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 |
|---|---|---|---|---|---|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
14,125
shares
|
$593,673
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Beam Wealth Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
13,870
shares
|
$582,956
0.17% of portfolio
|
Q2 2025
Reduced 17.06%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Jul 31, 2025 Q2 2025 |
13,330
shares
|
$560,259
0.25% of portfolio
|
Q2 2025
Added 66.63%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
13,192
shares
|
$554,459
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jul 22, 2025 Q2 2025 |
13,051
shares
|
$548,533
0.06% of portfolio
|
Q2 2025
Reduced 25.91%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
12,831
shares
|
$539,286
0.06% of portfolio
|
Q2 2025
Reduced 10.48%
|
|
|
Signature Wealth Management Group
|
Jul 31, 2025 Q2 2025 |
12,632
shares
|
$530,922
0.21% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
12,553
shares
|
$527,602
0.08% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Aug 04, 2025 Q2 2025 |
12,501
shares
|
$525,417
0.4% of portfolio
|
Q2 2025
Added 17.4%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
12,452
shares
|
$523,357
0.15% of portfolio
|
Q2 2025
Added 6.55%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Aug 13, 2025 Q2 2025 |
12,435
shares
|
$522,643
0.15% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
12,435
shares
|
$522,643
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Widmann Financial Services, Inc.
|
Aug 14, 2025 Q2 2025 |
12,423
shares
|
$522,138
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
12,390
shares
|
$520,751
0.09% of portfolio
|
Q2 2025
Added 49.28%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
12,089
shares
|
$508,100
0.05% of portfolio
|
Q1 2025
Added 7.46%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
11,988
shares
|
$503,855
0.15% of portfolio
|
Q1 2024
Added 468.96%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
11,981
shares
|
$503,561
0.0% of portfolio
|
Q2 2025
Added 6.8%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
11,974
shares
|
$503,267
0.0% of portfolio
|
Q2 2025
Added 297.81%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
11,906
shares
|
$500,409
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Sep 09, 2025 Q2 2025 |
11,824
shares
|
$496,962
0.06% of portfolio
|
Q1 2025
Added 5.54%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Jul 24, 2025 Q2 2025 |
11,620
shares
|
$488,388
0.28% of portfolio
|
Q2 2025
Added 54.32%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Aug 13, 2025 Q2 2025 |
11,449
shares
|
$481,201
0.19% of portfolio
|
Q2 2025
Added 12.52%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
11,244
shares
|
$472,585
0.05% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Jul 28, 2025 Q2 2025 |
11,045
shares
|
$464,221
0.37% of portfolio
|
Q2 2025
Reduced 5.58%
|
|
|
Cim, LLC
|
Aug 19, 2025 Q2 2025 |
11,030
shares
|
$463,590
0.06% of portfolio
|
Q2 2025
Added 96.16%
|