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Capital Group Dividend Value ETF (CGDV) Institutional Ownership

Capital Group Dividend Value ETF logo
$41.94 +0.54 (+1.30%)
Closing price 04:10 PM Eastern
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$41.84 -0.09 (-0.23%)
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Institutional Ownership Changes (13F Filings) for Capital Group Dividend Value ETF (NYSEARCA:CGDV)

Number of
Institutional Buyers
(last 12 months)
493
Total
Institutional Inflows
(last 12 months)
$4.92B
Number of
Institutional Sellers
(last 12 months)
148
Total
Institutional Outflows
(last 12 months)
$399.59M
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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
9/4/2025Osaic Holdings Inc.6,706,769$264.30M0.5%+15.8%1.367%
8/29/2025Centaurus Financial Inc.95,966$3.79M0.2%+63.3%0.020%
8/27/2025Cypress Capital Advisors LLC44,982$1.78M1.1%-3.6%0.009%
8/27/2025Tribridge Partners Financial LLC110,113$4.35M2.6%N/A0.022%
8/27/2025Orion Porfolio Solutions LLC749,909$29.61M0.3%+13.9%0.153%
8/26/2025Thrivent Financial for Lutherans50,183$1.98M0.0%N/A0.010%
8/26/2025Nautilus Advisors LLC19,676$777K0.6%+4.7%0.004%
8/25/2025Silverlake Wealth Management LLC74,645$2.95M0.9%+3.9%0.015%
8/20/2025Coppell Advisory Solutions LLC14,125$557K0.1%N/A0.003%
8/19/2025Advisory Services Network LLC121,075$4.91M0.1%-13.5%0.025%
8/19/2025Cim LLC11,030$436K0.1%+96.2%0.002%
8/18/2025Tyler Stone Wealth Management27,958$1.10M0.2%+29.1%0.006%
8/18/2025Geneos Wealth Management Inc.565,462$22.33M0.5%+1,198.1%0.115%
8/18/2025Kestra Investment Management LLC1,562,415$61.70M1.9%-14.3%0.318%
8/18/2025Wellington Capital Management Inc.9,942$393K0.6%N/A0.002%
8/15/2025High Falls Advisors Inc9,001$355K0.1%-4.5%0.002%
8/15/202544 Wealth Management LLC30,098$1.19M0.4%N/A0.006%
8/15/2025First Heartland Consultants Inc.299,302$11.82M1.1%+24.6%0.061%
8/15/2025Synergy Financial Group LTD5,290$209K0.2%N/A0.001%
8/15/2025Orcam Financial Group5,434$215K0.2%N/A0.001%
8/15/2025Equitable Holdings Inc.545,634$21.55M0.2%+92.0%0.111%
8/15/2025Captrust Financial Advisors916,258$36.18M0.1%+21.7%0.187%
8/15/2025WFA of San Diego LLC29,027$1.15M0.8%N/A0.006%
8/15/2025Lantern Wealth Advisors LLC10,450$413K0.2%N/A0.002%
8/15/2025Visionary Wealth Advisors258,222$10.20M0.5%+18.5%0.053%
8/15/2025Smartleaf Asset Management LLC138,047$5.45M0.5%+7.2%0.028%
8/15/2025Snowden Capital Advisors LLC14,367$568K0.0%+5.7%0.003%
8/15/2025Ruggaard & Associates LLC371,570$14.67M5.9%-6.6%0.076%
8/15/2025Orion Porfolio Solutions LLC58,584$2.31M0.0%-91.1%0.012%
8/15/2025MML Investors Services LLC4,500,964$177.74M0.5%+12.5%0.917%
8/15/2025Modern Wealth Management LLC613,404$24.22M0.6%+12.1%0.125%
8/15/2025IHT Wealth Management LLC86,405$3.41M0.1%+14.5%0.018%
8/15/2025Great Valley Advisor Group Inc.400,065$15.80M0.3%+53.6%0.082%
8/15/2025Benjamin Edwards Inc.813,532$32.13M0.4%+8.7%0.166%
