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 532 institutions that hold shares in the stock, with a total of 327 Million shares, which have been reported (via 13F filing form) to have a value of $13.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
29,452,035
shares
|
$1.18 Billion
0.43% of portfolio
|
Q1 2025
Added 33.97%
|
|
|
Capital International Investors
Los Angeles, CA |
May 12, 2025 Q1 2025 |
23,718,506
shares
|
$953 Million
0.17% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
17,353,649
shares
|
$697 Million
0.24% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
15,207,625
shares
|
$611 Million
0.18% of portfolio
|
Q1 2025
Added 36.56%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
13,831,238
shares
|
$556 Million
0.41% of portfolio
|
Q1 2025
Added 19.12%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
12,188,851
shares
|
$490 Million
29.34% of portfolio
|
Q2 2025
Reduced 4.37%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
11,386,405
shares
|
$458 Million
0.03% of portfolio
|
Q1 2025
Added 35.9%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
10,707,963
shares
|
$430 Million
0.03% of portfolio
|
Q1 2025
Added 26.63%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
10,310,238
shares
|
$414 Million
0.09% of portfolio
|
Q1 2025
Added 14.99%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
10,119,747
shares
|
$407 Million
0.73% of portfolio
|
Q1 2025
Added 19.8%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,653,653
shares
|
$388 Million
0.48% of portfolio
|
Q3 2024
Added 7.25%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
9,287,713
shares
|
$373 Million
0.47% of portfolio
|
Q1 2025
Added 15.16%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
May 12, 2025 Q1 2025 |
8,222,276
shares
|
$330 Million
3.07% of portfolio
|
Q1 2025
Added 11.64%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,654,717
shares
|
$267 Million
0.15% of portfolio
|
Q3 2024
Added 19.9%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
6,412,402
shares
|
$258 Million
0.04% of portfolio
|
Q1 2025
Added 6.78%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
5,793,791
shares
|
$233 Million
0.49% of portfolio
|
Q4 2024
Reduced 17.54%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 24, 2025 Q1 2025 |
5,091,069
shares
|
$205 Million
11.96% of portfolio
|
Q1 2025
Added 8.12%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
5,005,523
shares
|
$201 Million
0.6% of portfolio
|
Q1 2025
Added 12.95%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
4,125,786
shares
|
$166 Million
0.03% of portfolio
|
Q1 2025
Added 18.54%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
4,002,118
shares
|
$161 Million
0.47% of portfolio
|
Q1 2025
Added 8.82%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
3,955,630
shares
|
$159 Million
0.13% of portfolio
|
Q1 2025
Added 170.64%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
3,683,059
shares
|
$148 Million
0.67% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
3,241,910
shares
|
$130 Million
0.95% of portfolio
|
Q1 2025
Added 738.97%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
3,064,875
shares
|
$123 Million
0.12% of portfolio
|
Q1 2025
Added 19.56%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
2,493,381
shares
|
$100 Million
0.12% of portfolio
|
Q1 2025
Added 378.6%
|