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 457 institutions that hold shares in the stock, with a total of 271 Million shares, which have been reported (via 13F filing form) to have a value of $10.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Feb 04, 2025 Q4 2024 |
134,655
shares
|
$5.01 Million
2.88% of portfolio
|
Q4 2024
Added 15.88%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
129,125
shares
|
$4.8 Million
1.96% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
125,232
shares
|
$4.66 Million
0.41% of portfolio
|
Q4 2024
Added 13.67%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
121,622
shares
|
$4.52 Million
0.01% of portfolio
|
Q4 2024
Added 163.14%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2025 Q4 2024 |
119,059
shares
|
$4.43 Million
2.65% of portfolio
|
Q4 2024
Added 604.78%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 30, 2025 Q4 2024 |
116,407
shares
|
$4.33 Million
2.06% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
113,432
shares
|
$4.22 Million
0.42% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
110,299
shares
|
$4.1 Million
0.11% of portfolio
|
Q4 2024
Added 28.98%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
108,400
shares
|
$4.03 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Jan 17, 2025 Q4 2024 |
108,194
shares
|
$4.02 Million
2.69% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 16, 2025 Q4 2024 |
107,745
shares
|
$4.01 Million
4.19% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
107,597
shares
|
$4 Million
0.25% of portfolio
|
Q4 2024
Added 9.89%
|
|
|
Kaizen Financial Strategies
|
Feb 14, 2025 Q4 2024 |
106,014
shares
|
$3.94 Million
2.26% of portfolio
|
Q4 2024
Added 23.22%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
103,024
shares
|
$3.83 Million
0.45% of portfolio
|
Q4 2024
Added 10.72%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
100,594
shares
|
$3.74 Million
0.11% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
96,854
shares
|
$3.6 Million
0.21% of portfolio
|
Q4 2024
Added 27.45%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
96,141
shares
|
$3.58 Million
0.19% of portfolio
|
Q4 2024
Added 77.22%
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
96,035
shares
|
$3.57 Million
1.21% of portfolio
|
Q4 2024
Added 6.87%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
95,795
shares
|
$3.56 Million
0.38% of portfolio
|
Q3 2024
Reduced 10.68%
|
|
|
Affiance Financial, LLC
|
Jan 21, 2025 Q4 2024 |
92,359
shares
|
$3.44 Million
0.79% of portfolio
|
Q4 2024
Added 6.44%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
89,494
shares
|
$3.33 Million
0.29% of portfolio
|
Q4 2024
Added 3.96%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
88,128
shares
|
$3.28 Million
0.07% of portfolio
|
Q4 2023
Added 17.98%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
86,750
shares
|
$3.23 Million
0.3% of portfolio
|
Q4 2024
Added 12.67%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
86,640
shares
|
$3.22 Million
0.19% of portfolio
|
Q4 2024
Added 148.63%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
86,540
shares
|
$3.22 Million
0.35% of portfolio
|
Q4 2024
Added 8.69%
|