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 |
|---|---|---|---|---|---|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Feb 14, 2025 Q4 2024 |
37,282
shares
|
$1.33 Million
0.92% of portfolio
|
Q4 2024
Added 115.08%
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
36,827
shares
|
$1.31 Million
0.11% of portfolio
|
Q4 2024
Added 3.74%
|
|
|
Financial Council Asset Management Inc
|
Feb 06, 2025 Q4 2024 |
36,504
shares
|
$1.3 Million
0.66% of portfolio
|
Q4 2024
Added 15.83%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
35,520
shares
|
$1.27 Million
0.23% of portfolio
|
Q4 2024
Added 19.37%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Jan 22, 2025 Q4 2024 |
35,037
shares
|
$1.25 Million
1.02% of portfolio
|
Q2 2024
Added 19.7%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Feb 11, 2025 Q4 2024 |
34,175
shares
|
$1.22 Million
0.09% of portfolio
|
Q4 2024
Added 40.92%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
33,611
shares
|
$1.2 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
32,936
shares
|
$1.17 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Professional Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
32,882
shares
|
$1.17 Million
0.3% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
32,063
shares
|
$1.14 Million
0.0% of portfolio
|
Q4 2024
Added 13.41%
|
|
|
Commons Capital, LLC
Needham, MA |
Jan 17, 2025 Q4 2024 |
30,614
shares
|
$1.09 Million
0.99% of portfolio
|
Q4 2024
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
30,586
shares
|
$1.09 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
30,263
shares
|
$1.08 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
29,906
shares
|
$1.07 Million
0.03% of portfolio
|
Q4 2024
Added 334.62%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
29,502
shares
|
$1.05 Million
0.07% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
29,011
shares
|
$1.03 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
28,869
shares
|
$1.03 Million
0.31% of portfolio
|
Q4 2024
Added 14.84%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
28,619
shares
|
$1.02 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
28,228
shares
|
$1.01 Million
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
28,100
shares
|
$1 Million
0.01% of portfolio
|
Q4 2024
Added 35.74%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
27,784
shares
|
$989,943
0.05% of portfolio
|
Q4 2024
Added 174.71%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
27,769
shares
|
$989,409
0.31% of portfolio
|
Q3 2024
Added 5.09%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Feb 06, 2025 Q4 2024 |
27,668
shares
|
$985,810
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
27,091
shares
|
$965,252
0.09% of portfolio
|
Q4 2024
Added 3.29%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
26,501
shares
|
$944,230
0.32% of portfolio
|
Q4 2024
Added 14.53%
|