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 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 |
|---|---|---|---|---|---|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Oct 20, 2025 Q3 2025 |
205,102
shares
|
$8.79 Million
4.12% of portfolio
|
Q3 2025
Added 16.18%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
202,758
shares
|
$8.69 Million
0.04% of portfolio
|
Q3 2025
Reduced 29.47%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
202,189
shares
|
$8.67 Million
0.49% of portfolio
|
Q2 2025
Reduced 47.76%
|
|
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
Nov 06, 2025 Q3 2025 |
201,662
shares
|
$8.65 Million
6.51% of portfolio
|
Q3 2025
Added 1051.89%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
200,746
shares
|
$8.61 Million
0.05% of portfolio
|
Q3 2025
Added 19.78%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
197,913
shares
|
$8.49 Million
2.25% of portfolio
|
Q3 2025
Added 43.13%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Oct 30, 2025 Q3 2025 |
197,725
shares
|
$8.48 Million
1.16% of portfolio
|
Q3 2025
Added 65.71%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
196,891
shares
|
$8.44 Million
0.39% of portfolio
|
Q3 2025
Added 131.52%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
196,574
shares
|
$8.43 Million
1.54% of portfolio
|
Q3 2025
Added 3.07%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
195,993
shares
|
$8.4 Million
0.24% of portfolio
|
Q3 2025
Added 3.12%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
191,214
shares
|
$8.2 Million
0.54% of portfolio
|
Q3 2025
Added 5.61%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
189,862
shares
|
$8.14 Million
0.93% of portfolio
|
Q3 2025
Added 12.28%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
189,136
shares
|
$8.11 Million
0.1% of portfolio
|
Q3 2025
Added 3.36%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Jan 06, 2026 Q4 2025 |
188,087
shares
|
$8.07 Million
2.99% of portfolio
|
Q4 2025
Added 48.5%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
188,067
shares
|
$8.06 Million
1.57% of portfolio
|
Q1 2025
Added 11.58%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 24, 2025 Q3 2025 |
180,693
shares
|
$7.75 Million
4.01% of portfolio
|
Q3 2025
Added 3.16%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
179,357
shares
|
$7.69 Million
0.63% of portfolio
|
Q3 2025
Added 116.76%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
175,461
shares
|
$7.52 Million
0.15% of portfolio
|
Q3 2025
Added 16.34%
|
|
|
Harpswell Capital Advisors, LLC
Yarmouth, ME |
Nov 06, 2025 Q3 2025 |
172,470
shares
|
$7.4 Million
6.97% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Care Investment Partners, LLC
|
Jan 06, 2026 Q4 2025 |
169,685
shares
|
$7.28 Million
2.25% of portfolio
|
Q4 2025
Added 61.97%
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
168,965
shares
|
$7.25 Million
1.21% of portfolio
|
Q3 2025
Added 25.07%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Nov 07, 2025 Q3 2025 |
165,250
shares
|
$7.09 Million
0.28% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 06, 2025 Q3 2025 |
164,839
shares
|
$7.07 Million
2.96% of portfolio
|
Q3 2025
Added 7.21%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
164,704
shares
|
$7.06 Million
0.09% of portfolio
|
Q3 2025
Added 69.73%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Nov 13, 2025 Q3 2025 |
164,465
shares
|
$7.05 Million
0.68% of portfolio
|
Q3 2025
Reduced 77.85%
|
|