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 |
|---|---|---|---|---|---|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
May 13, 2025 Q1 2025 |
22,656
shares
|
$910,318
1.06% of portfolio
|
Q1 2025
Added 7.73%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
22,349
shares
|
$897,982
0.03% of portfolio
|
Q4 2024
Reduced 5.72%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Apr 30, 2025 Q1 2025 |
22,214
shares
|
$892,558
0.38% of portfolio
|
Q1 2025
Added 6.98%
|
|
|
Summit Global Investments
Bountiful, UT |
Apr 07, 2025 Q1 2025 |
22,154
shares
|
$890,147
0.06% of portfolio
|
Q1 2025
Added 12.02%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
21,888
shares
|
$879,459
0.18% of portfolio
|
Q1 2025
Added 54.77%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
May 13, 2025 Q1 2025 |
21,718
shares
|
$872,629
0.22% of portfolio
|
Q1 2025
Added 21.55%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
21,650
shares
|
$869,897
0.39% of portfolio
|
Q4 2023
New holding
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
21,649
shares
|
$869,856
0.15% of portfolio
|
Q1 2025
Added 12.37%
|
|
|
Cap Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
21,627
shares
|
$868,972
0.08% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
21,551
shares
|
$865,919
0.08% of portfolio
|
Q1 2025
Added 17.64%
|
|
|
Banque Pictet & Cie Sa
|
Apr 30, 2025 Q1 2025 |
21,469
shares
|
$862,624
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
21,024
shares
|
$844,744
0.05% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
John W. Brooker & Co., Cp As
|
Apr 30, 2025 Q1 2025 |
21,017
shares
|
$844,463
0.36% of portfolio
|
Q1 2025
Added 46.49%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
20,785
shares
|
$835,141
0.01% of portfolio
|
Q1 2025
Added 6.08%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
20,657
shares
|
$829,998
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
20,176
shares
|
$810,671
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
20,041
shares
|
$805,247
0.08% of portfolio
|
Q1 2025
Reduced 4.93%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
19,940
shares
|
$801,189
0.65% of portfolio
|
Q4 2024
Added 12.29%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
May 15, 2025 Q1 2025 |
19,825
shares
|
$796,568
0.17% of portfolio
|
Q1 2025
Added 10.19%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
May 15, 2025 Q1 2025 |
19,764
shares
|
$794,117
1.49% of portfolio
|
Q1 2025
Reduced 11.97%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
19,520
shares
|
$784,313
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
19,006
shares
|
$763,661
0.06% of portfolio
|
Q1 2025
Added 24.24%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
18,466
shares
|
$741,963
0.1% of portfolio
|
Q1 2025
Added 28.38%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
18,185
shares
|
$730,673
0.57% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
18,152
shares
|
$729,347
0.0% of portfolio
|
Q1 2025
Added 153.41%
|