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Capital Group Dividend Value ETF (CGDV) Institutional Ownership

Capital Group Dividend Value ETF logo
$46.66 +0.32 (+0.69%)
As of 04:10 PM 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)
645
Total
Institutional Inflows
(last 12 months)
$5.77B
Number of
Institutional Sellers
(last 12 months)
200
Total
Institutional Outflows
(last 12 months)
$1.39B
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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
5/5/2026Ridgeline Wealth Planning LLC251,606$10.70M7.8%-1.6%0.035%
5/5/2026D.A. Davidson & CO.3,639,940$154.84M0.9%+2.8%0.505%
5/5/2026Bank of New York Mellon Corp994,819$42.32M0.0%-12.2%0.138%
5/5/2026Milestone Investment Advisors LLC130,506$5.55M1.3%+11.8%0.018%
5/5/2026Geneos Wealth Management Inc.500,476$21.29M0.5%-39.6%0.069%
5/5/2026Ethos Financial Group LLC99,810$4.26M0.3%-18.1%0.014%
5/5/2026Sanctuary Advisors LLC682,503$29.03M0.2%+5.1%0.095%
5/5/2026BlueChip Wealth Advisors LLC110,710$4.71M2.1%-34.4%0.015%
5/5/2026 Sigma Planning Corp411,828$17.52M0.5%+46.6%0.057%
5/5/2026 Cornerstone Advisory LLC126,876$5.40M0.5%N/A0.018%
5/4/2026 Retirement Planning Group LLC25,857$1.10M0.0%+200.3%0.004%
5/4/2026 Bleakley Financial Group LLC120,309$5.12M0.1%+9.1%0.017%
5/4/2026 HBW Advisory Services LLC112,309$4.78M0.5%+26.6%0.016%
5/4/2026 Northland Securities Inc.6,708$285K0.3%-8.2%0.001%
5/4/2026 NWF Advisory Services Inc.15,880$676K0.1%+22.8%0.002%
5/4/2026 Uptick Partners LLC115,601$4.92M1.0%+33.4%0.016%
5/4/2026 Procyon Advisors LLC965,686$41.08M0.6%+18.8%0.134%
5/2/2026 International Assets Investment Management LLC73,827$3.16M0.1%-9.6%0.010%
5/2/2026 Diversify Wealth Management LLC210,505$9.67M0.2%+188.5%0.029%
5/2/2026 Valmark Advisers Inc.1,680,301$71.48M0.8%+58.3%0.233%
5/2/2026 Carnegie Investment Counsel7,972$339K0.0%+8.0%0.001%
5/1/2026 Kaizen Financial Strategies277,840$12.61M5.5%-8.9%0.039%
5/1/2026 Lincoln Capital LLC17,294$736K0.1%+5.5%0.002%
5/1/2026 Fifth Third Bancorp91,879$3.91M0.0%+5,976.7%0.013%
5/1/2026 Sovran Advisors LLC339,245$15.74M1.2%-0.7%0.047%
5/1/2026 EQ Wealth Advisors LLC81,194$3.45M2.0%+30.6%0.011%
5/1/2026 Ball & Co Wealth Management Inc.210,052$8.94M7.5%-1.0%0.029%
5/1/2026 Simplicity Wealth LLC41,709$1.77M0.1%-44.6%0.006%
5/1/2026 Osprey Private Wealth LLC8,482$361K0.1%-4.1%0.001%
5/1/2026 Sequoia Financial Advisors LLC5,599$238K0.0%+16.2%0.001%
4/30/2026 Torren Management LLC1,361$58K0.0%N/A0.000%
4/30/2026 Whipplewood Advisors LLC23,827$1.01M0.5%+8.5%0.003%
4/30/2026 Roman Butler Fullerton & Co.5,911$262K0.1%N/A0.001%
4/30/2026 Financial Freedom LLC2,604$111K0.1%+29.9%0.000%
4/30/2026 Kestra Advisory Services LLC5,857,420$249.18M0.9%+14.9%0.831%
4/30/2026 Beam Wealth Advisors Inc.18,062$770K0.2%+20.0%0.003%
4/30/2026 CFS Investment Advisory Services LLC247,549$11.38M0.8%+4.5%0.035%
4/30/2026 Greenwood Capital Associates LLC102,609$4.37M0.5%+68.0%0.015%
4/29/2026 Richmond Investment Services LLC195,085$8.30M1.3%-2.2%0.028%
4/29/2026 Cvfg LLC12,665$539K0.1%+18.1%0.002%
4/29/2026 Armor Investment Advisors LLC215,348$9.16M3.3%+108.2%0.031%
4/29/2026 Advance Capital Management Inc.10,192,029$433.57M16.4%+1.4%1.446%
4/29/2026 Integrated Advisors Network LLC22,309$949K0.0%-34.4%0.003%
4/29/2026 Investment Advisory Services Group LLC149,796$6.37M5.5%+93.7%0.021%
4/28/2026 Cypress Capital LLC5,245$223K0.1%N/A0.001%
4/28/2026 Compton Financial Group LLC202,591$8.62M1.9%+2,016.1%0.029%
