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 526 institutions that hold shares in the stock, with a total of 325 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 |
|---|---|---|---|---|---|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
75,872
shares
|
$3.05 Million
0.3% of portfolio
|
Q1 2025
Added 32.1%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
75,463
shares
|
$3.03 Million
0.09% of portfolio
|
Q1 2025
Added 5.05%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
74,315
shares
|
$2.99 Million
0.9% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Carson Advisory Inc.
|
May 02, 2025 Q1 2025 |
73,675
shares
|
$2.96 Million
1.9% of portfolio
|
Q1 2025
Added 15.8%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
71,820
shares
|
$2.89 Million
0.97% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
71,789
shares
|
$2.88 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
May 15, 2025 Q1 2025 |
71,634
shares
|
$2.88 Million
0.71% of portfolio
|
Q4 2024
Added 8.49%
|
|
|
A&I Financial Services, LLC
Lone Tree, CO |
May 01, 2025 Q1 2025 |
70,779
shares
|
$2.84 Million
1.71% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
70,356
shares
|
$2.83 Million
0.23% of portfolio
|
Q2 2025
Added 14.43%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
May 01, 2025 Q1 2025 |
69,020
shares
|
$2.77 Million
1.38% of portfolio
|
Q1 2025
Added 9.26%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
68,559
shares
|
$2.75 Million
0.21% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
68,428
shares
|
$2.75 Million
0.43% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
May 08, 2025 Q1 2025 |
68,113
shares
|
$2.74 Million
1.32% of portfolio
|
Q1 2025
Added 22.21%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
May 14, 2025 Q1 2025 |
67,677
shares
|
$2.72 Million
2.03% of portfolio
|
Q1 2025
Added 11.27%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
65,902
shares
|
$2.65 Million
0.14% of portfolio
|
Q1 2025
Added 13.52%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
65,873
shares
|
$2.65 Million
0.04% of portfolio
|
Q1 2025
Added 26.53%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
May 15, 2025 Q1 2025 |
65,716
shares
|
$2.64 Million
1.89% of portfolio
|
Q1 2025
Added 6.31%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
65,299
shares
|
$2.62 Million
0.11% of portfolio
|
Q1 2025
Added 135.02%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
65,238
shares
|
$2.62 Million
0.24% of portfolio
|
Q1 2025
Added 17.34%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
65,205
shares
|
$2.62 Million
0.0% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
64,096
shares
|
$2.58 Million
0.03% of portfolio
|
Q1 2025
Added 51.52%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
63,540
shares
|
$2.55 Million
0.34% of portfolio
|
Q2 2025
Added 603.34%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
62,825
shares
|
$2.52 Million
0.03% of portfolio
|
Q1 2025
Added 18.26%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
61,787
shares
|
$2.48 Million
0.08% of portfolio
|
Q1 2025
Added 28.46%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
59,765
shares
|
$2.4 Million
1.08% of portfolio
|
Q1 2025
Added 28.18%
|