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 483 institutions that hold shares in the stock, with a total of 278 Million shares, which have been reported (via 13F filing form) to have a value of $9.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Capital International Investors
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
23,536,765
shares
|
$796 Million
0.16% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
21,983,627
shares
|
$744 Million
0.33% of portfolio
|
Q4 2024
Added 35.96%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
17,051,741
shares
|
$577 Million
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Apr 09, 2025 Q1 2025 |
12,746,076
shares
|
$431 Million
27.2% of portfolio
|
Q1 2025
Added 17.73%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
11,611,126
shares
|
$393 Million
0.35% of portfolio
|
Q4 2024
Added 9.86%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
11,136,141
shares
|
$377 Million
0.13% of portfolio
|
Q4 2024
Added 13.64%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,653,653
shares
|
$327 Million
0.48% of portfolio
|
Q3 2024
Added 7.25%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
8,966,425
shares
|
$303 Million
0.07% of portfolio
|
Q4 2024
Added 10.61%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
8,456,340
shares
|
$286 Million
0.03% of portfolio
|
Q4 2024
Added 14.69%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
8,447,056
shares
|
$286 Million
0.65% of portfolio
|
Q4 2024
Added 42.25%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
8,378,684
shares
|
$284 Million
0.02% of portfolio
|
Q4 2024
Added 4.56%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
8,065,081
shares
|
$273 Million
0.42% of portfolio
|
Q4 2024
Added 14.29%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
7,364,694
shares
|
$249 Million
2.54% of portfolio
|
Q4 2024
Added 7.87%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,654,717
shares
|
$225 Million
0.15% of portfolio
|
Q3 2024
Added 19.9%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
6,005,495
shares
|
$203 Million
0.04% of portfolio
|
Q4 2024
Added 11.23%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
5,005,523
shares
|
$169 Million
0.6% of portfolio
|
Q1 2025
Added 12.95%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
4,708,770
shares
|
$159 Million
12.05% of portfolio
|
Q4 2024
Added 9.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
3,939,842
shares
|
$133 Million
0.35% of portfolio
|
Q4 2024
Reduced 10.42%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
3,697,300
shares
|
$125 Million
0.76% of portfolio
|
Q4 2024
Added 23.21%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
3,677,649
shares
|
$124 Million
0.45% of portfolio
|
Q4 2024
Added 12.33%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
3,480,456
shares
|
$118 Million
0.03% of portfolio
|
Q4 2024
Added 28.63%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
2,685,061
shares
|
$90.9 Million
0.09% of portfolio
|
Q4 2024
Added 72.95%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
2,563,357
shares
|
$86.7 Million
0.1% of portfolio
|
Q4 2024
Added 29.27%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Feb 21, 2025 Q4 2024 |
2,140,939
shares
|
$72.4 Million
9.76% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
1,991,751
shares
|
$67.4 Million
0.2% of portfolio
|
Q1 2025
Added 8.7%
|