8/15/2025Bank of America Corp DE13,179,947$520.48M0.0%+23.1%2.686%
8/15/2025Acas LLC285,215$11.71M7.9%+5.0%0.058%
8/15/2025Ameriprise Financial Inc.16,080$635K0.0%+1.7%0.003%
8/14/2025CLG LLC256,744$10.14M3.2%+193.2%0.052%
8/14/2025Challenger Wealth Management482,775$19.07M13.2%+6.6%0.098%
8/14/2025Jane Street Group LLC169,605$6.70M0.0%-76.9%0.035%
8/14/2025Ausdal Financial Partners Inc.96,869$3.83M0.3%+1.0%0.020%
8/14/2025Raymond James Financial Inc.19,353,624$764.28M0.3%+11.5%3.944%
8/14/2025Betterment LLC141,063$5.57M0.0%+10.9%0.029%
8/14/2025Diversify Wealth Management LLC35,119$1.44M0.1%+74.1%0.007%
8/14/2025Peapack Gladstone Financial Corp74,290$2.93M0.0%-6.1%0.015%
8/14/2025Operose Advisors LLC5,150$203K0.1%+102.0%0.001%
8/14/2025Sei Investments Co.1,169,992$46.20M0.1%+21.1%0.238%
8/14/2025NewEdge Advisors LLC780,803$30.83M0.2%-37.7%0.159%
8/14/2025Menora Mivtachim Holdings LTD.298,484$11.79M0.1%+53.1%0.061%
8/14/2025Marshall Investment Management LLC5,927$234K1.1%-94.4%0.001%
8/14/2025Gerber Kawasaki Wealth & Investment Management861,670$34.03M1.3%+3.4%0.176%
8/14/2025Obsidian Personal Planning Solutions LLC11,449$452K0.2%+12.5%0.002%
8/14/2025Banco de Sabadell S.A1,180$47K0.0%N/A0.000%
8/14/2025BlackDiamond Wealth Management LLC120,055$4.75M2.7%+17.1%0.024%
8/14/2025Cary Street Partners Financial LLC586,209$23.15M0.6%-1.2%0.119%
8/14/2025Cerity Partners LLC64,938$2.57M0.0%-0.4%0.013%
8/13/2025Victory Financial Group LLC21,997$869K0.1%+59.2%0.004%
8/13/2025StoneX Group Inc.209,690$8.31M0.4%-3.9%0.043%
8/13/2025Cresset Asset Management LLC281,682$11.12M0.0%+110.5%0.057%
8/13/2025Gateway Wealth Partners LLC26,993$1.07M0.2%+23.3%0.006%
8/13/2025Brown Advisory Inc.22,270$879K0.0%+22.7%0.005%
8/13/2025Milestone Investment Advisors LLC85,518$3.38M0.9%-8.1%0.017%
8/13/2025Baird Financial Group Inc.1,733,365$68.45M0.1%-0.6%0.353%
8/13/2025EverSource Wealth Advisors LLC86,284$3.41M0.2%+30.9%0.018%
8/13/2025CW Advisors LLC439,158$17.34M0.2%+16.1%0.089%
8/13/2025WCG Wealth Advisors LLC22,753$899K0.1%+19.7%0.005%
8/13/2025Beacon Pointe Advisors LLC37,464$1.48M0.0%N/A0.008%
8/13/2025Riverview Capital Advisers LLC51,166$2.02M0.6%+1.3%0.010%
8/13/2025Smith Moore & CO.287,535$11.36M1.0%-1.1%0.059%
8/13/2025VestGen Advisors LLC414,150$16.63M0.7%+204.5%0.084%
8/13/2025Stablepoint Partners LLC17,559$693K0.1%+3.1%0.004%
8/13/2025Kuhn & Co Investment Counsel77,242$3.05M2.3%+14.1%0.016%
8/13/2025Aspire Growth Partners LLC95,457$3.77M3.1%+10.9%0.019%
8/13/2025Level Four Advisory Services LLC7,520$297K0.0%+21.0%0.002%
8/13/2025Northwestern Mutual Wealth Management Co.15,328,061$605.31M0.4%+10.8%3.124%
8/13/2025Choreo LLC136,294$5.40M0.1%-1.3%0.028%
8/13/2025Russell Investments Group Ltd.4,638$183K0.0%+24.9%0.001%
8/12/2025Richmond Investment Services LLC190,710$7.53M1.6%+108.2%0.039%
8/12/2025J.W. Cole Advisors Inc.150,813$5.96M0.1%+11.7%0.031%
8/12/2025Financial Advocates Investment Management276,899$10.94M0.9%-9.4%0.056%
