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 |
|---|---|---|---|---|---|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
144,719
shares
|
$4.94 Million
0.31% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
144,526
shares
|
$4.93 Million
0.03% of portfolio
|
Q4 2024
Added 7.53%
|
|
|
Trinity Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
143,335
shares
|
$4.89 Million
2.33% of portfolio
|
Q1 2025
Added 3.22%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
142,555
shares
|
$4.87 Million
2.23% of portfolio
|
Q4 2024
Added 11.77%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
141,749
shares
|
$4.84 Million
1.52% of portfolio
|
Q4 2024
Added 9.17%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
140,359
shares
|
$4.79 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
137,131
shares
|
$4.68 Million
0.01% of portfolio
|
Q4 2024
Added 12.45%
|
|
|
Clg LLC
Long Beach, CA |
Apr 11, 2025 Q4 2024 |
129,834
shares
|
$4.43 Million
1.63% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
129,584
shares
|
$4.42 Million
0.31% of portfolio
|
Q1 2025
Added 20.43%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
129,125
shares
|
$4.41 Million
1.96% of portfolio
|
Q4 2024
New holding
|
|
|
Kwb Wealth
Redlands, CA |
Apr 10, 2025 Q1 2025 |
126,424
shares
|
$4.32 Million
0.57% of portfolio
|
Q1 2025
Added 386.81%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
125,232
shares
|
$4.28 Million
0.41% of portfolio
|
Q4 2024
Added 13.67%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
121,622
shares
|
$4.15 Million
0.01% of portfolio
|
Q4 2024
Added 163.14%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2025 Q4 2024 |
119,059
shares
|
$4.06 Million
2.65% of portfolio
|
Q4 2024
Added 604.78%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 30, 2025 Q4 2024 |
116,407
shares
|
$3.97 Million
2.06% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
114,735
shares
|
$3.92 Million
4.04% of portfolio
|
Q1 2025
Added 6.49%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Feb 19, 2025 Q4 2024 |
113,963
shares
|
$3.89 Million
2.26% of portfolio
|
Q4 2024
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
113,432
shares
|
$3.87 Million
0.42% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
Novem Group
Rochester, NY |
Feb 14, 2025 Q4 2024 |
111,831
shares
|
$3.82 Million
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
111,204
shares
|
$3.8 Million
0.4% of portfolio
|
Q1 2025
Added 28.19%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
110,299
shares
|
$3.77 Million
0.11% of portfolio
|
Q4 2024
Added 28.98%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
108,400
shares
|
$3.7 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Jan 17, 2025 Q4 2024 |
108,194
shares
|
$3.69 Million
2.69% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
103,024
shares
|
$3.52 Million
0.45% of portfolio
|
Q4 2024
Added 10.72%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
100,594
shares
|
$3.43 Million
0.11% of portfolio
|
Q4 2024
Added 0.46%
|