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 |
|---|---|---|---|---|---|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
10,930
shares
|
$459,387
0.04% of portfolio
|
Q2 2025
Added 62.67%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jul 21, 2025 Q2 2025 |
10,900
shares
|
$458,127
0.18% of portfolio
|
Q2 2025
Added 6.42%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jul 17, 2025 Q2 2025 |
10,740
shares
|
$451,402
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
10,630
shares
|
$446,778
0.11% of portfolio
|
Q2 2025
Added 864.61%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
10,625
shares
|
$446,568
0.23% of portfolio
|
Q2 2025
Added 21.4%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
10,608
shares
|
$445,854
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Aug 14, 2025 Q2 2025 |
10,450
shares
|
$439,213
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
10,112
shares
|
$425,007
0.01% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Aug 11, 2025 Q2 2025 |
9,984
shares
|
$419,627
0.34% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Wellington Capital Management, Inc.
Bethesda, MD |
Aug 15, 2025 Q2 2025 |
9,942
shares
|
$417,862
0.88% of portfolio
|
Q2 2025
New holding
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
9,902
shares
|
$416,181
0.06% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
9,837
shares
|
$413,449
0.03% of portfolio
|
Q2 2025
Added 36.02%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
9,746
shares
|
$409,624
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
9,738
shares
|
$409,288
0.06% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
9,698
shares
|
$407,606
0.18% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
9,674
shares
|
$406,598
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Cvfg LLC
Shelbyville, IN |
Aug 07, 2025 Q2 2025 |
9,645
shares
|
$405,379
0.3% of portfolio
|
Q2 2025
Added 13.98%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Aug 05, 2025 Q2 2025 |
9,633
shares
|
$404,874
0.19% of portfolio
|
Q2 2025
Added 25.9%
|
|
|
Francis Financial, Inc.
New York, NY |
Aug 08, 2025 Q2 2025 |
9,486
shares
|
$398,696
0.11% of portfolio
|
Q2 2024
Added 18.84%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
9,413
shares
|
$395,628
0.02% of portfolio
|
Q2 2025
Added 23.01%
|
|
|
Security Financial Services, Inc.
|
Aug 08, 2025 Q2 2025 |
9,196
shares
|
$386,507
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
9,188
shares
|
$386,171
0.04% of portfolio
|
Q2 2025
Added 6.06%
|
|
|
Acorn Financial Advisory Services Inc
|
Jul 28, 2025 Q2 2025 |
9,076
shares
|
$381,464
0.07% of portfolio
|
Q2 2025
Added 23.45%
|
|
|
Capital Planning LLC
|
Jul 21, 2025 Q2 2025 |
9,057
shares
|
$380,665
0.12% of portfolio
|
Q2 2025
Reduced 77.71%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Aug 12, 2025 Q2 2025 |
9,050
shares
|
$380,371
0.01% of portfolio
|
Q4 2024
New holding
|