Purchases and Sales Made in Q4 2025 in Capital Group Divid Value ETF (CGDV)
This table provides information about the institutional ownership of Capital Group Divid Value ETF (CGDV) during Q4 2025. The information is specifically focused on institutions that hold shares of CAPITAL GROUP DIVID VALUE ETF .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
BUY
|
- |
954K+ 11.52% |
$39.4M - $41.5M
|
9.23M
$396M
|
|
|
Jan 07, 2026
Q4 2025
|
Iam Advisory, LLC
|
BUY
|
- |
944K+ 195.25% |
$39M - $41M
|
1.43M
$61.2M
|
|
|
Jan 28, 2026
Q4 2025
|
Wealth Science Advisors LLC
Alpharetta, GA |
BUY
|
- |
647KNew |
$26.7M - $28.1M
|
647K
$27.7M
|
|
|
Jan 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
624K+ 12360.2% |
$25.8M - $27.1M
|
629K
$27M
|
|
|
Jan 08, 2026
Q4 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
545KNew |
$22.5M - $23.7M
|
545K
$23.4M
|
|
|
Jan 28, 2026
Q4 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
363K+ 6.69% |
$15M - $15.8M
|
5.79M
$248M
|
|
|
Jan 27, 2026
Q4 2025
|
Michael Brady & Co., LLC
Westlake, OH |
BUY
|
- |
342KNew |
$14.1M - $14.8M
|
342K
$14.6M
|
|
|
Jan 29, 2026
Q4 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
331K+ 47.66% |
$13.7M - $14.4M
|
1.03M
$44M
|
|
|
Jan 07, 2026
Q4 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
320KNew |
$13.2M - $13.9M
|
320K
$13.7M
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
232K+ 2.36% |
$9.57M - $10.1M
|
10.1M
$431M
|
|
|
Jan 20, 2026
Q4 2025
|
Stewardship Concepts Financial Services LLC
Spokane, WA |
BUY
|
- |
205KNew |
$8.47M - $8.91M
|
205K
$8.79M
|
|
|
Jan 12, 2026
Q4 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
199K+ 65.86% |
$8.23M - $8.66M
|
502K
$21.5M
|
|
|
Jan 21, 2026
Q4 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
188K+ 58.89% |
$7.78M - $8.19M
|
508K
$21.8M
|
|
|
Jan 27, 2026
Q4 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
164K+ 9.74% |
$6.8M - $7.15M
|
1.85M
$79.5M
|
|
|
Jan 23, 2026
Q4 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
162K+ 34.18% |
$6.68M - $7.02M
|
634K
$27.2M
|
|
|
Jan 20, 2026
Q4 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
122KNew |
$5.03M - $5.29M
|
122K
$5.22M
|
|
|
Jan 23, 2026
Q4 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
118K+ 12.48% |
$4.87M - $5.12M
|
1.06M
$45.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
116K+ 47.01% |
$4.79M - $5.04M
|
363K
$15.6M
|
|
|
Jan 23, 2026
Q4 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
114K+ 52.56% |
$4.73M - $4.97M
|
332K
$14.2M
|
|
|
Jan 29, 2026
Q4 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
99.8K+ 15.63% |
$4.12M - $4.34M
|
738K
$31.6M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
92.2K+ 8.06% |
$3.81M - $4.01M
|
1.24M
$53M
|
|
|
Jan 15, 2026
Q4 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
90.1K+ 43.93% |
$3.72M - $3.92M
|
295K
$12.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
85.7K+ 4.94% |
$3.54M - $3.72M
|
1.82M
$78M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
81.3K+ 49.34% |
$3.36M - $3.53M
|
246K
$10.5M
|
|
|
Jan 28, 2026
Q4 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
78.6KNew |
$3.25M - $3.41M
|
78.6K
$3.37M
|
|
|
Jan 28, 2026
Q4 2025
|
Aps Management Group, Inc.
Torrance, CA |
BUY
|
- |
75KNew |
$3.1M - $3.26M
|
75K
$3.22M
|
|
|
Jan 26, 2026
Q4 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
68.7K+ 1232.93% |
$2.84M - $2.98M
|
74.2K
$3.18M
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
64.9K+ 61.97% |
$2.68M - $2.82M
|
170K
$7.28M
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
64.7K+ 3.83% |
$2.67M - $2.81M
|
1.75M
$75.2M
|
|
|
Jan 23, 2026
Q4 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
63K+ 18.46% |
$2.6M - $2.74M
|
404K
$17.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
62.9K+ 3.13% |
$2.6M - $2.73M
|
2.07M
$88.8M
|
|
|
Jan 06, 2026
Q4 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
61.4K+ 48.5% |
$2.54M - $2.67M
|
188K
$8.07M
|
|
|
Jan 26, 2026
Q4 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
61.1KNew |
$2.52M - $2.66M
|
61.1K
$2.62M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
56.6K+ 8.03% |
$2.34M - $2.46M
|
762K
$32.7M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
49.6KNew |
$2.05M - $2.15M
|
49.6K
$2.13M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
48.7K+ 8.7% |
$2.01M - $2.12M
|
608K
$26.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
47.6K+ 192.02% |
$1.97M - $2.07M
|
72.4K
$3.11M
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
47.1K+ 80.73% |
$1.95M - $2.05M
|
105K
$4.52M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
46K+ 113.24% |
$1.9M - $2M
|
86.6K
$3.71M
|
|
|
Jan 27, 2026
Q4 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
46KNew |
$1.9M - $2M
|
46K
$1.97M
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
BUY
|
- |
45.8K+ 54.24% |
$1.89M - $1.99M
|
130K
$5.59M
|
|
|
Jan 16, 2026
Q4 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
45.1K+ 21.98% |
$1.86M - $1.96M
|
250K
$10.7M
|
|
|
Jan 20, 2026
Q4 2025
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
42K+ 16.64% |
$1.73M - $1.82M
|
294K
$12.6M
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
40.5K+ 20.45% |
$1.67M - $1.76M
|
238K
$10.2M
|
|
|
Jan 21, 2026
Q4 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
40.1K+ 149.2% |
$1.66M - $1.74M
|
66.9K
$2.87M
|
|
|
Jan 14, 2026
Q4 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
39.7K+ 63.11% |
$1.64M - $1.72M
|
103K
$4.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
38.3KNew |
$1.58M - $1.67M
|
38.3K
$1.64M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
38.1K+ 4.92% |
$1.58M - $1.66M
|
813K
$34.9M
|
|
|
Jan 23, 2026
Q4 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
36.6K+ 70.26% |
$1.51M - $1.59M
|
88.7K
$3.8M
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
35.5K+ 602.73% |
$1.47M - $1.54M
|
41.4K
$1.77M
|
|