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 457 institutions that hold shares in the stock, with a total of 272 Million shares, which have been reported (via 13F filing form) to have a value of $10.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
1,560
shares
|
$58,047
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Feb 11, 2025 Q4 2024 |
1,550
shares
|
$57,675
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,322
shares
|
$49,191
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
1,200
shares
|
$44,652
0.0% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
1,182
shares
|
$43,982
0.01% of portfolio
|
Q4 2024
Reduced 42.93%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
1,078
shares
|
$40,112
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
824
shares
|
$30,661
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
781
shares
|
$29,061
0.01% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
770
shares
|
$28,651
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
725
shares
|
$26,977
0.0% of portfolio
|
Q4 2024
Added 34.51%
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
690
shares
|
$25,674
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
584
shares
|
$21,730
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
560
shares
|
$20,837
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
550
shares
|
$20,465
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
424
shares
|
$15,777
0.01% of portfolio
|
Q3 2023
Reduced 1.85%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
369
shares
|
$13,730
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
329
shares
|
$12,242
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
313
shares
|
$11,646
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
257
shares
|
$9,562
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
175
shares
|
$6,511
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
100
shares
|
$3,721
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
70
shares
|
$2,604
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
58
shares
|
$2,158
0.19% of portfolio
|
Q4 2024
Reduced 99.88%
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
56
shares
|
$2,083
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
51
shares
|
$1,897
0.0% of portfolio
|
Q4 2024
New holding
|