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Capital Group Dividend Value ETF (CGDV) Institutional Ownership

Capital Group Dividend Value ETF logo
$41.26 +0.22 (+0.54%)
Closing price 04:10 PM Eastern
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$41.29 +0.03 (+0.07%)
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Institutional Ownership Changes (13F Filings) for Capital Group Dividend Value ETF (NYSEARCA:CGDV)

Number of
Institutional Buyers
(last 12 months)
458
Total
Institutional Inflows
(last 12 months)
$4.48B
Number of
Institutional Sellers
(last 12 months)
124
Total
Institutional Outflows
(last 12 months)
$254.52M
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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
7/25/2025Concurrent Investment Advisors LLC636,005$25.12M0.5%+18.1%0.132%
7/25/2025Investment Advisory Group LLC8,869$350K0.1%+18.5%0.002%
7/25/2025Apollon Wealth Management LLC206,484$8.15M0.2%+1,993.9%0.043%
7/25/2025Ball & Co Wealth Management Inc.196,343$7.75M8.3%-9.1%0.041%
7/24/2025FinDec Wealth Services Inc.17,533$692K0.7%-59.0%0.004%
7/24/2025Blue Trust Inc.1,522$60K0.0%+26.8%0.000%
7/24/2025Fourpath Capital Management LLC365,335$14.43M2.3%+22.1%0.076%
7/24/2025Endeavor Private Wealth Inc.82,984$3.29M1.6%+21.8%0.017%
7/24/2025Ridgeline Wealth Planning LLC256,792$10.14M8.3%+6.9%0.053%
7/24/2025NavPoint Financial Inc.11,620$459K0.3%+54.3%0.002%
7/24/2025Stonebridge Financial Group LLC52,573$2.08M0.2%+2.3%0.011%
7/24/2025IFP Advisors Inc415,270$16.40M0.5%+9.8%0.086%
7/24/2025Blair William & Co. IL482,130$19.04M0.1%+2.3%0.100%
7/24/2025MSH Capital Advisors LLC20,534$811K0.2%-27.1%0.004%
7/24/2025US Bancorp DE111,193$4.39M0.0%+5.9%0.023%
7/23/2025 Armstrong Fleming & Moore Inc176,540$6.97M3.8%N/A0.036%
7/23/2025 Clear Creek Financial Management LLC103,312$4.08M0.4%+2.8%0.021%
7/23/2025 Valmark Advisers Inc.877,731$34.66M0.5%+5.6%0.181%
7/23/2025 WESPAC Advisors LLC38,287$1.51M1.1%+2.5%0.008%
7/23/2025 Trueblood Wealth Management LLC32,690$1.29M0.5%+10.3%0.007%
7/23/2025 Seamount Financial Group Inc.195,566$7.72M4.0%+10.7%0.040%
7/23/2025 SteelPeak Wealth LLC44,836$1.78M0.1%-2.2%0.009%
7/23/2025 Elm3 Financial Group LLC33,456$1.32M1.1%+45.5%0.007%
7/23/2025 Prime Capital Investment Advisors LLC86,255$3.41M0.0%+34.6%0.018%
7/23/2025 Litman Gregory Wealth Management LLC32,107$1.27M0.1%-9.6%0.007%
7/22/2025 Confluence Wealth Services Inc.5,270,920$208.15M11.4%+3.5%1.089%
7/22/2025 Valley National Advisers Inc.8,615$339K0.1%+13.6%0.002%
7/22/2025 DAVENPORT & Co LLC197,689$7.81M0.0%+139.1%0.041%
7/22/2025 Woodmont Investment Counsel LLC46,341$1.83M0.1%+12.2%0.010%
7/22/2025 Merit Financial Group LLC298,904$11.80M0.1%+31.2%0.062%
7/22/2025 Orca Wealth Management LLC53,958$2.13M1.8%+1.1%0.011%
7/22/2025 Beacon Financial Advisory LLC392,614$15.50M4.0%+6.1%0.081%
7/22/2025 Simplicity Wealth LLC83,680$3.31M0.1%+97.9%0.017%
7/22/2025 Olistico Wealth LLC175,150$6.92M3.8%+6.8%0.036%
7/22/2025 Wealthcare Capital Partners LLC24,241$957K0.5%+130.0%0.005%
7/22/2025 Wealthcare Capital Management LLC13,051$515K0.1%-25.9%0.003%
7/22/2025 Wealthcare Advisory Partners LLC862,641$34.07M0.8%+60.8%0.178%
