Free Trial
→ Musk’s real agenda in D.C. (From Porter & Company) (Ad) Buy CGDV Stock  Free CGDV Stock Alerts

Capital Group Dividend Value ETF (CGDV) Institutional Ownership

Capital Group Dividend Value ETF logo
$36.47 +0.48 (+1.33%)
Closing price 03/24/2025 04:10 PM Eastern
Extended Trading
$36.53 +0.06 (+0.16%)
As of 09:00 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Capital Group Dividend Value ETF (NYSEARCA:CGDV)

Number of
Institutional Buyers
(last 12 months)
396
Total
Institutional Inflows
(last 12 months)
$3.50B
Number of
Institutional Sellers
(last 12 months)
84
Total
Institutional Outflows
(last 12 months)
$195.96M
Get CGDV Insider Trade Alerts

Want to know when executives and insiders are buying or selling Capital Group Dividend Value ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

CGDV Institutional Buying and Selling by Quarter

Remove Ads

Capital Group Dividend Value ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/24/2025Mascagni Wealth Management Inc.16,414$579K0.5%N/A0.004%
3/18/2025Triton Wealth Management PLLC8,024$296K0.2%N/A0.002%
3/17/2025 Wealth Enhancement Advisory Services LLC1,532,393$54.03M0.1%+11.6%0.387%
3/12/2025 Centaurus Financial Inc.20,923$738K0.0%N/A0.005%
3/6/2025 Wood Tarver Financial Group LLC403,822$14.24M4.8%N/A0.106%
3/3/2025 Cim LLC6,318$223K0.0%+13.4%0.002%
2/27/2025 Carolinas Wealth Consulting LLC68,428$2.41M0.4%+2.1%0.030%
2/26/2025 Capital A Wealth Management LLC7,516$265K0.4%N/A0.003%
2/25/2025 Leigh Baldwin & CO. LLC10,511$371K0.2%N/A0.005%
2/24/2025 Great Valley Advisor Group Inc.59,877$2.11M0.0%+37.9%0.026%
2/24/2025 Ameriflex Group Inc.6,468$238K0.1%N/A0.003%
2/24/2025 United Advisor Group LLC7,725$272K0.1%-19.1%0.003%
2/24/2025 Challenger Wealth Management316,150$11.15M9.6%N/A0.139%
2/21/2025 Ascent Group LLC16,020$565K0.0%-18.3%0.007%
2/21/2025 WNY Asset Management LLC2,140,939$75.49M9.4%+2.4%0.939%
2/21/2025 Aurdan Capital Management LLC38,497$1.36M0.5%N/A0.017%
2/20/2025 Ball & Co Wealth Management Inc.286,738$10.11M8.0%N/A0.126%
2/19/2025 Richmond Investment Services LLC113,963$4.02M2.3%N/A0.050%
2/19/2025 WCG Wealth Advisors LLC15,298$539K0.0%N/A0.007%
2/18/2025 Sunbelt Securities Inc.91,283$3.22M0.3%-4.7%0.040%
2/18/2025 GTS Securities LLC19,899$702K0.0%-76.1%0.009%
2/18/2025 Novem Group111,831$3.94M0.6%N/A0.049%
2/18/2025 First Heartland Consultants Inc.57,363$2.02M0.2%+66.5%0.025%
2/18/2025 Continuum Advisory LLC900,169$31.74M4.1%+2.0%0.395%
2/17/2025 Waverly Advisors LLC8,109$286K0.0%N/A0.004%
2/17/2025 Visionary Wealth Advisors215,258$7.59M0.4%-7.9%0.094%
2/17/2025 Snowden Capital Advisors LLC11,866$418K0.0%+51.9%0.005%
2/17/2025 Royal Bank of Canada3,480,456$122.72M0.0%+28.6%1.527%
2/17/2025 Riverview Capital Advisers LLC28,869$1.02M0.3%+14.8%0.013%
2/17/2025 Obsidian Personal Planning Solutions LLC10,175$374K0.2%+10.4%0.004%
2/17/2025 Leigh Baldwin & CO. LLC370,625$13.07M0.1%N/A0.163%
2/17/2025 Kaizen Financial Strategies106,014$3.74M2.1%+23.2%0.047%
2/17/2025 Guardian Wealth Advisors LLC NC962,243$33.93M2.7%+3.8%0.422%
2/17/2025 Focus Partners Wealth4,942$174K0.0%-98.9%0.002%
2/17/2025 Colonial Trust Co SC2,461$87K0.0%N/A0.001%
2/17/2025 Cambridge Investment Research Advisors Inc.4,431,776$156.26M0.5%+17.0%1.945%
2/17/2025 Cetera Investment Advisers8,447,056$297.84M0.6%+42.2%3.706%
2/17/2025 Captrust Financial Advisors617,452$21.77M0.1%+14.2%0.271%
2/17/2025 Cary Street Partners Financial LLC594,321$20.96M0.7%N/A0.261%
2/17/2025 Baird Financial Group Inc.1,508,548$53.19M0.1%+6.0%0.662%
Trump’s Great Society (Ad)

Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to move your money now.

