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 468 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 $9.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
19,940
shares
|
$707,072
0.65% of portfolio
|
Q4 2024
Added 12.29%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
19,899
shares
|
$705,618
0.03% of portfolio
|
Q4 2024
Reduced 76.07%
|
|
|
Summit Global Investments
Bountiful, UT |
Feb 11, 2025 Q4 2024 |
19,777
shares
|
$701,292
0.04% of portfolio
|
Q4 2024
Added 7.59%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
19,593
shares
|
$694,767
0.01% of portfolio
|
Q4 2024
Reduced 4.9%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 16, 2025 Q4 2024 |
19,570
shares
|
$693,952
0.34% of portfolio
|
Q4 2024
Added 19.32%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
19,520
shares
|
$692,179
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
19,265
shares
|
$683,136
0.13% of portfolio
|
Q4 2024
Added 30.35%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
19,057
shares
|
$675,761
0.1% of portfolio
|
Q4 2024
Added 11.44%
|
|
|
Brendel Financial Advisors LLC
|
Jan 14, 2025 Q4 2024 |
18,572
shares
|
$658,563
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Feb 04, 2025 Q4 2024 |
18,551
shares
|
$657,818
0.3% of portfolio
|
Q4 2024
Added 5.43%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
18,319
shares
|
$649,591
0.07% of portfolio
|
Q3 2024
Reduced 29.79%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
18,185
shares
|
$644,840
0.57% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
18,147
shares
|
$643,492
0.0% of portfolio
|
Q2 2024
Reduced 6.2%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
18,012
shares
|
$638,705
0.05% of portfolio
|
Q4 2024
Reduced 97.23%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Feb 13, 2025 Q4 2024 |
17,991
shares
|
$637,960
0.16% of portfolio
|
Q4 2024
Added 4.94%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
17,800
shares
|
$631,188
0.05% of portfolio
|
Q4 2024
Added 21.92%
|
|
|
Beam Wealth Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
16,891
shares
|
$598,954
0.19% of portfolio
|
Q4 2024
Added 9.57%
|
|
|
Bricktown Capital, LLC
Detroit, MI |
Jan 16, 2025 Q4 2024 |
16,771
shares
|
$594,699
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
16,555
shares
|
$587,040
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Mar 21, 2025 Q4 2024 |
16,414
shares
|
$582,040
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
16,354
shares
|
$579,912
0.38% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Lincoln Capital LLC
|
Jan 16, 2025 Q4 2024 |
16,352
shares
|
$579,841
0.12% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
16,020
shares
|
$568,069
0.04% of portfolio
|
Q4 2024
Reduced 18.34%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jan 15, 2025 Q4 2024 |
15,930
shares
|
$564,877
0.06% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Feb 13, 2025 Q4 2024 |
15,776
shares
|
$559,416
0.06% of portfolio
|
Q4 2024
Added 14.33%
|