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 483 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 $9.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
336,214
shares
|
$11.4 Million
1.63% of portfolio
|
Q2 2024
Reduced 26.13%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
331,623
shares
|
$11.2 Million
0.87% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
326,772
shares
|
$11.1 Million
4.12% of portfolio
|
Q4 2024
Added 62.82%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
325,925
shares
|
$11 Million
1.86% of portfolio
|
Q4 2024
Added 34.91%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Feb 06, 2025 Q4 2024 |
324,108
shares
|
$11 Million
0.67% of portfolio
|
Q4 2024
Added 166.82%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
320,207
shares
|
$10.8 Million
0.41% of portfolio
|
Q4 2024
Added 17.35%
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
Feb 21, 2025 Q4 2024 |
316,150
shares
|
$10.7 Million
9.6% of portfolio
|
Q4 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
308,074
shares
|
$10.4 Million
0.13% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Apr 09, 2025 Q1 2025 |
307,588
shares
|
$10.4 Million
10.05% of portfolio
|
Q1 2025
Added 40.48%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Apr 14, 2025 Q1 2025 |
299,173
shares
|
$10.1 Million
1.92% of portfolio
|
Q1 2025
Reduced 24.38%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Jan 31, 2025 Q4 2024 |
286,769
shares
|
$9.7 Million
2.45% of portfolio
|
Q4 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
282,413
shares
|
$9.56 Million
0.32% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Apr 21, 2025 Q1 2025 |
268,616
shares
|
$9.09 Million
4.07% of portfolio
|
Q1 2025
Added 12.11%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
267,156
shares
|
$9.04 Million
1.81% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Clearview Wealth Advisors LLC
|
Apr 22, 2025 Q1 2025 |
260,228
shares
|
$8.81 Million
7.05% of portfolio
|
Q1 2025
Reduced 4.46%
|
|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
255,916
shares
|
$8.66 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
249,953
shares
|
$8.46 Million
0.84% of portfolio
|
Q4 2024
Added 22.65%
|
|
|
Acas, LLC
|
Feb 06, 2025 Q4 2024 |
247,331
shares
|
$8.37 Million
7.08% of portfolio
|
Q4 2024
Added 7.24%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
239,231
shares
|
$8.1 Million
0.08% of portfolio
|
Q4 2024
Added 12.78%
|
|
|
Kaizen Financial Strategies
|
Apr 08, 2025 Q1 2025 |
234,686
shares
|
$7.94 Million
5.15% of portfolio
|
Q1 2025
Added 121.37%
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Jan 29, 2025 Q4 2024 |
232,837
shares
|
$7.88 Million
7.86% of portfolio
|
Q4 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
227,761
shares
|
$7.71 Million
0.12% of portfolio
|
Q1 2025
Reduced 43.25%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
227,348
shares
|
$7.69 Million
0.18% of portfolio
|
Q4 2024
Added 15.74%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
223,143
shares
|
$7.55 Million
0.61% of portfolio
|
Q4 2024
Added 850.23%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
218,412
shares
|
$7.39 Million
0.0% of portfolio
|
Q4 2024
Added 2.22%
|