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Capital Group Dividend Value ETF (CGDV) Institutional Ownership

Capital Group Dividend Value ETF logo
$34.14 -0.08 (-0.23%)
Closing price 04/15/2025 04:10 PM Eastern
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$33.90 -0.23 (-0.69%)
As of 08:37 AM 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)
407
Total
Institutional Inflows
(last 12 months)
$3.60B
Number of
Institutional Sellers
(last 12 months)
86
Total
Institutional Outflows
(last 12 months)
$205.92M
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CGDV Institutional Buying and Selling by Quarter

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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
4/15/2025Sapient Capital LLC6,351$227K0.0%N/A0.002%
4/15/2025Erickson Financial Group LLC828,492$29.53M22.0%-0.4%0.204%
4/15/2025GPS Wealth Strategies Group LLC14,333$511K0.1%+110.8%0.004%
4/15/2025Fifth Third Bancorp1,050$37K0.0%N/A0.000%
4/15/2025Transform Wealth LLC85,858$3.07M0.2%-10.7%0.021%
4/15/2025Donaldson Capital Management LLC6,127$218K0.0%N/A0.002%
4/15/2025CX Institutional1,631$58K0.0%N/A0.000%
4/15/2025Trueblood Wealth Management LLC29,625$1.06M0.5%+51.4%0.007%
4/15/2025Financial Council LLC43,279$1.54M0.8%+18.6%0.011%
4/15/2025Simplicity Wealth LLC42,294$1.51M0.1%N/A0.010%
4/15/2025Wealthcare Capital Management LLC17,614$628K0.1%+10.6%0.004%
4/15/2025Wealthcare Advisory Partners LLC536,487$19.12M0.5%+9.2%0.132%
4/15/2025Fourpath Capital Management LLC299,173$10.66M1.9%-24.4%0.074%
4/14/2025 Investment Advisory Group LLC7,483$267K0.1%N/A0.002%
4/14/2025 Farther Finance Advisors LLC9,224$330K0.0%+473.3%0.002%
4/14/2025 CJM Wealth Advisers Ltd.39,488$1.41M0.5%+182.3%0.010%
4/14/2025 Capital Investment Advisors LLC42,156$1.50M0.0%+45.3%0.010%
4/14/2025 Park Avenue Securities LLC87,104$3.10M0.0%+10.9%0.021%
4/14/2025 KMG Fiduciary Partners LLC69,600$2.48M0.2%-0.8%0.017%
4/14/2025 Wealthcare Capital Partners LLC10,541$376K0.2%N/A0.003%
4/14/2025 NavPoint Financial Inc.7,530$268K0.2%N/A0.002%
4/14/2025 Patriot Financial Group Insurance Agency LLC58,112$2.07M0.3%+21.3%0.014%
4/11/2025 Pines Wealth Management LLC45,796$1.63M0.7%+6.2%0.011%
4/11/2025 IAM Advisory LLC199,237$7.10M1.8%+1.4%0.049%
4/11/2025 Summit Investment Advisory Services LLC931,088$33.18M16.3%+1.1%0.229%
4/11/2025 McNamara Financial Services Inc.13,120$468K0.1%N/A0.003%
4/11/2025 Prospect Financial Services LLC9,633$343K0.2%+21.6%0.002%
4/11/2025 Procyon Advisors LLC577,281$20.57M1.2%+13.1%0.142%
4/11/2025 Magnus Financial Group LLC111,204$3.96M0.4%+28.2%0.027%
4/11/2025 Stablepoint Partners LLC17,031$607K0.1%N/A0.004%
4/11/2025 Northwest Financial Advisors39,475$1.41M1.2%+12.7%0.010%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.9,034$322K0.1%+56.1%0.002%
4/10/2025 Trinity Wealth Management LLC143,335$5.11M2.3%+3.2%0.035%
4/10/2025 KWB Wealth126,424$4.46M0.5%+386.8%0.031%
4/10/2025 Fermata Advisors LLC196,053$6.99M1.3%+0.8%0.048%
4/10/2025 Secure Asset Management LLC97,029$3.46M0.7%+67.8%0.024%
4/10/2025 Accel Wealth Management52,612$1.88M0.7%+27.0%0.013%
4/10/2025 Whipplewood Advisors LLC8,752$302K0.1%+18.9%0.002%
4/9/2025 RFG Advisory LLC211,576$7.54M0.2%+607.5%0.052%
4/9/2025 Swisher Financial Concepts Inc.307,588$10.96M9.1%+40.5%0.076%
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4/9/2025 HBW Advisory Services LLC10,022$357K0.1%N/A0.002%
4/9/2025 ST Germain D J Co. Inc.378,651$13.50M0.6%+17.9%0.093%
4/9/2025 Merit Financial Group LLC227,761$8.12M0.1%-43.2%0.056%
4/9/2025 Affiance Financial LLC95,880$3.42M0.8%+3.8%0.024%
4/9/2025 Harbor Investment Advisory LLC19,800$706K0.1%+11.2%0.005%
4/9/2025 NBC Securities Inc.61,482$2.19M0.2%+105,903.4%0.015%
4/9/2025 Worth Asset Management LLC6,595$235K0.1%N/A0.002%
4/9/2025 Advance Capital Management Inc.12,746,076$454.27M21.7%+17.7%3.140%
4/9/2025 180 Wealth Advisors LLC7,348$263K0.0%+5.3%0.002%
4/9/2025 Kaizen Financial Strategies234,686$8.36M4.8%+121.4%0.058%
4/8/2025 Lantz Financial LLC42,139$1.50M0.4%+2.9%0.010%
4/8/2025 Rothschild Investment LLC129,584$4.62M0.3%+20.4%0.032%
4/7/2025 Summit Global Investments22,154$790K0.1%+12.0%0.005%
