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 |
|---|---|---|---|---|---|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,008,260
shares
|
$43.2 Million
0.01% of portfolio
|
Q3 2025
Added 494.48%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
1,000,724
shares
|
$42.9 Million
2.33% of portfolio
|
Q3 2025
Added 32.22%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Nov 07, 2025 Q3 2025 |
971,332
shares
|
$41.7 Million
16.26% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
943,458
shares
|
$40.5 Million
0.52% of portfolio
|
Q3 2025
Added 7.49%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
920,821
shares
|
$39.5 Million
0.08% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Park National Corp
|
Jan 05, 2026 Q4 2025 |
913,226
shares
|
$39.2 Million
1.31% of portfolio
|
Q4 2025
Added 0.86%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
893,821
shares
|
$38.3 Million
4.41% of portfolio
|
Q3 2025
Reduced 5.07%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
880,131
shares
|
$37.7 Million
0.44% of portfolio
|
Q3 2025
Added 8.19%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
877,929
shares
|
$37.6 Million
0.84% of portfolio
|
Q2 2025
Reduced 16.98%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
849,030
shares
|
$36.4 Million
1.24% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
844,309
shares
|
$36.2 Million
0.17% of portfolio
|
Q3 2025
Added 8.13%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
816,767
shares
|
$35 Million
0.27% of portfolio
|
Q3 2025
Added 49.69%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
814,646
shares
|
$34.9 Million
0.91% of portfolio
|
Q3 2025
Added 44.07%
|
|
|
Procyon Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
812,905
shares
|
$34.9 Million
0.56% of portfolio
|
Q4 2025
Added 4.92%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
746,269
shares
|
$32 Million
0.17% of portfolio
|
Q2 2025
Reduced 23.48%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 14, 2025 Q3 2025 |
723,031
shares
|
$31 Million
5.97% of portfolio
|
Q3 2025
Added 5.27%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
708,968
shares
|
$30.4 Million
1.48% of portfolio
|
Q3 2025
Added 28.74%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
705,284
shares
|
$30.2 Million
0.07% of portfolio
|
Q3 2025
Reduced 11.59%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
694,661
shares
|
$29.8 Million
0.5% of portfolio
|
Q3 2025
Added 9.22%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
683,324
shares
|
$29.3 Million
0.68% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
672,548
shares
|
$28.8 Million
0.15% of portfolio
|
Q3 2025
Added 11.7%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Oct 20, 2025 Q3 2025 |
671,931
shares
|
$28.8 Million
12.35% of portfolio
|
Q3 2025
Added 4.44%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
658,288
shares
|
$28.2 Million
0.25% of portfolio
|
Q1 2025
Added 6.03%
|
|
|
Midwest Heritage Bank, Fsb
|
Oct 27, 2025 Q3 2025 |
645,853
shares
|
$27.7 Million
10.33% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
641,292
shares
|
$27.5 Million
0.59% of portfolio
|
Q3 2025
Added 4.39%
|
|