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 565 institutions that hold shares in the stock, with a total of 371 Million shares, which have been reported (via 13F filing form) to have a value of $15.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
42,860,196
shares
|
$1.8 Billion
0.6% of portfolio
|
Q2 2025
Added 45.53%
|
|
|
Capital International Investors
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
23,691,285
shares
|
$996 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
19,353,624
shares
|
$813 Million
0.27% of portfolio
|
Q2 2025
Added 11.52%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
16,720,692
shares
|
$703 Million
0.2% of portfolio
|
Q2 2025
Added 9.95%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
15,348,105
shares
|
$645 Million
0.04% of portfolio
|
Q2 2025
Added 34.79%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
15,328,061
shares
|
$644 Million
0.45% of portfolio
|
Q2 2025
Added 10.82%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
13,179,947
shares
|
$554 Million
0.04% of portfolio
|
Q2 2025
Added 23.09%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
12,188,851
shares
|
$512 Million
29.34% of portfolio
|
Q2 2025
Reduced 4.37%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
11,850,016
shares
|
$498 Million
0.84% of portfolio
|
Q2 2025
Added 17.1%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
11,517,846
shares
|
$484 Million
0.1% of portfolio
|
Q2 2025
Added 11.71%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
9,864,666
shares
|
$415 Million
0.51% of portfolio
|
Q2 2025
Added 6.21%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,653,653
shares
|
$406 Million
0.48% of portfolio
|
Q3 2024
Added 7.25%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
8,679,595
shares
|
$365 Million
3.24% of portfolio
|
Q2 2025
Added 5.56%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
6,884,253
shares
|
$289 Million
0.05% of portfolio
|
Q2 2025
Added 7.36%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
6,706,769
shares
|
$282 Million
0.5% of portfolio
|
Q2 2025
Added 72.29%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,654,717
shares
|
$280 Million
0.15% of portfolio
|
Q3 2024
Added 19.9%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
5,785,215
shares
|
$243 Million
0.69% of portfolio
|
Q2 2025
Added 15.58%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
5,646,393
shares
|
$237 Million
0.17% of portfolio
|
Q2 2025
Added 42.74%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
5,270,920
shares
|
$222 Million
12.37% of portfolio
|
Q2 2025
Added 3.53%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
5,029,430
shares
|
$211 Million
0.04% of portfolio
|
Q2 2025
Added 21.9%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
4,500,964
shares
|
$189 Million
0.51% of portfolio
|
Q2 2025
Added 12.46%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
4,344,269
shares
|
$183 Million
0.9% of portfolio
|
Q2 2025
Added 17.95%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
3,423,179
shares
|
$144 Million
0.14% of portfolio
|
Q2 2025
Added 11.69%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
3,296,914
shares
|
$139 Million
0.94% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
2,881,541
shares
|
$121 Million
0.65% of portfolio
|
Q2 2025
Added 48.03%
|