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 517 institutions that hold shares in the stock, with a total of 320 Million shares, which have been reported (via 13F filing form) to have a value of $11.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tempus Wealth Planning, LLC
|
May 06, 2025 Q1 2025 |
225,687
shares
|
$8.38 Million
2.66% of portfolio
|
Q1 2025
Added 27.12%
|
|
|
Beta Wealth Group, Inc.
|
May 08, 2025 Q1 2025 |
224,686
shares
|
$8.34 Million
4.03% of portfolio
|
Q1 2025
New holding
|
|
|
Marshall Wace, LLP
London, X0 |
May 15, 2025 Q1 2025 |
220,012
shares
|
$8.16 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
219,823
shares
|
$8.16 Million
0.59% of portfolio
|
Q1 2025
Added 13.89%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
218,303
shares
|
$8.1 Million
0.49% of portfolio
|
Q1 2025
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
217,859
shares
|
$8.08 Million
0.5% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Ball & CO Wealth Management Inc.
Franklin, TN |
May 09, 2025 Q1 2025 |
216,052
shares
|
$8.02 Million
8.25% of portfolio
|
Q1 2025
Reduced 24.65%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
211,576
shares
|
$7.85 Million
0.21% of portfolio
|
Q1 2025
Added 607.47%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
210,594
shares
|
$7.82 Million
0.2% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
207,417
shares
|
$7.7 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
206,383
shares
|
$7.66 Million
0.65% of portfolio
|
Q1 2025
Reduced 5.42%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
206,095
shares
|
$7.65 Million
0.58% of portfolio
|
Q1 2025
Added 21.34%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
205,992
shares
|
$7.64 Million
6.59% of portfolio
|
Q1 2025
Added 5.56%
|
|
|
Better Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
203,761
shares
|
$7.56 Million
2.24% of portfolio
|
Q1 2025
Added 11.13%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
May 01, 2025 Q1 2025 |
203,350
shares
|
$7.55 Million
4.51% of portfolio
|
Q1 2025
Added 70.8%
|
|
|
Greenbush Financial Group, LLC
Albany, NY |
Apr 18, 2025 Q1 2025 |
203,220
shares
|
$7.54 Million
3.6% of portfolio
|
Q1 2025
Added 15.64%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
202,074
shares
|
$7.5 Million
0.88% of portfolio
|
Q1 2025
Added 27.53%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
201,721
shares
|
$7.49 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.64%
|
|
|
Iam Advisory, LLC
|
Apr 11, 2025 Q1 2025 |
199,237
shares
|
$7.39 Million
1.85% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
196,053
shares
|
$7.28 Million
1.41% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Menora Mivtachim Holdings Ltd.
|
May 13, 2025 Q1 2025 |
194,991
shares
|
$7.24 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
188,067
shares
|
$6.98 Million
1.57% of portfolio
|
Q1 2025
Added 11.58%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
185,859
shares
|
$6.9 Million
0.22% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
178,238
shares
|
$6.61 Million
0.21% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
177,711
shares
|
$6.59 Million
0.27% of portfolio
|
Q1 2025
Added 793.06%
|