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 |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
565,462
shares
|
$23.8 Million
0.57% of portfolio
|
Q2 2025
Added 1198.09%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
559,204
shares
|
$23.5 Million
0.62% of portfolio
|
Q2 2025
Added 13.13%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
550,697
shares
|
$23.1 Million
1.2% of portfolio
|
Q2 2025
Reduced 5.24%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
545,634
shares
|
$22.9 Million
0.19% of portfolio
|
Q2 2025
Added 91.99%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
530,527
shares
|
$22.3 Million
0.08% of portfolio
|
Q2 2025
Added 269.34%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
525,631
shares
|
$22.1 Million
0.3% of portfolio
|
Q2 2024
Added 33.74%
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
518,164
shares
|
$21.8 Million
3.59% of portfolio
|
Q2 2025
New holding
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Jul 14, 2025 Q2 2025 |
502,516
shares
|
$21.1 Million
13.23% of portfolio
|
Q2 2025
Added 761.74%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
501,329
shares
|
$21.1 Million
0.3% of portfolio
|
Q2 2025
Added 30.1%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
489,545
shares
|
$20.6 Million
1.7% of portfolio
|
Q2 2025
Added 5.86%
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
Aug 14, 2025 Q2 2025 |
482,775
shares
|
$20.3 Million
13.22% of portfolio
|
Q2 2025
Added 6.61%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
482,130
shares
|
$20.3 Million
0.05% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Iam Advisory, LLC
|
Jul 08, 2025 Q2 2025 |
479,521
shares
|
$20.2 Million
4.74% of portfolio
|
Q2 2025
Added 140.68%
|
|
|
Wj Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
475,869
shares
|
$20 Million
6.95% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
447,743
shares
|
$18.8 Million
5.32% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Aug 05, 2025 Q2 2025 |
443,987
shares
|
$18.7 Million
0.96% of portfolio
|
Q2 2025
Added 17.03%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
439,158
shares
|
$18.5 Million
0.18% of portfolio
|
Q2 2025
Added 16.11%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
427,919
shares
|
$18 Million
5.25% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
415,270
shares
|
$17.5 Million
0.5% of portfolio
|
Q2 2025
Added 9.83%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
414,150
shares
|
$17.4 Million
0.66% of portfolio
|
Q2 2025
Added 204.48%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
400,065
shares
|
$16.8 Million
0.39% of portfolio
|
Q2 2025
Added 53.56%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
396,840
shares
|
$16.7 Million
1.0% of portfolio
|
Q2 2024
Added 1.9%
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
Aug 12, 2025 Q2 2025 |
396,664
shares
|
$16.7 Million
13.31% of portfolio
|
Q2 2025
Added 5.78%
|
|
|
Forge Financial Services LLC
Edmond, OK |
Aug 11, 2025 Q2 2025 |
396,577
shares
|
$16.7 Million
12.05% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
392,614
shares
|
$16.5 Million
4.51% of portfolio
|
Q2 2025
Added 6.11%
|