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 |
|---|---|---|---|---|---|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
11,974
shares
|
$513,445
0.0% of portfolio
|
Q2 2025
Added 297.81%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 12, 2025 Q3 2025 |
11,924
shares
|
$511,301
0.18% of portfolio
|
Q3 2025
Added 4.15%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
11,755
shares
|
$504,054
0.07% of portfolio
|
Q3 2025
Added 30.96%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
11,656
shares
|
$499,809
0.18% of portfolio
|
Q3 2025
Added 430.78%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Nov 03, 2025 Q3 2025 |
11,439
shares
|
$490,504
0.13% of portfolio
|
Q3 2025
Reduced 13.29%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
11,414
shares
|
$489,432
0.05% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Cim, LLC
|
Nov 14, 2025 Q3 2025 |
11,280
shares
|
$483,686
0.07% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Jan 08, 2026 Q4 2025 |
11,268
shares
|
$483,171
0.27% of portfolio
|
Q4 2025
Added 45.77%
|
|
|
Acorn Financial Advisory Services Inc
|
Oct 24, 2025 Q3 2025 |
11,261
shares
|
$482,871
0.09% of portfolio
|
Q3 2025
Added 24.07%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
11,119
shares
|
$476,782
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
11,063
shares
|
$474,381
0.02% of portfolio
|
Q3 2025
Added 23.02%
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Jan 14, 2026 Q4 2025 |
11,047
shares
|
$473,695
0.36% of portfolio
|
Q4 2025
Added 0.01%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
10,867
shares
|
$465,976
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
10,770
shares
|
$461,817
0.3% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
10,640
shares
|
$456,243
0.0% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Nov 12, 2025 Q3 2025 |
10,291
shares
|
$441,278
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Cvfg LLC
Shelbyville, IN |
Nov 10, 2025 Q3 2025 |
10,229
shares
|
$438,619
0.31% of portfolio
|
Q3 2025
Added 6.05%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
10,171
shares
|
$436,132
0.04% of portfolio
|
Q3 2025
Added 10.7%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 03, 2025 Q3 2025 |
9,985
shares
|
$428,156
0.3% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2025 Q3 2025 |
9,984
shares
|
$428,113
0.0% of portfolio
|
Q3 2025
Added 2.44%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
9,980
shares
|
$427,942
0.0% of portfolio
|
Q3 2025
Added 47.2%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
9,954
shares
|
$426,827
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Wellington Capital Management, Inc.
Bethesda, MD |
Aug 15, 2025 Q2 2025 |
9,942
shares
|
$426,312
0.88% of portfolio
|
Q2 2025
New holding
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
9,801
shares
|
$420,266
0.05% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 19, 2025 Q3 2025 |
9,738
shares
|
$417,565
0.07% of portfolio
|
Q1 2025
Added 0.92%
|
|