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 |
|---|---|---|---|---|---|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
163,088
shares
|
$6.99 Million
3.9% of portfolio
|
Q4 2022
New holding
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
162,187
shares
|
$6.95 Million
3.86% of portfolio
|
Q3 2025
Added 14.47%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
156,494
shares
|
$6.71 Million
2.49% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Nov 07, 2025 Q3 2025 |
154,625
shares
|
$6.63 Million
2.48% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
153,721
shares
|
$6.59 Million
0.03% of portfolio
|
Q3 2025
Added 4.6%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
151,841
shares
|
$6.51 Million
0.5% of portfolio
|
Q3 2025
Added 1443.57%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
151,397
shares
|
$6.49 Million
0.12% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
149,750
shares
|
$6.42 Million
0.3% of portfolio
|
Q3 2025
Added 126.45%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
145,604
shares
|
$6.24 Million
0.15% of portfolio
|
Q3 2025
Added 13.51%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
143,646
shares
|
$6.16 Million
0.08% of portfolio
|
Q3 2025
Added 66.54%
|
|
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
Jan 14, 2026 Q4 2025 |
143,049
shares
|
$6.13 Million
2.26% of portfolio
|
Q4 2025
Added 11.47%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
137,463
shares
|
$5.89 Million
0.21% of portfolio
|
Q3 2025
Reduced 20.05%
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
137,154
shares
|
$5.88 Million
0.52% of portfolio
|
Q4 2025
Added 25.1%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
136,815
shares
|
$5.87 Million
0.35% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Nov 07, 2025 Q3 2025 |
135,821
shares
|
$5.82 Million
0.86% of portfolio
|
Q3 2025
Added 23.42%
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Jan 09, 2026 Q4 2025 |
135,438
shares
|
$5.81 Million
1.82% of portfolio
|
Q4 2025
Reduced 0.48%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
134,394
shares
|
$5.76 Million
3.61% of portfolio
|
Q3 2025
New holding
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 12, 2026 Q4 2025 |
133,782
shares
|
$5.74 Million
3.97% of portfolio
|
Q4 2025
Added 3.89%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
133,150
shares
|
$5.71 Million
0.07% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Bill Few Associates, Inc.
|
Jan 12, 2026 Q4 2025 |
132,452
shares
|
$5.68 Million
1.65% of portfolio
|
Q4 2025
Added 3.79%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Oct 10, 2025 Q3 2025 |
132,177
shares
|
$5.67 Million
2.09% of portfolio
|
Q3 2025
New holding
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
131,411
shares
|
$5.63 Million
0.22% of portfolio
|
Q1 2025
Added 128.07%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
131,404
shares
|
$5.63 Million
0.07% of portfolio
|
Q3 2025
Added 505.02%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
131,404
shares
|
$5.63 Million
0.26% of portfolio
|
Q3 2025
Added 3.93%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
131,300
shares
|
$5.63 Million
0.01% of portfolio
|
Q3 2025
Reduced 42.41%
|
|