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 |
|---|---|---|---|---|---|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
9,801
shares
|
$420,266
0.05% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Ballew Advisors, Inc
|
Jan 14, 2026 Q4 2025 |
9,777
shares
|
$419,237
0.25% of portfolio
|
Q4 2025
New holding
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 19, 2025 Q3 2025 |
9,738
shares
|
$417,565
0.07% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
9,734
shares
|
$417,393
0.0% of portfolio
|
Q3 2025
Reduced 32.21%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Nov 14, 2025 Q3 2025 |
9,730
shares
|
$417,222
0.17% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
9,674
shares
|
$414,821
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
9,645
shares
|
$413,577
0.01% of portfolio
|
Q3 2025
Reduced 4.62%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
9,486
shares
|
$406,759
0.1% of portfolio
|
Q2 2024
Added 18.84%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Nov 07, 2025 Q3 2025 |
9,230
shares
|
$395,782
0.04% of portfolio
|
Q3 2025
Reduced 29.28%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
9,059
shares
|
$388,449
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Planning LLC
|
Oct 22, 2025 Q3 2025 |
9,057
shares
|
$388,364
0.12% of portfolio
|
Q2 2025
Reduced 77.71%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 13, 2025 Q3 2025 |
9,050
shares
|
$388,064
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
9,002
shares
|
$386,005
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
8,931
shares
|
$382,961
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Tru Independence LLC
|
Oct 23, 2025 Q3 2025 |
8,838
shares
|
$378,973
0.1% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
8,830
shares
|
$378,630
0.01% of portfolio
|
Q3 2025
Added 12.04%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
8,830
shares
|
$378,630
0.06% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
8,710
shares
|
$373,484
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
8,624
shares
|
$369,797
0.01% of portfolio
|
Q3 2025
Added 14.68%
|
|
|
True Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
8,432
shares
|
$361,564
0.12% of portfolio
|
Q4 2025
New holding
|
|
|
Hfg Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
8,340
shares
|
$357,619
0.27% of portfolio
|
Q1 2024
New holding
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Nov 14, 2025 Q3 2025 |
8,254
shares
|
$353,931
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
8,250
shares
|
$353,760
0.04% of portfolio
|
Q2 2025
Added 9.16%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 14, 2025 Q3 2025 |
8,232
shares
|
$352,988
0.08% of portfolio
|
Q3 2025
Reduced 8.54%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jan 16, 2026 Q4 2025 |
8,198
shares
|
$351,530
0.06% of portfolio
|
Q4 2025
Reduced 2.82%
|
|