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Capital Group Dividend Value ETF (CGDV) Institutional Ownership

Capital Group Dividend Value ETF logo
$36.40 -0.12 (-0.33%)
Closing price 05/23/2025 04:10 PM Eastern
Extended Trading
$36.59 +0.19 (+0.52%)
As of 05/23/2025 07:25 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.

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

Number of
Institutional Buyers
(last 12 months)
442
Total
Institutional Inflows
(last 12 months)
$4.55B
Number of
Institutional Sellers
(last 12 months)
110
Total
Institutional Outflows
(last 12 months)
$221.29M
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CGDV Institutional Buying and Selling by Quarter

Capital Group Dividend Value ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2025 Main Line Retirement Advisors LLC58,314$2.08M1.3%+2.1%0.013%
5/21/2025 Geneos Wealth Management Inc.43,561$1.55M0.1%+417.4%0.010%
5/20/2025 Belpointe Asset Management LLC31,637$1.13M0.1%+7.2%0.007%
5/20/2025 Focus Partners Wealth495,883$17.67M0.0%+9,934.1%0.114%
5/20/2025 Integrity Alliance LLC.78,317$2.79M0.1%+325.2%0.018%
5/19/2025 Jane Street Group LLC734,962$26.19M0.0%+51.9%0.168%
5/16/2025 Ascent Group LLC17,117$610K0.0%+6.8%0.004%
5/16/2025 Signature Estate & Investment Advisors LLC210,594$7.51M0.2%+0.8%0.048%
5/16/2025 Challenger Wealth Management452,840$16.14M12.8%+43.2%0.104%
5/16/2025 Kestra Investment Management LLC1,822,184$64.94M2.0%+64.1%0.417%
5/16/2025 Jones Financial Companies Lllp1,461,576$52.09M0.0%-45.6%0.335%
5/16/2025 Ruggaard & Associates LLC397,750$14.18M6.2%+1.5%0.091%
5/16/2025 NewEdge Advisors LLC1,253,604$44.68M0.3%+12.3%0.287%
5/16/2025 Integrated Wealth Concepts LLC1,055,561$37.62M0.4%+9.7%0.251%
5/16/2025 AQR Capital Management LLC6,621$236K0.0%N/A0.002%
5/15/2025 Core Wealth Advisors Inc.251,125$8.95M2.8%N/A0.060%
5/15/2025 Flputnam Investment Management Co.71,789$2.56M0.0%-3.1%0.017%
5/15/2025 Royal Bank of Canada4,125,786$147.04M0.0%+18.5%0.981%
5/15/2025 Betterment LLC127,206$4.53M0.0%+4.6%0.030%
5/15/2025 Calton & Associates Inc.26,103$930K0.2%+128.9%0.006%
5/15/2025 Certior Financial Group LLC65,716$2.34M1.9%+6.3%0.016%
5/15/2025 KMT Wealth Management LLC6,187$221K0.2%N/A0.001%
5/15/2025 Baird Financial Group Inc.1,743,851$62.15M0.1%+15.6%0.415%
5/15/2025 OLD Mission Capital LLC143,643$5.12M0.1%-60.9%0.034%
5/15/2025 Vermillion & White Wealth Management Group LLC2,330$83K0.1%N/A0.001%
5/15/2025 Gerber Kawasaki Wealth & Investment Management833,204$29.70M1.3%+0.6%0.198%
5/14/2025 Per Stirling Capital Management LLC.57,742$2.06M0.3%+1.1%0.014%
5/14/2025 WCG Wealth Advisors LLC19,006$677K0.1%+24.2%0.005%
5/14/2025 Jane Street Group LLC734,962$26.19M0.0%+51.9%0.175%
5/14/2025 Evergreen Wealth Solutions LLC48,345$1.72M1.2%+29.7%0.011%
5/14/2025 Comerica Bank23,439$835K0.0%-4.9%0.006%
5/14/2025 Freedom Investment Management Inc.10,442$372K0.0%-3.9%0.002%
