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 |
|---|---|---|---|---|---|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
877,731
shares
|
$36.9 Million
0.49% of portfolio
|
Q2 2025
Added 5.64%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
862,641
shares
|
$36.3 Million
0.81% of portfolio
|
Q2 2025
Added 60.79%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
861,670
shares
|
$36.2 Million
1.33% of portfolio
|
Q2 2025
Added 3.42%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
861,124
shares
|
$36.2 Million
1.19% of portfolio
|
Q2 2025
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
813,532
shares
|
$34.2 Million
0.43% of portfolio
|
Q2 2025
Added 8.75%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
797,777
shares
|
$33.5 Million
0.08% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
780,803
shares
|
$32.8 Million
0.17% of portfolio
|
Q2 2025
Reduced 37.72%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
756,871
shares
|
$31.8 Million
1.84% of portfolio
|
Q2 2025
Added 101.63%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
749,909
shares
|
$31.5 Million
0.28% of portfolio
|
Q2 2025
Added 1180.06%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
746,269
shares
|
$31.4 Million
0.17% of portfolio
|
Q2 2025
Reduced 23.48%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
737,966
shares
|
$31 Million
2.79% of portfolio
|
Q2 2025
Added 27.83%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
686,813
shares
|
$28.9 Million
5.84% of portfolio
|
Q2 2025
Added 9.71%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
669,544
shares
|
$28.1 Million
0.68% of portfolio
|
Q2 2025
Reduced 2.84%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
658,288
shares
|
$27.7 Million
0.25% of portfolio
|
Q1 2025
Added 6.03%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
646,691
shares
|
$27.2 Million
0.15% of portfolio
|
Q4 2024
Added 4.66%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jul 15, 2025 Q2 2025 |
643,338
shares
|
$27 Million
12.98% of portfolio
|
Q2 2025
Added 7.45%
|
|
|
Midwest Heritage Bank, Fsb
|
Jul 16, 2025 Q2 2025 |
641,829
shares
|
$27 Million
10.25% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
636,005
shares
|
$26.7 Million
0.49% of portfolio
|
Q2 2025
Added 18.12%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
630,009
shares
|
$26.5 Million
1.92% of portfolio
|
Q2 2025
Added 57.11%
|
|
|
Royal Harbor Partners, LLC
|
Aug 08, 2025 Q2 2025 |
627,232
shares
|
$26.4 Million
12.54% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
614,337
shares
|
$25.8 Million
0.6% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
613,404
shares
|
$25.8 Million
0.64% of portfolio
|
Q2 2025
Added 12.15%
|
|
|
Financial Services Advisory Inc
|
Jul 21, 2025 Q2 2025 |
593,030
shares
|
$24.9 Million
11.5% of portfolio
|
Q2 2025
Added 125.64%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
586,209
shares
|
$24.6 Million
0.65% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Jul 22, 2025 Q2 2025 |
568,141
shares
|
$23.9 Million
10.09% of portfolio
|
Q2 2025
Added 4.33%
|