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 |
|---|---|---|---|---|---|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
131,411
shares
|
$4.88 Million
0.21% of portfolio
|
Q1 2025
Added 128.07%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
129,584
shares
|
$4.81 Million
0.31% of portfolio
|
Q1 2025
Added 20.43%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
128,788
shares
|
$4.78 Million
0.44% of portfolio
|
Q1 2025
Added 65.18%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
127,206
shares
|
$4.72 Million
0.01% of portfolio
|
Q1 2025
Added 4.59%
|
|
|
Kwb Wealth
Redlands, CA |
Apr 10, 2025 Q1 2025 |
126,424
shares
|
$4.69 Million
0.57% of portfolio
|
Q1 2025
Added 386.81%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
125,825
shares
|
$4.67 Million
0.69% of portfolio
|
Q1 2025
Added 117.02%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
119,364
shares
|
$4.43 Million
2.26% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
114,735
shares
|
$4.26 Million
4.04% of portfolio
|
Q1 2025
Added 6.49%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
114,386
shares
|
$4.24 Million
0.01% of portfolio
|
Q1 2025
Added 5.52%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
114,012
shares
|
$4.23 Million
0.38% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
May 06, 2025 Q1 2025 |
114,009
shares
|
$4.23 Million
2.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
111,640
shares
|
$4.14 Million
2.62% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
111,204
shares
|
$4.13 Million
0.4% of portfolio
|
Q1 2025
Added 28.19%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
106,562
shares
|
$3.95 Million
2.36% of portfolio
|
Q1 2025
New holding
|
|
|
Cooper Financial Group
|
May 12, 2025 Q1 2025 |
106,438
shares
|
$3.95 Million
0.52% of portfolio
|
Q1 2025
Added 3.31%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
105,023
shares
|
$3.9 Million
0.01% of portfolio
|
Q1 2025
Added 103.21%
|
|
|
Black Diamond Wealth Management Inc.
|
May 13, 2025 Q1 2025 |
102,500
shares
|
$3.8 Million
3.01% of portfolio
|
Q1 2025
Added 23.92%
|
|
|
Bill Few Associates, Inc.
|
May 12, 2025 Q1 2025 |
102,163
shares
|
$3.79 Million
1.33% of portfolio
|
Q1 2025
Added 6.38%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
100,496
shares
|
$3.73 Million
0.4% of portfolio
|
Q1 2025
Added 16.13%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
99,819
shares
|
$3.7 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Apr 24, 2025 Q1 2025 |
99,510
shares
|
$3.69 Million
0.7% of portfolio
|
Q1 2025
Added 360.67%
|
|
|
Secure Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
97,029
shares
|
$3.6 Million
0.72% of portfolio
|
Q1 2025
Added 67.84%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
95,898
shares
|
$3.56 Million
0.27% of portfolio
|
Q1 2025
Added 7.16%
|
|
|
Affiance Financial, LLC
|
Apr 09, 2025 Q1 2025 |
95,880
shares
|
$3.56 Million
0.79% of portfolio
|
Q1 2025
Added 3.81%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
94,229
shares
|
$3.5 Million
0.05% of portfolio
|
Q1 2025
Added 16.23%
|