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 522 institutions that hold shares in the stock, with a total of 324 Million shares, which have been reported (via 13F filing form) to have a value of $13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
177,053
shares
|
$7.11 Million
0.19% of portfolio
|
Q1 2025
Added 105.45%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Apr 30, 2025 Q1 2025 |
176,663
shares
|
$7.1 Million
4.29% of portfolio
|
Q1 2025
Added 6.97%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
170,478
shares
|
$6.85 Million
0.54% of portfolio
|
Q1 2025
Added 36.13%
|
|
|
Code Waechter LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
166,774
shares
|
$6.7 Million
4.89% of portfolio
|
Q1 2025
Added 9.76%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
164,029
shares
|
$6.59 Million
3.61% of portfolio
|
Q1 2025
Added 11.32%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
163,663
shares
|
$6.58 Million
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
163,088
shares
|
$6.55 Million
3.9% of portfolio
|
Q4 2022
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
160,800
shares
|
$6.46 Million
0.49% of portfolio
|
Q1 2025
Added 17.26%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
159,035
shares
|
$6.39 Million
0.02% of portfolio
|
Q1 2025
Added 179.24%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
152,649
shares
|
$6.13 Million
0.15% of portfolio
|
Q1 2025
Added 38.4%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
151,936
shares
|
$6.1 Million
2.38% of portfolio
|
Q1 2025
Added 6.58%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
151,397
shares
|
$6.08 Million
0.12% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Novem Group
Rochester, NY |
Apr 28, 2025 Q1 2025 |
150,855
shares
|
$6.06 Million
0.75% of portfolio
|
Q1 2025
Added 34.9%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
149,492
shares
|
$6.01 Million
0.19% of portfolio
|
Q2 2025
Reduced 19.57%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
148,127
shares
|
$5.95 Million
2.2% of portfolio
|
Q1 2025
Added 14.72%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
147,273
shares
|
$5.92 Million
0.33% of portfolio
|
Q1 2025
Added 69.98%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
147,108
shares
|
$5.91 Million
0.03% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Long View Wealth Management
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
144,682
shares
|
$5.81 Million
1.55% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
143,643
shares
|
$5.77 Million
0.02% of portfolio
|
Q1 2025
Reduced 60.91%
|
|
|
Trinity Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
143,335
shares
|
$5.76 Million
2.33% of portfolio
|
Q1 2025
Added 3.22%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
140,624
shares
|
$5.65 Million
0.2% of portfolio
|
Q1 2025
Reduced 4.01%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
140,021
shares
|
$5.63 Million
0.1% of portfolio
|
Q1 2025
Reduced 70.32%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
138,020
shares
|
$5.55 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
136,017
shares
|
$5.47 Million
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
135,098
shares
|
$5.43 Million
1.03% of portfolio
|
Q2 2025
Added 39.23%
|