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 |
|---|---|---|---|---|---|
|
Stablepoint Partners, LLC
Braintree, MA |
Apr 11, 2025 Q1 2025 |
17,031
shares
|
$581,438
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Beam Wealth Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
16,891
shares
|
$576,658
0.19% of portfolio
|
Q4 2024
Added 9.57%
|
|
|
Bricktown Capital, LLC
Detroit, MI |
Jan 16, 2025 Q4 2024 |
16,771
shares
|
$572,561
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
16,555
shares
|
$565,187
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Mar 21, 2025 Q4 2024 |
16,414
shares
|
$560,373
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
16,354
shares
|
$558,325
0.38% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Lincoln Capital LLC
|
Jan 16, 2025 Q4 2024 |
16,352
shares
|
$558,257
0.12% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
16,020
shares
|
$546,922
0.04% of portfolio
|
Q4 2024
Reduced 18.34%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Feb 13, 2025 Q4 2024 |
15,776
shares
|
$538,592
0.06% of portfolio
|
Q4 2024
Added 14.33%
|
|
|
Hanlon Investment Management, Inc.
|
Feb 13, 2025 Q4 2024 |
15,738
shares
|
$537,295
0.15% of portfolio
|
Q4 2024
Added 38.05%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
15,298
shares
|
$522,273
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Feb 11, 2025 Q4 2024 |
15,075
shares
|
$514,660
0.3% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
14,770
shares
|
$504,247
0.21% of portfolio
|
Q1 2025
Added 5.2%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
14,495
shares
|
$494,859
0.02% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
14,384
shares
|
$491,069
0.08% of portfolio
|
Q3 2024
Added 9.52%
|
|
|
John W. Brooker & Co., Cp As
|
Jan 27, 2025 Q4 2024 |
14,347
shares
|
$489,806
0.25% of portfolio
|
Q4 2024
Added 42.53%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
14,333
shares
|
$489,328
0.07% of portfolio
|
Q1 2025
Added 110.84%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 16, 2025 Q1 2025 |
14,269
shares
|
$487,143
0.12% of portfolio
|
Q1 2025
Added 80.6%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
14,142
shares
|
$482,807
0.13% of portfolio
|
Q4 2024
Added 36.47%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jan 28, 2025 Q4 2024 |
13,175
shares
|
$449,794
0.17% of portfolio
|
Q4 2024
Added 16.99%
|
|
|
Mc Namara Financial Services, Inc.
|
Apr 11, 2025 Q1 2025 |
13,120
shares
|
$447,916
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
12,849
shares
|
$438,664
0.08% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
12,435
shares
|
$424,530
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Signature Wealth Management Group
|
Apr 17, 2025 Q1 2025 |
12,226
shares
|
$417,395
0.18% of portfolio
|
Q1 2025
Added 5.77%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
11,988
shares
|
$409,270
0.15% of portfolio
|
Q1 2024
Added 468.96%
|