5/14/2025 Smartleaf Asset Management LLC128,788$4.57M0.4%+65.2%0.031%
5/14/2025 Northwestern Mutual Wealth Management Co.13,831,238$492.95M0.4%+19.1%3.289%
5/14/2025 Kestra Advisory Services LLC3,683,059$131.26M0.6%-0.4%0.876%
5/14/2025 CW Advisors LLC378,240$13.64M0.2%+6,419.1%0.090%
5/14/2025 Aspire Growth Partners LLC86,071$3.05M2.7%+43.6%0.020%
5/14/2025 Capital Analysts LLC835$30K0.0%N/A0.000%
5/14/2025 Tradition Wealth Management LLC27,974$997K0.1%+3.3%0.007%
5/14/2025 Venture Visionary Partners LLC10,022$357K0.0%+50.9%0.002%
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5/14/2025 CWS Financial Advisors LLC25,038$892K0.3%+6.0%0.006%
5/14/2025 Lincoln Capital LLC16,863$562K0.1%+3.1%0.004%
5/13/2025 Aptus Capital Advisors LLC1,239,715$44.18M0.5%+6.6%0.295%
5/13/2025 Steward Partners Investment Advisory LLC243,186$8.67M0.1%+1.7%0.058%
5/13/2025 Tyler Stone Wealth Management21,649$772K0.1%+12.4%0.005%
5/13/2025 Raymond James Financial Inc.17,353,649$618.48M0.2%+1.8%4.127%
5/13/2025 Menora Mivtachim Holdings LTD.194,991$6.95M0.0%N/A0.046%
5/13/2025 Cresset Asset Management LLC133,834$4.78M0.0%N/A0.032%
5/13/2025 Nations Financial Group Inc. IA ADV233,606$8.33M0.6%+4.7%0.056%
5/13/2025 EverSource Wealth Advisors LLC65,902$2.35M0.1%+13.5%0.016%
5/13/2025 Leigh Baldwin & CO. LLC15,721$560K0.5%+49.6%0.004%
5/13/2025 High Falls Advisors Inc9,430$336K0.1%+9.9%0.002%
5/13/2025 Sei Investments Co.966,220$34.44M0.3%+10.3%0.230%
5/13/2025 Vestmark Advisory Solutions Inc.643,901$22.95M0.6%+4.5%0.153%
5/13/2025 Bridgewealth Advisory Group LLC22,656$807K1.1%+7.7%0.005%
5/13/2025 MSH Capital Advisors LLC28,152$1.00M0.3%+1.4%0.007%
5/13/2025 Russell Investments Group Ltd.3,713$132K0.0%-18.9%0.001%
5/13/2025 HighTower Advisors LLC2,493,381$88.86M0.1%+378.6%0.593%
5/13/2025 Core Wealth Partners LLC17,535$625K0.4%+16.3%0.004%
5/12/2025 Cooper Financial Group106,438$3.79M0.5%+3.3%0.025%
5/12/2025 Berger Financial Group Inc13,417$478K0.0%+21.4%0.003%
5/12/2025 Benjamin Edwards Inc.748,101$26.66M0.4%+16.8%0.178%
5/12/2025 Avant Capital LLC7,526$268K0.2%+6.7%0.002%
5/12/2025 Townsquare Capital LLC20,785$741K0.0%+6.1%0.005%
5/12/2025 FSA Wealth Partners Inc.262,822$9.37M3.5%-55.3%0.063%
5/12/2025 AlphaCore Capital LLC13,379$478K0.0%N/A0.003%
5/9/2025 Ball & Co Wealth Management Inc.216,052$7.70M8.3%-24.7%0.051%
5/9/2025 Atria Wealth Solutions Inc.1,057,501$37.78M0.5%+23.7%0.251%
5/9/2025 Cary Street Partners Financial LLC593,442$21.15M0.7%-0.1%0.141%
5/9/2025 Thoroughbred Financial Services LLC147,273$5.25M0.3%+70.0%0.035%
5/9/2025 Commonwealth Equity Services LLC9,287,713$331.01M0.5%+15.2%2.209%
5/9/2025 Blair William & Co. IL471,068$16.79M0.1%+7.0%0.112%
5/9/2025 Delta Financial Group Inc.188,067$6.86M1.6%+11.6%0.045%
5/9/2025 Beta Wealth Group Inc.224,686$8.01M2.9%N/A0.053%
5/9/2025 PNC Financial Services Group Inc.3,010$107K0.0%+92.9%0.001%
