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 |
|---|---|---|---|---|---|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
47,006
shares
|
$1.89 Million
0.79% of portfolio
|
Q1 2025
Added 16.28%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
45,863
shares
|
$1.84 Million
0.07% of portfolio
|
Q1 2025
Added 20.03%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
44,779
shares
|
$1.8 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Apr 21, 2025 Q1 2025 |
43,643
shares
|
$1.75 Million
1.4% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
43,561
shares
|
$1.75 Million
0.05% of portfolio
|
Q1 2025
Added 61.59%
|
|
|
Financial Council Asset Management Inc
|
Apr 15, 2025 Q1 2025 |
43,279
shares
|
$1.74 Million
0.83% of portfolio
|
Q1 2025
Added 18.56%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
42,913
shares
|
$1.72 Million
0.23% of portfolio
|
Q1 2025
Reduced 3.43%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
May 15, 2025 Q1 2025 |
42,799
shares
|
$1.72 Million
1.51% of portfolio
|
Q1 2025
Reduced 88.56%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
42,633
shares
|
$1.71 Million
0.45% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
42,294
shares
|
$1.7 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
42,156
shares
|
$1.69 Million
0.03% of portfolio
|
Q1 2025
Added 45.31%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
41,307
shares
|
$1.66 Million
0.11% of portfolio
|
Q1 2025
Added 20.87%
|
|
|
Capital Planning LLC
|
Apr 29, 2025 Q1 2025 |
40,632
shares
|
$1.63 Million
0.43% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
39,977
shares
|
$1.61 Million
0.02% of portfolio
|
Q1 2025
Added 42.27%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
39,532
shares
|
$1.59 Million
0.09% of portfolio
|
Q3 2023
Added 4.1%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Apr 14, 2025 Q1 2025 |
39,488
shares
|
$1.59 Million
0.5% of portfolio
|
Q1 2025
Added 182.32%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Apr 11, 2025 Q1 2025 |
39,475
shares
|
$1.59 Million
1.17% of portfolio
|
Q1 2025
Added 12.67%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
39,130
shares
|
$1.57 Million
0.08% of portfolio
|
Q1 2025
Added 49.26%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
38,917
shares
|
$1.56 Million
0.08% of portfolio
|
Q1 2025
Added 15.79%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
37,494
shares
|
$1.51 Million
0.59% of portfolio
|
Q1 2025
New holding
|
|
|
Wespac Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
37,370
shares
|
$1.5 Million
1.16% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
37,352
shares
|
$1.5 Million
0.21% of portfolio
|
Q1 2025
Reduced 4.48%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
37,038
shares
|
$1.49 Million
0.35% of portfolio
|
Q2 2025
Added 12.49%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
36,137
shares
|
$1.45 Million
0.2% of portfolio
|
Q2 2025
Added 260.58%
|
|
|
Litman Gregory Wealth Management LLC
|
May 02, 2025 Q1 2025 |
35,501
shares
|
$1.43 Million
0.11% of portfolio
|
Q1 2025
Reduced 3.6%
|