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 |
|---|---|---|---|---|---|
|
Continental Investors Services, Inc.
Longview, WA |
Aug 04, 2025 Q2 2025 |
19,161
shares
|
$805,336
1.45% of portfolio
|
Q2 2025
Reduced 3.05%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
18,685
shares
|
$785,330
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
18,147
shares
|
$762,718
0.0% of portfolio
|
Q2 2024
Reduced 6.2%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Aug 11, 2025 Q2 2025 |
17,842
shares
|
$749,899
0.36% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Hanlon Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
17,565
shares
|
$738,256
0.52% of portfolio
|
Q2 2025
Added 8.57%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Aug 13, 2025 Q2 2025 |
17,559
shares
|
$738,004
0.12% of portfolio
|
Q2 2025
Added 3.1%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Jul 24, 2025 Q2 2025 |
17,533
shares
|
$736,911
0.72% of portfolio
|
Q2 2025
Reduced 59.03%
|
|
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
Jul 17, 2025 Q2 2025 |
17,507
shares
|
$735,819
0.59% of portfolio
|
Q2 2025
New holding
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
16,555
shares
|
$695,806
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
16,545
shares
|
$695,386
0.05% of portfolio
|
Q2 2025
Added 58.45%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
16,440
shares
|
$690,973
0.39% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Lincoln Capital LLC
|
Jul 11, 2025 Q2 2025 |
16,405
shares
|
$689,502
0.13% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
16,387
shares
|
$688,745
0.03% of portfolio
|
Q2 2025
Reduced 4.26%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
16,102
shares
|
$676,767
0.19% of portfolio
|
Q2 2025
Added 104.39%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
16,080
shares
|
$675,842
0.0% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
15,829
shares
|
$665,292
0.26% of portfolio
|
Q2 2025
Added 6083.2%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
15,821
shares
|
$664,956
0.02% of portfolio
|
Q2 2025
Added 18.25%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
15,810
shares
|
$664,494
0.06% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
15,380
shares
|
$646,421
0.11% of portfolio
|
Q2 2025
Added 56.7%
|
|
|
Brendel Financial Advisors LLC
|
Jul 11, 2025 Q2 2025 |
14,888
shares
|
$625,742
0.33% of portfolio
|
Q2 2025
Reduced 12.66%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
14,797
shares
|
$621,917
0.22% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
14,367
shares
|
$603,845
0.02% of portfolio
|
Q2 2025
Added 5.73%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
14,358
shares
|
$603,466
0.0% of portfolio
|
Q2 2025
Added 4.25%
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Jul 16, 2025 Q2 2025 |
14,321
shares
|
$601,911
0.51% of portfolio
|
Q2 2025
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
14,279
shares
|
$600,146
0.08% of portfolio
|
Q2 2025
Added 14.78%
|