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 |
|---|---|---|---|---|---|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
55,985
shares
|
$2.35 Million
0.12% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
54,895
shares
|
$2.31 Million
0.1% of portfolio
|
Q2 2025
Added 278.72%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
54,231
shares
|
$2.28 Million
0.45% of portfolio
|
Q2 2025
Added 5.7%
|
|
|
Orca Wealth Management, LLC
New Port Richey, FL |
Jul 22, 2025 Q2 2025 |
53,958
shares
|
$2.27 Million
1.79% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
53,608
shares
|
$2.25 Million
1.78% of portfolio
|
Q2 2025
Added 22.83%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jul 24, 2025 Q2 2025 |
52,573
shares
|
$2.21 Million
0.2% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
51,166
shares
|
$2.15 Million
0.59% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
51,135
shares
|
$2.15 Million
0.05% of portfolio
|
Q2 2025
Added 3.85%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Jul 16, 2025 Q2 2025 |
50,846
shares
|
$2.14 Million
0.97% of portfolio
|
Q2 2025
Added 6.28%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
50,789
shares
|
$2.13 Million
0.03% of portfolio
|
Q2 2025
Reduced 19.16%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
50,183
shares
|
$2.11 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
49,395
shares
|
$2.08 Million
0.01% of portfolio
|
Q2 2025
Added 110.74%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Aug 07, 2025 Q2 2025 |
48,808
shares
|
$2.05 Million
0.51% of portfolio
|
Q2 2025
Added 3.77%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
48,504
shares
|
$2.04 Million
0.09% of portfolio
|
Q2 2025
Reduced 72.71%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
48,436
shares
|
$2.04 Million
0.15% of portfolio
|
Q2 2025
Added 645.74%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
48,114
shares
|
$2.02 Million
0.35% of portfolio
|
Q2 2025
Reduced 8.0%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
48,100
shares
|
$2.02 Million
0.68% of portfolio
|
Q2 2025
Added 5.03%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
46,341
shares
|
$1.95 Million
0.12% of portfolio
|
Q2 2025
Added 12.19%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
45,822
shares
|
$1.93 Million
0.25% of portfolio
|
Q2 2025
Added 6.78%
|
|
|
Cypress Capital Advisors, LLC
Franklin, TN |
Aug 27, 2025 Q2 2025 |
44,982
shares
|
$1.89 Million
1.11% of portfolio
|
Q2 2025
Reduced 3.57%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
44,836
shares
|
$1.88 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
44,779
shares
|
$1.88 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
42,633
shares
|
$1.79 Million
0.45% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Aug 06, 2025 Q2 2025 |
41,756
shares
|
$1.76 Million
0.36% of portfolio
|
Q2 2025
Reduced 22.76%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
40,619
shares
|
$1.71 Million
0.11% of portfolio
|
Q2 2025
Reduced 20.02%
|