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 |
|---|---|---|---|---|---|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
31,541
shares
|
$1.33 Million
0.23% of portfolio
|
Q2 2025
Added 20.83%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
30,935
shares
|
$1.3 Million
0.12% of portfolio
|
Q2 2025
Added 54.36%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
30,436
shares
|
$1.28 Million
0.02% of portfolio
|
Q2 2025
Added 229.97%
|
|
|
Dmkc Advisory Services, LLC
Des Moines, IA |
Jul 18, 2025 Q2 2025 |
30,203
shares
|
$1.27 Million
0.64% of portfolio
|
Q2 2025
New holding
|
|
|
44 Wealth Management LLC
|
Aug 14, 2025 Q2 2025 |
30,098
shares
|
$1.27 Million
0.43% of portfolio
|
Q2 2025
New holding
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
29,915
shares
|
$1.26 Million
0.02% of portfolio
|
Q2 2025
Reduced 58.33%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
29,260
shares
|
$1.23 Million
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
29,096
shares
|
$1.22 Million
0.21% of portfolio
|
Q2 2025
Reduced 50.77%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
29,073
shares
|
$1.22 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
29,027
shares
|
$1.22 Million
0.87% of portfolio
|
Q2 2025
Added 59.62%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
28,981
shares
|
$1.22 Million
0.12% of portfolio
|
Q2 2025
Added 20.54%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
28,502
shares
|
$1.2 Million
0.1% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
28,321
shares
|
$1.19 Million
0.09% of portfolio
|
Q2 2025
Added 12.57%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
27,958
shares
|
$1.18 Million
0.19% of portfolio
|
Q2 2025
Added 29.14%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
26,993
shares
|
$1.13 Million
0.2% of portfolio
|
Q2 2025
Added 23.32%
|
|
|
Summit Global Investments
Bountiful, UT |
Aug 12, 2025 Q2 2025 |
26,908
shares
|
$1.13 Million
0.06% of portfolio
|
Q2 2025
Added 21.46%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
26,494
shares
|
$1.11 Million
0.14% of portfolio
|
Q2 2025
Added 9.43%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
26,080
shares
|
$1.1 Million
0.08% of portfolio
|
Q2 2025
Added 31.72%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
26,028
shares
|
$1.09 Million
0.15% of portfolio
|
Q2 2025
Added 40.95%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
25,883
shares
|
$1.09 Million
0.38% of portfolio
|
Q2 2025
Added 6.16%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Aug 08, 2025 Q2 2025 |
25,480
shares
|
$1.07 Million
0.3% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Aug 04, 2025 Q2 2025 |
25,464
shares
|
$1.07 Million
0.26% of portfolio
|
Q2 2025
Added 12.39%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
24,921
shares
|
$1.05 Million
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
24,811
shares
|
$1.04 Million
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
24,333
shares
|
$1.02 Million
0.09% of portfolio
|
Q2 2025
Added 12.91%
|