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 |
|---|---|---|---|---|---|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
206,624
shares
|
$7.36 Million
0.43% of portfolio
|
Q4 2024
Reduced 3.34%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
199,038
shares
|
$7.09 Million
0.07% of portfolio
|
Q4 2024
Added 17.52%
|
|
|
Iam Advisory, LLC
|
Jan 15, 2025 Q4 2024 |
196,545
shares
|
$7 Million
1.77% of portfolio
|
Q4 2024
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Feb 10, 2025 Q4 2024 |
195,142
shares
|
$6.95 Million
6.37% of portfolio
|
Q4 2024
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
194,513
shares
|
$6.93 Million
1.34% of portfolio
|
Q4 2024
Added 3322.72%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
193,017
shares
|
$6.88 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Better Wealth, LLC
|
Jan 22, 2025 Q4 2024 |
183,350
shares
|
$6.53 Million
1.81% of portfolio
|
Q4 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
180,469
shares
|
$6.43 Million
0.28% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
177,542
shares
|
$6.33 Million
2.11% of portfolio
|
Q4 2024
Added 225.96%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
172,253
shares
|
$6.14 Million
0.2% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
169,848
shares
|
$6.05 Million
0.53% of portfolio
|
Q4 2024
Added 14.48%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
168,542
shares
|
$6.01 Million
1.39% of portfolio
|
Q4 2024
Added 22.58%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Jan 28, 2025 Q4 2024 |
165,155
shares
|
$5.88 Million
4.02% of portfolio
|
Q4 2024
Added 15.97%
|
|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
163,088
shares
|
$5.81 Million
3.9% of portfolio
|
Q4 2022
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
158,458
shares
|
$5.65 Million
0.79% of portfolio
|
Q4 2024
New holding
|
|
|
Code Waechter LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
151,948
shares
|
$5.41 Million
4.69% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
151,397
shares
|
$5.39 Million
0.12% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
147,350
shares
|
$5.25 Million
3.02% of portfolio
|
Q4 2024
Added 9.43%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
146,495
shares
|
$5.22 Million
0.2% of portfolio
|
Q4 2024
Reduced 50.51%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
144,719
shares
|
$5.16 Million
0.31% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
144,526
shares
|
$5.15 Million
0.03% of portfolio
|
Q4 2024
Added 7.53%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
142,555
shares
|
$5.08 Million
2.23% of portfolio
|
Q4 2024
Added 11.77%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
141,749
shares
|
$5.05 Million
1.52% of portfolio
|
Q4 2024
Added 9.17%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
140,359
shares
|
$5 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Trinity Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
138,870
shares
|
$4.95 Million
2.22% of portfolio
|
Q4 2024
Added 5.48%
|