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 |
|---|---|---|---|---|---|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
39,991
shares
|
$1.68 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Aug 04, 2025 Q2 2025 |
39,950
shares
|
$1.68 Million
2.2% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Jul 21, 2025 Q2 2025 |
39,868
shares
|
$1.68 Million
0.33% of portfolio
|
Q2 2025
Added 15.23%
|
|
|
Financial Council Asset Management Inc
|
Jul 21, 2025 Q2 2025 |
39,628
shares
|
$1.67 Million
0.76% of portfolio
|
Q2 2025
Reduced 8.44%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
39,532
shares
|
$1.66 Million
0.09% of portfolio
|
Q3 2023
Added 4.1%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Aug 14, 2025 Q2 2025 |
38,578
shares
|
$1.62 Million
0.95% of portfolio
|
Q2 2025
Reduced 20.2%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
38,489
shares
|
$1.62 Million
0.63% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
Wespac Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
38,287
shares
|
$1.61 Million
1.18% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
37,464
shares
|
$1.57 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
37,354
shares
|
$1.57 Million
0.21% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
37,038
shares
|
$1.56 Million
0.35% of portfolio
|
Q2 2025
Added 12.49%
|
|
|
Lynch & Associates
|
Jul 15, 2025 Q2 2025 |
36,652
shares
|
$1.54 Million
0.3% of portfolio
|
Q2 2025
Added 12.87%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
36,137
shares
|
$1.52 Million
0.2% of portfolio
|
Q2 2025
Added 260.58%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
35,119
shares
|
$1.48 Million
0.09% of portfolio
|
Q2 2025
Added 74.06%
|
|
|
Trinity Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
34,956
shares
|
$1.47 Million
0.56% of portfolio
|
Q2 2025
Reduced 75.61%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
34,886
shares
|
$1.47 Million
0.94% of portfolio
|
Q2 2025
Added 2109.37%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
33,817
shares
|
$1.42 Million
0.0% of portfolio
|
Q2 2025
Added 12.46%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jul 03, 2025 Q2 2025 |
33,576
shares
|
$1.41 Million
0.56% of portfolio
|
Q2 2025
Added 11.39%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Jul 22, 2025 Q2 2025 |
33,456
shares
|
$1.41 Million
1.1% of portfolio
|
Q2 2025
Added 45.54%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Jul 29, 2025 Q2 2025 |
33,054
shares
|
$1.39 Million
0.6% of portfolio
|
Q2 2025
Added 48.8%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jul 22, 2025 Q2 2025 |
32,690
shares
|
$1.37 Million
0.54% of portfolio
|
Q2 2025
Added 10.35%
|
|
|
Litman Gregory Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
32,107
shares
|
$1.35 Million
0.1% of portfolio
|
Q2 2025
Reduced 9.56%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Jul 16, 2025 Q2 2025 |
31,806
shares
|
$1.34 Million
1.0% of portfolio
|
Q2 2025
Added 28.18%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
31,626
shares
|
$1.33 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
31,604
shares
|
$1.33 Million
0.09% of portfolio
|
Q2 2025
New holding
|