4/28/2026 Bogart Wealth LLC2,398,601$102.04M3.9%+0.8%0.340%
4/28/2026 Carlton Hofferkamp & Jenks Wealth Management LLC14,178$654K0.2%-4.6%0.002%
4/28/2026 Stephens Inc. AR243,024$10.34M0.1%+31.6%0.034%
4/28/2026 Berger Financial Group Inc7,519$320K0.0%+3.1%0.001%
4/28/2026 Astoria Portfolio Advisors LLC.47,677$2.20M0.5%+7.0%0.007%
4/28/2026 Walkner Condon Financial Advisors LLC69,419$2.95M0.4%+47.6%0.010%
4/28/2026 Koshinski Asset Management Inc.177,932$7.57M0.5%-1.7%0.025%
4/28/2026 Hunter Associates Investment Management LLC264,079$11.24M1.5%+14.5%0.038%
4/28/2026 CWS Financial Advisors LLC34,335$1.46M0.4%+29.3%0.005%
4/28/2026 Latitude Advisors LLC87,468$3.72M1.7%+15.1%0.013%
4/28/2026 Beacon Financial Advisory LLC427,974$18.21M4.1%+2.5%0.061%
4/28/2026 New England Capital Financial Advisors LLC142,805$6.08M1.7%+24.7%0.020%
4/28/2026 QRG Capital Management Inc.14,650$623K0.0%-13.2%0.002%
4/27/2026 Burford Brothers Inc.44,269$1.88M0.8%+4.8%0.006%
4/27/2026 HB Wealth Management LLC42,190$1.80M0.0%+18.0%0.006%
4/27/2026 Altus Wealth Group LLC64,112$2.73M1.1%+48.3%0.009%
4/27/2026 PFG Investments LLC29,165$1.24M0.1%+95.5%0.004%
4/27/2026 BIP Wealth LLC659,184$28.04M1.1%+4.8%0.094%
4/27/2026 Baer Investment Advisory LLC106,079$4.51M0.6%N/A0.015%
4/27/2026 World Investment Advisors307,514$13.08M0.2%+6.7%0.044%
4/27/2026 Lodestar Private Asset Management LLC57,122$2.43M0.2%-13.6%0.008%
4/27/2026 4WEALTH Advisors Inc.5,122$212K0.2%+11.1%0.001%
4/27/2026 Private Advisor Group LLC3,751,433$159.59M0.7%+6.8%0.537%
4/27/2026 Sound Income Strategies LLC760$33K0.0%-46.7%0.000%
4/25/2026 Royal Harbor Partners LLC635,454$27.03M9.2%-0.4%0.091%
4/25/2026 Seamount Financial Group Inc.239,306$10.18M4.6%+6.0%0.034%
4/25/2026 Kropog Financial Group LLC386,846$16.46M13.4%-0.2%0.055%
4/25/2026 Northwest Financial Advisors50,093$2.13M4.1%+13.8%0.007%
4/25/2026 NavPoint Financial Inc.22,498$957K0.4%+12.7%0.003%
4/25/2026 KPP Advisory Services LLC337,346$14.35M2.1%+1.5%0.048%
4/25/2026 BetterWealth LLC240,559$10.23M2.0%+2.2%0.034%
4/24/2026 Root Financial Partners LLC10,048$427K0.0%-9.2%0.001%
4/24/2026 Bellevue Asset Management LLC1,457$62K0.0%N/A0.000%
4/24/2026 Essex Financial Services Inc.269,190$11.45M0.6%+4.1%0.039%
4/24/2026 PW Advisors LLC FL9,856$419K0.3%N/A0.001%
4/24/2026 Barnes Pettey Financial Advisors LLC238,067$10.13M4.4%+8.0%0.034%
4/24/2026 Merited Wealth LLC62,003$2.64M2.2%+30.7%0.009%
4/24/2026 True Blue Financial LLC94,481$4.02M3.2%+15.4%0.014%
4/24/2026 Tcfg Wealth Management LLC6,445$274K0.1%N/A0.001%
4/24/2026 Acorn Financial Advisory Services Inc. ADV13,272$565K0.1%+9.3%0.002%
4/24/2026 Bayban856$36K0.0%N/A0.000%
4/24/2026 First Pacific Financial143,333$6.10M0.8%+10.0%0.021%
4/24/2026 Harbor Investment Advisory LLC57,185$2.43M0.2%+11.7%0.008%
4/23/2026 KOM Wealth Management Group LLC37,629$1.60M1.1%+7.4%0.005%
4/23/2026 Summit Investment Advisory Services LLC989,127$42.08M15.6%-1.6%0.142%
4/23/2026 Mayflower Financial Advisors LLC27,597$1.17M0.1%+26.0%0.004%
4/23/2026 OakTrust Wealth Advisors LLC44,401$1.89M1.7%+101.6%0.006%
4/23/2026 Intrua Financial LLC20,960$892K0.1%+9.3%0.003%
4/23/2026 EWA LLC194,292$8.27M1.9%N/A0.028%
4/23/2026 Continuum Advisory LLC956,187$40.68M3.9%+2.1%0.137%
4/23/2026 Apollon Wealth Management LLC446,219$18.98M0.3%+9.6%0.064%
4/23/2026 Vicus Capital166,713$7.09M0.5%+12.0%0.024%
4/22/2026 Hartmann Taylor Wealth Management LLC326,001$13.87M9.2%+9.1%0.047%
4/22/2026 Patriot Financial Group Insurance Agency LLC130,038$5.53M0.3%+101.6%0.019%


