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 |
|---|---|---|---|---|---|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2025 Q3 2025 |
34,542
shares
|
$1.48 Million
0.57% of portfolio
|
Q3 2025
Added 5.67%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Oct 21, 2025 Q3 2025 |
34,465
shares
|
$1.48 Million
1.11% of portfolio
|
Q3 2025
Added 8.36%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jan 13, 2026 Q4 2025 |
34,034
shares
|
$1.46 Million
0.52% of portfolio
|
Q4 2025
Added 5.12%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 29, 2025 Q3 2025 |
34,029
shares
|
$1.46 Million
0.37% of portfolio
|
Q3 2025
New holding
|
|
|
Widmann Financial Services, Inc.
|
Nov 14, 2025 Q3 2025 |
33,929
shares
|
$1.45 Million
0.91% of portfolio
|
Q3 2025
Added 173.11%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
33,490
shares
|
$1.44 Million
0.17% of portfolio
|
Q3 2025
Added 26.41%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Oct 23, 2025 Q3 2025 |
33,006
shares
|
$1.42 Million
0.32% of portfolio
|
Q3 2025
Added 29.62%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Oct 23, 2025 Q3 2025 |
32,820
shares
|
$1.41 Million
0.59% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Oct 21, 2025 Q3 2025 |
32,644
shares
|
$1.4 Million
1.12% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Dmkc Advisory Services, LLC
Des Moines, IA |
Oct 21, 2025 Q3 2025 |
32,574
shares
|
$1.4 Million
0.69% of portfolio
|
Q3 2025
Added 7.85%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
32,044
shares
|
$1.37 Million
0.24% of portfolio
|
Q3 2025
Added 29.15%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
31,880
shares
|
$1.37 Million
0.09% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
31,760
shares
|
$1.36 Million
0.23% of portfolio
|
Q3 2025
Added 27.44%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 20, 2026 Q4 2025 |
31,391
shares
|
$1.35 Million
0.06% of portfolio
|
Q4 2025
Added 1.9%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 14, 2026 Q4 2025 |
31,335
shares
|
$1.34 Million
0.27% of portfolio
|
Q4 2025
Added 19.62%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 20, 2026 Q4 2025 |
31,295
shares
|
$1.34 Million
0.05% of portfolio
|
Q4 2025
Reduced 33.91%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
31,163
shares
|
$1.34 Million
0.12% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
30,338
shares
|
$1.3 Million
0.01% of portfolio
|
Q3 2025
Added 153.22%
|
|
|
44 Wealth Management LLC
|
Nov 14, 2025 Q3 2025 |
30,220
shares
|
$1.3 Million
0.44% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
30,105
shares
|
$1.29 Million
0.1% of portfolio
|
Q3 2025
Added 5.62%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 20, 2026 Q4 2025 |
29,939
shares
|
$1.28 Million
0.49% of portfolio
|
Q4 2025
Added 631.29%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
29,027
shares
|
$1.24 Million
0.87% of portfolio
|
Q2 2025
Added 59.62%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
28,443
shares
|
$1.22 Million
0.2% of portfolio
|
Q3 2025
Added 129.56%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
28,370
shares
|
$1.22 Million
0.28% of portfolio
|
Q3 2025
Reduced 2.5%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
28,321
shares
|
$1.21 Million
0.09% of portfolio
|
Q2 2025
Added 12.57%
|
|