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 |
|---|---|---|---|---|---|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
2,787
shares
|
$111,981
0.06% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
2,782
shares
|
$111,780
0.03% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
2,605
shares
|
$104,668
0.1% of portfolio
|
Q1 2025
Reduced 65.34%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
2,550
shares
|
$102,459
0.03% of portfolio
|
Q4 2024
Reduced 37.77%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
2,488
shares
|
$99,967
0.0% of portfolio
|
Q1 2025
Reduced 92.45%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
2,330
shares
|
$93,619
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
2,269
shares
|
$91,168
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
2,151
shares
|
$86,427
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
1,725
shares
|
$69,310
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Cx Institutional
|
Jul 11, 2025 Q2 2025 |
1,631
shares
|
$65,533
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
1,579
shares
|
$63,444
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Jul 03, 2025 Q2 2025 |
1,550
shares
|
$62,279
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
1,200
shares
|
$48,216
0.0% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
1,113
shares
|
$44,720
0.0% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
1,102
shares
|
$44,278
0.01% of portfolio
|
Q1 2025
Added 100.36%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
1,050
shares
|
$42,189
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
835
shares
|
$33,550
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
824
shares
|
$33,108
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
781
shares
|
$31,380
0.01% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
774
shares
|
$31,099
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
770
shares
|
$30,938
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
740
shares
|
$29,733
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
725
shares
|
$29,130
0.0% of portfolio
|
Q4 2024
Added 34.51%
|
|
|
Financial Connections Group, Inc.
|
May 09, 2025 Q1 2025 |
690
shares
|
$27,724
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
667
shares
|
$26,800
0.0% of portfolio
|
Q1 2025
Added 102.74%
|