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 |
|---|---|---|---|---|---|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
5,201
shares
|
$218,598
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Aug 11, 2025 Q2 2025 |
5,199
shares
|
$218,513
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Dover Advisors, LLC
Richmond, VA |
Jul 08, 2025 Q2 2025 |
5,162
shares
|
$216,958
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
5,153
shares
|
$216,580
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
5,150
shares
|
$216,454
0.06% of portfolio
|
Q2 2025
Added 101.96%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
5,139
shares
|
$215,992
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
4,734
shares
|
$198,970
0.0% of portfolio
|
Q1 2024
Reduced 7.01%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
4,638
shares
|
$194,935
0.0% of portfolio
|
Q2 2025
Added 24.91%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
4,501
shares
|
$189,177
0.0% of portfolio
|
Q2 2025
Added 17.8%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
3,650
shares
|
$153,409
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
3,454
shares
|
$145,171
0.0% of portfolio
|
Q2 2025
Reduced 25.32%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
3,333
shares
|
$140,085
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
3,128
shares
|
$131,469
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,000
shares
|
$126,090
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
2,790
shares
|
$117,263
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
2,784
shares
|
$117,011
0.03% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
2,605
shares
|
$109,488
0.1% of portfolio
|
Q1 2025
Reduced 65.34%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
2,571
shares
|
$108,059
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
2,515
shares
|
$105,705
0.05% of portfolio
|
Q2 2025
Reduced 9.76%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
2,431
shares
|
$102,174
0.06% of portfolio
|
Q2 2025
Added 4.33%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
2,419
shares
|
$101,670
0.06% of portfolio
|
Q2 2025
Added 40.23%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
2,343
shares
|
$98,476
0.0% of portfolio
|
Q2 2025
Added 180.6%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
2,269
shares
|
$95,366
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
2,196
shares
|
$92,297
0.05% of portfolio
|
Q2 2025
Reduced 76.11%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
2,151
shares
|
$90,406
0.0% of portfolio
|
Q2 2025
New holding
|