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 |
|---|---|---|---|---|---|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
13,417
shares
|
$539,095
0.04% of portfolio
|
Q1 2025
Added 21.41%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
13,379
shares
|
$537,568
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Namara Financial Services, Inc.
|
Apr 11, 2025 Q1 2025 |
13,120
shares
|
$527,161
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
12,738
shares
|
$511,812
0.08% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
12,440
shares
|
$499,839
0.07% of portfolio
|
Q1 2025
Added 78.79%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
12,435
shares
|
$499,638
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
May 08, 2025 Q1 2025 |
12,350
shares
|
$496,223
0.15% of portfolio
|
Q1 2025
Added 48.51%
|
|
|
Signature Wealth Management Group
|
Apr 17, 2025 Q1 2025 |
12,226
shares
|
$491,240
0.18% of portfolio
|
Q1 2025
Added 5.77%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
12,050
shares
|
$484,169
0.05% of portfolio
|
Q1 2025
Reduced 60.6%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
11,988
shares
|
$481,677
0.15% of portfolio
|
Q1 2024
Added 468.96%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
11,906
shares
|
$478,383
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Apr 18, 2025 Q1 2025 |
11,698
shares
|
$470,025
0.38% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
11,687
shares
|
$469,583
0.12% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Pcg Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
11,405
shares
|
$458,252
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
11,273
shares
|
$452,949
0.05% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
11,218
shares
|
$450,739
0.0% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
11,203
shares
|
$450,136
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
11,156
shares
|
$448,248
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
11,074
shares
|
$444,953
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
10,808
shares
|
$434,265
0.04% of portfolio
|
Q1 2025
Added 7.46%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
10,648
shares
|
$427,836
0.35% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
10,541
shares
|
$423,537
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
10,442
shares
|
$419,559
0.03% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Apr 21, 2025 Q1 2025 |
10,242
shares
|
$411,523
0.16% of portfolio
|
Q1 2025
Added 3.44%
|
|
|
Obsidian Personal Planning Solutions LLC
|
May 16, 2025 Q1 2025 |
10,175
shares
|
$408,831
0.16% of portfolio
|
Q4 2024
Added 10.42%
|