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 622 institutions that hold shares in the stock, with a total of 422 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 |
|---|---|---|---|---|---|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
7,806
shares
|
$334,721
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Creekside Partners
Petaluma, CA |
Oct 24, 2025 Q3 2025 |
7,794
shares
|
$334,206
0.14% of portfolio
|
Q2 2025
Added 24.56%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
7,743
shares
|
$332,019
0.23% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 24, 2025 Q3 2025 |
7,559
shares
|
$324,129
0.07% of portfolio
|
Q3 2025
Reduced 4.74%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
7,516
shares
|
$322,286
0.45% of portfolio
|
Q3 2025
New holding
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
7,450
shares
|
$319,456
0.09% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
7,442
shares
|
$319,112
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
7,413
shares
|
$317,869
0.02% of portfolio
|
Q3 2025
Reduced 4.66%
|
|
|
Triton Wealth Management, Pllc
|
Nov 12, 2025 Q3 2025 |
7,393
shares
|
$317,011
0.13% of portfolio
|
Q2 2025
Reduced 7.86%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Nov 06, 2025 Q3 2025 |
7,290
shares
|
$312,595
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Weatherly Asset Management L. P.
|
Oct 16, 2025 Q3 2025 |
7,274
shares
|
$311,909
0.03% of portfolio
|
Q1 2025
Reduced 11.49%
|
|
|
Sonoma Allocations LLC
Santa Rosa, CA |
Oct 24, 2025 Q3 2025 |
7,170
shares
|
$307,449
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
7,118
shares
|
$305,219
0.02% of portfolio
|
Q3 2025
Reduced 89.88%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Oct 20, 2025 Q3 2025 |
7,095
shares
|
$304,233
0.12% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Nov 10, 2025 Q3 2025 |
7,091
shares
|
$304,062
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Glaxis Capital Management, LLC
Sarasota, FL |
Nov 06, 2025 Q3 2025 |
7,000
shares
|
$300,160
0.54% of portfolio
|
Q2 2025
New holding
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 17, 2025 Q3 2025 |
6,896
shares
|
$295,700
0.0% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Touchstone Capital, Inc.
|
Oct 27, 2025 Q3 2025 |
6,674
shares
|
$286,181
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
6,639
shares
|
$284,680
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Oct 29, 2025 Q3 2025 |
6,575
shares
|
$281,936
0.13% of portfolio
|
Q3 2025
Added 10.21%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
6,472
shares
|
$277,519
0.13% of portfolio
|
Q2 2024
Reduced 78.61%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
6,461
shares
|
$277,047
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
6,400
shares
|
$274,432
0.06% of portfolio
|
Q3 2025
Added 92.02%
|
|
|
Seeds Investor LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
6,300
shares
|
$270,144
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
6,272
shares
|
$268,943
0.06% of portfolio
|
Q4 2024
Reduced 15.24%
|
|