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 |
|---|---|---|---|---|---|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
10,081
shares
|
$405,054
0.01% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Venture Visionary Partners LLC
|
May 14, 2025 Q1 2025 |
10,022
shares
|
$402,683
0.02% of portfolio
|
Q1 2025
Added 50.91%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
9,861
shares
|
$396,214
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
May 02, 2025 Q1 2025 |
9,830
shares
|
$394,969
0.34% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
9,815
shares
|
$394,366
0.07% of portfolio
|
Q1 2025
Added 151.67%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
9,789
shares
|
$393,322
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
9,738
shares
|
$391,272
0.06% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
9,674
shares
|
$388,701
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
9,669
shares
|
$388,500
0.18% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Apr 11, 2025 Q1 2025 |
9,633
shares
|
$387,053
0.19% of portfolio
|
Q1 2025
Added 21.57%
|
|
|
Francis Financial, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
9,486
shares
|
$381,147
0.1% of portfolio
|
Q2 2024
Added 18.84%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
May 13, 2025 Q1 2025 |
9,430
shares
|
$378,897
0.08% of portfolio
|
Q1 2025
Added 9.91%
|
|
|
Sentinus, LLC
Oak Brook, IL |
May 15, 2025 Q1 2025 |
9,327
shares
|
$374,758
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
9,194
shares
|
$369,414
0.13% of portfolio
|
Q1 2025
Added 42.15%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
9,188
shares
|
$369,173
0.04% of portfolio
|
Q2 2025
Added 6.06%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
May 14, 2025 Q1 2025 |
9,050
shares
|
$363,629
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tru Independence LLC
|
Apr 30, 2025 Q1 2025 |
8,810
shares
|
$353,985
0.1% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
8,752
shares
|
$351,655
0.18% of portfolio
|
Q1 2025
Added 18.9%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
8,710
shares
|
$349,967
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
8,602
shares
|
$345,628
0.07% of portfolio
|
Q1 2025
Added 11.35%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Apr 22, 2025 Q1 2025 |
8,598
shares
|
$345,467
0.09% of portfolio
|
Q1 2025
Added 14.73%
|
|
|
Cvfg LLC
Shelbyville, IN |
Apr 23, 2025 Q1 2025 |
8,462
shares
|
$340,003
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Hfg Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
8,340
shares
|
$335,101
0.26% of portfolio
|
Q1 2024
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
8,300
shares
|
$333,494
0.06% of portfolio
|
Q4 2024
Added 38.33%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
8,250
shares
|
$331,485
0.04% of portfolio
|
Q2 2025
Added 9.16%
|