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 |
|---|---|---|---|---|---|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
93,008
shares
|
$3.39 Million
0.95% of portfolio
|
Q1 2025
Added 35.22%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
May 14, 2025 Q1 2025 |
91,620
shares
|
$3.33 Million
1.77% of portfolio
|
Q1 2025
Reduced 19.61%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Apr 30, 2025 Q1 2025 |
91,598
shares
|
$3.33 Million
0.5% of portfolio
|
Q1 2025
Added 380.65%
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Apr 30, 2025 Q1 2025 |
90,884
shares
|
$3.31 Million
1.22% of portfolio
|
Q1 2025
Added 136.08%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
88,739
shares
|
$3.23 Million
0.08% of portfolio
|
Q1 2025
Added 28.01%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
88,555
shares
|
$3.22 Million
0.31% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
88,128
shares
|
$3.21 Million
0.07% of portfolio
|
Q4 2023
Added 17.98%
|
|
|
Clg LLC
Long Beach, CA |
Apr 21, 2025 Q1 2025 |
87,581
shares
|
$3.19 Million
1.08% of portfolio
|
Q1 2025
Reduced 32.54%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
87,317
shares
|
$3.18 Million
0.05% of portfolio
|
Q1 2025
Added 9.79%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
87,104
shares
|
$3.17 Million
0.04% of portfolio
|
Q1 2025
Added 10.89%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
86,592
shares
|
$3.15 Million
0.1% of portfolio
|
Q1 2025
Added 6.13%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
May 14, 2025 Q1 2025 |
86,071
shares
|
$3.13 Million
2.7% of portfolio
|
Q1 2025
Added 43.58%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
85,858
shares
|
$3.13 Million
0.19% of portfolio
|
Q1 2025
Reduced 10.7%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
84,503
shares
|
$3.08 Million
0.99% of portfolio
|
Q4 2024
Reduced 59.45%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
82,667
shares
|
$3.01 Million
0.02% of portfolio
|
Q1 2025
Added 12.8%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
81,168
shares
|
$2.95 Million
0.37% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
80,807
shares
|
$2.94 Million
2.26% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Apr 16, 2025 Q1 2025 |
79,511
shares
|
$2.89 Million
1.5% of portfolio
|
Q1 2025
Added 19.89%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
79,100
shares
|
$2.88 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.35%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
78,317
shares
|
$2.85 Million
0.11% of portfolio
|
Q1 2025
Added 325.17%
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
75,872
shares
|
$2.76 Million
0.3% of portfolio
|
Q1 2025
Added 32.1%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
75,463
shares
|
$2.75 Million
0.09% of portfolio
|
Q1 2025
Added 5.05%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
74,315
shares
|
$2.71 Million
0.9% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Carson Advisory Inc.
|
May 02, 2025 Q1 2025 |
73,675
shares
|
$2.68 Million
1.9% of portfolio
|
Q1 2025
Added 15.8%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
71,820
shares
|
$2.61 Million
0.97% of portfolio
|
Q1 2025
Added 2.77%
|