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Capital Group Dividend Value ETF (CGDV) Institutional Ownership

Capital Group Dividend Value ETF logo
$40.67 +0.05 (+0.12%)
Closing price 07/14/2025 04:10 PM Eastern
Extended Trading
$40.66 -0.01 (-0.02%)
As of 07/14/2025 07:58 PM 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.
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Institutional Ownership Changes (13F Filings) for Capital Group Dividend Value ETF (NYSEARCA:CGDV)

Number of
Institutional Buyers
(last 12 months)
451
Total
Institutional Inflows
(last 12 months)
$4.43B
Number of
Institutional Sellers
(last 12 months)
115
Total
Institutional Outflows
(last 12 months)
$245.54M
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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
7/14/2025Gries Financial LLC54,231$2.14M0.4%+5.7%0.011%
7/14/2025AdvisorNet Financial Inc219,475$8.67M0.6%+6.5%0.046%
7/14/2025CJM Wealth Advisers Ltd.86,994$3.44M1.1%+120.3%0.018%
7/14/2025BetterWealth LLC219,370$8.66M2.2%+7.7%0.046%
7/14/2025U.S. Capital Wealth Advisors LLC190,069$7.51M0.2%+6.6%0.039%
7/14/2025Main Line Retirement Advisors LLC502,516$19.84M11.3%+761.7%0.104%
7/14/2025Southland Equity Partners LLC21,231$838K0.2%+48.8%0.004%
7/14/2025Park Avenue Securities LLC91,228$3.60M0.0%+4.7%0.019%
7/14/2025A&I Financial Services LLC75,782$2.99M1.7%+7.1%0.016%
7/11/2025 Trinity Wealth Management LLC34,956$1.38M0.5%-75.6%0.007%
7/11/2025 Compass Ion Advisors LLC9,188$363K0.0%+6.1%0.002%
7/11/2025 Lincoln Capital LLC16,405$648K0.1%-2.7%0.003%
7/11/2025 Bouvel Investment Partners LLC269,954$10.66M3.6%N/A0.057%
7/11/2025 Capital Advantage Inc.518,164$20.46M3.2%N/A0.109%
7/11/2025 Farther Finance Advisors LLC30,436$1.20M0.0%+230.0%0.006%
7/11/2025 Silver Oak Securities Incorporated489,545$19.33M1.6%+5.9%0.103%
7/11/2025 UMB Bank n.a.2,151$85K0.0%N/A0.000%
7/11/2025 Lantz Financial LLC42,633$1.68M0.4%+1.2%0.009%
7/11/2025 Brendel Financial Advisors LLC14,888$588K0.3%-12.7%0.003%
7/11/2025 AA Financial Advisors LLC686,813$27.12M5.8%+9.7%0.145%
7/11/2025 LongView Wealth Management138,271$5.46M1.7%-4.4%0.029%
7/10/2025 Affiance Financial LLC101,343$4.00M0.8%+5.7%0.021%
7/10/2025 Wealth Enhancement Advisory Services LLC1,651,638$66.36M0.1%+2.0%0.348%
7/10/2025 Secure Asset Management LLC135,098$5.34M1.0%+39.2%0.028%
7/10/2025 KMG Fiduciary Partners LLC68,559$2.71M0.2%-1.5%0.014%
7/10/2025 Focus Financial Network Inc.44,779$1.77M0.1%N/A0.009%
7/10/2025 Professional Financial Advisors LLC37,038$1.46M0.3%+12.5%0.008%
7/10/2025 Sovran Advisors LLC299,430$12.00M1.3%+48.2%0.063%
7/9/2025 Dynamic Advisor Solutions LLC149,492$5.90M0.2%-19.6%0.031%
7/9/2025 Pines Wealth Management LLC48,100$1.93M0.7%+5.0%0.010%
7/9/2025 Sapient Capital LLC6,888$272K0.0%+8.5%0.001%
7/9/2025 Procyon Advisors LLC737,966$29.14M2.7%+27.8%0.155%
7/9/2025 Pallas Capital Advisors LLC163,663$6.46M0.2%N/A0.034%
7/9/2025 Fermata Advisors LLC195,159$7.71M2.1%-0.5%0.041%
7/9/2025 StrongBox Wealth LLC58,217$2.30M0.9%+8.8%0.012%
7/9/2025 Fiduciary Alliance LLC31,604$1.25M0.1%N/A0.007%
7/9/2025 Bulwark Capital Corp94,693$3.74M3.1%N/A0.020%
7/9/2025 Beacon Financial Group8,250$326K0.0%+9.2%0.002%
7/9/2025 WealthCare Investment Partners LLC80,825$3.25M1.2%+27.5%0.017%
7/8/2025 IAM Advisory LLC479,521$18.94M4.5%+140.7%0.101%
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7/8/2025 Everpar Advisors LLC98,333$3.88M1.8%+23.7%0.021%
7/8/2025 Dover Advisors LLC5,162$204K0.1%N/A0.001%
7/8/2025 Advance Capital Management Inc.12,188,851$481.34M21.8%-4.4%2.577%
7/8/2025 Goldstone Financial Group LLC26,494$1.07M0.1%+9.4%0.006%
7/8/2025 NBC Securities Inc.70,356$2.78M0.2%+14.4%0.015%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.63,540$2.51M0.3%+603.3%0.013%
7/3/2025 CPA Asset Management LLC33,576$1.33M0.6%+11.4%0.007%
7/2/2025 HBW Advisory Services LLC36,137$1.43M0.2%+260.6%0.008%
7/1/2025 Park National Corp OH861,124$34.01M1.1%N/A0.185%
7/1/2025 Harbor Investment Advisory LLC26,080$1.03M0.1%+31.7%0.006%
