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 |
|---|---|---|---|---|---|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
6,270
shares
|
$223,400
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
6,172
shares
|
$219,908
0.01% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Jan 29, 2025 Q4 2024 |
6,142
shares
|
$218,839
0.09% of portfolio
|
Q4 2024
Added 7.34%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
6,038
shares
|
$215,133
0.08% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Acorn Financial Advisory Services Inc
|
Feb 14, 2025 Q4 2024 |
5,978
shares
|
$212,996
0.04% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
5,898
shares
|
$210,145
0.03% of portfolio
|
Q4 2024
Added 2.13%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
5,802
shares
|
$206,725
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
5,788
shares
|
$206,226
0.04% of portfolio
|
Q4 2024
Added 29.34%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
5,760
shares
|
$205,228
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
5,653
shares
|
$201,416
0.12% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
5,340
shares
|
$190,264
0.03% of portfolio
|
Q4 2024
Added 27.39%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
4,734
shares
|
$168,672
0.0% of portfolio
|
Q1 2024
Reduced 7.01%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
4,625
shares
|
$164,788
0.0% of portfolio
|
Q3 2024
Added 37.36%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
4,581
shares
|
$163,221
0.0% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
4,286
shares
|
$152,710
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
3,932
shares
|
$140,097
0.02% of portfolio
|
Q4 2024
Reduced 89.41%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
3,900
shares
|
$138,957
0.03% of portfolio
|
Q4 2024
Added 1595.65%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
3,650
shares
|
$130,049
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
3,464
shares
|
$123,422
0.0% of portfolio
|
Q3 2024
Added 36.7%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
3,390
shares
|
$120,785
0.02% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
3,128
shares
|
$111,450
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,000
shares
|
$106,890
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
2,790
shares
|
$99,407
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Feb 11, 2025 Q4 2024 |
2,787
shares
|
$99,300
0.05% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
2,782
shares
|
$99,122
0.03% of portfolio
|
Q4 2024
Added 0.25%
|