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 |
|---|---|---|---|---|---|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
24,241
shares
|
$1.02 Million
0.48% of portfolio
|
Q2 2025
Added 129.97%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
24,193
shares
|
$1.02 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
24,011
shares
|
$1.01 Million
0.04% of portfolio
|
Q2 2025
Added 139.58%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 05, 2025 Q2 2025 |
23,718
shares
|
$996,867
0.25% of portfolio
|
Q2 2025
Added 9.21%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
23,004
shares
|
$966,858
0.02% of portfolio
|
Q1 2022
Reduced 99.67%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
22,753
shares
|
$956,308
0.06% of portfolio
|
Q2 2025
Added 19.71%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Jul 23, 2025 Q2 2025 |
22,507
shares
|
$945,969
0.73% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
22,349
shares
|
$939,328
0.03% of portfolio
|
Q4 2024
Reduced 5.72%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
22,270
shares
|
$936,008
0.0% of portfolio
|
Q2 2025
Added 22.69%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
22,233
shares
|
$934,452
0.06% of portfolio
|
Q2 2025
Added 5.75%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 13, 2025 Q2 2025 |
21,997
shares
|
$924,533
0.14% of portfolio
|
Q2 2025
Added 59.23%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Jul 30, 2025 Q2 2025 |
21,885
shares
|
$919,826
0.65% of portfolio
|
Q2 2025
Added 47.7%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
21,719
shares
|
$912,849
0.01% of portfolio
|
Q2 2025
Added 56.74%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Aug 05, 2025 Q2 2025 |
21,650
shares
|
$909,949
0.78% of portfolio
|
Q4 2023
New holding
|
|
|
Banque Pictet & Cie Sa
|
Jul 16, 2025 Q2 2025 |
21,469
shares
|
$902,342
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Cap Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
21,407
shares
|
$899,736
0.09% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
21,231
shares
|
$892,338
0.18% of portfolio
|
Q2 2025
Added 48.79%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jul 17, 2025 Q2 2025 |
20,656
shares
|
$868,171
0.28% of portfolio
|
Q2 2025
Added 27.0%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
20,534
shares
|
$863,044
0.23% of portfolio
|
Q2 2025
Reduced 27.06%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Aug 12, 2025 Q2 2025 |
20,346
shares
|
$855,142
0.53% of portfolio
|
Q2 2025
Added 29.42%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
20,209
shares
|
$849,384
0.04% of portfolio
|
Q2 2025
Added 42.21%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Aug 12, 2025 Q2 2025 |
19,961
shares
|
$838,960
0.17% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
19,940
shares
|
$838,078
0.65% of portfolio
|
Q4 2024
Added 12.29%
|
|
|
Nautilus Advisors LLC
La Jolla, CA |
Aug 25, 2025 Q2 2025 |
19,676
shares
|
$826,982
0.57% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
19,520
shares
|
$820,425
0.13% of portfolio
|
Q4 2022
New holding
|