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 |
|---|---|---|---|---|---|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
73,288
shares
|
$2.5 Million
0.02% of portfolio
|
Q4 2024
Added 11.42%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
71,832
shares
|
$2.45 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Feb 11, 2025 Q4 2024 |
71,634
shares
|
$2.45 Million
0.69% of portfolio
|
Q4 2024
Added 8.49%
|
|
|
A&I Financial Services, LLC
Lone Tree, CO |
Feb 05, 2025 Q4 2024 |
71,272
shares
|
$2.43 Million
2.45% of portfolio
|
Q4 2024
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
69,885
shares
|
$2.39 Million
0.94% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Kmg Fiduciary Partners, LLC
|
Apr 14, 2025 Q1 2025 |
69,600
shares
|
$2.38 Million
0.21% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
68,782
shares
|
$2.35 Million
0.67% of portfolio
|
Q4 2024
Added 7.32%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
68,428
shares
|
$2.34 Million
0.43% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
65,996
shares
|
$2.25 Million
0.05% of portfolio
|
Q4 2024
Reduced 88.93%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
64,094
shares
|
$2.19 Million
0.0% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Carson Advisory Inc.
|
Feb 13, 2025 Q4 2024 |
63,623
shares
|
$2.17 Million
1.66% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
63,168
shares
|
$2.16 Million
1.15% of portfolio
|
Q4 2024
Added 5.98%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Feb 13, 2025 Q4 2024 |
61,814
shares
|
$2.11 Million
1.89% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
61,482
shares
|
$2.1 Million
0.19% of portfolio
|
Q1 2025
Added 105903.45%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Jan 30, 2025 Q4 2024 |
60,825
shares
|
$2.08 Million
1.82% of portfolio
|
Q4 2024
Added 8.68%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Feb 13, 2025 Q4 2024 |
59,945
shares
|
$2.05 Million
2.07% of portfolio
|
Q4 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
59,877
shares
|
$2.04 Million
0.05% of portfolio
|
Q4 2024
Added 37.9%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
58,112
shares
|
$1.98 Million
0.3% of portfolio
|
Q1 2025
Added 21.32%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
58,052
shares
|
$1.98 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
57,978
shares
|
$1.98 Million
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
57,619
shares
|
$1.97 Million
0.09% of portfolio
|
Q3 2024
Added 20.6%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
57,437
shares
|
$1.96 Million
0.23% of portfolio
|
Q4 2024
Added 150.52%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
57,363
shares
|
$1.96 Million
0.21% of portfolio
|
Q4 2024
Added 66.5%
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Jan 22, 2025 Q4 2024 |
57,126
shares
|
$1.95 Million
1.57% of portfolio
|
Q4 2024
Reduced 84.09%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
57,098
shares
|
$1.95 Million
0.29% of portfolio
|
Q4 2024
Reduced 39.86%
|