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 617 institutions that hold shares in the stock, with a total of 420 Million shares, which have been reported (via 13F filing form) to have a value of $18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
336,214
shares
|
$14.4 Million
1.63% of portfolio
|
Q2 2024
Reduced 26.13%
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
319,080
shares
|
$13.7 Million
1.21% of portfolio
|
Q3 2025
Added 6.61%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
316,150
shares
|
$13.6 Million
0.68% of portfolio
|
Q3 2025
Added 22.43%
|
|
|
Menora Mivtachim Holdings Ltd.
|
Nov 13, 2025 Q3 2025 |
310,856
shares
|
$13.3 Million
0.07% of portfolio
|
Q3 2025
Added 4.14%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
302,592
shares
|
$13 Million
0.79% of portfolio
|
Q2 2025
Reduced 8.75%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2025 Q3 2025 |
302,429
shares
|
$13 Million
1.44% of portfolio
|
Q3 2025
Added 51.17%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
293,025
shares
|
$12.6 Million
0.14% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Kaizen Financial Strategies
|
Nov 10, 2025 Q3 2025 |
290,285
shares
|
$12.4 Million
6.19% of portfolio
|
Q3 2025
Added 17.31%
|
|
|
Code Waechter LLC
Tampa, FL |
Oct 22, 2025 Q3 2025 |
287,896
shares
|
$12.3 Million
7.93% of portfolio
|
Q3 2025
Reduced 9.87%
|
|
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
Oct 20, 2025 Q3 2025 |
287,483
shares
|
$12.3 Million
8.68% of portfolio
|
Q3 2025
Added 10.24%
|
|
|
Acas, LLC
|
Aug 14, 2025 Q2 2025 |
285,215
shares
|
$12.2 Million
8.79% of portfolio
|
Q2 2025
Added 5.03%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
284,719
shares
|
$12.2 Million
0.06% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
282,103
shares
|
$12.1 Million
0.0% of portfolio
|
Q3 2025
Added 39.85%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
280,080
shares
|
$12 Million
0.25% of portfolio
|
Q3 2025
Added 11.5%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 24, 2025 Q3 2025 |
275,955
shares
|
$11.8 Million
7.71% of portfolio
|
Q3 2025
Added 3.6%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
270,852
shares
|
$11.6 Million
0.5% of portfolio
|
Q3 2025
Added 29.17%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
265,722
shares
|
$11.4 Million
0.74% of portfolio
|
Q3 2025
Added 8.84%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Oct 20, 2025 Q3 2025 |
262,592
shares
|
$11.3 Million
7.32% of portfolio
|
Q3 2025
Reduced 10.27%
|
|
|
Bouvel Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
261,301
shares
|
$11.2 Million
3.7% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Oct 29, 2025 Q3 2025 |
260,912
shares
|
$11.2 Million
8.24% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Greenbush Financial Group, LLC
Albany, NY |
Oct 21, 2025 Q3 2025 |
252,196
shares
|
$10.8 Million
4.07% of portfolio
|
Q3 2025
Added 6.68%
|
|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
252,193
shares
|
$10.8 Million
2.75% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 12, 2025 Q3 2025 |
248,712
shares
|
$10.7 Million
2.02% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Advisory Solutions, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
248,712
shares
|
$10.7 Million
1.67% of portfolio
|
Q3 2025
New holding
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
248,657
shares
|
$10.7 Million
1.55% of portfolio
|
Q3 2025
Reduced 8.95%
|
|