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 |
|---|---|---|---|---|---|
|
Glaxis Capital Management, LLC
Sarasota, FL |
Aug 08, 2025 Q2 2025 |
7,000
shares
|
$294,210
0.41% of portfolio
|
Q2 2025
New holding
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
6,888
shares
|
$289,502
0.0% of portfolio
|
Q2 2025
Added 8.46%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
6,804
shares
|
$285,972
0.02% of portfolio
|
Q2 2025
Reduced 94.03%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
6,780
shares
|
$284,963
0.0% of portfolio
|
Q2 2025
Reduced 11.13%
|
|
|
Mc Namara Financial Services, Inc.
|
Jul 25, 2025 Q2 2025 |
6,494
shares
|
$272,942
0.05% of portfolio
|
Q2 2025
Reduced 50.5%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
6,472
shares
|
$272,018
0.13% of portfolio
|
Q2 2024
Reduced 78.61%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
6,272
shares
|
$263,612
0.06% of portfolio
|
Q4 2024
Reduced 15.24%
|
|
|
Kmt Wealth Management, LLC
El Segundo, CA |
Aug 14, 2025 Q2 2025 |
6,187
shares
|
$260,039
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
6,038
shares
|
$253,777
0.09% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
5,993
shares
|
$251,885
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Jul 18, 2025 Q2 2025 |
5,966
shares
|
$250,750
0.15% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Aug 13, 2025 Q2 2025 |
5,927
shares
|
$249,111
1.11% of portfolio
|
Q2 2025
Reduced 94.44%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jul 15, 2025 Q2 2025 |
5,854
shares
|
$246,043
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
5,772
shares
|
$242,597
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
5,734
shares
|
$241,000
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
5,662
shares
|
$237,973
0.12% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Orcam Financial Group
Encinitas, CA |
Aug 15, 2025 Q2 2025 |
5,434
shares
|
$228,391
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Crown Wealth Group, LLC
|
Jul 16, 2025 Q2 2025 |
5,409
shares
|
$227,340
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
5,351
shares
|
$224,902
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
5,307
shares
|
$223,053
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
5,306
shares
|
$223,011
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Synergy Financial Group, LTD
|
Aug 15, 2025 Q2 2025 |
5,290
shares
|
$222,338
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Landaas & CO
Milwaukee, WI |
Aug 11, 2025 Q2 2025 |
5,269
shares
|
$221,456
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
5,248
shares
|
$220,573
0.0% of portfolio
|
Q2 2025
Reduced 52.96%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
5,219
shares
|
$219,354
0.03% of portfolio
|
Q2 2025
New holding
|