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 |
|---|---|---|---|---|---|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
440,091
shares
|
$15.7 Million
0.05% of portfolio
|
Q4 2024
Added 10.07%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
436,080
shares
|
$15.5 Million
1.53% of portfolio
|
Q4 2024
Added 14.57%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
418,621
shares
|
$14.9 Million
0.45% of portfolio
|
Q4 2024
Added 28.42%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
415,998
shares
|
$14.8 Million
0.52% of portfolio
|
Q4 2024
Added 18.09%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Mar 06, 2025 Q4 2024 |
403,822
shares
|
$14.4 Million
4.76% of portfolio
|
Q4 2024
New holding
|
|
|
Forge Financial Services LLC
Edmond, OK |
Feb 12, 2025 Q4 2024 |
401,393
shares
|
$14.3 Million
12.51% of portfolio
|
Q4 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
401,327
shares
|
$14.3 Million
0.26% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
398,068
shares
|
$14.2 Million
0.38% of portfolio
|
Q4 2024
Added 26.47%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
396,840
shares
|
$14.1 Million
1.0% of portfolio
|
Q2 2024
Added 1.9%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jan 24, 2025 Q4 2024 |
395,612
shares
|
$14.1 Million
2.6% of portfolio
|
Q4 2024
Added 47.95%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Feb 13, 2025 Q4 2024 |
392,050
shares
|
$14 Million
6.06% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
386,417
shares
|
$13.8 Million
0.11% of portfolio
|
Q4 2024
Added 27.61%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
382,012
shares
|
$13.6 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Feb 14, 2025 Q4 2024 |
374,277
shares
|
$13.3 Million
9.16% of portfolio
|
Q4 2024
Reduced 9.36%
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
Feb 13, 2025 Q4 2024 |
373,577
shares
|
$13.3 Million
13.07% of portfolio
|
Q4 2024
New holding
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Feb 14, 2025 Q4 2024 |
370,625
shares
|
$13.2 Million
0.32% of portfolio
|
Q4 2024
Reduced 97.16%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
367,491
shares
|
$13.1 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
362,680
shares
|
$12.9 Million
7.81% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
357,585
shares
|
$12.7 Million
1.05% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
Feb 11, 2025 Q4 2024 |
349,573
shares
|
$12.5 Million
10.17% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
345,749
shares
|
$12.3 Million
0.22% of portfolio
|
Q4 2024
Added 15.3%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
340,377
shares
|
$12.1 Million
6.02% of portfolio
|
Q4 2023
Added 16.88%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
336,214
shares
|
$12 Million
1.63% of portfolio
|
Q2 2024
Reduced 26.13%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
329,048
shares
|
$11.7 Million
0.88% of portfolio
|
Q4 2024
Reduced 21.13%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
326,772
shares
|
$11.6 Million
4.12% of portfolio
|
Q4 2024
Added 62.82%
|