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 627 institutions that hold shares in the stock, with a total of 423 Million shares, which have been reported (via 13F filing form) to have a value of $18.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fullcircle Wealth LLC
Dallas, TX |
Nov 05, 2025 Q3 2025 |
45,019
shares
|
$1.93 Million
0.75% of portfolio
|
Q3 2025
Added 16.97%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
43,397
shares
|
$1.86 Million
0.31% of portfolio
|
Q3 2025
New holding
|
|
|
Lantz Financial LLC
|
Jan 14, 2026 Q4 2025 |
42,751
shares
|
$1.83 Million
0.42% of portfolio
|
Q4 2025
Added 0.28%
|
|
|
Lynch & Associates
|
Jan 07, 2026 Q4 2025 |
42,208
shares
|
$1.81 Million
0.35% of portfolio
|
Q4 2025
Added 8.18%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Oct 30, 2025 Q3 2025 |
42,118
shares
|
$1.81 Million
0.34% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Financial Council Asset Management Inc
|
Oct 15, 2025 Q3 2025 |
41,518
shares
|
$1.78 Million
0.78% of portfolio
|
Q3 2025
Added 4.77%
|
|
|
Cypress Capital Advisors, LLC
Franklin, TN |
Oct 28, 2025 Q3 2025 |
40,870
shares
|
$1.75 Million
0.98% of portfolio
|
Q3 2025
Reduced 9.14%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
40,623
shares
|
$1.74 Million
0.03% of portfolio
|
Q3 2025
Added 33.47%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Oct 27, 2025 Q3 2025 |
40,098
shares
|
$1.72 Million
1.11% of portfolio
|
Q3 2025
Added 14.94%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
40,084
shares
|
$1.72 Million
0.0% of portfolio
|
Q3 2025
Added 18.53%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Oct 28, 2025 Q3 2025 |
40,056
shares
|
$1.72 Million
0.33% of portfolio
|
Q3 2025
Added 100.67%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
39,532
shares
|
$1.7 Million
0.09% of portfolio
|
Q3 2023
Added 4.1%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 15, 2026 Q4 2025 |
39,184
shares
|
$1.68 Million
1.16% of portfolio
|
Q4 2025
Added 130.17%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
39,081
shares
|
$1.68 Million
0.8% of portfolio
|
Q4 2025
Added 18.08%
|
|
|
Trinity Wealth Management, LLC
|
Jan 15, 2026 Q4 2025 |
38,731
shares
|
$1.66 Million
0.61% of portfolio
|
Q4 2025
Added 3.08%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2025 Q3 2025 |
38,186
shares
|
$1.64 Million
0.94% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
37,746
shares
|
$1.62 Million
0.2% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Summit Global Investments
Bountiful, UT |
Nov 03, 2025 Q3 2025 |
36,512
shares
|
$1.57 Million
0.09% of portfolio
|
Q3 2025
Added 35.69%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Jan 16, 2026 Q4 2025 |
36,207
shares
|
$1.55 Million
1.11% of portfolio
|
Q4 2025
Added 45.51%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
36,155
shares
|
$1.55 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Professional Financial Advisors, LLC
|
Jan 15, 2026 Q4 2025 |
35,997
shares
|
$1.54 Million
0.33% of portfolio
|
Q4 2025
Reduced 1.03%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
35,938
shares
|
$1.54 Million
0.2% of portfolio
|
Q3 2025
Added 33.14%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
35,408
shares
|
$1.52 Million
0.06% of portfolio
|
Q3 2025
Added 11.96%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
34,799
shares
|
$1.49 Million
0.11% of portfolio
|
Q3 2025
Added 8.38%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
34,701
shares
|
$1.49 Million
0.09% of portfolio
|
Q3 2025
Reduced 58.53%
|
|