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 |
|---|---|---|---|---|---|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 15, 2025 Q4 2024 |
66,320
shares
|
$2.36 Million
1.18% of portfolio
|
Q4 2024
Added 4.73%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
65,996
shares
|
$2.35 Million
0.05% of portfolio
|
Q4 2024
Reduced 88.93%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
64,094
shares
|
$2.28 Million
0.0% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Carson Advisory Inc.
|
Feb 13, 2025 Q4 2024 |
63,623
shares
|
$2.27 Million
1.66% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
63,168
shares
|
$2.25 Million
1.15% of portfolio
|
Q4 2024
Added 5.98%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Feb 13, 2025 Q4 2024 |
61,814
shares
|
$2.2 Million
1.89% of portfolio
|
Q4 2024
New holding
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Jan 30, 2025 Q4 2024 |
60,825
shares
|
$2.17 Million
1.82% of portfolio
|
Q4 2024
Added 8.68%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Feb 13, 2025 Q4 2024 |
59,945
shares
|
$2.14 Million
2.07% of portfolio
|
Q4 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
59,877
shares
|
$2.13 Million
0.05% of portfolio
|
Q4 2024
Added 37.9%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
58,052
shares
|
$2.07 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
57,978
shares
|
$2.07 Million
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
57,811
shares
|
$2.06 Million
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
57,619
shares
|
$2.05 Million
0.09% of portfolio
|
Q3 2024
Added 20.6%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
57,437
shares
|
$2.05 Million
0.23% of portfolio
|
Q4 2024
Added 150.52%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
57,363
shares
|
$2.04 Million
0.21% of portfolio
|
Q4 2024
Added 66.5%
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Jan 22, 2025 Q4 2024 |
57,126
shares
|
$2.04 Million
1.57% of portfolio
|
Q4 2024
Reduced 84.09%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
57,098
shares
|
$2.03 Million
0.29% of portfolio
|
Q4 2024
Reduced 39.86%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Feb 14, 2025 Q4 2024 |
56,952
shares
|
$2.03 Million
0.01% of portfolio
|
Q4 2024
Reduced 27.29%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
55,733
shares
|
$1.99 Million
1.87% of portfolio
|
Q4 2024
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
55,597
shares
|
$1.98 Million
0.19% of portfolio
|
Q4 2024
Added 11.53%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
54,443
shares
|
$1.94 Million
0.09% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Orca Wealth Management, LLC
New Port Richey, FL |
Jan 22, 2025 Q4 2024 |
53,781
shares
|
$1.92 Million
1.71% of portfolio
|
Q4 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
53,366
shares
|
$1.9 Million
0.04% of portfolio
|
Q4 2024
Added 4.74%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
53,125
shares
|
$1.89 Million
0.03% of portfolio
|
Q4 2024
Added 11.11%
|
|
|
Wealth Care Investment Partners, LLC
|
Feb 03, 2025 Q4 2024 |
52,292
shares
|
$1.86 Million
0.84% of portfolio
|
Q4 2024
Added 0.52%
|