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 |
|---|---|---|---|---|---|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
382,873
shares
|
$16.1 Million
2.34% of portfolio
|
Q2 2025
Added 6.85%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
381,882
shares
|
$16.1 Million
0.68% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Delta Investment Management, LLC
|
Jul 31, 2025 Q2 2025 |
381,298
shares
|
$16 Million
3.55% of portfolio
|
Q2 2025
New holding
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
380,357
shares
|
$16 Million
10.92% of portfolio
|
Q2 2025
New holding
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
373,339
shares
|
$15.7 Million
6.7% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Aug 14, 2025 Q2 2025 |
371,570
shares
|
$15.6 Million
5.9% of portfolio
|
Q2 2025
Reduced 6.58%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jul 24, 2025 Q2 2025 |
365,335
shares
|
$15.4 Million
2.42% of portfolio
|
Q2 2025
Added 22.11%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
351,837
shares
|
$14.8 Million
2.03% of portfolio
|
Q2 2025
Added 179.62%
|
|
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
Jul 22, 2025 Q2 2025 |
342,952
shares
|
$14.4 Million
9.08% of portfolio
|
Q2 2025
Reduced 6.7%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
340,960
shares
|
$14.3 Million
2.78% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
340,377
shares
|
$14.3 Million
6.02% of portfolio
|
Q4 2023
Added 16.88%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
336,214
shares
|
$14.1 Million
1.63% of portfolio
|
Q2 2024
Reduced 26.13%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Jul 22, 2025 Q2 2025 |
325,059
shares
|
$13.7 Million
5.12% of portfolio
|
Q2 2025
Added 21.01%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
321,347
shares
|
$13.5 Million
0.89% of portfolio
|
Q2 2025
Added 118.2%
|
|
|
Code Waechter LLC
Tampa, FL |
Aug 05, 2025 Q2 2025 |
319,425
shares
|
$13.4 Million
9.02% of portfolio
|
Q2 2025
Added 91.53%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
317,753
shares
|
$13.4 Million
0.0% of portfolio
|
Q2 2025
Reduced 45.26%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
307,246
shares
|
$12.9 Million
0.4% of portfolio
|
Q2 2025
Added 128.09%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
302,592
shares
|
$12.7 Million
0.79% of portfolio
|
Q2 2025
Reduced 8.75%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
299,430
shares
|
$12.6 Million
1.26% of portfolio
|
Q2 2025
Added 48.18%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
299,302
shares
|
$12.6 Million
1.17% of portfolio
|
Q2 2025
Added 24.64%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
299,229
shares
|
$12.6 Million
0.14% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
298,904
shares
|
$12.6 Million
0.14% of portfolio
|
Q2 2025
Added 31.24%
|
|
|
Menora Mivtachim Holdings Ltd.
|
Aug 14, 2025 Q2 2025 |
298,484
shares
|
$12.5 Million
0.07% of portfolio
|
Q2 2025
Added 53.08%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Jul 16, 2025 Q2 2025 |
292,642
shares
|
$12.3 Million
8.23% of portfolio
|
Q2 2025
Reduced 4.86%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
287,535
shares
|
$12.1 Million
1.04% of portfolio
|
Q2 2025
Reduced 1.12%
|