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 |
|---|---|---|---|---|---|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
240,152
shares
|
$10.1 Million
0.3% of portfolio
|
Q2 2025
Reduced 11.54%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
235,225
shares
|
$9.86 Million
0.0% of portfolio
|
Q2 2025
Added 9354.38%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
229,848
shares
|
$9.63 Million
0.2% of portfolio
|
Q2 2025
Added 10.81%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
229,373
shares
|
$9.61 Million
0.86% of portfolio
|
Q2 2025
Added 106.26%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
228,000
shares
|
$9.55 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Beta Wealth Group, Inc.
|
Aug 08, 2025 Q2 2025 |
225,272
shares
|
$9.44 Million
4.82% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
223,224
shares
|
$9.35 Million
0.62% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Better Wealth, LLC
|
Oct 21, 2025 Q3 2025 |
223,209
shares
|
$9.35 Million
2.47% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
222,549
shares
|
$9.32 Million
6.81% of portfolio
|
Q2 2025
Added 8.04%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
221,492
shares
|
$9.28 Million
0.68% of portfolio
|
Q3 2025
Added 5.77%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jul 30, 2025 Q2 2025 |
218,694
shares
|
$9.16 Million
4.96% of portfolio
|
Q2 2025
Added 7.55%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
218,252
shares
|
$9.14 Million
0.2% of portfolio
|
Q2 2025
Added 3.64%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Oct 14, 2025 Q3 2025 |
217,532
shares
|
$9.11 Million
2.81% of portfolio
|
Q3 2025
Added 150.05%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2025 Q3 2025 |
214,171
shares
|
$8.97 Million
2.62% of portfolio
|
Q3 2025
Added 9.74%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
211,779
shares
|
$8.87 Million
0.68% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
209,690
shares
|
$8.79 Million
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Oct 23, 2025 Q3 2025 |
207,757
shares
|
$8.71 Million
4.12% of portfolio
|
Q3 2025
Added 6.23%
|
|
|
Ball & CO Wealth Management Inc.
Franklin, TN |
Oct 24, 2025 Q3 2025 |
206,950
shares
|
$8.67 Million
5.79% of portfolio
|
Q3 2025
Added 5.4%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Oct 20, 2025 Q3 2025 |
205,102
shares
|
$8.59 Million
4.12% of portfolio
|
Q3 2025
Added 16.18%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
202,189
shares
|
$8.47 Million
0.49% of portfolio
|
Q3 2025
Added 91.41%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
201,721
shares
|
$8.45 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.64%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
199,446
shares
|
$8.36 Million
0.28% of portfolio
|
Q2 2025
Reduced 58.6%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
197,913
shares
|
$8.29 Million
2.25% of portfolio
|
Q3 2025
Added 43.13%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
195,993
shares
|
$8.21 Million
0.24% of portfolio
|
Q3 2025
Added 3.12%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
194,888
shares
|
$8.17 Million
0.21% of portfolio
|
Q2 2025
Added 10.07%
|