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 |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
91,283
shares
|
$3.84 Million
0.34% of portfolio
|
Q2 2025
Added 3.08%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
91,228
shares
|
$3.83 Million
0.03% of portfolio
|
Q2 2025
Added 4.73%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Aug 06, 2025 Q2 2025 |
89,969
shares
|
$3.78 Million
3.03% of portfolio
|
Q2 2025
Added 256.51%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Aug 08, 2025 Q2 2025 |
89,010
shares
|
$3.74 Million
1.61% of portfolio
|
Q2 2025
Added 48.93%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
88,128
shares
|
$3.7 Million
0.07% of portfolio
|
Q4 2023
Added 17.98%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Jul 14, 2025 Q2 2025 |
86,994
shares
|
$3.66 Million
1.14% of portfolio
|
Q2 2025
Added 120.3%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
86,405
shares
|
$3.63 Million
0.1% of portfolio
|
Q2 2025
Added 14.5%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
86,284
shares
|
$3.63 Million
0.17% of portfolio
|
Q2 2025
Added 30.93%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
86,255
shares
|
$3.63 Million
0.05% of portfolio
|
Q2 2025
Added 34.57%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
85,858
shares
|
$3.61 Million
0.19% of portfolio
|
Q1 2025
Reduced 10.7%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
85,518
shares
|
$3.59 Million
0.91% of portfolio
|
Q2 2025
Reduced 8.05%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
85,041
shares
|
$3.57 Million
0.17% of portfolio
|
Q2 2025
Added 118.52%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
84,503
shares
|
$3.55 Million
0.99% of portfolio
|
Q4 2024
Reduced 59.45%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
83,680
shares
|
$3.52 Million
0.15% of portfolio
|
Q2 2025
Added 97.85%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jul 24, 2025 Q2 2025 |
82,984
shares
|
$3.49 Million
1.55% of portfolio
|
Q2 2025
Added 21.83%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
82,745
shares
|
$3.48 Million
0.3% of portfolio
|
Q2 2025
Added 26.84%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
81,487
shares
|
$3.42 Million
0.12% of portfolio
|
Q2 2025
Reduced 5.9%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
80,825
shares
|
$3.4 Million
1.23% of portfolio
|
Q2 2025
Added 27.47%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
77,814
shares
|
$3.27 Million
0.36% of portfolio
|
Q2 2025
Reduced 4.13%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Aug 13, 2025 Q2 2025 |
77,242
shares
|
$3.25 Million
2.31% of portfolio
|
Q2 2025
Added 14.13%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
77,077
shares
|
$3.24 Million
0.3% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
A&I Financial Services, LLC
Lone Tree, CO |
Jul 14, 2025 Q2 2025 |
75,782
shares
|
$3.19 Million
1.69% of portfolio
|
Q2 2025
Added 7.07%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
74,695
shares
|
$3.14 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 25, 2025 Q2 2025 |
74,645
shares
|
$3.14 Million
0.86% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
74,290
shares
|
$3.12 Million
0.04% of portfolio
|
Q2 2025
Reduced 6.08%
|