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 |
|---|---|---|---|---|---|
|
Weatherly Asset Management L. P.
|
Jan 29, 2025 Q4 2024 |
8,218
shares
|
$292,807
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Gimbal Financial
Carmel, IN |
Jan 31, 2025 Q4 2024 |
8,218
shares
|
$292,807
0.24% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
8,109
shares
|
$288,923
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
7,957
shares
|
$283,507
0.23% of portfolio
|
Q4 2024
Added 12.26%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Jan 22, 2025 Q4 2024 |
7,924
shares
|
$282,332
0.15% of portfolio
|
Q4 2024
Added 16.62%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
7,901
shares
|
$281,512
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Sfg Wealth Management, Llc.
|
Jan 16, 2025 Q4 2024 |
7,833
shares
|
$279,089
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Feb 24, 2025 Q4 2024 |
7,725
shares
|
$275,241
0.06% of portfolio
|
Q4 2024
Reduced 19.09%
|
|
|
Brown Miller Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
7,643
shares
|
$272,320
0.11% of portfolio
|
Q4 2023
Reduced 9.0%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Feb 03, 2025 Q4 2024 |
7,547
shares
|
$268,899
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
7,516
shares
|
$267,795
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
7,494
shares
|
$267,011
0.06% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
7,361
shares
|
$262,272
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
7,311
shares
|
$260,490
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
7,163
shares
|
$255,217
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Avant Capital LLC
Lafayette, LA |
Feb 11, 2025 Q4 2024 |
7,053
shares
|
$251,298
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
6,999
shares
|
$249,374
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
6,977
shares
|
$248,590
0.04% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
6,798
shares
|
$242,212
0.03% of portfolio
|
Q4 2024
Added 8.59%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
6,641
shares
|
$236,618
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
6,555
shares
|
$233,554
0.12% of portfolio
|
Q4 2024
Added 11.82%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
6,472
shares
|
$230,597
0.13% of portfolio
|
Q2 2024
Reduced 78.61%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
6,468
shares
|
$230,454
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Cim, LLC
|
Mar 03, 2025 Q4 2024 |
6,318
shares
|
$225,110
0.03% of portfolio
|
Q4 2024
Added 13.43%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
6,272
shares
|
$223,471
0.06% of portfolio
|
Q4 2024
Reduced 15.24%
|