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Capital Group Dividend Value ETF (CGDV) Institutional Ownership

Capital Group Dividend Value ETF logo
$35.82 +0.29 (+0.82%)
As of 01/17/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Capital Group Dividend Value ETF (NYSEARCA:CGDV)

Number of
Institutional Buyers
(last 12 months)
313
Total
Institutional Inflows
(last 12 months)
$2.24B
Number of
Institutional Sellers
(last 12 months)
63
Total
Institutional Outflows
(last 12 months)
$164.01M
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CGDV Institutional Buying and Selling by Quarter

Capital Group Dividend Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025Smallwood Wealth Investment Management LLC108,194$3.82M2.6%-0.8%0.047%
1/17/2025Secure Asset Management LLC57,811$2.04M0.3%N/A0.025%
1/17/2025Endeavor Private Wealth Inc.55,733$1.97M1.9%N/A0.024%
1/17/2025Bill Few Associates Inc.96,035$3.39M1.2%+6.9%0.042%
1/17/2025Mutual Advisors LLC86,177$3.06M0.1%-30.9%0.038%
1/17/2025Olistico Wealth LLC147,350$5.20M3.0%+9.4%0.065%
1/17/2025Janney Montgomery Scott LLC1,832,297$64.61M0.2%+10.9%0.804%
1/17/2025Westside Investment Management Inc.3,900$138K0.0%+1,595.7%0.002%
1/17/2025Magnus Financial Group LLC86,750$3.06M0.3%+12.7%0.038%
1/17/2025Commons Capital LLC30,614$1.08M1.0%N/A0.013%
1/17/2025Transform Wealth LLC96,141$3.39M0.2%+77.2%0.042%
1/16/2025Koshinski Asset Management Inc.137,131$4.84M0.0%+12.5%0.060%
1/16/2025Harbor Investment Advisory LLC17,800$628K0.1%+21.9%0.008%
1/16/2025SFG Wealth Management LLC.7,833$276K0.1%N/A0.003%
1/16/2025M.E. Allison & CO. Inc.107,745$3.80M4.2%N/A0.047%
1/16/2025Trueblood Wealth Management LLC19,570$690K0.3%+19.3%0.009%
1/15/2025 IAM Advisory LLC196,545$6.93M1.8%N/A0.086%
1/15/2025 Kera Capital Partners Inc.315,489$11.12M3.2%N/A0.138%
1/15/2025 Ameritas Advisory Services LLC320,207$11.29M0.4%+17.4%0.141%
1/15/2025 LongView Wealth Management141,749$5.00M1.5%+9.2%0.062%
1/15/2025 Merit Financial Group LLC401,327$14.15M0.3%-2.1%0.176%
1/15/2025 Wealthcare Advisory Partners LLC491,212$17.32M0.5%+10.5%0.216%
1/15/2025 Procyon Advisors LLC510,514$18.00M1.1%+44.1%0.224%
1/15/2025 Everpar Advisors LLC66,320$2.34M1.2%+4.7%0.029%
1/15/2025 First Pacific Financial45,148$1.59M0.4%+21.8%0.020%
1/15/2025 Goldstone Financial Group LLC22,421$791K0.1%+4.2%0.010%
1/15/2025 KMG Fiduciary Partners LLC70,182$2.48M0.2%+9.4%0.031%
1/15/2025 Fermata Advisors LLC194,513$6.86M1.3%+3,322.7%0.085%
1/14/2025 Smith Thornton Advisors LLC119,059$4.20M2.7%+604.8%0.052%
1/14/2025 Brendel Financial Advisors LLC18,572$655K0.4%N/A0.008%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.5,788$204K0.0%+29.3%0.003%
1/14/2025 Park Avenue Securities LLC78,553$2.77M0.0%+19.7%0.034%
1/14/2025 Pines Wealth Management LLC43,118$1.51M0.7%N/A0.019%
1/14/2025 KWB Wealth25,970$946K0.1%N/A0.011%
1/14/2025 Professional Financial Advisors LLC32,882$1.16M0.3%+1.2%0.014%
1/13/2025 Code Waechter LLC151,948$5.36M4.7%N/A0.067%
1/13/2025 AdvisorNet Financial Inc169,848$5.99M0.5%+14.5%0.075%
1/13/2025 Cooper Financial Group103,024$3.63M0.4%+10.7%0.045%
1/13/2025 Capital Investment Advisors LLC29,011$1.02M0.0%N/A0.013%
1/13/2025 Brookstone Capital Management79,528$2.80M0.0%+28.8%0.035%
1/10/2025 Lynch & Associates IN15,347$541K0.1%+40.0%0.007%
1/10/2025 Bruce G. Allen Investments LLC7,957$281K0.2%+12.3%0.003%
1/10/2025 ST Germain D J Co. Inc.321,204$11.33M0.5%+16.6%0.141%
1/10/2025 Wealth Enhancement Advisory Services LLC1,372,811$50.03M0.1%0.0%0.602%
1/10/2025 CJM Wealth Advisers Ltd.13,987$493K0.2%+98.8%0.006%
1/8/2025 Private Client Services LLC6,555$231K0.1%+11.8%0.003%
