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 |
|---|---|---|---|---|---|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
59,099
shares
|
$2.37 Million
0.12% of portfolio
|
Q1 2025
Added 109.36%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
58,760
shares
|
$2.36 Million
0.15% of portfolio
|
Q1 2025
Added 180.84%
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
May 21, 2025 Q1 2025 |
58,314
shares
|
$2.34 Million
1.62% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Divergent Planning, LLC
|
Jul 09, 2025 Q2 2025 |
58,217
shares
|
$2.34 Million
0.92% of portfolio
|
Q2 2025
New holding
|
|
|
Strong Box Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
58,217
shares
|
$2.34 Million
0.92% of portfolio
|
Q2 2025
Added 8.76%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
58,112
shares
|
$2.33 Million
0.3% of portfolio
|
Q1 2025
Added 21.32%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
57,742
shares
|
$2.32 Million
0.3% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
First Pacific Financial
|
Apr 23, 2025 Q1 2025 |
57,501
shares
|
$2.31 Million
0.5% of portfolio
|
Q1 2025
Added 27.36%
|
|
|
Latitude Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
57,358
shares
|
$2.3 Million
1.42% of portfolio
|
Q1 2025
Added 20.69%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
55,756
shares
|
$2.24 Million
0.11% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
54,221
shares
|
$2.18 Million
0.15% of portfolio
|
Q1 2025
Added 43.64%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
54,061
shares
|
$2.17 Million
0.5% of portfolio
|
Q1 2025
Reduced 81.15%
|
|
|
Orca Wealth Management, LLC
New Port Richey, FL |
May 08, 2025 Q1 2025 |
53,363
shares
|
$2.14 Million
1.7% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
52,612
shares
|
$2.11 Million
0.7% of portfolio
|
Q1 2025
Added 27.03%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
52,300
shares
|
$2.1 Million
0.36% of portfolio
|
Q1 2025
Added 47.24%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
52,204
shares
|
$2.1 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
51,398
shares
|
$2.07 Million
0.19% of portfolio
|
Q1 2025
Added 79.59%
|
|
|
Gries Financial LLC
Cleveland, OH |
May 05, 2025 Q1 2025 |
51,307
shares
|
$2.06 Million
0.41% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
50,788
shares
|
$2.04 Million
0.12% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
50,503
shares
|
$2.03 Million
0.58% of portfolio
|
Q1 2025
Added 74.94%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
49,239
shares
|
$1.98 Million
0.05% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
May 14, 2025 Q1 2025 |
48,345
shares
|
$1.94 Million
1.18% of portfolio
|
Q1 2025
Added 29.67%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
48,100
shares
|
$1.93 Million
0.68% of portfolio
|
Q2 2025
Added 5.03%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
May 12, 2025 Q1 2025 |
47,842
shares
|
$1.92 Million
0.96% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
May 01, 2025 Q1 2025 |
47,036
shares
|
$1.89 Million
0.52% of portfolio
|
Q1 2025
New holding
|