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 |
|---|---|---|---|---|---|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
8,225
shares
|
$330,480
0.1% of portfolio
|
Q1 2025
Reduced 5.45%
|
|
|
Gimbal Financial
Carmel, IN |
Apr 23, 2025 Q1 2025 |
8,218
shares
|
$330,199
0.26% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Triton Wealth Management, Pllc
|
Mar 18, 2025 Q4 2024 |
8,024
shares
|
$322,404
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
8,000
shares
|
$321,440
0.15% of portfolio
|
Q1 2025
Added 27.59%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
7,924
shares
|
$318,386
0.05% of portfolio
|
Q1 2025
Added 8.41%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
7,878
shares
|
$316,538
0.1% of portfolio
|
Q1 2025
Reduced 15.72%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
7,870
shares
|
$316,216
0.24% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
7,652
shares
|
$307,457
0.02% of portfolio
|
Q1 2025
Added 78.53%
|
|
|
Brown Miller Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
7,643
shares
|
$307,095
0.1% of portfolio
|
Q4 2023
Reduced 9.0%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
7,629
shares
|
$306,533
0.0% of portfolio
|
Q1 2025
Reduced 5.92%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
7,581
shares
|
$304,604
0.05% of portfolio
|
Q1 2025
Added 41.97%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Apr 14, 2025 Q1 2025 |
7,530
shares
|
$302,555
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Avant Capital LLC
Lafayette, LA |
May 12, 2025 Q1 2025 |
7,526
shares
|
$302,394
0.23% of portfolio
|
Q1 2025
Added 6.71%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
7,483
shares
|
$300,666
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Acorn Financial Advisory Services Inc
|
Apr 29, 2025 Q1 2025 |
7,352
shares
|
$295,403
0.06% of portfolio
|
Q1 2025
Added 22.98%
|
|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
7,348
shares
|
$295,242
0.04% of portfolio
|
Q1 2025
Added 5.32%
|
|
|
Weatherly Asset Management L. P.
|
Jul 11, 2025 Q2 2025 |
7,274
shares
|
$292,269
0.02% of portfolio
|
Q1 2025
Reduced 11.49%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
7,232
shares
|
$290,581
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
May 05, 2025 Q1 2025 |
7,092
shares
|
$284,956
0.1% of portfolio
|
Q1 2025
Added 15.47%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
6,888
shares
|
$276,759
0.0% of portfolio
|
Q2 2025
Added 8.46%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
6,829
shares
|
$274,389
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
6,719
shares
|
$269,969
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Apr 16, 2025 Q1 2025 |
6,684
shares
|
$268,563
0.28% of portfolio
|
Q1 2025
Reduced 41.14%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
6,621
shares
|
$266,031
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
6,495
shares
|
$260,969
0.02% of portfolio
|
Q1 2025
New holding
|