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 |
|---|---|---|---|---|---|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
136,294
shares
|
$5.71 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
134,394
shares
|
$5.63 Million
3.61% of portfolio
|
Q3 2025
New holding
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Oct 10, 2025 Q3 2025 |
132,177
shares
|
$5.54 Million
2.09% of portfolio
|
Q3 2025
New holding
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
131,411
shares
|
$5.51 Million
0.22% of portfolio
|
Q1 2025
Added 128.07%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
130,169
shares
|
$5.45 Million
0.1% of portfolio
|
Q2 2025
Added 149.35%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Oct 07, 2025 Q3 2025 |
128,776
shares
|
$5.4 Million
3.77% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
Oct 14, 2025 Q3 2025 |
128,325
shares
|
$5.38 Million
2.18% of portfolio
|
Q3 2025
Added 12.35%
|
|
|
Bill Few Associates, Inc.
|
Oct 16, 2025 Q3 2025 |
127,610
shares
|
$5.35 Million
1.6% of portfolio
|
Q3 2025
Added 3.03%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Oct 20, 2025 Q3 2025 |
126,661
shares
|
$5.31 Million
2.03% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
126,439
shares
|
$5.3 Million
0.27% of portfolio
|
Q2 2025
Added 61.45%
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Aug 05, 2025 Q2 2025 |
126,191
shares
|
$5.29 Million
1.7% of portfolio
|
Q2 2025
Added 38.85%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
123,821
shares
|
$5.19 Million
0.01% of portfolio
|
Q2 2025
Added 8.25%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 24, 2025 Q3 2025 |
123,476
shares
|
$5.17 Million
2.33% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
121,667
shares
|
$5.1 Million
1.56% of portfolio
|
Q3 2025
Added 91.2%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
121,075
shares
|
$5.07 Million
0.08% of portfolio
|
Q2 2025
Reduced 13.53%
|
|
|
Black Diamond Wealth Management Inc.
|
Aug 13, 2025 Q2 2025 |
120,055
shares
|
$5.03 Million
3.23% of portfolio
|
Q2 2025
Added 17.13%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
119,322
shares
|
$5 Million
0.7% of portfolio
|
Q2 2025
Added 30.27%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
119,023
shares
|
$4.99 Million
2.7% of portfolio
|
Q3 2025
Added 3.15%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
116,557
shares
|
$4.88 Million
0.2% of portfolio
|
Q3 2025
Added 78.5%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Oct 17, 2025 Q3 2025 |
114,823
shares
|
$4.81 Million
1.91% of portfolio
|
Q3 2025
Added 16.77%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
111,193
shares
|
$4.66 Million
0.01% of portfolio
|
Q2 2025
Added 5.87%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Aug 05, 2025 Q2 2025 |
110,044
shares
|
$4.61 Million
0.75% of portfolio
|
Q2 2025
Added 10.59%
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
109,635
shares
|
$4.59 Million
0.42% of portfolio
|
Q3 2025
New holding
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Oct 15, 2025 Q3 2025 |
109,211
shares
|
$4.58 Million
3.55% of portfolio
|
Q3 2025
Added 21.39%
|
|
|
Affiance Financial, LLC
|
Oct 14, 2025 Q3 2025 |
107,269
shares
|
$4.49 Million
0.82% of portfolio
|
Q3 2025
Added 5.85%
|