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 |
|---|---|---|---|---|---|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
325,925
shares
|
$11.6 Million
1.86% of portfolio
|
Q4 2024
Added 34.91%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Feb 06, 2025 Q4 2024 |
324,108
shares
|
$11.5 Million
0.67% of portfolio
|
Q4 2024
Added 166.82%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
321,204
shares
|
$11.4 Million
0.53% of portfolio
|
Q4 2024
Added 16.6%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
320,207
shares
|
$11.4 Million
0.41% of portfolio
|
Q4 2024
Added 17.35%
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
Feb 21, 2025 Q4 2024 |
316,150
shares
|
$11.3 Million
9.6% of portfolio
|
Q4 2024
New holding
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jan 15, 2025 Q4 2024 |
315,489
shares
|
$11.2 Million
3.2% of portfolio
|
Q4 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
308,074
shares
|
$11 Million
0.13% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Jan 31, 2025 Q4 2024 |
286,769
shares
|
$10.2 Million
2.45% of portfolio
|
Q4 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
282,413
shares
|
$10.1 Million
0.32% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Clearview Wealth Advisors LLC
|
Jan 24, 2025 Q4 2024 |
272,364
shares
|
$9.7 Million
7.38% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
265,170
shares
|
$9.45 Million
2.2% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 23, 2025 Q4 2024 |
260,418
shares
|
$9.28 Million
2.45% of portfolio
|
Q4 2024
Added 7.28%
|
|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
255,916
shares
|
$9.12 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
249,953
shares
|
$8.91 Million
0.84% of portfolio
|
Q4 2024
Added 22.65%
|
|
|
Acas, LLC
|
Feb 06, 2025 Q4 2024 |
247,331
shares
|
$8.81 Million
7.08% of portfolio
|
Q4 2024
Added 7.24%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Feb 04, 2025 Q4 2024 |
239,590
shares
|
$8.54 Million
3.6% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
239,231
shares
|
$8.52 Million
0.08% of portfolio
|
Q4 2024
Added 12.78%
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Jan 29, 2025 Q4 2024 |
232,837
shares
|
$8.3 Million
7.86% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
227,348
shares
|
$8.1 Million
0.18% of portfolio
|
Q4 2024
Added 15.74%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
223,143
shares
|
$7.95 Million
0.61% of portfolio
|
Q4 2024
Added 850.23%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Feb 13, 2025 Q4 2024 |
218,960
shares
|
$7.8 Million
9.51% of portfolio
|
Q4 2024
Reduced 46.87%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
218,412
shares
|
$7.78 Million
0.0% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
218,214
shares
|
$7.77 Million
0.69% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
215,258
shares
|
$7.67 Million
0.47% of portfolio
|
Q4 2024
Reduced 7.91%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
208,861
shares
|
$7.44 Million
0.19% of portfolio
|
Q4 2024
Added 6.86%
|