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 423 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
337,924
shares
|
$14.5 Million
0.61% of portfolio
|
Q3 2025
Added 9.98%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
336,214
shares
|
$14.4 Million
1.63% of portfolio
|
Q2 2024
Reduced 26.13%
|
|
|
Melone Private Wealth, LLC
|
Jan 07, 2026 Q4 2025 |
319,721
shares
|
$13.7 Million
5.87% of portfolio
|
Q4 2025
New holding
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
316,602
shares
|
$13.6 Million
1.2% of portfolio
|
Q4 2025
Reduced 0.78%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
316,150
shares
|
$13.6 Million
0.68% of portfolio
|
Q3 2025
Added 22.43%
|
|
|
Menora Mivtachim Holdings Ltd.
|
Nov 13, 2025 Q3 2025 |
310,856
shares
|
$13.3 Million
0.07% of portfolio
|
Q3 2025
Added 4.14%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
302,592
shares
|
$13 Million
0.79% of portfolio
|
Q2 2025
Reduced 8.75%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
293,025
shares
|
$12.6 Million
0.14% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Kaizen Financial Strategies
|
Nov 10, 2025 Q3 2025 |
290,285
shares
|
$12.4 Million
6.19% of portfolio
|
Q3 2025
Added 17.31%
|
|
|
Code Waechter LLC
Tampa, FL |
Oct 22, 2025 Q3 2025 |
287,896
shares
|
$12.3 Million
7.93% of portfolio
|
Q3 2025
Reduced 9.87%
|
|
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
Oct 20, 2025 Q3 2025 |
287,483
shares
|
$12.3 Million
8.68% of portfolio
|
Q3 2025
Added 10.24%
|
|
|
Acas, LLC
|
Aug 14, 2025 Q2 2025 |
285,215
shares
|
$12.2 Million
8.79% of portfolio
|
Q2 2025
Added 5.03%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
284,719
shares
|
$12.2 Million
0.06% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
282,103
shares
|
$12.1 Million
0.0% of portfolio
|
Q3 2025
Added 39.85%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
280,080
shares
|
$12 Million
0.25% of portfolio
|
Q3 2025
Added 11.5%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 24, 2025 Q3 2025 |
275,955
shares
|
$11.8 Million
7.71% of portfolio
|
Q3 2025
Added 3.6%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
270,852
shares
|
$11.6 Million
0.5% of portfolio
|
Q3 2025
Added 29.17%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
265,722
shares
|
$11.4 Million
0.74% of portfolio
|
Q3 2025
Added 8.84%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Oct 20, 2025 Q3 2025 |
262,592
shares
|
$11.3 Million
7.32% of portfolio
|
Q3 2025
Reduced 10.27%
|
|
|
Bouvel Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
261,301
shares
|
$11.2 Million
3.7% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Oct 29, 2025 Q3 2025 |
260,912
shares
|
$11.2 Million
8.24% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Greenbush Financial Group, LLC
Albany, NY |
Oct 21, 2025 Q3 2025 |
252,196
shares
|
$10.8 Million
4.07% of portfolio
|
Q3 2025
Added 6.68%
|
|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
252,193
shares
|
$10.8 Million
2.75% of portfolio
|
Q3 2025
Reduced 0.66%
|
|