1/8/2025 International Assets Investment Management LLC18,012$635K0.0%-97.2%0.008%
1/6/2025 Advance Capital Management Inc.10,826,570$381.75M17.5%+0.4%4.751%
12/26/2024JPMorgan Chase & Co.213,675$7.79M0.0%-13.1%0.094%
12/13/2024B. Riley Wealth Advisors Inc.5,509$201K0.0%N/A0.002%
11/26/2024Peapack Gladstone Financial Corp80,610$2.94M0.0%+0.5%0.035%
11/25/2024World Investment Advisors LLC85,516$3.12M0.1%+31.5%0.038%
11/25/2024Sanctuary Advisors LLC617,882$22.60M0.1%-1.0%0.271%
11/21/2024Anchor Investment Management LLC12,435$453K0.0%N/A0.005%
11/18/2024Main Line Retirement Advisors LLC358,977$13.08M9.0%+4.7%0.158%
11/18/2024Sunbelt Securities Inc.95,795$3.49M0.3%-10.7%0.042%
11/18/2024Continental Investors Services Inc.24,456$887K1.8%-6.0%0.011%
11/15/2024Continuum Advisory LLC882,226$32.03M4.0%+6.6%0.387%
11/15/2024MML Investors Services LLC3,273,939$119.30M0.4%+8.1%1.437%
11/15/2024Orion Portfolio Solutions LLC604,439$22.03M0.5%+11.0%0.265%
11/15/2024Jane Street Group LLC388,403$14.15M0.0%+83.5%0.170%
11/15/2024Stifel Financial Corp1,982,974$72.26M0.1%+8.2%0.870%
11/15/2024Integrated Wealth Concepts LLC847,094$30.87M0.4%+78.5%0.372%
11/15/2024Harmony Asset Management LLC6,198$226K0.1%N/A0.003%
11/15/2024HighTower Advisors LLC497,601$18.13M0.0%+169.7%0.218%
11/15/2024Ascent Group LLC19,617$715K0.1%+26.1%0.009%
11/15/2024Benjamin Edwards Inc.597,298$21.77M0.3%N/A0.262%
11/15/2024Kestra Investment Management LLC947,287$34.52M1.5%+30.9%0.416%
11/15/2024Mark Sheptoff Financial Planning LLC2,779$101K0.1%-27.9%0.001%
11/14/2024Tradition Wealth Management LLC26,227$956K0.1%+4.7%0.012%
11/14/2024Flow Traders U.S. LLC182,588$6.65M0.3%N/A0.080%
11/14/2024Captrust Financial Advisors540,796$19.71M0.1%+228.9%0.237%
11/14/2024Rockefeller Capital Management L.P.109,141$3.98M0.0%-3.5%0.048%
11/14/2024WFA of San Diego LLC18,185$663K0.6%N/A0.008%
11/14/2024National Wealth Management Group LLC16,025$584K0.4%+3.9%0.007%
11/13/2024Freedom Investment Management Inc.10,658$388K0.0%+57.8%0.005%
11/13/2024Townsquare Capital LLC20,602$751K0.0%+10.6%0.009%
11/13/2024D.A. Davidson & CO.302,800$11.03M0.1%+24.6%0.133%
11/12/2024WESPAC Advisors LLC46,418$1.69M1.3%+3.2%0.020%
11/12/2024Kingsview Wealth Management LLC50,952$1.86M0.0%+7.2%0.022%
11/12/2024Cerity Partners LLC62,822$2.29M0.0%+15.0%0.028%
11/12/2024Optivise Advisory Services LLC49,204$1.79M0.9%N/A0.022%
11/12/2024Great Valley Advisor Group Inc.43,422$1.58M0.0%+154.6%0.019%
11/12/2024Financial Council LLC31,514$1.15M0.6%+1.5%0.014%
11/12/2024Mason Investment Advisory Services Inc.121,469$4.43M0.3%+65.0%0.053%
11/12/2024Nwam LLC30,263$1.10M0.1%N/A0.013%
11/12/2024CFS Investment Advisory Services LLC217,274$7.92M0.7%-14.9%0.095%
11/12/2024Raymond James Trust N.A.151,397$5.52M0.1%-2.2%0.066%
11/9/2024LPL Financial LLC16,169,046$589.20M0.3%+26.8%7.095%
11/8/2024EverSource Wealth Advisors LLC58,688$2.14M0.1%+3.4%0.026%
11/8/2024First Horizon Advisors Inc.4,625$169K0.0%+37.4%0.002%
11/8/2024Prospera Private Wealth LLC267,401$9.74M1.8%N/A0.117%
11/7/2024Prospera Financial Services Inc664,825$24.23M0.6%+16.0%0.292%
11/7/2024Thrivent Financial for Lutherans616,701$22.47M0.0%-16.2%0.271%
11/6/2024Cassady Schiller Wealth Management LLC2,269$83K0.0%N/A0.001%
11/6/2024KPP Advisory Services LLC265,288$9.67M2.3%+55.1%0.116%
11/6/2024Signature Estate & Investment Advisors LLC195,445$7.12M0.2%+16.3%0.086%
11/6/2024OneDigital Investment Advisors LLC304,623$11.10M0.1%-3.3%0.134%
11/6/2024Kovack Advisors Inc.13,202$481K0.1%+81.7%0.006%
11/6/2024Oppenheimer & Co. Inc.77,631$2.83M0.0%+7.2%0.034%
(Data available from 1/1/2016 forward)

