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 |
|---|---|---|---|---|---|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
5,150
shares
|
$220,832
0.05% of portfolio
|
Q2 2025
Added 101.96%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
5,146
shares
|
$220,660
0.01% of portfolio
|
Q3 2025
Reduced 3.83%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
5,050
shares
|
$216,544
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Gimbal Financial
Carmel, IN |
Nov 04, 2025 Q3 2025 |
5,018
shares
|
$215,171
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 05, 2025 Q3 2025 |
5,007
shares
|
$214,700
0.07% of portfolio
|
Q3 2025
Reduced 17.08%
|
|
|
Waller Financial Planning Group, Inc
|
Jan 13, 2026 Q4 2025 |
5,000
shares
|
$214,400
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
4,973
shares
|
$213,242
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
4,942
shares
|
$211,912
0.03% of portfolio
|
Q3 2025
Reduced 5.31%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
4,924
shares
|
$211,141
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
4,845
shares
|
$207,753
0.0% of portfolio
|
Q3 2025
Reduced 15.5%
|
|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
Oct 02, 2025 Q3 2025 |
4,790
shares
|
$205,395
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
4,773
shares
|
$204,666
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
4,734
shares
|
$202,993
0.0% of portfolio
|
Q1 2024
Reduced 7.01%
|
|
|
Worth Asset Management, LLC
|
Jan 14, 2026 Q4 2025 |
4,694
shares
|
$201,278
0.09% of portfolio
|
Q4 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
4,094
shares
|
$175,550
0.37% of portfolio
|
Q3 2025
Reduced 93.56%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
3,786
shares
|
$162,343
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
3,717
shares
|
$159,384
0.0% of portfolio
|
Q3 2025
Reduced 19.86%
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
3,714
shares
|
$159,256
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
3,650
shares
|
$156,512
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
3,473
shares
|
$148,922
0.09% of portfolio
|
Q3 2025
Added 43.57%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
3,454
shares
|
$148,107
0.0% of portfolio
|
Q2 2025
Reduced 25.32%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,000
shares
|
$128,640
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
2,790
shares
|
$119,635
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
2,786
shares
|
$119,463
0.03% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
2,571
shares
|
$110,244
0.01% of portfolio
|
Q2 2025
New holding
|
|