7/22/2025 Ergawealth Advisors Inc.568,141$22.44M10.1%+4.3%0.117%
7/22/2025 Berger Financial Group Inc7,775$307K0.0%-42.1%0.002%
7/22/2025 Gutierrez Wealth Advisory LLC342,952$13.54M9.1%-6.7%0.071%
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7/22/2025 Silvia Mccoll Wealth Management LLC380,357$15.02M10.9%N/A0.079%
7/22/2025 Accel Wealth Management63,633$2.51M0.8%+20.9%0.013%
7/22/2025 Oak Hill Wealth Advisors LLC39,868$1.60M0.3%+15.2%0.008%
7/21/2025 Ameriflex Group Inc.2,196$86K0.0%-76.1%0.000%
7/21/2025 Financial Council LLC39,628$1.57M0.8%-8.4%0.008%
7/21/2025 Ascent Group LLC16,387$647K0.0%-4.3%0.003%
7/21/2025 Barrett & Company Inc.25,883$1.02M0.4%+6.2%0.005%
7/21/2025 Ameritas Advisory Services LLC253,286$10.00M0.5%-26.9%0.052%
7/21/2025 Warner Financial Inc.10,900$430K0.2%+6.4%0.002%
7/21/2025 Ashton Thomas Securities LLC73,076$2.89M0.7%+2.0%0.015%
7/21/2025 Capital Planning LLC9,057$359K0.1%-77.7%0.002%
7/21/2025 FSA Wealth Partners Inc.593,030$23.42M11.3%+125.6%0.123%
7/21/2025 Patriot Financial Group Insurance Agency LLC64,889$2.56M0.3%+11.7%0.013%
7/21/2025 DMKC Advisory Services LLC30,203$1.23M0.6%N/A0.006%
7/18/2025 Vicus Capital9,837$388K0.0%+36.0%0.002%
7/18/2025 First Pacific Financial63,756$2.52M0.4%+10.9%0.013%
7/18/2025 Trilogy Capital Inc.20,209$798K0.0%+42.2%0.004%
7/18/2025 Trust Co. of Vermont736$29K0.0%N/A0.000%
7/18/2025 Bartlett & CO. Wealth Management LLC2,005$79K0.0%+4,790.2%0.000%
7/18/2025 PFG Investments LLC8,993$355K0.0%N/A0.002%
7/18/2025 Consolidated Portfolio Review Corp5,219$206K0.0%N/A0.001%
7/18/2025 Cooper Financial Group104,611$4.13M0.5%-1.7%0.022%
7/18/2025 Truist Financial Corp1,172,718$46.31M0.1%+1.3%0.243%
7/17/2025 Capital Investment Advisors LLC58,224$2.30M0.0%+38.1%0.012%
7/17/2025 HB Wealth Management LLC11,981$473K0.0%+6.8%0.002%
7/17/2025 Janney Montgomery Scott LLC2,334,502$92.19M0.2%+17.2%0.483%
7/17/2025 Venture Visionary Partners LLC24,011$948K0.0%+139.6%0.005%
7/17/2025 Nicholson Meyer Capital Management Inc.17,507$691K0.6%N/A0.004%
7/17/2025 Fifth Third Securities Inc.48,436$1.91M0.1%+645.7%0.010%
7/17/2025 Greenbush Financial Group LLC236,410$9.34M4.1%+16.3%0.049%
7/17/2025 Genesis Private Wealth LLC10,740$424K0.2%N/A0.002%
7/17/2025 Investment Advisory Services Inc. TX ADV20,656$816K0.3%+27.0%0.004%
7/17/2025 Beacon Capital Management LLC1,984$78K0.0%N/A0.000%
7/17/2025 Clear Point Advisors Inc.53,608$2.12M1.8%+22.8%0.011%
7/17/2025 Johnson Bixby & Associates LLC1,968,586$77.74M10.7%+2.4%0.407%
7/17/2025 KWB Wealth200,054$7.90M0.9%+58.2%0.041%
7/17/2025 Tempus Wealth Planning LLC253,873$10.03M2.5%+12.5%0.053%
7/16/2025 Midwest Heritage Bank FSB641,829$25.35M9.5%+2.3%0.133%
7/16/2025 ORG Partners LLC10,630$421K0.1%+864.6%0.002%
7/16/2025 ST Germain D J Co. Inc.381,882$15.08M0.6%+0.9%0.079%
7/16/2025 Swisher Financial Concepts Inc.292,642$11.56M7.5%-4.9%0.061%
7/16/2025 Novem Group169,094$6.68M0.8%+12.1%0.035%
7/16/2025 Strategic Investment Solutions Inc. IL12,452$492K0.1%+6.5%0.003%
7/16/2025 Crown Wealth Group LLC5,409$214K0.1%N/A0.001%
7/16/2025 Owen LaRue LLC50,846$2.01M0.9%+6.3%0.011%
7/16/2025 Freestate Advisors LLC14,321$566K0.5%N/A0.003%
