC
Edmond, OK |
Aug 11, 2025 Q2 2025 |
396,577
shares
|
$16.6 Million
12.05% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
392,614
shares
|
$16.5 Million
4.51% of portfolio
|
Q2 2025
Added 6.11%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
382,873
shares
|
$16 Million
2.34% of portfolio
|
Q2 2025
Added 6.85%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
381,380
shares
|
$16 Million
0.3% of portfolio
|
Q3 2025
Added 84.7%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
377,711
shares
|
$15.8 Million
0.66% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
374,957
shares
|
$15.7 Million
0.57% of portfolio
|
Q3 2025
Added 1461.61%
|
|
|
Delta Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
373,913
shares
|
$15.7 Million
3.68% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
373,339
shares
|
$15.6 Million
6.7% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Aug 14, 2025 Q2 2025 |
371,570
shares
|
$15.6 Million
5.9% of portfolio
|
Q2 2025
Reduced 6.58%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
351,837
shares
|
$14.7 Million
2.03% of portfolio
|
Q2 2025
Added 179.62%
|
|
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
Jul 22, 2025 Q2 2025 |
342,952
shares
|
$14.4 Million
9.08% of portfolio
|
Q2 2025
Reduced 6.7%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
340,960
shares
|
$14.3 Million
2.78% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
340,377
shares
|
$14.3 Million
6.02% of portfolio
|
Q4 2023
Added 16.88%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
336,214
shares
|
$14.1 Million
1.63% of portfolio
|
Q2 2024
Reduced 26.13%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Jul 22, 2025 Q2 2025 |
325,059
shares
|
$13.6 Million
5.12% of portfolio
|
Q2 2025
Added 21.01%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
321,347
shares
|
$13.5 Million
0.89% of portfolio
|
Q2 2025
Added 118.2%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
317,753
shares
|
$13.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 45.26%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
307,246
shares
|
$12.9 Million
0.4% of portfolio
|
Q2 2025
Added 128.09%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
302,592
shares
|
$12.7 Million
0.79% of portfolio
|
Q2 2025
Reduced 8.75%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2025 Q3 2025 |
302,429
shares
|
$12.7 Million
1.44% of portfolio
|
Q3 2025
Added 51.17%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
299,430
shares
|
$12.5 Million
1.26% of portfolio
|
Q2 2025
Added 48.18%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
299,302
shares
|
$12.5 Million
1.17% of portfolio
|
Q2 2025
Added 24.64%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
299,229
shares
|
$12.5 Million
0.14% of portfolio
|
Q2 2025
Reduced 1.05%
|