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 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 |
|---|---|---|---|---|---|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
6,272
shares
|
$268,943
0.06% of portfolio
|
Q4 2024
Reduced 15.24%
|
|
|
Evanson Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
6,258
shares
|
$268,343
0.02% of portfolio
|
Q4 2025
Added 7.18%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
6,252
shares
|
$268,085
0.01% of portfolio
|
Q3 2025
Added 8.32%
|
|
|
Mc Namara Financial Services, Inc.
|
Nov 14, 2025 Q3 2025 |
6,251
shares
|
$268,042
0.05% of portfolio
|
Q3 2025
Reduced 3.74%
|
|
|
Kmt Wealth Management, LLC
El Segundo, CA |
Nov 20, 2025 Q3 2025 |
6,187
shares
|
$265,298
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
5,988
shares
|
$256,765
0.0% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Nov 14, 2025 Q3 2025 |
5,921
shares
|
$253,892
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
5,890
shares
|
$252,563
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Beacon Investment Advisory Services, Inc.
|
Oct 16, 2025 Q3 2025 |
5,854
shares
|
$251,019
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
5,811
shares
|
$249,175
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sound View Wealth Advisors Group, LLC
|
Jan 08, 2026 Q4 2025 |
5,769
shares
|
$247,374
0.02% of portfolio
|
Q3 2025
Added 10.92%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 28, 2025 Q3 2025 |
5,672
shares
|
$243,215
0.13% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
5,622
shares
|
$241,071
0.02% of portfolio
|
Q3 2025
Reduced 17.37%
|
|
|
Oxinas Partners Wealth Management LLC
|
Nov 06, 2025 Q3 2025 |
5,569
shares
|
$238,798
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Orcam Financial Group
Encinitas, CA |
Nov 12, 2025 Q3 2025 |
5,452
shares
|
$233,781
0.19% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
5,435
shares
|
$233,052
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
5,363
shares
|
$229,965
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Synergy Financial Group, LTD
|
Nov 14, 2025 Q3 2025 |
5,290
shares
|
$226,835
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 06, 2025 Q3 2025 |
5,249
shares
|
$225,077
0.05% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
5,162
shares
|
$221,346
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
5,153
shares
|
$220,960
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
5,150
shares
|
$220,832
0.05% of portfolio
|
Q2 2025
Added 101.96%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
5,146
shares
|
$220,660
0.01% of portfolio
|
Q3 2025
Reduced 3.83%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
5,050
shares
|
$216,544
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Gimbal Financial
Carmel, IN |
Nov 04, 2025 Q3 2025 |
5,018
shares
|
$215,171
0.13% of portfolio
|
Q3 2025
New holding
|
|