5/8/2025 Endeavor Private Wealth Inc.68,113$2.44M1.3%+22.2%0.016%
5/8/2025 IFG Advisory LLC39,130$1.40M0.1%+49.3%0.009%
5/8/2025 Strategic Family Wealth Counselors L.L.C.12,350$440K0.1%+48.5%0.003%
5/8/2025 US Bancorp DE105,023$3.74M0.0%+103.2%0.025%
5/8/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management6,468$231K0.0%N/A0.002%
5/8/2025 Harbour Investments Inc.494,286$17.62M0.5%+18.1%0.118%
5/8/2025 MGO One Seven LLC140,624$5.01M0.2%-4.0%0.033%
5/8/2025 Cannon Wealth Management Services LLC23,096$818K0.7%-5.6%0.005%
5/8/2025 Entruity Wealth LLC374,995$13.37M12.6%+0.4%0.089%
5/8/2025 Orca Wealth Management LLC53,363$1.90M1.7%-0.8%0.013%
5/8/2025 Marshall Investment Management LLC106,562$3.80M2.4%N/A0.025%
5/8/2025 XTX Topco Ltd11,074$395K0.0%N/A0.003%
5/8/2025 Cozad Asset Management Inc.65,238$2.33M0.2%+17.3%0.016%
5/7/2025 Creekside Partners6,257$223K0.1%N/A0.001%
5/7/2025 Atlas Legacy Advisors LLC54,061$1.97M0.5%-81.1%0.013%
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5/7/2025 Richards Merrill & Peterson Inc.8,000$285K0.1%+27.6%0.002%
5/7/2025 LPL Financial LLC29,452,035$1.05B0.4%+34.0%7.004%
5/7/2025 First Heartland Consultants Inc.240,137$8.56M0.9%+318.6%0.057%
5/7/2025 Trilogy Capital Inc.14,211$506K0.0%-37.4%0.003%
5/6/2025 Assetmark Inc.796,188$28.38M0.1%+5.0%0.189%
5/6/2025 Cetera Investment Advisers10,119,747$360.67M0.7%+19.8%2.407%
5/6/2025 Avantax Advisory Services Inc.975,213$34.76M0.2%+11.3%0.232%
5/6/2025 Tempus Wealth Planning LLC225,687$8.04M2.4%+27.1%0.054%
5/6/2025 Brookwood Investment Group LLC9,789$349K0.1%N/A0.002%
5/6/2025 Kovack Advisors Inc.24,042$857K0.1%+11.6%0.006%
(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, 516 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. ($454.27M), and Cetera Investment Advisers ($360.67M).Learn more on CGDV's institutional investors.

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

Of the 499 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: 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 182,572,339 shares in the last 24 months. This purchase volume represents approximately $6.08B in transactions.

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

Of the 129 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), Jones Financial Companies Lllp ($1.22M), Osaic Holdings Inc. ($822.76K), International Assets Investment Management LLC ($631.09K), Focus Partners Wealth ($424.82K), Financial Services Advisory Inc ($384.07K), and FSA Wealth Partners Inc. ($325.08K).

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

Institutional investors have sold a total of 10,014,780 shares in the last 24 months. This volume of shares sold represents approximately $339.47M in transactions.



This page (NYSEARCA:CGDV) was last updated on 5/25/2025 by MarketBeat.com Staff
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