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 |
|---|---|---|---|---|---|
|
A&I Financial Services, LLC
Lone Tree, CO |
Oct 23, 2025 Q3 2025 |
78,307
shares
|
$3.36 Million
1.62% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
77,193
shares
|
$3.31 Million
0.29% of portfolio
|
Q3 2025
Added 46.83%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
76,404
shares
|
$3.28 Million
0.34% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
75,968
shares
|
$3.26 Million
0.04% of portfolio
|
Q3 2025
Added 25.46%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Oct 28, 2025 Q3 2025 |
75,947
shares
|
$3.26 Million
2.53% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 09, 2026 Q4 2025 |
75,634
shares
|
$3.24 Million
0.73% of portfolio
|
Q4 2025
Added 0.79%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
75,426
shares
|
$3.23 Million
0.44% of portfolio
|
Q3 2025
Added 3.22%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Oct 31, 2025 Q3 2025 |
75,314
shares
|
$3.23 Million
2.1% of portfolio
|
Q3 2025
Added 20.21%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
72,634
shares
|
$3.11 Million
0.8% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 08, 2026 Q4 2025 |
72,414
shares
|
$3.11 Million
0.98% of portfolio
|
Q4 2025
Added 192.02%
|
|
|
Cooper Financial Group
|
Jan 07, 2026 Q4 2025 |
71,645
shares
|
$3.07 Million
0.34% of portfolio
|
Q4 2025
Reduced 28.79%
|
|
|
Latitude Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
70,798
shares
|
$3.04 Million
1.64% of portfolio
|
Q3 2025
Added 17.95%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 04, 2025 Q3 2025 |
69,755
shares
|
$2.99 Million
1.31% of portfolio
|
Q3 2025
Reduced 2.36%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
68,978
shares
|
$2.96 Million
0.01% of portfolio
|
Q3 2025
Added 39.65%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
68,529
shares
|
$2.94 Million
0.1% of portfolio
|
Q4 2025
Added 6.6%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
68,283
shares
|
$2.93 Million
0.28% of portfolio
|
Q3 2025
Added 135.61%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
67,436
shares
|
$2.89 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
65,058
shares
|
$2.79 Million
0.17% of portfolio
|
Q3 2025
Reduced 4.78%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 13, 2026 Q4 2025 |
64,871
shares
|
$2.78 Million
0.21% of portfolio
|
Q4 2025
Reduced 0.24%
|
|
|
Wespac Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
62,872
shares
|
$2.7 Million
1.81% of portfolio
|
Q3 2025
Added 64.21%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
62,603
shares
|
$2.68 Million
0.1% of portfolio
|
Q3 2025
Added 14.04%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
62,246
shares
|
$2.67 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.15%
|
|
|
Total Clarity Wealth Management, Inc.
|
Nov 10, 2025 Q3 2025 |
61,605
shares
|
$2.64 Million
0.73% of portfolio
|
Q3 2025
Reduced 3.44%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
61,599
shares
|
$2.64 Million
0.37% of portfolio
|
Q3 2025
Reduced 5.07%
|
|
|
Strong Box Wealth, LLC
|
Oct 07, 2025 Q3 2025 |
61,318
shares
|
$2.63 Million
0.94% of portfolio
|
Q3 2025
Added 5.33%
|
|