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 |
|---|---|---|---|---|---|
|
Trinity Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
34,956
shares
|
$1.4 Million
0.56% of portfolio
|
Q2 2025
Reduced 75.61%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Apr 23, 2025 Q1 2025 |
34,600
shares
|
$1.39 Million
0.29% of portfolio
|
Q1 2025
Added 25.05%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jul 03, 2025 Q2 2025 |
33,576
shares
|
$1.35 Million
0.56% of portfolio
|
Q2 2025
Added 11.39%
|
|
|
Lynch & Associates
|
Apr 17, 2025 Q1 2025 |
32,474
shares
|
$1.3 Million
0.25% of portfolio
|
Q1 2025
Added 111.6%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
31,637
shares
|
$1.27 Million
0.07% of portfolio
|
Q1 2025
Added 7.24%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
31,604
shares
|
$1.27 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
30,436
shares
|
$1.22 Million
0.02% of portfolio
|
Q2 2025
Added 229.97%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
30,070
shares
|
$1.21 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.22%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Apr 15, 2025 Q1 2025 |
29,625
shares
|
$1.19 Million
0.49% of portfolio
|
Q1 2025
Added 51.38%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
28,152
shares
|
$1.13 Million
0.31% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
27,974
shares
|
$1.12 Million
0.1% of portfolio
|
Q1 2025
Added 3.26%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
26,501
shares
|
$1.06 Million
0.33% of portfolio
|
Q4 2024
Added 14.53%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
26,494
shares
|
$1.06 Million
0.14% of portfolio
|
Q2 2025
Added 9.43%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
26,103
shares
|
$1.05 Million
0.23% of portfolio
|
Q1 2025
Added 30.49%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
26,080
shares
|
$1.05 Million
0.08% of portfolio
|
Q2 2025
Added 31.72%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Apr 22, 2025 Q1 2025 |
25,236
shares
|
$1.01 Million
0.89% of portfolio
|
Q1 2025
Added 53.75%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
25,159
shares
|
$1.01 Million
0.08% of portfolio
|
Q1 2025
Added 39.68%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
May 13, 2025 Q1 2025 |
25,038
shares
|
$1.01 Million
0.29% of portfolio
|
Q1 2025
Added 5.96%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
May 01, 2025 Q1 2025 |
24,813
shares
|
$996,986
0.77% of portfolio
|
Q1 2025
Added 14.49%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
24,380
shares
|
$979,588
0.37% of portfolio
|
Q1 2025
Added 4.28%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
24,042
shares
|
$966,007
0.09% of portfolio
|
Q1 2025
Added 11.64%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
23,439
shares
|
$941,779
0.0% of portfolio
|
Q1 2025
Reduced 4.87%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
May 08, 2025 Q1 2025 |
23,096
shares
|
$927,997
0.73% of portfolio
|
Q1 2025
Reduced 5.56%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
23,004
shares
|
$924,300
0.02% of portfolio
|
Q1 2022
Reduced 99.67%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
May 06, 2025 Q1 2025 |
22,988
shares
|
$923,657
0.72% of portfolio
|
Q1 2025
Added 8.6%
|