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 |
|---|---|---|---|---|---|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
755,606
shares
|
$26.9 Million
0.33% of portfolio
|
Q4 2024
Added 16.25%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
689,122
shares
|
$24.6 Million
0.71% of portfolio
|
Q4 2024
Added 5.34%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
646,691
shares
|
$23 Million
0.15% of portfolio
|
Q4 2024
Added 4.66%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
640,279
shares
|
$22.8 Million
0.33% of portfolio
|
Q4 2024
Added 7.2%
|
|
|
Wj Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
638,993
shares
|
$22.8 Million
8.42% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
630,723
shares
|
$22.5 Million
0.04% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
626,102
shares
|
$22.3 Million
0.56% of portfolio
|
Q4 2024
Reduced 3.48%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
620,865
shares
|
$22.1 Million
0.23% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
617,452
shares
|
$22 Million
0.06% of portfolio
|
Q4 2024
Added 14.17%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
616,047
shares
|
$21.9 Million
0.83% of portfolio
|
Q4 2024
Added 12.68%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
594,321
shares
|
$21.2 Million
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Services Advisory Inc
|
Feb 06, 2025 Q4 2024 |
587,897
shares
|
$20.9 Million
4.91% of portfolio
|
Q4 2024
Reduced 39.51%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
557,351
shares
|
$19.9 Million
0.07% of portfolio
|
Q4 2024
Added 17.96%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
525,631
shares
|
$18.7 Million
0.3% of portfolio
|
Q2 2024
Added 33.74%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
522,451
shares
|
$18.6 Million
0.08% of portfolio
|
Q4 2024
Reduced 15.27%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
520,977
shares
|
$18.6 Million
0.03% of portfolio
|
Q4 2024
Added 4.7%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Feb 05, 2025 Q4 2024 |
512,610
shares
|
$18.3 Million
8.93% of portfolio
|
Q4 2024
Added 5.75%
|
|
|
Midwest Heritage Bank, Fsb
|
Feb 06, 2025 Q4 2024 |
510,957
shares
|
$18.2 Million
8.72% of portfolio
|
Q4 2024
Added 12.68%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
510,514
shares
|
$18.2 Million
1.17% of portfolio
|
Q4 2024
Added 44.09%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
503,425
shares
|
$17.9 Million
1.15% of portfolio
|
Q4 2024
Added 13.33%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
491,212
shares
|
$17.5 Million
0.5% of portfolio
|
Q4 2024
Added 10.46%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
485,400
shares
|
$17.3 Million
0.63% of portfolio
|
Q4 2024
Added 484.17%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
483,968
shares
|
$17.2 Million
0.0% of portfolio
|
Q4 2024
Added 24.6%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
471,765
shares
|
$16.8 Million
0.32% of portfolio
|
Q4 2024
Added 13.38%
|
|
|
Royal Harbor Partners, LLC
|
Feb 06, 2025 Q4 2024 |
454,868
shares
|
$16.2 Million
7.48% of portfolio
|
Q4 2024
Added 3.99%
|