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 469 institutions that hold shares in the stock, with a total of 275 Million shares, which have been reported (via 13F filing form) to have a value of $9.76 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
|
$835 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
|
$780 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
|
$605 Million
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Apr 09, 2025 Q1 2025 |
12,746,076
shares
|
$452 Million
27.2% of portfolio
|
Q1 2025
Added 17.73%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
11,611,126
shares
|
$412 Million
0.35% of portfolio
|
Q4 2024
Added 9.86%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
11,136,141
shares
|
$395 Million
0.13% of portfolio
|
Q4 2024
Added 13.64%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,653,653
shares
|
$342 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
|
$318 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
|
$300 Million
0.03% of portfolio
|
Q4 2024
Added 14.69%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
8,447,056
shares
|
$300 Million
0.65% of portfolio
|
Q4 2024
Added 42.25%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
8,378,684
shares
|
$297 Million
0.02% of portfolio
|
Q4 2024
Added 4.56%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
8,065,081
shares
|
$286 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
|
$261 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
|
$236 Million
0.15% of portfolio
|
Q3 2024
Added 19.9%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
6,005,495
shares
|
$213 Million
0.04% of portfolio
|
Q4 2024
Added 11.23%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
4,708,770
shares
|
$167 Million
12.05% of portfolio
|
Q4 2024
Added 9.0%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
4,431,776
shares
|
$157 Million
0.52% of portfolio
|
Q4 2024
Added 17.01%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
3,939,842
shares
|
$140 Million
0.35% of portfolio
|
Q4 2024
Reduced 10.42%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
3,697,300
shares
|
$131 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
|
$130 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
|
$123 Million
0.03% of portfolio
|
Q4 2024
Added 28.63%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
2,685,061
shares
|
$95.2 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
|
$90.9 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
|
$75.9 Million
9.76% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 17, 2025 Q4 2024 |
1,988,521
shares
|
$70.5 Million
11.24% of portfolio
|
Q4 2024
Added 2.68%
|