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 |
|---|---|---|---|---|---|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
61,186
shares
|
$2.62 Million
0.13% of portfolio
|
Q3 2025
Added 9.29%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
60,944
shares
|
$2.61 Million
0.01% of portfolio
|
Q3 2025
Reduced 18.41%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
60,457
shares
|
$2.59 Million
0.18% of portfolio
|
Q3 2025
Added 24.82%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Oct 30, 2025 Q3 2025 |
59,999
shares
|
$2.57 Million
0.47% of portfolio
|
Q3 2025
Added 50.49%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
58,332
shares
|
$2.5 Million
0.05% of portfolio
|
Q3 2025
Added 14.07%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
58,328
shares
|
$2.5 Million
0.34% of portfolio
|
Q3 2025
Added 165.16%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Oct 28, 2025 Q3 2025 |
57,403
shares
|
$2.46 Million
1.87% of portfolio
|
Q3 2025
Added 7.08%
|
|
|
Beta Wealth Group, Inc.
|
Nov 07, 2025 Q3 2025 |
57,141
shares
|
$2.45 Million
1.28% of portfolio
|
Q3 2025
Reduced 74.63%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
56,504
shares
|
$2.42 Million
1.44% of portfolio
|
Q3 2025
Added 158.19%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 07, 2026 Q4 2025 |
55,930
shares
|
$2.4 Million
0.91% of portfolio
|
Q4 2025
Reduced 51.29%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
55,597
shares
|
$2.38 Million
0.43% of portfolio
|
Q3 2025
Added 2.52%
|
|
|
Orca Wealth Management, LLC
New Port Richey, FL |
Nov 13, 2025 Q3 2025 |
54,075
shares
|
$2.32 Million
1.72% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
52,422
shares
|
$2.25 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
52,091
shares
|
$2.23 Million
0.28% of portfolio
|
Q3 2025
Added 44.15%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
51,194
shares
|
$2.2 Million
0.15% of portfolio
|
Q4 2025
Added 2.54%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
49,782
shares
|
$2.13 Million
0.65% of portfolio
|
Q3 2025
Reduced 2.7%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
49,572
shares
|
$2.13 Million
0.07% of portfolio
|
Q4 2025
New holding
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 10, 2025 Q3 2025 |
48,956
shares
|
$2.1 Million
0.49% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
48,070
shares
|
$2.06 Million
0.32% of portfolio
|
Q3 2025
Added 52.4%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
47,349
shares
|
$2.03 Million
0.07% of portfolio
|
Q3 2025
Added 5.6%
|
|
|
Herold Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
46,754
shares
|
$2 Million
0.48% of portfolio
|
Q3 2025
Reduced 19.64%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Nov 03, 2025 Q3 2025 |
46,082
shares
|
$1.98 Million
0.65% of portfolio
|
Q3 2025
Reduced 4.2%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
45,936
shares
|
$1.97 Million
0.11% of portfolio
|
Q3 2025
Added 30.8%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
45,226
shares
|
$1.94 Million
0.24% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 06, 2025 Q3 2025 |
45,192
shares
|
$1.94 Million
2.44% of portfolio
|
Q3 2025
Added 13.12%
|
|