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 |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
18,147
shares
|
$729,146
0.0% of portfolio
|
Q2 2024
Reduced 6.2%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Apr 14, 2025 Q1 2025 |
17,614
shares
|
$707,730
0.06% of portfolio
|
Q1 2025
Added 10.57%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
May 12, 2025 Q1 2025 |
17,535
shares
|
$704,556
0.36% of portfolio
|
Q1 2025
Added 16.32%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
17,117
shares
|
$687,761
0.03% of portfolio
|
Q1 2025
Added 6.85%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Apr 11, 2025 Q1 2025 |
17,031
shares
|
$684,305
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Beam Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
16,722
shares
|
$671,889
0.21% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Norden Group LLC
Provo, UT |
May 07, 2025 Q1 2025 |
16,555
shares
|
$665,179
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
16,440
shares
|
$660,559
0.39% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Lincoln Capital LLC
|
Jul 11, 2025 Q2 2025 |
16,405
shares
|
$659,152
0.13% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Apr 23, 2025 Q1 2025 |
16,264
shares
|
$653,487
0.21% of portfolio
|
Q1 2025
Added 23.45%
|
|
|
Hanlon Investment Management, Inc.
|
May 13, 2025 Q1 2025 |
16,178
shares
|
$650,032
0.45% of portfolio
|
Q1 2025
Added 2.8%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
15,817
shares
|
$635,527
0.0% of portfolio
|
Q1 2025
Reduced 35.9%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
15,776
shares
|
$633,879
0.07% of portfolio
|
Q4 2024
Added 14.33%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
May 13, 2025 Q1 2025 |
15,721
shares
|
$631,669
0.45% of portfolio
|
Q1 2025
Added 49.57%
|
|
|
Brendel Financial Advisors LLC
|
Jul 11, 2025 Q2 2025 |
14,888
shares
|
$598,199
0.33% of portfolio
|
Q2 2025
Reduced 12.66%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
May 12, 2025 Q1 2025 |
14,817
shares
|
$595,347
0.45% of portfolio
|
Q1 2025
Added 96.33%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
14,770
shares
|
$593,458
0.21% of portfolio
|
Q1 2025
Added 5.2%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
14,495
shares
|
$582,409
0.03% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
14,333
shares
|
$575,899
0.07% of portfolio
|
Q1 2025
Added 110.84%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 16, 2025 Q1 2025 |
14,269
shares
|
$573,328
0.12% of portfolio
|
Q1 2025
Added 80.6%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
14,211
shares
|
$570,997
0.03% of portfolio
|
Q1 2025
Reduced 37.45%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
13,857
shares
|
$556,774
0.01% of portfolio
|
Q1 2025
Added 97.99%
|
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
13,815
shares
|
$555,086
0.09% of portfolio
|
Q1 2025
Added 31.17%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
13,773
shares
|
$553,399
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
13,588
shares
|
$545,965
0.02% of portfolio
|
Q1 2025
Added 14.51%
|