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 |
|---|---|---|---|---|---|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
2,387,880
shares
|
$100 Million
4.06% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
2,334,502
shares
|
$98.1 Million
0.24% of portfolio
|
Q2 2025
Added 17.21%
|
|
|
Johnson Bixby & Associates, LLC
|
Jul 16, 2025 Q2 2025 |
1,968,586
shares
|
$82.7 Million
11.54% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
1,950,863
shares
|
$82 Million
8.91% of portfolio
|
Q2 2025
Reduced 8.73%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
1,939,344
shares
|
$81.5 Million
0.11% of portfolio
|
Q2 2025
Added 73.07%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
1,822,184
shares
|
$76.6 Million
2.03% of portfolio
|
Q2 2025
Reduced 14.26%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
1,733,365
shares
|
$72.9 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
1,690,263
shares
|
$71 Million
0.24% of portfolio
|
Q2 2025
Added 49.46%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,660,349
shares
|
$69.8 Million
0.09% of portfolio
|
Q2 2025
Reduced 33.41%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
1,651,638
shares
|
$69.4 Million
0.12% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
1,647,636
shares
|
$69.3 Million
11.85% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
1,440,012
shares
|
$60.5 Million
0.46% of portfolio
|
Q2 2025
Added 18.52%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
1,330,582
shares
|
$55.9 Million
0.85% of portfolio
|
Q2 2025
Added 106.64%
|
|
|
Souders Financial Advisors
|
Aug 06, 2025 Q2 2025 |
1,298,522
shares
|
$54.6 Million
7.35% of portfolio
|
Q2 2025
Added 7.42%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,200,583
shares
|
$50.5 Million
0.42% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
1,172,718
shares
|
$49.3 Million
0.07% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
1,169,992
shares
|
$49.2 Million
0.06% of portfolio
|
Q2 2025
Added 21.09%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
1,113,000
shares
|
$46.8 Million
0.48% of portfolio
|
Q2 2025
Added 5.44%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
1,072,946
shares
|
$45.1 Million
3.2% of portfolio
|
Q2 2025
Added 5.9%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
1,047,176
shares
|
$44 Million
0.81% of portfolio
|
Q2 2025
Added 5.34%
|
|
|
Erickson Financial Group, LLC
Allentown, PA |
Aug 12, 2025 Q2 2025 |
1,033,003
shares
|
$43.4 Million
27.56% of portfolio
|
Q2 2025
Added 24.68%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
983,194
shares
|
$41.3 Million
5.7% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
941,590
shares
|
$39.6 Million
4.81% of portfolio
|
Q2 2025
Added 3.81%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
916,258
shares
|
$38.5 Million
0.08% of portfolio
|
Q2 2025
Added 21.68%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
877,929
shares
|
$36.9 Million
0.84% of portfolio
|
Q2 2025
Reduced 16.98%
|