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 |
|---|---|---|---|---|---|
|
Lynch & Associates
|
Jan 10, 2025 Q4 2024 |
15,347
shares
|
$546,813
0.12% of portfolio
|
Q4 2024
Added 39.99%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
15,298
shares
|
$545,067
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Feb 11, 2025 Q4 2024 |
15,075
shares
|
$537,122
0.3% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
14,495
shares
|
$516,456
0.02% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
14,384
shares
|
$512,501
0.08% of portfolio
|
Q3 2024
Added 9.52%
|
|
|
John W. Brooker & Co., Cp As
|
Jan 27, 2025 Q4 2024 |
14,347
shares
|
$511,183
0.25% of portfolio
|
Q4 2024
Added 42.53%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
14,142
shares
|
$503,879
0.13% of portfolio
|
Q4 2024
Added 36.47%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
14,040
shares
|
$500,245
0.19% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Jan 08, 2025 Q4 2024 |
13,987
shares
|
$498,356
0.17% of portfolio
|
Q4 2024
Added 98.76%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jan 28, 2025 Q4 2024 |
13,175
shares
|
$469,425
0.17% of portfolio
|
Q4 2024
Added 16.99%
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
12,849
shares
|
$457,809
0.08% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
12,435
shares
|
$443,059
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
11,988
shares
|
$427,132
0.15% of portfolio
|
Q1 2024
Added 468.96%
|
|
|
Jsf Financial, LLC
|
Jan 29, 2025 Q4 2024 |
11,957
shares
|
$426,027
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
11,866
shares
|
$422,785
0.01% of portfolio
|
Q4 2024
Added 51.89%
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Feb 07, 2025 Q4 2024 |
11,696
shares
|
$416,728
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
11,647
shares
|
$414,982
0.14% of portfolio
|
Q4 2024
Added 24.04%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
11,604
shares
|
$413,450
0.02% of portfolio
|
Q4 2024
Reduced 8.29%
|
|
|
Signature Wealth Management Group
|
Feb 10, 2025 Q4 2024 |
11,559
shares
|
$411,847
0.17% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
11,406
shares
|
$406,395
0.19% of portfolio
|
Q4 2024
Reduced 54.01%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
11,355
shares
|
$404,578
0.17% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
11,242
shares
|
$400,552
0.05% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
11,218
shares
|
$399,697
0.0% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 13, 2025 Q4 2024 |
11,205
shares
|
$399,234
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
11,051
shares
|
$393,747
0.03% of portfolio
|
Q4 2024
New holding
|