8/12/2025FreeGulliver LLC254,317$10.04M4.6%N/A0.052%
8/12/2025Steward Partners Investment Advisory LLC167,593$6.62M0.1%-31.1%0.034%
8/12/2025CreativeOne Wealth LLC5,139$203K0.0%N/A0.001%
8/12/2025Summit Global Investments26,908$1.06M0.1%+21.5%0.005%
8/12/2025Ameritas Investment Partners Inc.68,164$2.69M0.1%+10.3%0.014%
8/12/2025Global Retirement Partners LLC669,544$26.44M0.7%N/A0.136%
8/12/2025Waterloo Capital L.P.6,804$269K0.0%-94.0%0.001%
8/12/2025Barnes Pettey Financial Advisors LLC141,686$5.60M3.7%+75.3%0.029%
8/12/2025Entruity Wealth LLC396,664$15.66M13.3%+5.8%0.081%
8/12/2025Erickson Financial Group LLC1,033,003$40.79M27.6%+24.7%0.211%
8/12/2025Cozad Asset Management Inc.82,745$3.27M0.3%+26.8%0.017%
8/12/2025AlphaCore Capital LLC15,821$627K0.0%+18.3%0.003%
8/12/2025Franklin Resources Inc.5,734$226K0.0%N/A0.001%
8/12/2025JPMorgan Chase & Co.198,313$7.83M0.0%-1.7%0.040%
8/12/2025Lodestone Wealth Management LLC120,179$4.75M2.3%+0.7%0.024%
8/11/2025Perennial Investment Advisors LLC97,845$3.86M0.4%+712.0%0.020%
8/11/2025United Advisor Group LLC8,976$354K0.1%+4.3%0.002%
8/11/2025Landaas & Co. WI ADV5,269$208K0.0%N/A0.001%
8/11/2025Rothschild Investment LLC150,670$5.95M0.4%+16.3%0.031%
8/11/2025Y.D. More Investments Ltd2,150$84K0.0%+795.8%0.000%
(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, 576 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. ($764.28M), Envestnet Asset Management Inc. ($660.30M), Northwestern Mutual Wealth Management Co. ($605.31M), Bank of America Corp DE ($520.48M), and Advance Capital Management Inc. ($481.34M).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 563 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 ($19.58M), Raymond James Financial Inc. ($19.35M), Advance Capital Management Inc. ($12.75M), Envestnet Asset Management Inc. ($12.03M), Cetera Investment Advisers ($9.76M), Commonwealth Equity Services LLC ($6.95M), and Raymond James Financial Services Advisors Inc. ($5.33M).

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

Institutional investors have bought a total of 135,097,255 shares in the last 24 months. This purchase volume represents approximately $4.92B in transactions.

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

Of the 148 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), Orion Porfolio Solutions LLC ($599.70K), Jane Street Group LLC ($565.36K), Advance Capital Management Inc. ($557.23K), NewEdge Advisors LLC ($472.80K), and Focus Partners Wealth ($424.82K).

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

Institutional investors have sold a total of 10,720,787 shares in the last 24 months. This volume of shares sold represents approximately $399.59M in transactions.


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This page (NYSEARCA:CGDV) was last updated on 9/10/2025 by MarketBeat.com Staff
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