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 532 institutions that hold shares in the stock, with a total of 328 Million shares, which have been reported (via 13F filing form) to have a value of $13.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
197,689
shares
|
$8.03 Million
0.05% of portfolio
|
Q2 2025
Added 139.14%
|
|
|
Ball & CO Wealth Management Inc.
Franklin, TN |
Jul 24, 2025 Q2 2025 |
196,343
shares
|
$7.97 Million
8.26% of portfolio
|
Q2 2025
Reduced 9.12%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Jul 22, 2025 Q2 2025 |
195,566
shares
|
$7.94 Million
3.97% of portfolio
|
Q2 2025
Added 10.7%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
195,159
shares
|
$7.93 Million
2.3% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Menora Mivtachim Holdings Ltd.
|
May 13, 2025 Q1 2025 |
194,991
shares
|
$7.92 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
190,069
shares
|
$7.72 Million
0.23% of portfolio
|
Q2 2025
Added 6.64%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
188,067
shares
|
$7.64 Million
1.57% of portfolio
|
Q1 2025
Added 11.58%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
177,711
shares
|
$7.22 Million
0.27% of portfolio
|
Q1 2025
Added 793.06%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
177,053
shares
|
$7.19 Million
0.19% of portfolio
|
Q1 2025
Added 105.45%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Jul 23, 2025 Q2 2025 |
176,540
shares
|
$7.17 Million
3.79% of portfolio
|
Q2 2025
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
175,150
shares
|
$7.11 Million
3.84% of portfolio
|
Q2 2025
Added 6.78%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
170,478
shares
|
$6.92 Million
0.54% of portfolio
|
Q1 2025
Added 36.13%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
169,094
shares
|
$6.87 Million
0.84% of portfolio
|
Q2 2025
Added 12.09%
|
|
|
Code Waechter LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
166,774
shares
|
$6.77 Million
4.89% of portfolio
|
Q1 2025
Added 9.76%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
163,663
shares
|
$6.65 Million
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
163,088
shares
|
$6.62 Million
3.9% of portfolio
|
Q4 2022
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
160,800
shares
|
$6.53 Million
0.49% of portfolio
|
Q1 2025
Added 17.26%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
159,035
shares
|
$6.46 Million
0.02% of portfolio
|
Q1 2025
Added 179.24%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
152,649
shares
|
$6.2 Million
0.15% of portfolio
|
Q1 2025
Added 38.4%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
151,936
shares
|
$6.17 Million
2.38% of portfolio
|
Q1 2025
Added 6.58%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
151,397
shares
|
$6.15 Million
0.12% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
149,492
shares
|
$6.07 Million
0.19% of portfolio
|
Q2 2025
Reduced 19.57%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
148,127
shares
|
$6.02 Million
2.2% of portfolio
|
Q1 2025
Added 14.72%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
147,273
shares
|
$5.98 Million
0.33% of portfolio
|
Q1 2025
Added 69.98%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
147,108
shares
|
$5.97 Million
0.03% of portfolio
|
Q1 2025
Added 1.79%
|