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 |
|---|---|---|---|---|---|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
27,079
shares
|
$1.16 Million
0.02% of portfolio
|
Q3 2025
Reduced 9.48%
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 04, 2025 Q3 2025 |
26,848
shares
|
$1.15 Million
0.27% of portfolio
|
Q3 2025
Added 409.55%
|
|
|
Mann Financial Group, Inc.
Detroit Lakes, MN |
Nov 12, 2025 Q3 2025 |
26,795
shares
|
$1.15 Million
1.11% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
26,400
shares
|
$1.13 Million
0.06% of portfolio
|
Q3 2025
Added 18.74%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
26,386
shares
|
$1.13 Million
0.38% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
25,636
shares
|
$1.1 Million
0.04% of portfolio
|
Q3 2025
Added 62.04%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 04, 2025 Q3 2025 |
25,422
shares
|
$1.09 Million
0.31% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
24,501
shares
|
$1.05 Million
0.07% of portfolio
|
Q3 2025
Added 7.68%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Oct 22, 2025 Q3 2025 |
24,464
shares
|
$1.05 Million
0.34% of portfolio
|
Q3 2025
Added 18.44%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 12, 2026 Q4 2025 |
24,457
shares
|
$1.05 Million
0.1% of portfolio
|
Q4 2025
Added 0.76%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Nov 13, 2025 Q3 2025 |
23,502
shares
|
$1.01 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
23,004
shares
|
$986,411
0.02% of portfolio
|
Q1 2022
Reduced 99.67%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
22,407
shares
|
$960,812
0.0% of portfolio
|
Q3 2025
Added 39.35%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
22,349
shares
|
$958,325
0.03% of portfolio
|
Q4 2024
Reduced 5.72%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
21,895
shares
|
$938,857
0.1% of portfolio
|
Q4 2025
Added 2.16%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
21,745
shares
|
$932,425
0.33% of portfolio
|
Q4 2025
Added 15.97%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Nov 03, 2025 Q3 2025 |
21,650
shares
|
$928,352
0.75% of portfolio
|
Q4 2023
New holding
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
21,607
shares
|
$926,508
0.24% of portfolio
|
Q3 2025
Added 5.23%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jan 13, 2026 Q4 2025 |
21,567
shares
|
$924,792
0.31% of portfolio
|
Q4 2025
Added 33.53%
|
|
|
Banque Pictet & Cie Sa
|
Jan 16, 2026 Q4 2025 |
21,469
shares
|
$920,590
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Cap Wealth Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
21,157
shares
|
$907,212
0.08% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
20,927
shares
|
$897,349
0.14% of portfolio
|
Q3 2025
Added 36.07%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Nov 10, 2025 Q3 2025 |
20,865
shares
|
$894,691
0.66% of portfolio
|
Q3 2025
Reduced 7.3%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
20,800
shares
|
$891,904
0.04% of portfolio
|
Q3 2025
Added 2.92%
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Jan 12, 2026 Q4 2025 |
20,758
shares
|
$890,103
0.74% of portfolio
|
Q4 2025
Added 12.36%
|
|