CGDV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CGDV shares?

During the previous two years, 363 institutional investors and hedge funds held shares of Capital Group Dividend Value ETF. The most heavily invested institutionals were Capital International Investors ($724.64M), LPL Financial LLC ($589.20M), Advance Capital Management Inc. ($381.75M), Raymond James Financial Services Advisors Inc. ($297.03M), Northwestern Mutual Wealth Management Co. ($292.54M), Envestnet Asset Management Inc. ($264.24M), and Commonwealth Equity Services LLC ($257.14M).Learn more on CGDV's institutional investors.

Which institutional investors have been buying Capital Group Dividend Value ETF stock?

Of the 353 institutional investors that purchased Capital Group Dividend Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($10.84M), Advance Capital Management Inc. ($10.83M), Raymond James Financial Services Advisors Inc. ($7.57M), Envestnet Asset Management Inc. ($6.81M), Commonwealth Equity Services LLC ($6.08M), Raymond James & Associates ($5.09M), and Cetera Investment Advisers ($4.25M).

How much institutional buying is happening at Capital Group Dividend Value ETF?

Institutional investors have bought a total of 113,915,584 shares in the last 24 months. This purchase volume represents approximately $3.44B in transactions.

Which Capital Group Dividend Value ETF major shareholders have been selling company stock?

Of the 76 institutional investors that sold Capital Group Dividend Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Capital International Investors ($2.30M), Osaic Holdings Inc. ($822.76K), International Assets Investment Management LLC ($631.09K), Commonwealth Equity Services LLC ($283.87K), Sigma Planning Corp ($186.31K), Arden Trust Co ($123.63K), and Mutual Advisors LLC ($122.19K).

How much institutional selling is happening at Capital Group Dividend Value ETF?

Institutional investors have sold a total of 5,699,966 shares in the last 24 months. This volume of shares sold represents approximately $181.11M in transactions.


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This page (NYSEARCA:CGDV) was last updated on 1/18/2025 by MarketBeat.com Staff
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