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Capital Group Dividend Value ETF (CGDV) Institutional Ownership

Capital Group Dividend Value ETF logo
$41.47 +0.55 (+1.34%)
Closing price 08/22/2025 04:10 PM Eastern
Extended Trading
$41.65 +0.18 (+0.43%)
As of 07:15 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.
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Institutional Ownership Changes (13F Filings) for Capital Group Dividend Value ETF (NYSEARCA:CGDV)

Number of
Institutional Buyers
(last 12 months)
489
Total
Institutional Inflows
(last 12 months)
$4.92B
Number of
Institutional Sellers
(last 12 months)
147
Total
Institutional Outflows
(last 12 months)
$399.52M
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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
8/20/2025 Coppell Advisory Solutions LLC14,125$557K0.1%N/A0.003%
8/19/2025 Advisory Services Network LLC121,075$4.91M0.1%-13.5%0.025%
8/19/2025 Cim LLC11,030$436K0.1%+96.2%0.002%
8/18/2025 Tyler Stone Wealth Management27,958$1.10M0.2%+29.1%0.006%
8/18/2025 Geneos Wealth Management Inc.565,462$22.33M0.5%+1,198.1%0.115%
8/18/2025 Kestra Investment Management LLC1,562,415$61.70M1.9%-14.3%0.318%
8/18/2025 Wellington Capital Management Inc.9,942$393K0.6%N/A0.002%
8/15/2025 High Falls Advisors Inc9,001$355K0.1%-4.5%0.002%
8/15/2025 44 Wealth Management LLC30,098$1.19M0.4%N/A0.006%
8/15/2025 First Heartland Consultants Inc.299,302$11.82M1.1%+24.6%0.061%
8/15/2025 Synergy Financial Group LTD5,290$209K0.2%N/A0.001%
8/15/2025 Orcam Financial Group5,434$215K0.2%N/A0.001%
8/15/2025 Equitable Holdings Inc.545,634$21.55M0.2%+92.0%0.111%
8/15/2025 Captrust Financial Advisors916,258$36.18M0.1%+21.7%0.187%
8/15/2025 WFA of San Diego LLC29,027$1.15M0.8%N/A0.006%
8/15/2025 Lantern Wealth Advisors LLC10,450$413K0.2%N/A0.002%
8/15/2025 Visionary Wealth Advisors258,222$10.20M0.5%+18.5%0.053%
8/15/2025 Smartleaf Asset Management LLC138,047$5.45M0.5%+7.2%0.028%
8/15/2025 Snowden Capital Advisors LLC14,367$568K0.0%+5.7%0.003%
8/15/2025 Ruggaard & Associates LLC371,570$14.67M5.9%-6.6%0.076%
8/15/2025 Orion Porfolio Solutions LLC58,584$2.31M0.0%-91.1%0.012%
8/15/2025 MML Investors Services LLC4,500,964$177.74M0.5%+12.5%0.917%
8/15/2025 Modern Wealth Management LLC613,404$24.22M0.6%+12.1%0.125%
8/15/2025 IHT Wealth Management LLC86,405$3.41M0.1%+14.5%0.018%
8/15/2025 Great Valley Advisor Group Inc.400,065$15.80M0.3%+53.6%0.082%
8/15/2025 Benjamin Edwards Inc.813,532$32.13M0.4%+8.7%0.166%
8/15/2025 Bank of America Corp DE13,179,947$520.48M0.0%+23.1%2.686%
8/15/2025 Acas LLC285,215$11.71M7.9%+5.0%0.058%
8/15/2025 Ameriprise Financial Inc.16,080$635K0.0%+1.7%0.003%
8/14/2025 CLG LLC256,744$10.14M3.2%+193.2%0.052%
8/14/2025 Challenger Wealth Management482,775$19.07M13.2%+6.6%0.098%
8/14/2025 Jane Street Group LLC169,605$6.70M0.0%-76.9%0.035%
8/14/2025 Ausdal Financial Partners Inc.96,869$3.83M0.3%+1.0%0.020%
8/14/2025 Raymond James Financial Inc.19,353,624$764.28M0.3%+11.5%3.944%
8/14/2025 Betterment LLC141,063$5.57M0.0%+10.9%0.029%
8/14/2025 Diversify Wealth Management LLC35,119$1.44M0.1%+74.1%0.007%
8/14/2025 Peapack Gladstone Financial Corp74,290$2.93M0.0%-6.1%0.015%
8/14/2025 Operose Advisors LLC5,150$203K0.1%+102.0%0.001%
8/14/2025 Sei Investments Co.1,169,992$46.20M0.1%+21.1%0.238%
8/14/2025 NewEdge Advisors LLC780,803$30.83M0.2%-37.7%0.159%
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8/14/2025 Menora Mivtachim Holdings LTD.298,484$11.79M0.1%+53.1%0.061%
8/14/2025 Marshall Investment Management LLC5,927$234K1.1%-94.4%0.001%
8/14/2025 Gerber Kawasaki Wealth & Investment Management861,670$34.03M1.3%+3.4%0.176%
8/14/2025 Obsidian Personal Planning Solutions LLC11,449$452K0.2%+12.5%0.002%
8/14/2025 Banco de Sabadell S.A1,180$47K0.0%N/A0.000%
8/14/2025 BlackDiamond Wealth Management LLC120,055$4.75M2.7%+17.1%0.024%
8/14/2025 Cary Street Partners Financial LLC586,209$23.15M0.6%-1.2%0.119%
8/14/2025 Cerity Partners LLC64,938$2.57M0.0%-0.4%0.013%
8/13/2025 Victory Financial Group LLC21,997$869K0.1%+59.2%0.004%
