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 485 institutions that hold shares in the stock, with a total of 287 Million shares, which have been reported (via 13F filing form) to have a value of $10 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital International Investors
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
23,536,765
shares
|
$822 Million
0.16% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
21,983,627
shares
|
$768 Million
0.33% of portfolio
|
Q4 2024
Added 35.96%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
17,051,741
shares
|
$596 Million
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
15,207,625
shares
|
$531 Million
0.18% of portfolio
|
Q1 2025
Added 36.56%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Apr 09, 2025 Q1 2025 |
12,746,076
shares
|
$445 Million
27.2% of portfolio
|
Q1 2025
Added 17.73%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
11,611,126
shares
|
$406 Million
0.35% of portfolio
|
Q4 2024
Added 9.86%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,653,653
shares
|
$337 Million
0.48% of portfolio
|
Q3 2024
Added 7.25%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
8,966,425
shares
|
$313 Million
0.07% of portfolio
|
Q4 2024
Added 10.61%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
8,456,340
shares
|
$295 Million
0.03% of portfolio
|
Q4 2024
Added 14.69%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
8,447,056
shares
|
$295 Million
0.65% of portfolio
|
Q4 2024
Added 42.25%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
8,378,684
shares
|
$293 Million
0.02% of portfolio
|
Q4 2024
Added 4.56%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
8,065,081
shares
|
$282 Million
0.42% of portfolio
|
Q4 2024
Added 14.29%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
7,364,694
shares
|
$257 Million
2.54% of portfolio
|
Q4 2024
Added 7.87%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,654,717
shares
|
$233 Million
0.15% of portfolio
|
Q3 2024
Added 19.9%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
6,005,495
shares
|
$210 Million
0.04% of portfolio
|
Q4 2024
Added 11.23%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 24, 2025 Q1 2025 |
5,091,069
shares
|
$178 Million
11.96% of portfolio
|
Q1 2025
Added 8.12%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
5,005,523
shares
|
$175 Million
0.6% of portfolio
|
Q1 2025
Added 12.95%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
3,939,842
shares
|
$138 Million
0.35% of portfolio
|
Q4 2024
Reduced 10.42%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
3,697,300
shares
|
$129 Million
0.76% of portfolio
|
Q4 2024
Added 23.21%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
3,677,649
shares
|
$128 Million
0.45% of portfolio
|
Q4 2024
Added 12.33%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
3,480,456
shares
|
$122 Million
0.03% of portfolio
|
Q4 2024
Added 28.63%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
3,241,910
shares
|
$113 Million
0.95% of portfolio
|
Q1 2025
Added 738.97%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
2,685,061
shares
|
$93.8 Million
0.09% of portfolio
|
Q4 2024
Added 72.95%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
2,563,357
shares
|
$89.6 Million
0.1% of portfolio
|
Q4 2024
Added 29.27%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Feb 21, 2025 Q4 2024 |
2,140,939
shares
|
$74.8 Million
9.76% of portfolio
|
Q4 2024
Added 2.38%
|