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 |
|---|---|---|---|---|---|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
101,906
shares
|
$4.37 Million
0.08% of portfolio
|
Q4 2025
Added 5.08%
|
|
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
101,842
shares
|
$4.37 Million
2.74% of portfolio
|
Q3 2025
Added 7.7%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 12, 2025 Q3 2025 |
101,388
shares
|
$4.35 Million
2.81% of portfolio
|
Q3 2025
Reduced 15.55%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
100,840
shares
|
$4.32 Million
0.29% of portfolio
|
Q3 2025
Reduced 60.19%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
100,697
shares
|
$4.32 Million
0.19% of portfolio
|
Q3 2025
Added 16.7%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
99,700
shares
|
$4.28 Million
0.12% of portfolio
|
Q3 2025
Added 4155.23%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
99,109
shares
|
$4.25 Million
1.77% of portfolio
|
Q3 2025
Added 11.35%
|
|
|
Tribridge Partners Financial LLC
Columbia, MD |
Oct 22, 2025 Q3 2025 |
98,297
shares
|
$4.21 Million
2.23% of portfolio
|
Q3 2025
Reduced 10.73%
|
|
|
Pcg Wealth Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
97,218
shares
|
$4.17 Million
1.32% of portfolio
|
Q3 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
96,183
shares
|
$4.12 Million
0.05% of portfolio
|
Q3 2025
Added 29.74%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
95,685
shares
|
$4.1 Million
0.11% of portfolio
|
Q3 2025
Added 10.74%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
92,520
shares
|
$3.97 Million
0.05% of portfolio
|
Q3 2025
Added 24.54%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
90,747
shares
|
$3.89 Million
1.18% of portfolio
|
Q3 2025
Added 9.35%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
88,819
shares
|
$3.81 Million
0.13% of portfolio
|
Q4 2025
Reduced 38.64%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
88,362
shares
|
$3.79 Million
0.14% of portfolio
|
Q3 2025
Added 8.44%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
88,128
shares
|
$3.78 Million
0.07% of portfolio
|
Q4 2023
Added 17.98%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
85,858
shares
|
$3.68 Million
0.19% of portfolio
|
Q1 2025
Reduced 10.7%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Nov 14, 2025 Q3 2025 |
85,281
shares
|
$3.66 Million
0.91% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
84,518
shares
|
$3.62 Million
0.65% of portfolio
|
Q3 2025
Added 32.56%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
84,503
shares
|
$3.62 Million
0.99% of portfolio
|
Q4 2024
Reduced 59.45%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
83,228
shares
|
$3.57 Million
0.27% of portfolio
|
Q3 2025
Reduced 8.82%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Oct 31, 2025 Q3 2025 |
82,589
shares
|
$3.54 Million
1.64% of portfolio
|
Q3 2025
Added 62.43%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
80,338
shares
|
$3.44 Million
0.05% of portfolio
|
Q4 2025
Added 15.41%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
79,302
shares
|
$3.4 Million
0.3% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Carson Advisory Inc.
|
Nov 06, 2025 Q3 2025 |
79,225
shares
|
$3.4 Million
2.04% of portfolio
|
Q3 2025
Added 8.08%
|
|