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 618 institutions that hold shares in the stock, with a total of 420 Million shares, which have been reported (via 13F filing form) to have a value of $18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
637,302
shares
|
$27.3 Million
0.67% of portfolio
|
Q3 2025
Added 13.97%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
635,453
shares
|
$27.2 Million
1.94% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Royal Harbor Partners, LLC
|
Oct 22, 2025 Q3 2025 |
631,362
shares
|
$27.1 Million
12.08% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
620,338
shares
|
$26.6 Million
0.23% of portfolio
|
Q3 2025
Reduced 17.28%
|
|
|
Financial Services Advisory Inc
|
Nov 04, 2025 Q3 2025 |
615,537
shares
|
$26.4 Million
10.13% of portfolio
|
Q3 2025
Added 3.8%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
606,756
shares
|
$26 Million
0.5% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Oct 20, 2025 Q3 2025 |
578,808
shares
|
$24.8 Million
11.33% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
578,274
shares
|
$24.8 Million
0.63% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
559,300
shares
|
$24 Million
1.93% of portfolio
|
Q3 2025
Added 14.25%
|
|
|
Capital Advantage, Inc.
|
Oct 22, 2025 Q3 2025 |
527,271
shares
|
$22.6 Million
3.69% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
525,631
shares
|
$22.5 Million
0.3% of portfolio
|
Q2 2024
Added 33.74%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
521,015
shares
|
$22.3 Million
0.06% of portfolio
|
Q3 2025
Added 8.07%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
517,355
shares
|
$22.2 Million
0.46% of portfolio
|
Q3 2025
Reduced 61.12%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 14, 2025 Q3 2025 |
516,194
shares
|
$22.1 Million
6.08% of portfolio
|
Q3 2025
Added 91.81%
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Oct 20, 2025 Q3 2025 |
515,911
shares
|
$22.1 Million
13.3% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
493,264
shares
|
$21.2 Million
0.04% of portfolio
|
Q3 2025
Added 298.37%
|
|
|
Iam Advisory, LLC
|
Oct 20, 2025 Q3 2025 |
483,264
shares
|
$20.7 Million
4.76% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
477,301
shares
|
$20.5 Million
15.69% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Nov 12, 2025 Q3 2025 |
476,407
shares
|
$20.4 Million
1.0% of portfolio
|
Q3 2025
Added 7.3%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Oct 14, 2025 Q3 2025 |
472,660
shares
|
$20.3 Million
3.12% of portfolio
|
Q3 2025
Added 29.38%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
468,316
shares
|
$20.1 Million
0.44% of portfolio
|
Q3 2025
Added 17.06%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Nov 13, 2025 Q3 2025 |
459,325
shares
|
$19.7 Million
5.7% of portfolio
|
Q3 2025
Added 2.59%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
449,747
shares
|
$19.3 Million
2.32% of portfolio
|
Q3 2025
Added 27.83%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
447,603
shares
|
$19.2 Million
0.52% of portfolio
|
Q3 2025
Added 7.79%
|
|
|
Act Advisors, Llc.
|
Oct 09, 2025 Q3 2025 |
445,569
shares
|
$19.1 Million
7.78% of portfolio
|
Q3 2025
New holding
|
|