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 |
|---|---|---|---|---|---|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
190,710
shares
|
$7.99 Million
1.59% of portfolio
|
Q2 2025
Added 108.15%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
188,067
shares
|
$7.88 Million
1.57% of portfolio
|
Q1 2025
Added 11.58%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
182,982
shares
|
$7.67 Million
0.1% of portfolio
|
Q2 2025
Added 94.19%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
181,062
shares
|
$7.59 Million
0.54% of portfolio
|
Q2 2025
Added 12.6%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 24, 2025 Q3 2025 |
180,693
shares
|
$7.57 Million
4.01% of portfolio
|
Q3 2025
Added 3.16%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
171,932
shares
|
$7.2 Million
0.26% of portfolio
|
Q2 2025
Reduced 18.74%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
169,605
shares
|
$7.11 Million
0.0% of portfolio
|
Q2 2025
Reduced 76.92%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
169,094
shares
|
$7.09 Million
0.84% of portfolio
|
Q2 2025
Added 12.09%
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
168,965
shares
|
$7.08 Million
1.21% of portfolio
|
Q3 2025
Added 25.07%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
167,593
shares
|
$7.02 Million
0.05% of portfolio
|
Q2 2025
Reduced 31.08%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
163,663
shares
|
$6.86 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
|
$6.83 Million
3.9% of portfolio
|
Q4 2022
New holding
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
161,037
shares
|
$6.75 Million
0.01% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
156,010
shares
|
$6.54 Million
2.56% of portfolio
|
Q2 2025
Added 2.68%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Jul 30, 2025 Q2 2025 |
153,756
shares
|
$6.44 Million
2.7% of portfolio
|
Q2 2025
Added 34.86%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
151,841
shares
|
$6.36 Million
0.5% of portfolio
|
Q3 2025
Added 1443.57%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
151,397
shares
|
$6.34 Million
0.12% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
150,813
shares
|
$6.32 Million
0.13% of portfolio
|
Q2 2025
Added 11.69%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
150,670
shares
|
$6.31 Million
0.37% of portfolio
|
Q2 2025
Added 16.27%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
146,958
shares
|
$6.16 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
145,604
shares
|
$6.1 Million
0.15% of portfolio
|
Q3 2025
Added 13.51%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
144,740
shares
|
$6.06 Million
0.18% of portfolio
|
Q3 2025
Reduced 3.18%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
141,686
shares
|
$5.94 Million
3.84% of portfolio
|
Q2 2025
Added 75.34%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
141,063
shares
|
$5.91 Million
0.01% of portfolio
|
Q2 2025
Added 10.89%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
138,047
shares
|
$5.78 Million
0.48% of portfolio
|
Q2 2025
Added 7.19%
|