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 |
|---|---|---|---|---|---|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
137,131
shares
|
$4.89 Million
0.01% of portfolio
|
Q4 2024
Added 12.45%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Feb 04, 2025 Q4 2024 |
134,655
shares
|
$4.8 Million
2.88% of portfolio
|
Q4 2024
Added 15.88%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
129,125
shares
|
$4.6 Million
1.96% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
125,232
shares
|
$4.46 Million
0.41% of portfolio
|
Q4 2024
Added 13.67%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
121,622
shares
|
$4.33 Million
0.01% of portfolio
|
Q4 2024
Added 163.14%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2025 Q4 2024 |
119,059
shares
|
$4.24 Million
2.65% of portfolio
|
Q4 2024
Added 604.78%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 30, 2025 Q4 2024 |
116,407
shares
|
$4.15 Million
2.06% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Feb 19, 2025 Q4 2024 |
113,963
shares
|
$4.06 Million
2.26% of portfolio
|
Q4 2024
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
113,432
shares
|
$4.04 Million
0.42% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
Novem Group
Rochester, NY |
Feb 14, 2025 Q4 2024 |
111,831
shares
|
$3.98 Million
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
110,299
shares
|
$3.93 Million
0.11% of portfolio
|
Q4 2024
Added 28.98%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
108,400
shares
|
$3.86 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Jan 17, 2025 Q4 2024 |
108,194
shares
|
$3.85 Million
2.69% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 16, 2025 Q4 2024 |
107,745
shares
|
$3.84 Million
4.19% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
107,597
shares
|
$3.83 Million
0.25% of portfolio
|
Q4 2024
Added 9.89%
|
|
|
Kaizen Financial Strategies
|
Feb 14, 2025 Q4 2024 |
106,014
shares
|
$3.78 Million
2.26% of portfolio
|
Q4 2024
Added 23.22%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
103,024
shares
|
$3.67 Million
0.45% of portfolio
|
Q4 2024
Added 10.72%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
100,594
shares
|
$3.58 Million
0.11% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
96,854
shares
|
$3.45 Million
0.21% of portfolio
|
Q4 2024
Added 27.45%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
96,141
shares
|
$3.43 Million
0.19% of portfolio
|
Q4 2024
Added 77.22%
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
96,035
shares
|
$3.42 Million
1.21% of portfolio
|
Q4 2024
Added 6.87%
|
|
|
Affiance Financial, LLC
|
Jan 21, 2025 Q4 2024 |
92,359
shares
|
$3.29 Million
0.79% of portfolio
|
Q4 2024
Added 6.44%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
91,283
shares
|
$3.25 Million
0.31% of portfolio
|
Q4 2024
Reduced 4.71%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
89,494
shares
|
$3.19 Million
0.29% of portfolio
|
Q4 2024
Added 3.96%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
88,128
shares
|
$3.14 Million
0.07% of portfolio
|
Q4 2023
Added 17.98%
|