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 |
|---|---|---|---|---|---|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
74,260
shares
|
$3.12 Million
0.84% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
74,138
shares
|
$3.12 Million
0.04% of portfolio
|
Q2 2025
Added 85.45%
|
|
|
Carson Advisory Inc.
|
Aug 05, 2025 Q2 2025 |
73,300
shares
|
$3.08 Million
1.99% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
73,076
shares
|
$3.07 Million
0.7% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Jul 25, 2025 Q2 2025 |
71,442
shares
|
$3 Million
1.45% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
70,356
shares
|
$2.96 Million
0.23% of portfolio
|
Q2 2025
Added 14.43%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
69,566
shares
|
$2.92 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
68,559
shares
|
$2.88 Million
0.21% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
68,327
shares
|
$2.87 Million
0.19% of portfolio
|
Q2 2025
Added 26.02%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
68,164
shares
|
$2.86 Million
0.09% of portfolio
|
Q2 2025
Added 10.32%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
66,130
shares
|
$2.78 Million
0.14% of portfolio
|
Q2 2025
Added 69.0%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
65,299
shares
|
$2.74 Million
0.11% of portfolio
|
Q1 2025
Added 135.02%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
64,938
shares
|
$2.73 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
64,889
shares
|
$2.73 Million
0.32% of portfolio
|
Q2 2025
Added 11.66%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
63,797
shares
|
$2.68 Million
0.77% of portfolio
|
Q2 2025
Added 140.73%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
63,756
shares
|
$2.68 Million
0.49% of portfolio
|
Q2 2025
Added 10.88%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
63,633
shares
|
$2.67 Million
0.87% of portfolio
|
Q2 2025
Added 20.95%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
63,540
shares
|
$2.67 Million
0.34% of portfolio
|
Q2 2025
Added 603.34%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Aug 13, 2025 Q2 2025 |
62,653
shares
|
$2.63 Million
1.84% of portfolio
|
Q2 2025
Reduced 4.66%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
60,551
shares
|
$2.54 Million
0.04% of portfolio
|
Q2 2025
Reduced 30.65%
|
|
|
Latitude Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
60,025
shares
|
$2.52 Million
1.43% of portfolio
|
Q2 2025
Added 4.65%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
58,224
shares
|
$2.45 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Strong Box Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
58,217
shares
|
$2.45 Million
0.92% of portfolio
|
Q2 2025
Added 8.76%
|
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
58,180
shares
|
$2.45 Million
0.5% of portfolio
|
Q2 2025
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
57,517
shares
|
$2.42 Million
0.3% of portfolio
|
Q2 2025
Reduced 0.39%
|