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 624 institutions that hold shares in the stock, with a total of 423 Million shares, which have been reported (via 13F filing form) to have a value of $18.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
124,455
shares
|
$5.34 Million
0.08% of portfolio
|
Q3 2025
Added 2.79%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 24, 2025 Q3 2025 |
123,476
shares
|
$5.29 Million
2.33% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
123,118
shares
|
$5.28 Million
0.28% of portfolio
|
Q3 2025
Added 27.1%
|
|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
121,667
shares
|
$5.22 Million
1.56% of portfolio
|
Q3 2025
Added 91.2%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
119,023
shares
|
$5.1 Million
2.7% of portfolio
|
Q3 2025
Added 3.15%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
118,499
shares
|
$5.08 Million
0.01% of portfolio
|
Q3 2025
Reduced 16.0%
|
|
|
Scott Capital Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
116,785
shares
|
$5.01 Million
1.13% of portfolio
|
Q4 2025
Added 29.33%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
116,557
shares
|
$5 Million
0.2% of portfolio
|
Q3 2025
Added 78.5%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
110,081
shares
|
$4.72 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
109,501
shares
|
$4.7 Million
0.4% of portfolio
|
Q3 2025
Added 11.91%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Oct 15, 2025 Q3 2025 |
109,211
shares
|
$4.68 Million
3.55% of portfolio
|
Q3 2025
Added 21.39%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
108,921
shares
|
$4.67 Million
0.11% of portfolio
|
Q3 2025
Added 5.32%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
108,084
shares
|
$4.63 Million
0.01% of portfolio
|
Q3 2025
Added 14808.14%
|
|
|
Affiance Financial, LLC
|
Oct 14, 2025 Q3 2025 |
107,269
shares
|
$4.6 Million
0.82% of portfolio
|
Q3 2025
Added 5.85%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
107,230
shares
|
$4.6 Million
0.43% of portfolio
|
Q3 2025
Added 3.79%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
106,231
shares
|
$4.56 Million
0.04% of portfolio
|
Q3 2025
Added 183.55%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
105,745
shares
|
$4.53 Million
0.04% of portfolio
|
Q4 2025
Added 13.45%
|
|
|
Armor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
105,452
shares
|
$4.52 Million
1.65% of portfolio
|
Q3 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
105,352
shares
|
$4.52 Million
0.05% of portfolio
|
Q3 2025
Added 107.43%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
104,688
shares
|
$4.49 Million
0.25% of portfolio
|
Q3 2025
Added 9.09%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Jan 12, 2026 Q4 2025 |
104,614
shares
|
$4.49 Million
3.25% of portfolio
|
Q4 2025
Added 6.95%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Nov 03, 2025 Q3 2025 |
103,043
shares
|
$4.42 Million
3.17% of portfolio
|
Q3 2025
Added 7.95%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
103,024
shares
|
$4.42 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
102,404
shares
|
$4.39 Million
0.11% of portfolio
|
Q3 2025
Added 47.2%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
102,007
shares
|
$4.37 Million
0.01% of portfolio
|
Q3 2025
Added 155.07%
|
|