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 |
|---|---|---|---|---|---|
|
Financial Advocates Investment Management
Olympia, WA |
Nov 06, 2025 Q3 2025 |
20,045
shares
|
$859,529
0.51% of portfolio
|
Q3 2025
Reduced 92.76%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
20,021
shares
|
$858,500
0.15% of portfolio
|
Q3 2025
Reduced 58.39%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
19,940
shares
|
$855,027
0.65% of portfolio
|
Q4 2024
Added 12.29%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
19,906
shares
|
$853,569
0.18% of portfolio
|
Q4 2025
Added 34.58%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
19,742
shares
|
$846,536
0.22% of portfolio
|
Q3 2025
Added 58.54%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 13, 2026 Q4 2025 |
19,610
shares
|
$840,876
0.13% of portfolio
|
Q4 2025
Added 4.28%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
19,520
shares
|
$837,017
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Oct 16, 2025 Q3 2025 |
18,870
shares
|
$809,145
0.34% of portfolio
|
Q3 2025
Added 41.56%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
18,147
shares
|
$778,143
0.0% of portfolio
|
Q2 2024
Reduced 6.2%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Nov 05, 2025 Q3 2025 |
18,016
shares
|
$772,526
1.28% of portfolio
|
Q3 2025
Reduced 5.98%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 03, 2025 Q3 2025 |
17,859
shares
|
$765,793
0.34% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
Jan 07, 2026 Q4 2025 |
17,835
shares
|
$764,764
0.76% of portfolio
|
Q4 2025
New holding
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
16,814
shares
|
$720,984
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Norden Group LLC
Provo, UT |
Jan 13, 2026 Q4 2025 |
16,555
shares
|
$709,878
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
16,456
shares
|
$705,633
0.12% of portfolio
|
Q3 2025
Added 78.95%
|
|
|
Lincoln Capital LLC
|
Jan 08, 2026 Q4 2025 |
16,385
shares
|
$702,588
0.13% of portfolio
|
Q4 2025
Reduced 1.53%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
16,371
shares
|
$701,988
0.07% of portfolio
|
Q3 2025
Added 15.9%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
16,274
shares
|
$697,829
0.02% of portfolio
|
Q3 2025
Added 216.68%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
16,244
shares
|
$696,542
0.24% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
16,119
shares
|
$691,182
0.19% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 20, 2025 Q3 2025 |
16,033
shares
|
$687,495
0.25% of portfolio
|
Q3 2025
Added 47.09%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
15,972
shares
|
$684,879
0.01% of portfolio
|
Q4 2025
Added 1220.0%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
15,910
shares
|
$682,220
0.08% of portfolio
|
Q3 2025
Added 11.42%
|
|
|
Investment Advisory Group, LLC
|
Nov 03, 2025 Q3 2025 |
15,828
shares
|
$678,704
0.19% of portfolio
|
Q3 2025
Added 78.46%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 26, 2025 Q3 2025 |
15,760
shares
|
$675,788
0.35% of portfolio
|
Q3 2025
Added 50.81%
|
|