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 |
|---|---|---|---|---|---|
|
Menora Mivtachim Holdings Ltd.
|
Aug 14, 2025 Q2 2025 |
298,484
shares
|
$12.5 Million
0.07% of portfolio
|
Q2 2025
Added 53.08%
|
|
|
Code Waechter LLC
Tampa, FL |
Oct 22, 2025 Q3 2025 |
287,896
shares
|
$12.1 Million
7.93% of portfolio
|
Q3 2025
Reduced 9.87%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
287,535
shares
|
$12 Million
1.04% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
287,498
shares
|
$12 Million
0.05% of portfolio
|
Q2 2025
Reduced 50.3%
|
|
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
Oct 20, 2025 Q3 2025 |
287,483
shares
|
$12 Million
8.68% of portfolio
|
Q3 2025
Added 10.24%
|
|
|
Acas, LLC
|
Aug 14, 2025 Q2 2025 |
285,215
shares
|
$12 Million
8.79% of portfolio
|
Q2 2025
Added 5.03%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
281,682
shares
|
$11.8 Million
0.06% of portfolio
|
Q2 2025
Added 110.47%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
280,080
shares
|
$11.7 Million
0.25% of portfolio
|
Q3 2025
Added 11.5%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
276,899
shares
|
$11.6 Million
0.93% of portfolio
|
Q2 2025
Reduced 9.4%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 24, 2025 Q3 2025 |
275,955
shares
|
$11.6 Million
7.71% of portfolio
|
Q3 2025
Added 3.6%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
272,431
shares
|
$11.4 Million
0.2% of portfolio
|
Q2 2025
Added 19.83%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Aug 14, 2025 Q2 2025 |
269,121
shares
|
$11.3 Million
3.23% of portfolio
|
Q2 2025
Added 7.17%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Oct 20, 2025 Q3 2025 |
262,592
shares
|
$11 Million
7.32% of portfolio
|
Q3 2025
Reduced 10.27%
|
|
|
Bouvel Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
261,301
shares
|
$10.9 Million
3.7% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
258,222
shares
|
$10.8 Million
0.56% of portfolio
|
Q2 2025
Added 18.53%
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Jul 24, 2025 Q2 2025 |
256,792
shares
|
$10.8 Million
8.35% of portfolio
|
Q2 2025
Added 6.89%
|
|
|
Clg LLC
Long Beach, CA |
Aug 14, 2025 Q2 2025 |
256,744
shares
|
$10.8 Million
3.16% of portfolio
|
Q2 2025
Added 193.15%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Aug 12, 2025 Q2 2025 |
254,317
shares
|
$10.7 Million
4.58% of portfolio
|
Q2 2025
New holding
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
253,873
shares
|
$10.6 Million
2.78% of portfolio
|
Q2 2025
Added 12.49%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
253,286
shares
|
$10.6 Million
0.54% of portfolio
|
Q2 2025
Reduced 26.86%
|
|
|
Greenbush Financial Group, LLC
Albany, NY |
Oct 21, 2025 Q3 2025 |
252,196
shares
|
$10.6 Million
4.07% of portfolio
|
Q3 2025
Added 6.68%
|
|
|
Kaizen Financial Strategies
|
Aug 08, 2025 Q2 2025 |
247,459
shares
|
$10.4 Million
5.35% of portfolio
|
Q2 2025
Added 5.44%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
246,794
shares
|
$10.3 Million
0.06% of portfolio
|
Q3 2025
Added 24.84%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
244,142
shares
|
$10.2 Million
0.7% of portfolio
|
Q2 2025
Added 4.51%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
241,911
shares
|
$10.1 Million
0.61% of portfolio
|
Q3 2025
Added 10.22%
|