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 482 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 $9.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
21,650
shares
|
$739,131
0.39% of portfolio
|
Q4 2023
New holding
|
|
|
Convergence Financial, LLC
Columbia, MO |
Feb 04, 2025 Q4 2024 |
21,601
shares
|
$737,458
0.15% of portfolio
|
Q4 2024
Added 210.98%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
21,535
shares
|
$735,204
0.08% of portfolio
|
Q4 2024
Added 63.12%
|
|
|
Banque Pictet & Cie Sa
|
Jan 30, 2025 Q4 2024 |
21,469
shares
|
$732,951
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Jan 27, 2025 Q4 2024 |
21,168
shares
|
$722,675
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
21,081
shares
|
$719,705
0.08% of portfolio
|
Q4 2024
Added 24.71%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Feb 14, 2025 Q4 2024 |
21,031
shares
|
$717,998
0.22% of portfolio
|
Q4 2024
Added 36.63%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
20,923
shares
|
$714,311
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Jan 24, 2025 Q4 2024 |
20,765
shares
|
$708,917
0.36% of portfolio
|
Q4 2024
Added 5.34%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
20,620
shares
|
$703,966
0.05% of portfolio
|
Q4 2024
Added 56.01%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
19,940
shares
|
$680,751
0.65% of portfolio
|
Q4 2024
Added 12.29%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
19,899
shares
|
$679,351
0.03% of portfolio
|
Q4 2024
Reduced 76.07%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
19,800
shares
|
$675,972
0.06% of portfolio
|
Q1 2025
Added 11.24%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
19,593
shares
|
$668,905
0.01% of portfolio
|
Q4 2024
Reduced 4.9%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
19,520
shares
|
$666,412
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
19,265
shares
|
$657,707
0.13% of portfolio
|
Q4 2024
Added 30.35%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
19,057
shares
|
$650,605
0.1% of portfolio
|
Q4 2024
Added 11.44%
|
|
|
Brendel Financial Advisors LLC
|
Jan 14, 2025 Q4 2024 |
18,572
shares
|
$634,048
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Feb 04, 2025 Q4 2024 |
18,551
shares
|
$633,331
0.3% of portfolio
|
Q4 2024
Added 5.43%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
18,319
shares
|
$625,410
0.07% of portfolio
|
Q3 2024
Reduced 29.79%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
18,185
shares
|
$620,835
0.57% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
18,147
shares
|
$619,538
0.0% of portfolio
|
Q2 2024
Reduced 6.2%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
18,012
shares
|
$614,929
0.05% of portfolio
|
Q4 2024
Reduced 97.23%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Feb 13, 2025 Q4 2024 |
17,991
shares
|
$614,212
0.16% of portfolio
|
Q4 2024
Added 4.94%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Apr 14, 2025 Q1 2025 |
17,614
shares
|
$601,341
0.06% of portfolio
|
Q1 2025
Added 10.57%
|