7/16/2025 Kerntke Otto McGlone Wealth Management Group31,806$1.26M1.0%+28.2%0.007%
7/16/2025 Essex Financial Services Inc.223,224$8.82M0.6%+1.5%0.046%
7/16/2025 Perigon Wealth Management LLC51,135$2.02M0.0%+3.9%0.011%
7/16/2025 Magnus Financial Group LLC229,373$9.06M0.8%+106.3%0.047%
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7/15/2025 Avaii Wealth Management LLC643,338$25.41M11.3%+7.4%0.133%
7/15/2025 Beacon Investment Advisory Services Inc.5,854$231K0.0%N/A0.001%
7/15/2025 Hartmann Taylor Wealth Management LLC260,771$10.30M8.6%-2.0%0.054%
7/15/2025 Lynch & Associates IN36,652$1.45M0.3%+12.9%0.008%
7/14/2025 Gries Financial LLC54,231$2.14M0.4%+5.7%0.011%
7/14/2025 AdvisorNet Financial Inc219,475$8.67M0.6%+6.5%0.046%
7/14/2025 CJM Wealth Advisers Ltd.86,994$3.44M1.1%+120.3%0.018%
7/14/2025 BetterWealth LLC219,370$8.66M2.2%+7.7%0.046%
7/14/2025 U.S. Capital Wealth Advisors LLC190,069$7.51M0.2%+6.6%0.039%
7/14/2025 Main Line Retirement Advisors LLC502,516$19.84M11.3%+761.7%0.104%
(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, 535 institutional investors and hedge funds held shares of Capital Group Dividend Value ETF. The most heavily invested institutionals were LPL Financial LLC ($1.05B), Capital International Investors ($829.91M), Raymond James Financial Inc. ($618.48M), Envestnet Asset Management Inc. ($542M), Northwestern Mutual Wealth Management Co. ($492.95M), Advance Capital Management Inc. ($481.34M), and Cetera Investment Advisers ($360.67M).Learn more on Capital Group Dividend Value ETF's institutional investors.

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

Of the 520 institutional investors that purchased Capital Group Dividend Value ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($21.80M), Raymond James Financial Inc. ($17.35M), Advance Capital Management Inc. ($12.75M), Envestnet Asset Management Inc. ($11.54M), Cetera Investment Advisers ($8.06M), Commonwealth Equity Services LLC ($6.83M), and Raymond James Financial Services Advisors Inc. ($6.01M).

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

Institutional investors have bought a total of 126,706,681 shares in the last 24 months. This purchase volume represents approximately $4.51B in transactions.

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

Of the 126 institutional investors that sold Capital Group Dividend Value ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jones Financial Companies Lllp ($1.22M), International Assets Investment Management LLC ($631.09K), Advance Capital Management Inc. ($557.23K), Focus Partners Wealth ($424.82K), Financial Services Advisory Inc ($384.07K), FSA Wealth Partners Inc. ($325.08K), and Main Line Retirement Advisors LLC ($301.85K).

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

Institutional investors have sold a total of 7,553,625 shares in the last 24 months. This volume of shares sold represents approximately $273.98M in transactions.


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This page (NYSEARCA:CGDV) was last updated on 7/25/2025 by MarketBeat.com Staff
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