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 |
|---|---|---|---|---|---|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
86,750
shares
|
$3.09 Million
0.3% of portfolio
|
Q4 2024
Added 12.67%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
86,640
shares
|
$3.09 Million
0.19% of portfolio
|
Q4 2024
Added 148.63%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
86,540
shares
|
$3.08 Million
0.35% of portfolio
|
Q4 2024
Added 8.69%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
86,177
shares
|
$3.07 Million
0.09% of portfolio
|
Q4 2024
Reduced 30.93%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
84,503
shares
|
$3.01 Million
0.99% of portfolio
|
Q4 2024
Reduced 59.45%
|
|
|
Black Diamond Wealth Management Inc.
|
Feb 10, 2025 Q4 2024 |
82,712
shares
|
$2.95 Million
2.01% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
81,840
shares
|
$2.92 Million
0.04% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
81,587
shares
|
$2.91 Million
0.09% of portfolio
|
Q4 2024
Added 81.82%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
81,069
shares
|
$2.89 Million
0.04% of portfolio
|
Q4 2024
Added 4.43%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
81,002
shares
|
$2.89 Million
2.19% of portfolio
|
Q4 2024
Added 9.5%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
80,815
shares
|
$2.88 Million
0.36% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
79,528
shares
|
$2.83 Million
0.05% of portfolio
|
Q4 2024
Added 28.75%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
78,553
shares
|
$2.8 Million
0.03% of portfolio
|
Q4 2024
Added 19.75%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
77,966
shares
|
$2.78 Million
0.28% of portfolio
|
Q4 2024
Added 11.83%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
76,754
shares
|
$2.73 Million
0.98% of portfolio
|
Q4 2024
Reduced 7.77%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
74,081
shares
|
$2.64 Million
0.05% of portfolio
|
Q4 2024
Added 19.99%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
73,288
shares
|
$2.61 Million
0.02% of portfolio
|
Q4 2024
Added 11.42%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
71,832
shares
|
$2.56 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Feb 11, 2025 Q4 2024 |
71,634
shares
|
$2.55 Million
0.69% of portfolio
|
Q4 2024
Added 8.49%
|
|
|
A&I Financial Services, LLC
Lone Tree, CO |
Feb 05, 2025 Q4 2024 |
71,272
shares
|
$2.54 Million
2.45% of portfolio
|
Q4 2024
New holding
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
70,182
shares
|
$2.5 Million
0.21% of portfolio
|
Q4 2024
Added 9.42%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
69,885
shares
|
$2.49 Million
0.94% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
69,321
shares
|
$2.47 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
68,782
shares
|
$2.45 Million
0.67% of portfolio
|
Q4 2024
Added 7.32%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
68,428
shares
|
$2.44 Million
0.43% of portfolio
|
Q4 2024
Added 2.15%
|