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 |
|---|---|---|---|---|---|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
287,498
shares
|
$12.1 Million
0.05% of portfolio
|
Q2 2025
Reduced 50.3%
|
|
|
Acas, LLC
|
Aug 14, 2025 Q2 2025 |
285,215
shares
|
$12 Million
8.79% of portfolio
|
Q2 2025
Added 5.03%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
281,682
shares
|
$11.8 Million
0.06% of portfolio
|
Q2 2025
Added 110.47%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
276,899
shares
|
$11.6 Million
0.93% of portfolio
|
Q2 2025
Reduced 9.4%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
272,431
shares
|
$11.5 Million
0.2% of portfolio
|
Q2 2025
Added 19.83%
|
|
|
Bouvel Investment Partners, LLC
|
Jul 11, 2025 Q2 2025 |
269,954
shares
|
$11.3 Million
4.0% of portfolio
|
Q2 2025
New holding
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Aug 14, 2025 Q2 2025 |
269,121
shares
|
$11.3 Million
3.23% of portfolio
|
Q2 2025
Added 7.17%
|
|
|
Clearview Wealth Advisors LLC
|
Jul 28, 2025 Q2 2025 |
266,355
shares
|
$11.2 Million
7.58% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
260,771
shares
|
$11 Million
8.58% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
258,222
shares
|
$10.9 Million
0.56% of portfolio
|
Q2 2025
Added 18.53%
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Jul 24, 2025 Q2 2025 |
256,792
shares
|
$10.8 Million
8.35% of portfolio
|
Q2 2025
Added 6.89%
|
|
|
Clg LLC
Long Beach, CA |
Aug 14, 2025 Q2 2025 |
256,744
shares
|
$10.8 Million
3.16% of portfolio
|
Q2 2025
Added 193.15%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Aug 12, 2025 Q2 2025 |
254,317
shares
|
$10.7 Million
4.58% of portfolio
|
Q2 2025
New holding
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
253,873
shares
|
$10.7 Million
2.78% of portfolio
|
Q2 2025
Added 12.49%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
253,286
shares
|
$10.6 Million
0.54% of portfolio
|
Q2 2025
Reduced 26.86%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
251,185
shares
|
$10.6 Million
0.23% of portfolio
|
Q2 2025
Added 64.55%
|
|
|
Kaizen Financial Strategies
|
Aug 08, 2025 Q2 2025 |
247,459
shares
|
$10.4 Million
5.35% of portfolio
|
Q2 2025
Added 5.44%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
244,142
shares
|
$10.3 Million
0.7% of portfolio
|
Q2 2025
Added 4.51%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
240,152
shares
|
$10.1 Million
0.3% of portfolio
|
Q2 2025
Reduced 11.54%
|
|
|
Greenbush Financial Group, LLC
Albany, NY |
Jul 17, 2025 Q2 2025 |
236,410
shares
|
$9.94 Million
4.07% of portfolio
|
Q2 2025
Added 16.33%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
235,225
shares
|
$9.89 Million
0.0% of portfolio
|
Q2 2025
Added 9354.38%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
229,848
shares
|
$9.66 Million
0.2% of portfolio
|
Q2 2025
Added 10.81%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
229,373
shares
|
$9.64 Million
0.86% of portfolio
|
Q2 2025
Added 106.26%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
228,000
shares
|
$9.58 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Beta Wealth Group, Inc.
|
Aug 08, 2025 Q2 2025 |
225,272
shares
|
$9.47 Million
4.82% of portfolio
|
Q2 2025
Added 0.26%
|