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 482 institutions that hold shares in the stock, with a total of 278 Million shares, which have been reported (via 13F filing form) to have a value of $9.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
218,214
shares
|
$7.45 Million
0.69% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
215,258
shares
|
$7.35 Million
0.47% of portfolio
|
Q4 2024
Reduced 7.91%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
211,576
shares
|
$7.22 Million
0.21% of portfolio
|
Q1 2025
Added 607.47%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
208,861
shares
|
$7.13 Million
0.19% of portfolio
|
Q4 2024
Added 6.86%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
207,417
shares
|
$7.08 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
206,624
shares
|
$7.05 Million
0.43% of portfolio
|
Q4 2024
Reduced 3.34%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
206,095
shares
|
$7.04 Million
0.58% of portfolio
|
Q1 2025
Added 21.34%
|
|
|
Greenbush Financial Group, LLC
Albany, NY |
Apr 18, 2025 Q1 2025 |
203,220
shares
|
$6.94 Million
3.6% of portfolio
|
Q1 2025
Added 15.64%
|
|
|
Iam Advisory, LLC
|
Apr 11, 2025 Q1 2025 |
199,237
shares
|
$6.8 Million
1.85% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
199,038
shares
|
$6.8 Million
0.07% of portfolio
|
Q4 2024
Added 17.52%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
196,053
shares
|
$6.69 Million
1.41% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Feb 10, 2025 Q4 2024 |
195,142
shares
|
$6.66 Million
6.37% of portfolio
|
Q4 2024
New holding
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
193,017
shares
|
$6.59 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
185,859
shares
|
$6.35 Million
0.22% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
Better Wealth, LLC
|
Jan 22, 2025 Q4 2024 |
183,350
shares
|
$6.26 Million
1.81% of portfolio
|
Q4 2024
New holding
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
177,542
shares
|
$6.06 Million
2.11% of portfolio
|
Q4 2024
Added 225.96%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
172,253
shares
|
$5.88 Million
0.2% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
168,542
shares
|
$5.75 Million
1.39% of portfolio
|
Q4 2024
Added 22.58%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Jan 28, 2025 Q4 2024 |
165,155
shares
|
$5.64 Million
4.02% of portfolio
|
Q4 2024
Added 15.97%
|
|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
163,088
shares
|
$5.57 Million
3.9% of portfolio
|
Q4 2022
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
158,458
shares
|
$5.41 Million
0.79% of portfolio
|
Q4 2024
New holding
|
|
|
Code Waechter LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
151,948
shares
|
$5.19 Million
4.69% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
151,397
shares
|
$5.17 Million
0.12% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
147,350
shares
|
$5.03 Million
3.02% of portfolio
|
Q4 2024
Added 9.43%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
146,495
shares
|
$5 Million
0.2% of portfolio
|
Q4 2024
Reduced 50.51%
|