CGDV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CGDV shares?

During the previous two years, 751 institutional investors and hedge funds held shares of Capital Group Dividend Value ETF. The most heavily invested institutionals were LPL Financial LLC ($2.77B), Raymond James Financial Inc. ($1.03B), Capital International Investors ($999.32M), Morgan Stanley ($996.35M), Northwestern Mutual Wealth Management Co. ($818.47M), Envestnet Asset Management Inc. ($730.86M), and Cetera Investment Advisers ($715.67M).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 727 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 ($29.33M), Raymond James Financial Inc. ($23.59M), Advance Capital Management Inc. ($13.12M), Cetera Investment Advisers ($11.84M), Envestnet Asset Management Inc. ($8.63M), Commonwealth Equity Services LLC ($7.88M), and Northwestern Mutual Wealth Management Co. ($7.77M).

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

Institutional investors have bought a total of 140,168,084 shares in the last 24 months. This purchase volume represents approximately $5.77B in transactions.

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

Of the 200 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: Northwestern Mutual Wealth Management Co. ($16.26M), Advance Capital Management Inc. ($2.93M), Jones Financial Companies Lllp ($1.22M), Capital International Investors ($1.19M), Vestmark Advisory Solutions Inc. ($813.23K), Orion Porfolio Solutions LLC ($729.28K), and Strategic Blueprint LLC ($658.92K).

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

Institutional investors have sold a total of 32,902,322 shares in the last 24 months. This volume of shares sold represents approximately $1.39B in transactions.


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This page (NYSEARCA:CGDV) was last updated on 5/5/2026 by MarketBeat.com Staff.
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