8/13/2025 StoneX Group Inc.209,690$8.31M0.4%-3.9%0.043%
8/13/2025 Cresset Asset Management LLC281,682$11.12M0.0%+110.5%0.057%
8/13/2025 Gateway Wealth Partners LLC26,993$1.07M0.2%+23.3%0.006%
8/13/2025 Brown Advisory Inc.22,270$879K0.0%+22.7%0.005%
8/13/2025 Milestone Investment Advisors LLC85,518$3.38M0.9%-8.1%0.017%
8/13/2025 Baird Financial Group Inc.1,733,365$68.45M0.1%-0.6%0.353%
8/13/2025 EverSource Wealth Advisors LLC86,284$3.41M0.2%+30.9%0.018%
8/13/2025 CW Advisors LLC439,158$17.34M0.2%+16.1%0.089%
8/13/2025 WCG Wealth Advisors LLC22,753$899K0.1%+19.7%0.005%
8/13/2025 Beacon Pointe Advisors LLC37,464$1.48M0.0%N/A0.008%
8/13/2025 Riverview Capital Advisers LLC51,166$2.02M0.6%+1.3%0.010%
8/13/2025 Smith Moore & CO.287,535$11.36M1.0%-1.1%0.059%
8/13/2025 VestGen Advisors LLC414,150$16.63M0.7%+204.5%0.084%
8/13/2025 Stablepoint Partners LLC17,559$693K0.1%+3.1%0.004%
8/13/2025 Kuhn & Co Investment Counsel77,242$3.05M2.3%+14.1%0.016%
8/13/2025 Aspire Growth Partners LLC95,457$3.77M3.1%+10.9%0.019%
8/13/2025 Level Four Advisory Services LLC7,520$297K0.0%+21.0%0.002%
8/13/2025 Northwestern Mutual Wealth Management Co.15,328,061$605.31M0.4%+10.8%3.124%
8/13/2025 Choreo LLC136,294$5.40M0.1%-1.3%0.028%
8/13/2025 Russell Investments Group Ltd.4,638$183K0.0%+24.9%0.001%
8/12/2025 Richmond Investment Services LLC190,710$7.53M1.6%+108.2%0.039%
8/12/2025 J.W. Cole Advisors Inc.150,813$5.96M0.1%+11.7%0.031%
8/12/2025 Financial Advocates Investment Management276,899$10.94M0.9%-9.4%0.056%
8/12/2025 FreeGulliver LLC254,317$10.04M4.6%N/A0.052%
8/12/2025 Steward Partners Investment Advisory LLC167,593$6.62M0.1%-31.1%0.034%
8/12/2025 CreativeOne Wealth LLC5,139$203K0.0%N/A0.001%
8/12/2025 Summit Global Investments26,908$1.06M0.1%+21.5%0.005%
8/12/2025 Ameritas Investment Partners Inc.68,164$2.69M0.1%+10.3%0.014%
8/12/2025 Global Retirement Partners LLC669,544$26.44M0.7%N/A0.136%
8/12/2025 Waterloo Capital L.P.6,804$269K0.0%-94.0%0.001%
8/12/2025 Barnes Pettey Financial Advisors LLC141,686$5.60M3.7%+75.3%0.029%
8/12/2025 Entruity Wealth LLC396,664$15.66M13.3%+5.8%0.081%
8/12/2025 Erickson Financial Group LLC1,033,003$40.79M27.6%+24.7%0.211%
8/12/2025 Cozad Asset Management Inc.82,745$3.27M0.3%+26.8%0.017%
8/12/2025 AlphaCore Capital LLC15,821$627K0.0%+18.3%0.003%
8/12/2025 Franklin Resources Inc.5,734$226K0.0%N/A0.001%
8/12/2025 JPMorgan Chase & Co.198,313$7.83M0.0%-1.7%0.040%
8/12/2025 Lodestone Wealth Management LLC120,179$4.75M2.3%+0.7%0.024%
8/11/2025 Perennial Investment Advisors LLC97,845$3.86M0.4%+712.0%0.020%
8/11/2025 United Advisor Group LLC8,976$354K0.1%+4.3%0.002%
8/11/2025 Landaas & Co. WI ADV5,269$208K0.0%N/A0.001%
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8/11/2025 Rothschild Investment LLC150,670$5.95M0.4%+16.3%0.031%
8/11/2025 Y.D. More Investments Ltd2,150$84K0.0%+795.8%0.000%
8/11/2025 Western Wealth Management LLC756,871$29.89M1.8%+101.6%0.157%
8/11/2025 Beta Wealth Group Inc.225,272$8.90M3.3%+0.3%0.047%
8/8/2025 Rockefeller Capital Management L.P.123,821$4.89M0.0%+8.2%0.026%
8/8/2025 Kingsview Wealth Management LLC130,169$5.14M0.1%+149.3%0.027%
8/8/2025 Avantax Advisory Services Inc.746,269$29.47M0.2%-23.5%0.155%
8/8/2025 Glaxis Capital Management LLC7,000$276K0.4%N/A0.001%
8/8/2025 Thoroughbred Financial Services LLC321,347$12.69M0.9%+118.2%0.067%
8/8/2025 Cetera Investment Advisers11,850,016$467.96M0.8%+17.1%2.455%
(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, 573 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 559 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 135,374,567 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 147 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 10,719,124 shares in the last 24 months. This volume of shares sold represents approximately $399.52M in transactions.


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This page (NYSEARCA:CGDV) was last updated on 8/25/2025 by MarketBeat.com Staff
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