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 |
|---|---|---|---|---|---|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
10,869
shares
|
$387,262
0.03% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
10,532
shares
|
$375,255
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
10,502
shares
|
$374,186
0.33% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Feb 13, 2025 Q4 2024 |
10,175
shares
|
$362,535
0.18% of portfolio
|
Q4 2024
Added 10.42%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
10,081
shares
|
$359,186
0.01% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
10,058
shares
|
$358,366
0.04% of portfolio
|
Q4 2024
Added 51.25%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jan 22, 2025 Q4 2024 |
9,901
shares
|
$352,772
0.15% of portfolio
|
Q4 2024
Added 13.1%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Feb 03, 2025 Q4 2024 |
9,833
shares
|
$350,349
0.32% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
9,813
shares
|
$349,637
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
9,674
shares
|
$344,684
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Feb 13, 2025 Q4 2024 |
9,669
shares
|
$344,506
0.18% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
9,649
shares
|
$343,793
0.06% of portfolio
|
Q4 2024
Added 19.95%
|
|
|
Francis Financial, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
9,486
shares
|
$337,986
0.08% of portfolio
|
Q2 2024
Added 18.84%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
9,347
shares
|
$333,033
0.11% of portfolio
|
Q4 2024
Added 7.55%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Feb 12, 2025 Q4 2024 |
9,050
shares
|
$322,451
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tru Independence LLC
|
Jan 22, 2025 Q4 2024 |
8,810
shares
|
$313,900
0.1% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
8,710
shares
|
$310,337
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jan 30, 2025 Q4 2024 |
8,700
shares
|
$309,981
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
8,699
shares
|
$309,945
0.1% of portfolio
|
Q3 2024
Reduced 9.15%
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
8,649
shares
|
$308,163
0.04% of portfolio
|
Q4 2024
Added 22.66%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Feb 14, 2025 Q4 2024 |
8,580
shares
|
$305,705
0.07% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
8,419
shares
|
$299,968
0.01% of portfolio
|
Q4 2024
Added 11.51%
|
|
|
Hfg Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
8,340
shares
|
$297,154
0.27% of portfolio
|
Q1 2024
New holding
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Feb 06, 2025 Q4 2024 |
8,316
shares
|
$296,299
0.1% of portfolio
|
Q1 2023
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
8,300
shares
|
$295,729
0.06% of portfolio
|
Q4 2024
Added 38.33%
|