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 621 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 |
|---|---|---|---|---|---|
|
Act Advisors, Llc.
|
Oct 09, 2025 Q3 2025 |
445,569
shares
|
$19.1 Million
7.78% of portfolio
|
Q3 2025
New holding
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
443,577
shares
|
$19 Million
0.62% of portfolio
|
Q3 2025
Added 7.11%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
439,158
shares
|
$18.8 Million
0.18% of portfolio
|
Q2 2025
Added 16.11%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
430,401
shares
|
$18.5 Million
2.49% of portfolio
|
Q3 2025
Added 12.41%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jan 08, 2026 Q4 2025 |
425,712
shares
|
$18.3 Million
12.35% of portfolio
|
Q4 2025
Added 1.06%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
421,758
shares
|
$18.1 Million
5.26% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
Nov 06, 2025 Q3 2025 |
408,182
shares
|
$17.5 Million
13.32% of portfolio
|
Q3 2025
Added 2.9%
|
|
|
Wj Wealth Management, LLC
|
Nov 25, 2025 Q3 2025 |
404,305
shares
|
$17.3 Million
11.14% of portfolio
|
Q3 2025
Reduced 22.66%
|
|
|
Forge Financial Services LLC
Edmond, OK |
Nov 10, 2025 Q3 2025 |
402,776
shares
|
$17.3 Million
8.0% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
401,732
shares
|
$17.2 Million
4.52% of portfolio
|
Q3 2025
Added 2.32%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
396,840
shares
|
$17 Million
1.0% of portfolio
|
Q2 2024
Added 1.9%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
394,321
shares
|
$16.9 Million
1.02% of portfolio
|
Q3 2025
Added 22.71%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Oct 27, 2025 Q3 2025 |
392,273
shares
|
$16.8 Million
2.61% of portfolio
|
Q3 2025
Added 15.05%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
381,380
shares
|
$16.4 Million
0.3% of portfolio
|
Q3 2025
Added 84.7%
|
|
|
Kropog Financial Group, LLC
Mandeville, LA |
Nov 10, 2025 Q3 2025 |
378,899
shares
|
$16.2 Million
13.05% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
377,711
shares
|
$16.2 Million
0.66% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
376,319
shares
|
$16.1 Million
5.77% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
374,957
shares
|
$16.1 Million
0.57% of portfolio
|
Q3 2025
Added 1461.61%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2025 Q3 2025 |
374,007
shares
|
$16 Million
5.88% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Delta Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
373,913
shares
|
$16 Million
3.68% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
366,757
shares
|
$15.7 Million
1.38% of portfolio
|
Q3 2025
Added 22.49%
|
|
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
Nov 12, 2025 Q3 2025 |
346,000
shares
|
$14.8 Million
9.3% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
344,643
shares
|
$14.8 Million
0.25% of portfolio
|
Q3 2025
Added 164.77%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
341,186
shares
|
$14.6 Million
1.22% of portfolio
|
Q3 2025
Added 18.66%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
340,377
shares
|
$14.6 Million
6.02% of portfolio
|
Q4 2023
Added 16.88%
|
|