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 |
|---|---|---|---|---|---|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Oct 09, 2025 Q3 2025 |
15,547
shares
|
$666,655
0.34% of portfolio
|
Q3 2025
Added 33.8%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Nov 07, 2025 Q3 2025 |
15,490
shares
|
$664,211
0.18% of portfolio
|
Q3 2025
Added 24.57%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
15,408
shares
|
$660,695
0.06% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
15,211
shares
|
$652,247
0.02% of portfolio
|
Q3 2025
Added 5.87%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
14,823
shares
|
$635,610
0.22% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Blueprint Financial Advisors LLC
Greensboto, NC |
Nov 12, 2025 Q3 2025 |
14,756
shares
|
$632,737
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
14,756
shares
|
$632,737
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
14,675
shares
|
$629,264
0.01% of portfolio
|
Q3 2025
Added 55.9%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
14,669
shares
|
$629,006
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Hanlon Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
14,548
shares
|
$623,818
0.4% of portfolio
|
Q3 2025
Reduced 17.18%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
14,447
shares
|
$619,487
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 21, 2025 Q3 2025 |
14,070
shares
|
$603,321
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
13,623
shares
|
$584,154
0.17% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
13,427
shares
|
$575,749
0.02% of portfolio
|
Q3 2025
Reduced 18.06%
|
|
|
Clarus Group, Inc.
|
Jan 16, 2026 Q4 2025 |
13,320
shares
|
$571,161
0.22% of portfolio
|
Q4 2025
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
13,185
shares
|
$565,372
0.05% of portfolio
|
Q3 2025
Added 9.07%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
13,083
shares
|
$560,999
0.06% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
13,069
shares
|
$560,398
0.05% of portfolio
|
Q3 2025
Added 19.57%
|
|
|
Signature Wealth Management Group
|
Jan 15, 2026 Q4 2025 |
12,974
shares
|
$556,325
0.24% of portfolio
|
Q4 2025
Reduced 0.35%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Nov 07, 2025 Q3 2025 |
12,613
shares
|
$540,845
0.3% of portfolio
|
Q3 2025
Added 4.0%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
12,539
shares
|
$537,672
0.06% of portfolio
|
Q3 2025
Added 6.05%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
12,477
shares
|
$535,013
0.07% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
12,458
shares
|
$534,199
0.0% of portfolio
|
Q3 2025
Added 137.39%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
12,435
shares
|
$533,212
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Oct 23, 2025 Q3 2025 |
12,279
shares
|
$526,523
0.53% of portfolio
|
Q3 2025
Reduced 29.97%
|
|