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 457 institutions that hold shares in the stock, with a total of 271 Million shares, which have been reported (via 13F filing form) to have a value of $10.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
24,639
shares
|
$916,570
0.0% of portfolio
|
Q4 2024
Added 9.46%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Feb 04, 2025 Q4 2024 |
24,456
shares
|
$909,763
0.77% of portfolio
|
Q4 2024
Reduced 8.65%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
23,630
shares
|
$879,036
0.28% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
23,388
shares
|
$870,033
0.03% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
23,380
shares
|
$869,736
0.35% of portfolio
|
Q4 2024
Added 20.39%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
23,004
shares
|
$855,748
0.02% of portfolio
|
Q1 2022
Reduced 99.67%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
22,718
shares
|
$845,109
0.04% of portfolio
|
Q4 2024
Added 5.01%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Feb 11, 2025 Q4 2024 |
22,452
shares
|
$835,214
1.68% of portfolio
|
Q4 2024
Reduced 8.19%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
22,421
shares
|
$834,061
0.12% of portfolio
|
Q2 2024
Added 53.78%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
22,349
shares
|
$831,382
0.03% of portfolio
|
Q4 2024
Reduced 5.72%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Feb 14, 2025 Q4 2024 |
21,673
shares
|
$806,235
0.59% of portfolio
|
Q4 2024
Added 20.3%
|
|
|
Cap Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
21,662
shares
|
$805,826
0.09% of portfolio
|
Q4 2024
Reduced 13.13%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Feb 04, 2025 Q4 2024 |
21,650
shares
|
$805,380
0.4% of portfolio
|
Q4 2023
New holding
|
|
|
Convergence Financial, LLC
Columbia, MO |
Feb 04, 2025 Q4 2024 |
21,601
shares
|
$803,557
0.15% of portfolio
|
Q4 2024
Added 210.98%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
21,535
shares
|
$801,102
0.08% of portfolio
|
Q4 2024
Added 63.12%
|
|
|
Banque Pictet & Cie Sa
|
Jan 30, 2025 Q4 2024 |
21,469
shares
|
$798,646
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Jan 27, 2025 Q4 2024 |
21,168
shares
|
$787,449
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
21,081
shares
|
$784,213
0.08% of portfolio
|
Q4 2024
Added 24.71%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Feb 14, 2025 Q4 2024 |
21,031
shares
|
$782,353
0.22% of portfolio
|
Q4 2024
Added 36.63%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Jan 24, 2025 Q4 2024 |
20,765
shares
|
$772,458
0.36% of portfolio
|
Q4 2024
Added 5.34%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
20,620
shares
|
$767,064
0.05% of portfolio
|
Q4 2024
Added 56.01%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
19,940
shares
|
$741,768
0.65% of portfolio
|
Q4 2024
Added 12.29%
|
|
|
Summit Global Investments
Bountiful, UT |
Feb 11, 2025 Q4 2024 |
19,777
shares
|
$735,704
0.04% of portfolio
|
Q4 2024
Added 7.59%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
19,617
shares
|
$729,752
0.06% of portfolio
|
Q3 2024
Added 26.08%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
19,593
shares
|
$728,859
0.01% of portfolio
|
Q4 2024
Reduced 4.9%
|