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 |
|---|---|---|---|---|---|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
223,224
shares
|
$9.38 Million
0.62% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
222,549
shares
|
$9.35 Million
6.81% of portfolio
|
Q2 2025
Added 8.04%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
219,475
shares
|
$9.22 Million
0.59% of portfolio
|
Q2 2025
Added 6.49%
|
|
|
Better Wealth, LLC
|
Jul 14, 2025 Q2 2025 |
219,370
shares
|
$9.22 Million
2.44% of portfolio
|
Q2 2025
Added 7.66%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jul 30, 2025 Q2 2025 |
218,694
shares
|
$9.19 Million
4.96% of portfolio
|
Q2 2025
Added 7.55%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
218,252
shares
|
$9.17 Million
0.2% of portfolio
|
Q2 2025
Added 3.64%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
211,779
shares
|
$8.9 Million
0.68% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
209,690
shares
|
$8.81 Million
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
209,408
shares
|
$8.8 Million
0.66% of portfolio
|
Q2 2025
Added 22.84%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
206,484
shares
|
$8.68 Million
0.17% of portfolio
|
Q2 2025
Added 1993.95%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
201,721
shares
|
$8.48 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.64%
|
|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
200,054
shares
|
$8.41 Million
0.93% of portfolio
|
Q2 2025
Added 58.24%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
199,446
shares
|
$8.38 Million
0.28% of portfolio
|
Q2 2025
Reduced 58.6%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
197,689
shares
|
$8.31 Million
0.05% of portfolio
|
Q2 2025
Added 139.14%
|
|
|
Ball & CO Wealth Management Inc.
Franklin, TN |
Jul 24, 2025 Q2 2025 |
196,343
shares
|
$8.25 Million
8.26% of portfolio
|
Q2 2025
Reduced 9.12%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Jul 22, 2025 Q2 2025 |
195,566
shares
|
$8.22 Million
3.97% of portfolio
|
Q2 2025
Added 10.7%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
195,159
shares
|
$8.2 Million
2.3% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
194,888
shares
|
$8.19 Million
0.21% of portfolio
|
Q2 2025
Added 10.07%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
190,710
shares
|
$8.02 Million
1.59% of portfolio
|
Q2 2025
Added 108.15%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
190,069
shares
|
$7.99 Million
0.23% of portfolio
|
Q2 2025
Added 6.64%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
188,067
shares
|
$7.9 Million
1.57% of portfolio
|
Q1 2025
Added 11.58%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
182,982
shares
|
$7.69 Million
0.1% of portfolio
|
Q2 2025
Added 94.19%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
181,062
shares
|
$7.61 Million
0.54% of portfolio
|
Q2 2025
Added 12.6%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Jul 23, 2025 Q2 2025 |
176,540
shares
|
$7.42 Million
3.79% of portfolio
|
Q2 2025
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
175,150
shares
|
$7.36 Million
3.84% of portfolio
|
Q2 2025
Added 6.78%
|