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 |
|---|---|---|---|---|---|
|
Tempus Wealth Planning, LLC
|
Jan 16, 2026 Q4 2025 |
251,817
shares
|
$10.8 Million
2.8% of portfolio
|
Q4 2025
Reduced 0.15%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Jan 16, 2026 Q4 2025 |
250,179
shares
|
$10.7 Million
5.04% of portfolio
|
Q4 2025
Added 21.98%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 12, 2025 Q3 2025 |
248,712
shares
|
$10.7 Million
2.02% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Advisory Solutions, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
248,712
shares
|
$10.7 Million
1.67% of portfolio
|
Q3 2025
New holding
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
248,657
shares
|
$10.7 Million
1.55% of portfolio
|
Q3 2025
Reduced 8.95%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
247,672
shares
|
$10.6 Million
7.04% of portfolio
|
Q3 2025
Added 11.29%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
241,911
shares
|
$10.4 Million
0.61% of portfolio
|
Q3 2025
Added 10.22%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
240,572
shares
|
$10.3 Million
0.17% of portfolio
|
Q3 2025
Reduced 11.69%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
240,035
shares
|
$10.3 Million
0.2% of portfolio
|
Q3 2025
Added 4.43%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
239,488
shares
|
$10.3 Million
0.33% of portfolio
|
Q3 2025
Added 20.08%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 13, 2026 Q4 2025 |
238,391
shares
|
$10.2 Million
2.56% of portfolio
|
Q4 2025
Added 20.45%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
237,999
shares
|
$10.2 Million
0.86% of portfolio
|
Q4 2025
Added 0.99%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
236,655
shares
|
$10.1 Million
0.64% of portfolio
|
Q3 2025
Added 6.02%
|
|
|
Better Wealth, LLC
|
Jan 15, 2026 Q4 2025 |
235,393
shares
|
$10.1 Million
2.58% of portfolio
|
Q4 2025
Added 5.46%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
232,617
shares
|
$9.97 Million
0.22% of portfolio
|
Q3 2025
Added 6.58%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
231,738
shares
|
$9.94 Million
1.16% of portfolio
|
Q3 2025
Added 302.9%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2026 Q4 2025 |
230,690
shares
|
$9.89 Million
5.12% of portfolio
|
Q4 2025
Added 1.93%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
226,849
shares
|
$9.73 Million
0.23% of portfolio
|
Q3 2025
Added 16.4%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
226,336
shares
|
$9.71 Million
0.29% of portfolio
|
Q3 2025
Reduced 5.75%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
221,492
shares
|
$9.5 Million
0.68% of portfolio
|
Q3 2025
Added 5.77%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Nov 13, 2025 Q3 2025 |
218,787
shares
|
$9.38 Million
4.1% of portfolio
|
Q3 2025
Reduced 13.97%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Oct 14, 2025 Q3 2025 |
217,532
shares
|
$9.33 Million
2.81% of portfolio
|
Q3 2025
Added 150.05%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 08, 2026 Q4 2025 |
217,395
shares
|
$9.32 Million
2.59% of portfolio
|
Q4 2025
Added 1.51%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
211,709
shares
|
$9.08 Million
0.5% of portfolio
|
Q3 2025
Added 40.51%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Oct 23, 2025 Q3 2025 |
207,757
shares
|
$8.91 Million
4.12% of portfolio
|
Q3 2025
Added 6.23%
|
|