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 465 institutions that hold shares in the stock, with a total of 273 Million shares, which have been reported (via 13F filing form) to have a value of $9.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
52,062
shares
|
$1.85 Million
0.03% of portfolio
|
Q4 2024
Added 88.75%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
51,683
shares
|
$1.84 Million
0.0% of portfolio
|
Q4 2024
Added 31.32%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
51,178
shares
|
$1.82 Million
0.36% of portfolio
|
Q4 2024
Added 530.27%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
49,031
shares
|
$1.75 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Feb 14, 2025 Q4 2024 |
48,940
shares
|
$1.74 Million
1.02% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
48,797
shares
|
$1.74 Million
0.04% of portfolio
|
Q4 2024
Added 28.74%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
48,097
shares
|
$1.71 Million
0.06% of portfolio
|
Q4 2024
Added 5.86%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
47,899
shares
|
$1.71 Million
0.24% of portfolio
|
Q4 2024
Added 145.03%
|
|
|
Latitude Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
47,526
shares
|
$1.69 Million
1.09% of portfolio
|
Q4 2024
Added 12.14%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
46,626
shares
|
$1.66 Million
0.8% of portfolio
|
Q4 2024
Added 55.97%
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
45,148
shares
|
$1.61 Million
0.45% of portfolio
|
Q4 2024
Added 21.83%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
44,437
shares
|
$1.58 Million
0.22% of portfolio
|
Q4 2024
Added 31.09%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jan 31, 2025 Q4 2024 |
44,190
shares
|
$1.57 Million
1.33% of portfolio
|
Q4 2024
Added 7.21%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jan 14, 2025 Q4 2024 |
43,118
shares
|
$1.54 Million
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
42,303
shares
|
$1.51 Million
0.02% of portfolio
|
Q4 2024
Added 81.82%
|
|
|
Capital Planning LLC
|
Jan 14, 2025 Q4 2024 |
41,681
shares
|
$1.49 Million
0.41% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
41,417
shares
|
$1.48 Million
0.57% of portfolio
|
Q4 2024
Added 126.41%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
40,933
shares
|
$1.46 Million
0.41% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
40,424
shares
|
$1.44 Million
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
39,532
shares
|
$1.41 Million
0.09% of portfolio
|
Q3 2023
Added 4.1%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
39,104
shares
|
$1.39 Million
0.21% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Feb 21, 2025 Q4 2024 |
38,497
shares
|
$1.37 Million
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
38,210
shares
|
$1.36 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Wespac Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
38,020
shares
|
$1.35 Million
1.03% of portfolio
|
Q4 2024
Reduced 18.09%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
37,748
shares
|
$1.34 Million
0.1% of portfolio
|
Q4 2024
Added 8.59%
|