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 |
|---|---|---|---|---|---|
|
High Falls Advisors, Inc
Rochester, NY |
Aug 14, 2025 Q2 2025 |
9,001
shares
|
$378,312
0.08% of portfolio
|
Q2 2025
Reduced 4.55%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
8,993
shares
|
$377,975
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
8,976
shares
|
$377,261
0.07% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
8,869
shares
|
$372,764
0.11% of portfolio
|
Q2 2025
Added 18.52%
|
|
|
Tru Independence LLC
|
Jul 15, 2025 Q2 2025 |
8,822
shares
|
$370,788
0.11% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
8,710
shares
|
$366,081
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
8,615
shares
|
$362,088
0.06% of portfolio
|
Q2 2025
Added 13.64%
|
|
|
Hfg Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
8,340
shares
|
$350,530
0.27% of portfolio
|
Q1 2024
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
8,288
shares
|
$348,344
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
8,279
shares
|
$347,966
0.1% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
8,250
shares
|
$346,747
0.04% of portfolio
|
Q2 2025
Added 9.16%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
8,041
shares
|
$337,963
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
7,935
shares
|
$333,508
0.09% of portfolio
|
Q2 2025
Reduced 7.71%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
7,881
shares
|
$331,238
0.01% of portfolio
|
Q2 2025
Added 23.6%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
7,870
shares
|
$330,776
0.24% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Creekside Partners
Petaluma, CA |
Jul 28, 2025 Q2 2025 |
7,794
shares
|
$327,581
0.15% of portfolio
|
Q2 2025
Added 24.56%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
7,775
shares
|
$326,783
0.02% of portfolio
|
Q2 2025
Reduced 42.05%
|
|
|
Brown Miller Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
7,643
shares
|
$321,235
0.1% of portfolio
|
Q4 2023
Reduced 9.0%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
7,520
shares
|
$316,065
0.01% of portfolio
|
Q2 2025
Added 21.02%
|
|
|
180 Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
7,509
shares
|
$315,603
0.04% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Triton Wealth Management, Pllc
|
Jul 28, 2025 Q2 2025 |
7,393
shares
|
$310,727
0.13% of portfolio
|
Q2 2025
Reduced 7.86%
|
|
|
Fi3 Financial Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
7,345
shares
|
$308,710
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Weatherly Asset Management L. P.
|
Jul 11, 2025 Q2 2025 |
7,274
shares
|
$305,726
0.02% of portfolio
|
Q1 2025
Reduced 11.49%
|
|
|
Avant Capital LLC
Lafayette, LA |
Aug 14, 2025 Q2 2025 |
7,245
shares
|
$304,507
0.23% of portfolio
|
Q2 2025
Reduced 3.73%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Aug 06, 2025 Q2 2025 |
7,093
shares
|
$298,118
0.11% of portfolio
|
Q2 2025
Added 0.01%
|