Purchases and Sales Made in Q2 2025 in Capital Group Divid Value ETF (CGDV)
This table provides information about the institutional ownership of Capital Group Divid Value ETF (CGDV) during Q2 2025. The information is specifically focused on institutions that hold shares of CAPITAL GROUP DIVID VALUE ETF .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.4M+ 45.53% |
$428M - $529M
|
42.9M
$1.76B
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.96M+ 34.79% |
$126M - $156M
|
15.3M
$629M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.47M+ 23.09% |
$78.9M - $97.6M
|
13.2M
$540M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2M+ 11.52% |
$63.9M - $79M
|
19.4M
$793M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.73M+ 17.1% |
$55.2M - $68.3M
|
11.9M
$485M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.69M+ 42.74% |
$54M - $66.8M
|
5.65M
$231M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.51M+ 9.95% |
$48.3M - $59.8M
|
16.7M
$685M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.5M+ 10.82% |
$47.8M - $59.1M
|
15.3M
$628M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.21M+ 11.71% |
$38.6M - $47.7M
|
11.5M
$472M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
935K+ 48.03% |
$29.9M - $36.9M
|
2.88M
$118M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
904K+ 21.9% |
$28.9M - $35.7M
|
5.03M
$206M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
861KNew |
$27.5M - $34M
|
861K
$35.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
819K+ 73.07% |
$26.1M - $32.3M
|
1.94M
$79.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
780K+ 15.58% |
$24.9M - $30.8M
|
5.79M
$237M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
687K+ 106.64% |
$21.9M - $27.1M
|
1.33M
$54.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
661K+ 17.95% |
$21.1M - $26.1M
|
4.34M
$178M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
577K+ 6.21% |
$18.4M - $22.8M
|
9.86M
$404M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
559K+ 49.46% |
$17.9M - $22.1M
|
1.69M
$69.3M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
522K+ 1198.09% |
$16.7M - $20.6M
|
565K
$23.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
518KNew |
$16.5M - $20.5M
|
518K
$21.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
499K+ 12.46% |
$15.9M - $19.7M
|
4.5M
$184M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
472K+ 7.36% |
$15.1M - $18.6M
|
6.88M
$282M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
457K+ 5.56% |
$14.6M - $18.1M
|
8.68M
$356M
|
|
|
Jul 14, 2025
Q2 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
444K+ 761.74% |
$14.2M - $17.5M
|
503K
$20.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
428KNew |
$13.7M - $16.9M
|
428K
$17.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
387K+ 269.34% |
$12.4M - $15.3M
|
531K
$21.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
381K+ 101.63% |
$12.2M - $15.1M
|
757K
$31M
|
|
|
Jul 31, 2025
Q2 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
381KNew |
$12.2M - $15.1M
|
381K
$15.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
380KNew |
$12.1M - $15M
|
380K
$15.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
358K+ 11.69% |
$11.4M - $14.1M
|
3.42M
$140M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
343K+ 17.21% |
$10.9M - $13.5M
|
2.33M
$95.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
330K+ 125.64% |
$10.5M - $13M
|
593K
$24.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
326K+ 60.79% |
$10.4M - $12.9M
|
863K
$35.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
BUY
|
- |
280K+ 140.68% |
$8.95M - $11.1M
|
480K
$19.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
278K+ 204.48% |
$8.88M - $11M
|
414K
$17M
|
|
|
Jul 30, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
273KNew |
$8.72M - $10.8M
|
273K
$11.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
270KNew |
$8.62M - $10.7M
|
270K
$11.1M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
261K+ 91.99% |
$8.35M - $10.3M
|
546K
$22.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
254KNew |
$8.12M - $10M
|
254K
$10.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
233K+ 9354.38% |
$7.43M - $9.19M
|
235K
$9.64M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
229K+ 57.11% |
$7.31M - $9.04M
|
630K
$25.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
228KNew |
$7.28M - $9M
|
228K
$9.34M
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
226K+ 179.62% |
$7.22M - $8.93M
|
352K
$14.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
225K+ 18.52% |
$7.18M - $8.89M
|
1.44M
$59M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
210KNew |
$6.7M - $8.28M
|
210K
$8.59M
|
|
|
Aug 12, 2025
Q2 2025
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
205K+ 24.68% |
$6.53M - $8.08M
|
1.03M
$42.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
204K+ 21.09% |
$6.51M - $8.05M
|
1.17M
$47.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
197K+ 1993.95% |
$6.28M - $7.76M
|
206K
$8.46M
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
180K+ 3.53% |
$5.74M - $7.1M
|
5.27M
$216M
|
|
|
Jul 23, 2025
Q2 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
177KNew |
$5.64M - $6.97M
|
177K
$7.23M
|