7/1/2025 Kera Capital Partners Inc.340,960$13.46M2.7%+0.1%0.073%
6/5/2025Cim LLC5,623$200K0.0%-11.0%0.001%
6/2/2025Modern Wealth Management LLC546,957$19.49M0.6%+411.1%0.125%
5/28/2025Jones Financial Companies Lllp3,955,630$140.31M0.1%+47.3%0.906%
5/28/2025Intrua Financial LLC12,440$443K0.1%+78.8%0.003%
5/27/2025Jacobi Capital Management LLC54,221$1.93M0.1%+43.6%0.012%
5/21/2025Main Line Retirement Advisors LLC58,314$2.08M1.3%+2.1%0.013%
5/21/2025Geneos Wealth Management Inc.43,561$1.55M0.1%+417.4%0.010%
5/20/2025Belpointe Asset Management LLC31,637$1.13M0.1%+7.2%0.007%
5/20/2025Focus Partners Wealth495,883$17.67M0.0%+9,934.1%0.114%
5/20/2025Integrity Alliance LLC.78,317$2.79M0.1%+325.2%0.018%
5/19/2025Jane Street Group LLC734,962$26.19M0.0%+51.9%0.168%
5/16/2025Ascent Group LLC17,117$610K0.0%+6.8%0.004%
5/16/2025Signature Estate & Investment Advisors LLC210,594$7.51M0.2%+0.8%0.048%
5/16/2025Challenger Wealth Management452,840$16.14M12.8%+43.2%0.104%
5/16/2025Kestra Investment Management LLC1,822,184$64.94M2.0%+64.1%0.417%
5/16/2025Jones Financial Companies Lllp1,461,576$52.09M0.0%-45.6%0.335%
5/16/2025Ruggaard & Associates LLC397,750$14.18M6.2%+1.5%0.091%
5/16/2025NewEdge Advisors LLC1,253,604$44.68M0.3%+12.3%0.287%
5/16/2025Integrated Wealth Concepts LLC1,055,561$37.62M0.4%+9.7%0.251%
5/16/2025AQR Capital Management LLC6,621$236K0.0%N/A0.002%
5/15/2025Core Wealth Advisors Inc.251,125$8.95M2.8%N/A0.060%
5/15/2025Flputnam Investment Management Co.71,789$2.56M0.0%-3.1%0.017%
5/15/2025Royal Bank of Canada4,125,786$147.04M0.0%+18.5%0.981%
5/15/2025Betterment LLC127,206$4.53M0.0%+4.6%0.030%
5/15/2025Calton & Associates Inc.26,103$930K0.2%+128.9%0.006%
5/15/2025Certior Financial Group LLC65,716$2.34M1.9%+6.3%0.016%
5/15/2025KMT Wealth Management LLC6,187$221K0.2%N/A0.001%
5/15/2025Baird Financial Group Inc.1,743,851$62.15M0.1%+15.6%0.415%
5/15/2025OLD Mission Capital LLC143,643$5.12M0.1%-60.9%0.034%
5/15/2025Vermillion & White Wealth Management Group LLC2,330$83K0.1%N/A0.001%
5/15/2025Gerber Kawasaki Wealth & Investment Management833,204$29.70M1.3%+0.6%0.198%
5/14/2025Per Stirling Capital Management LLC.57,742$2.06M0.3%+1.1%0.014%
5/14/2025WCG Wealth Advisors LLC19,006$677K0.1%+24.2%0.005%
5/14/2025Jane Street Group LLC734,962$26.19M0.0%+51.9%0.175%
5/14/2025Evergreen Wealth Solutions LLC48,345$1.72M1.2%+29.7%0.011%
5/14/2025Comerica Bank23,439$835K0.0%-4.9%0.006%
5/14/2025Freedom Investment Management Inc.10,442$372K0.0%-3.9%0.002%
5/14/2025Smartleaf Asset Management LLC128,788$4.57M0.4%+65.2%0.031%
5/14/2025Northwestern Mutual Wealth Management Co.13,831,238$492.95M0.4%+19.1%3.289%
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5/14/2025Kestra Advisory Services LLC3,683,059$131.26M0.6%-0.4%0.876%
5/14/2025CW Advisors LLC378,240$13.64M0.2%+6,419.1%0.090%
5/14/2025Aspire Growth Partners LLC86,071$3.05M2.7%+43.6%0.020%
5/14/2025Capital Analysts LLC835$30K0.0%N/A0.000%
5/14/2025Tradition Wealth Management LLC27,974$997K0.1%+3.3%0.007%
5/14/2025Venture Visionary Partners LLC10,022$357K0.0%+50.9%0.002%
5/14/2025CWS Financial Advisors LLC25,038$892K0.3%+6.0%0.006%
5/14/2025 Lincoln Capital LLC16,863$562K0.1%+3.1%0.004%
5/13/2025Aptus Capital Advisors LLC1,239,715$44.18M0.5%+6.6%0.295%
5/13/2025Steward Partners Investment Advisory LLC243,186$8.67M0.1%+1.7%0.058%
(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, 524 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 508 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 125,258,014 shares in the last 24 months. This purchase volume represents approximately $4.43B in transactions.

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

Of the 115 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 6,837,938 shares in the last 24 months. This volume of shares sold represents approximately $245.54M in transactions.


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This page (NYSEARCA:CGDV) was last updated on 7/15/2025 by MarketBeat.com Staff
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