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 |
|---|---|---|---|---|---|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jul 25, 2025 Q2 2025 |
125,618
shares
|
$5.28 Million
3.99% of portfolio
|
Q2 2025
Added 9.49%
|
|
|
Bill Few Associates, Inc.
|
Jul 25, 2025 Q2 2025 |
123,862
shares
|
$5.21 Million
1.6% of portfolio
|
Q2 2025
Added 21.24%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
123,821
shares
|
$5.2 Million
0.01% of portfolio
|
Q2 2025
Added 8.25%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
121,075
shares
|
$5.09 Million
0.08% of portfolio
|
Q2 2025
Reduced 13.53%
|
|
|
Black Diamond Wealth Management Inc.
|
Aug 13, 2025 Q2 2025 |
120,055
shares
|
$5.05 Million
3.23% of portfolio
|
Q2 2025
Added 17.13%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
119,364
shares
|
$5.02 Million
2.26% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
119,322
shares
|
$5.02 Million
0.7% of portfolio
|
Q2 2025
Added 30.27%
|
|
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
Jul 25, 2025 Q2 2025 |
114,223
shares
|
$4.8 Million
2.12% of portfolio
|
Q2 2025
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
111,640
shares
|
$4.69 Million
2.62% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
111,193
shares
|
$4.67 Million
0.01% of portfolio
|
Q2 2025
Added 5.87%
|
|
|
Tribridge Partners Financial LLC
Columbia, MD |
Aug 27, 2025 Q2 2025 |
110,113
shares
|
$4.63 Million
2.55% of portfolio
|
Q2 2025
New holding
|
|
|
Convergence Financial, LLC
Columbia, MO |
Aug 05, 2025 Q2 2025 |
110,044
shares
|
$4.63 Million
0.75% of portfolio
|
Q2 2025
Added 10.59%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
105,632
shares
|
$4.44 Million
0.39% of portfolio
|
Q2 2025
New holding
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
104,611
shares
|
$4.4 Million
0.51% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
103,417
shares
|
$4.35 Million
0.1% of portfolio
|
Q2 2025
Added 3.6%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
103,312
shares
|
$4.34 Million
0.42% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Affiance Financial, LLC
|
Jul 10, 2025 Q2 2025 |
101,343
shares
|
$4.26 Million
0.81% of portfolio
|
Q2 2025
Added 5.7%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 08, 2025 Q2 2025 |
98,333
shares
|
$4.13 Million
1.76% of portfolio
|
Q2 2025
Added 23.67%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
97,845
shares
|
$4.11 Million
0.39% of portfolio
|
Q2 2025
Added 711.99%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
97,038
shares
|
$4.08 Million
0.05% of portfolio
|
Q2 2025
Added 47.31%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
96,869
shares
|
$4.07 Million
0.28% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
95,966
shares
|
$4.03 Million
0.27% of portfolio
|
Q2 2025
Added 63.32%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Aug 13, 2025 Q2 2025 |
95,457
shares
|
$4.01 Million
3.09% of portfolio
|
Q2 2025
Added 10.9%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
95,347
shares
|
$4.01 Million
0.08% of portfolio
|
Q2 2025
Added 7.45%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Jul 09, 2025 Q2 2025 |
94,693
shares
|
$3.98 Million
3.15% of portfolio
|
Q2 2025
New holding
|