Millions of Americans are about to be wiped out, while others could make a fortune… click here to ma
2/17/2025 Bank of America Corp DE8,456,340$298.17M0.0%+14.7%3.711%
2/17/2025 Benjamin Edwards Inc.640,279$22.58M0.3%+7.2%0.281%
2/17/2025 Ameriprise Financial Inc.24,676$870K0.0%N/A0.011%
2/17/2025 Aptus Capital Advisors LLC1,162,524$40.99M0.4%+3.9%0.510%
2/17/2025 Aspire Growth Partners LLC59,945$2.11M2.1%N/A0.026%
2/17/2025 Allegheny Financial Group9,813$346K0.1%N/A0.004%
2/14/2025 Jane Street Group LLC483,968$17.07M0.0%+24.6%0.212%
2/14/2025 Rehmann Capital Advisory Group14,242$502K0.0%+12.7%0.006%
2/14/2025 Bison Wealth LLC6,272$221K0.0%-15.2%0.003%
2/14/2025 Comerica Bank24,639$869K0.0%+9.5%0.011%
2/14/2025 Bridgewealth Advisory Group LLC21,031$786K0.2%+36.6%0.009%
2/14/2025 Evergreen Wealth Solutions LLC37,282$1.32M0.9%+115.1%0.016%
2/14/2025 Owen LaRue LLC48,940$1.73M0.9%+0.6%0.021%
2/14/2025 Tudor Investment Corp ET AL56,952$2.01M0.0%-27.3%0.025%
2/14/2025 Betterment LLC121,622$4.29M0.0%+163.1%0.053%
2/14/2025 Berger Financial Group Inc11,051$390K0.0%N/A0.005%
2/14/2025 Gerber Kawasaki Wealth & Investment Management827,991$29.20M1.3%+6.5%0.363%
2/14/2025 Integrated Wealth Concepts LLC962,047$33.92M0.4%+13.6%0.422%
2/14/2025 Coppell Advisory Solutions LLC3,932$139K0.0%-89.4%0.002%
2/14/2025 MGO One Seven LLC146,495$5.17M0.2%-50.5%0.064%
2/14/2025 IHT Wealth Management LLC71,832$2.53M0.1%N/A0.032%
2/14/2025 Stifel Financial Corp2,563,357$90.38M0.1%+29.3%1.125%
2/14/2025 OneDigital Investment Advisors LLC308,074$10.86M0.1%+1.1%0.135%
2/14/2025 Tradition Wealth Management LLC27,091$955K0.1%+3.3%0.012%
2/14/2025 MML Investors Services LLC3,677,649$129.67M0.4%+12.3%1.614%
2/14/2025 Capital Group Private Client Services Inc.7,364,694$259.68M2.4%+7.9%3.232%
2/14/2025 Capital International Investors23,536,765$829.91M0.2%+1.1%10.328%
2/13/2025 Strategic Investment Solutions Inc. IL11,647$411K0.1%+24.0%0.005%
2/13/2025 MSH Capital Advisors LLC27,769$979K0.3%N/A0.012%
2/13/2025 NewEdge Advisors LLC1,116,667$39.37M0.2%+12.2%0.490%
2/13/2025 Rather & Kittrell Inc.17,991$634K0.1%+4.9%0.008%
2/13/2025 Operose Advisors LLC2,550$90K0.0%-37.8%0.001%
2/13/2025 Hanlon Investment Management Inc.15,738$555K0.2%+38.1%0.007%
2/13/2025 Mariner LLC1,014,829$35.78M0.1%+14.8%0.445%
2/13/2025 Carson Advisory Inc.63,623$2.24M1.6%-1.9%0.028%
2/13/2025 Keystone Financial Group18,319$646K0.1%N/A0.008%
2/13/2025 Summit Investment Advisors Inc.48,097$1.70M1.5%+5.9%0.021%
2/13/2025 Entruity Wealth LLC373,577$13.17M13.1%N/A0.164%
2/13/2025 Sagespring Wealth Partners LLC69,321$2.44M0.0%N/A0.030%
2/13/2025 Townsquare Capital LLC19,593$691K0.0%-4.9%0.009%
2/13/2025 Rockefeller Capital Management L.P.108,400$3.82M0.0%-0.7%0.048%
2/13/2025 Faithward Advisors LLC9,649$340K0.1%+20.0%0.004%
2/13/2025 Advisory Services Network LLC471,765$16.63M0.3%+13.4%0.207%
2/13/2025 Swisher Financial Concepts Inc.218,960$7.72M9.1%-46.9%0.096%
2/13/2025 Certior Financial Group LLC61,814$2.18M1.9%N/A0.027%
2/13/2025 Cerity Partners LLC64,094$2.26M0.0%+2.0%0.028%
2/13/2025 Waterloo Capital L.P.113,432$4M0.4%+2.4%0.050%
2/13/2025 Peapack Gladstone Financial Corp81,840$2.89M0.0%+1.5%0.036%
2/13/2025 Titleist Asset Management LLC15,776$556K0.1%+14.3%0.007%
2/13/2025 Ruggaard & Associates LLC392,050$13.82M6.1%+1.1%0.172%
The Dirty Secret About Gold Mining Stocks... (Ad)

