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 |
|---|---|---|---|---|---|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
171,932
shares
|
$7.23 Million
0.26% of portfolio
|
Q2 2025
Reduced 18.74%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
169,605
shares
|
$7.13 Million
0.0% of portfolio
|
Q2 2025
Reduced 76.92%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
169,094
shares
|
$7.11 Million
0.84% of portfolio
|
Q2 2025
Added 12.09%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
167,593
shares
|
$7.04 Million
0.05% of portfolio
|
Q2 2025
Reduced 31.08%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
163,663
shares
|
$6.88 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
|
$6.85 Million
3.9% of portfolio
|
Q4 2022
New holding
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
161,037
shares
|
$6.77 Million
0.01% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
156,010
shares
|
$6.56 Million
2.56% of portfolio
|
Q2 2025
Added 2.68%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Jul 30, 2025 Q2 2025 |
153,756
shares
|
$6.46 Million
2.7% of portfolio
|
Q2 2025
Added 34.86%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
151,397
shares
|
$6.36 Million
0.12% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
150,813
shares
|
$6.34 Million
0.13% of portfolio
|
Q2 2025
Added 11.69%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
150,670
shares
|
$6.33 Million
0.37% of portfolio
|
Q2 2025
Added 16.27%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
149,492
shares
|
$6.28 Million
0.19% of portfolio
|
Q2 2025
Reduced 19.57%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
146,958
shares
|
$6.18 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
141,686
shares
|
$5.96 Million
3.84% of portfolio
|
Q2 2025
Added 75.34%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
141,063
shares
|
$5.93 Million
0.01% of portfolio
|
Q2 2025
Added 10.89%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
138,271
shares
|
$5.81 Million
1.65% of portfolio
|
Q2 2025
Reduced 4.43%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
138,047
shares
|
$5.8 Million
0.48% of portfolio
|
Q2 2025
Added 7.19%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
136,294
shares
|
$5.73 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
135,098
shares
|
$5.68 Million
1.03% of portfolio
|
Q2 2025
Added 39.23%
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
131,411
shares
|
$5.52 Million
0.22% of portfolio
|
Q1 2025
Added 128.07%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
130,169
shares
|
$5.47 Million
0.1% of portfolio
|
Q2 2025
Added 149.35%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
128,269
shares
|
$5.39 Million
0.17% of portfolio
|
Q2 2025
Reduced 8.79%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
126,439
shares
|
$5.31 Million
0.27% of portfolio
|
Q2 2025
Added 61.45%
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Aug 05, 2025 Q2 2025 |
126,191
shares
|
$5.3 Million
1.7% of portfolio
|
Q2 2025
Added 38.85%
|