4/7/2025 AdvisorNet Financial Inc206,095$7.35M0.5%+21.3%0.051%
4/2/2025 Kera Capital Partners Inc.340,495$12.14M3.6%+7.9%0.086%
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%
3/17/2025Wealth Enhancement Advisory Services LLC1,532,393$54.03M0.1%+11.6%0.387%
3/12/2025Centaurus Financial Inc.20,923$738K0.0%N/A0.005%
3/6/2025Wood Tarver Financial Group LLC403,822$14.24M4.8%N/A0.106%
3/3/2025Cim LLC6,318$223K0.0%+13.4%0.002%
2/27/2025Carolinas Wealth Consulting LLC68,428$2.41M0.4%+2.1%0.030%
2/26/2025Capital A Wealth Management LLC7,516$265K0.4%N/A0.003%
2/25/2025Leigh Baldwin & CO. LLC10,511$371K0.2%N/A0.005%
2/24/2025Great Valley Advisor Group Inc.59,877$2.11M0.0%+37.9%0.026%
2/24/2025Ameriflex Group Inc.6,468$238K0.1%N/A0.003%
2/24/2025United Advisor Group LLC7,725$272K0.1%-19.1%0.003%
2/24/2025Challenger Wealth Management316,150$11.15M9.6%N/A0.139%
2/21/2025Ascent Group LLC16,020$565K0.0%-18.3%0.007%
2/21/2025WNY Asset Management LLC2,140,939$75.49M9.4%+2.4%0.939%
2/21/2025Aurdan Capital Management LLC38,497$1.36M0.5%N/A0.017%
2/20/2025Ball & Co Wealth Management Inc.286,738$10.11M8.0%N/A0.126%
2/19/2025Richmond Investment Services LLC113,963$4.02M2.3%N/A0.050%
2/19/2025WCG Wealth Advisors LLC15,298$539K0.0%N/A0.007%
2/18/2025Sunbelt Securities Inc.91,283$3.22M0.3%-4.7%0.040%
2/18/2025GTS Securities LLC19,899$702K0.0%-76.1%0.009%
2/18/2025Novem Group111,831$3.94M0.6%N/A0.049%
2/18/2025First Heartland Consultants Inc.57,363$2.02M0.2%+66.5%0.025%
2/18/2025Continuum Advisory LLC900,169$31.74M4.1%+2.0%0.395%
2/17/2025Waverly Advisors LLC8,109$286K0.0%N/A0.004%
2/17/2025Visionary Wealth Advisors215,258$7.59M0.4%-7.9%0.094%
2/17/2025Snowden Capital Advisors LLC11,866$418K0.0%+51.9%0.005%
2/17/2025Royal Bank of Canada3,480,456$122.72M0.0%+28.6%1.527%
2/17/2025Riverview Capital Advisers LLC28,869$1.02M0.3%+14.8%0.013%
2/17/2025Obsidian Personal Planning Solutions LLC10,175$374K0.2%+10.4%0.004%
2/17/2025Leigh Baldwin & CO. LLC370,625$13.07M0.1%N/A0.163%
2/17/2025 Kaizen Financial Strategies106,014$3.74M2.1%+23.2%0.047%
2/17/2025Guardian Wealth Advisors LLC NC962,243$33.93M2.7%+3.8%0.422%
2/17/2025Focus Partners Wealth4,942$174K0.0%-98.9%0.002%
2/17/2025Colonial Trust Co SC2,461$87K0.0%N/A0.001%
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2/17/2025Cambridge Investment Research Advisors Inc.4,431,776$156.26M0.5%+17.0%1.945%
2/17/2025Cetera Investment Advisers8,447,056$297.84M0.6%+42.2%3.706%
2/17/2025Captrust Financial Advisors617,452$21.77M0.1%+14.2%0.271%
2/17/2025Cary Street Partners Financial LLC594,321$20.96M0.7%N/A0.261%
2/17/2025Baird Financial Group Inc.1,508,548$53.19M0.1%+6.0%0.662%
2/17/2025Bank of America Corp DE8,456,340$298.17M0.0%+14.7%3.711%
2/17/2025Benjamin Edwards Inc.640,279$22.58M0.3%+7.2%0.281%
2/17/2025Ameriprise Financial Inc.24,676$870K0.0%N/A0.011%
2/17/2025Aptus Capital Advisors LLC1,162,524$40.99M0.4%+3.9%0.510%
2/17/2025Aspire Growth Partners LLC59,945$2.11M2.1%N/A0.026%
(Data available from 1/1/2016 forward)

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CGDV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CGDV shares?

During the previous two years, 470 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), Advance Capital Management Inc. ($454.27M), Envestnet Asset Management Inc. ($392.66M), 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 455 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. ($12.75M), Envestnet Asset Management Inc. ($7.76M), Cetera Investment Advisers ($6.47M), Raymond James Financial Services Advisors Inc. ($6.01M), 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 150,393,596 shares in the last 24 months. This purchase volume represents approximately $4.88B in transactions.

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

Of the 105 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 8,005,647 shares in the last 24 months. This volume of shares sold represents approximately $262.71M in transactions.


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This page (NYSEARCA:CGDV) was last updated on 4/16/2025 by MarketBeat.com Staff
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