Here's something most gold analysts won't tell you: 90% of gold mining companies actually destroy shareholder value over time. Even as gold prices rise.

Right now, I've found 4 miners showing the exact same pattern as previous 100-baggers.
2/13/2025 Wedbush Securities Inc.415,998$14.67M0.5%+18.1%0.183%
2/13/2025 Envestnet Asset Management Inc.11,136,141$392.66M0.1%+13.6%4.886%
2/13/2025 Perennial Investment Advisors LLC30,586$1.08M0.1%N/A0.013%
2/13/2025 Wells Fargo & Company MN8,966,425$316.16M0.1%+10.6%3.934%
2/13/2025 Smith Moore & CO.249,953$8.81M0.8%+22.7%0.110%
2/12/2025 Forge Financial Services LLC401,393$14.89M12.5%N/A0.176%
2/12/2025 Thoroughbred Financial Services LLC86,640$3.05M0.2%+148.6%0.038%
2/12/2025 World Investment Advisors110,299$3.89M0.1%+29.0%0.048%
2/12/2025 Milestone Investment Advisors LLC68,782$2.43M0.7%+7.3%0.030%
2/12/2025 OneAscent Financial Services LLC49,031$1.73M0.1%N/A0.022%
(Data available from 1/1/2016 forward)

Remove Ads

CGDV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CGDV shares?

During the previous two years, 457 institutional investors and hedge funds held shares of Capital Group Dividend Value ETF. The most heavily invested institutionals were Capital International Investors ($829.91M), LPL Financial LLC ($775.14M), Raymond James Financial Inc. ($601.24M), Envestnet Asset Management Inc. ($392.66M), Advance Capital Management Inc. ($381.75M), Wells Fargo & Company MN ($316.16M), and Bank of America Corp DE ($298.17M).Learn more on CGDV's institutional investors.

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

Of the 443 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: Raymond James Financial Inc. ($17.05M), LPL Financial LLC ($14.91M), Advance Capital Management Inc. ($10.83M), Envestnet Asset Management Inc. ($7.76M), Cetera Investment Advisers ($6.47M), Raymond James Financial Services Advisors Inc. ($6.45M), and Commonwealth Equity Services LLC ($5.61M).

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

Institutional investors have bought a total of 148,186,270 shares in the last 24 months. This purchase volume represents approximately $4.80B in transactions.

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

Of the 102 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), Focus Partners Wealth ($424.82K), Financial Services Advisory Inc ($384.07K), Main Line Retirement Advisors LLC ($301.85K), and Commonwealth Equity Services LLC ($283.87K).

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

Institutional investors have sold a total of 7,722,297 shares in the last 24 months. This volume of shares sold represents approximately $252.60M in transactions.


Related Companies

This page (NYSEARCA:CGDV) was last updated on 3/25/2025 by MarketBeat.com Staff
From Our Partners
A brutally honest economic warning for 2025 (see proof)
New York Times best-selling financial author and world-renowned economist Addison Wiggin (a man who’s worked s...
Banyan Hill Publishing | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
Has Trump finally met his match?
Dylan Jovine predicted the 2008 crash over a year before it happened. Folks who listened to him had the chance...
Behind the Markets | Sponsored
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
“Amazon Coin” set to outperform Bitcoin
Chris Rowe – the man who recommended Amazon in 1998… Bitcoin and Ethereum in 2017… And has spotted 44 diffe...
True Market Insiders | Sponsored
Ex CIA predicts 40% “double crash” – April 11
The scientists here don’t study deadly viruses… directed energy weapons… or even weather control technology… ...
Paradigm Press | Sponsored
Urgent Bitcoin alert for RIGHT NOW
Former billion-dollar hedge fund manager Larry Benedict has released the most incredible presentation of his 4...
Brownstone Research | Sponsored
Just Revealed: The chip company making AI look primitive
In his just-released video presentation, this renowned market strategist — who's been called "one of the most ...
InvestorPlace | Sponsored