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Capital Group Dividend Value ETF (CGDV) Institutional Ownership

Capital Group Dividend Value ETF logo
$47.98 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
641
Total
Institutional Inflows
(last 12 months)
$5.36B
Number of
Institutional Sellers
(last 12 months)
196
Total
Institutional Outflows
(last 12 months)
$1.33B
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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
5/22/2026WNY Asset Management LLC1,590,216$67.65M7.0%N/A0.220%
5/22/2026Wellington Grp LLC1,255$53K0.0%-22.9%0.000%
5/21/2026 J. Derek Lewis & Associates Inc.754,921$32.12M7.2%+4.9%0.105%
5/20/2026 January Capital Advisors LLC18,502$787K1.1%N/A0.003%
5/20/2026 Leigh Baldwin & CO. LLC107,578$4.58M3.0%+8.6%0.015%
5/19/2026 Western Wealth Management LLC1,124,695$47.85M1.7%+8.5%0.156%
5/19/2026 Mascagni Wealth Management Inc.134,698$5.73M4.1%+7.1%0.019%
5/19/2026 Bank of America Corp DE17,913,033$762.02M0.1%+7.0%2.484%
5/19/2026 Cassady Wealth & Retirement Planning LLC186,190$8.64M4.2%+18.3%0.026%
5/19/2026 Centaurus Financial Inc.110,137$4.69M0.2%+5.1%0.015%
5/19/2026 Cim LLC13,208$562K0.1%-2.4%0.002%
5/19/2026 Ashton Thomas Securities LLC75,726$3.22M0.4%+0.7%0.011%
5/19/2026 Arkadios Wealth Advisors277,821$11.82M0.2%+231.1%0.039%
5/18/2026 Sunbelt Securities Inc.81,821$3.48M0.2%-0.5%0.011%
5/18/2026 EverSource Wealth Advisors LLC113,985$4.85M0.1%+4.0%0.016%
5/18/2026 Core Wealth Advisors Inc.556,609$23.68M5.7%+4.7%0.077%
5/18/2026 Royal Bank of Canada7,479,465$318.18M0.1%+19.6%1.037%
5/16/2026 IMG Wealth Management Inc.274,583$11.68M7.4%+4.4%0.038%
5/16/2026 Quantinno Capital Management LP19,587$833K0.0%+40.9%0.003%
5/15/2026 Gateway Wealth Partners LLC296,837$12.63M0.5%+173.9%0.041%
5/15/2026 44 Wealth Management LLC36,081$1.54M0.5%+14.2%0.005%
5/15/2026 FreeGulliver LLC225,185$9.58M4.0%+8.2%0.031%
5/15/2026 Van Diest Capital LLC5,714$243K0.2%N/A0.001%
5/15/2026 Waverly Advisors LLC46,230$1.97M0.0%+27.7%0.006%
5/15/2026 Wealth Alliance LLC97,213$4.14M0.4%+130.1%0.013%
5/14/2026 Renaissance Technologies LLC61,900$2.63M0.0%-33.8%0.009%
5/14/2026 CLG LLC216,540$9.21M2.3%-26.7%0.030%
5/14/2026 Modern Wealth Management LLC455,945$19.51M0.3%-25.5%0.063%
5/14/2026 Greenline Wealth Management LLC143,828$6.12M7.1%+3.4%0.020%
5/14/2026 American Financial Advisors LLC6,118$260K0.0%N/A0.001%
5/14/2026 Sei Investments Co.1,842,457$78.38M0.1%+12.2%0.255%
5/13/2026 Cetera Investment Advisers18,359,294$781.00M0.8%+12.0%2.546%
5/13/2026 Wealthspire Retirement LLC10,542$448K0.0%+34.9%0.001%
5/13/2026 Signature Equity Partners LLC2,695$115K0.1%N/A0.000%
5/13/2026 NewEdge Wealth LLC25,592$1.09M0.0%N/A0.004%
5/8/2026 PNC Financial Services Group Inc.13,768$586K0.0%-15.9%0.002%
5/8/2026 Summit Global Investments41,333$1.76M0.1%+4.4%0.006%
5/7/2026 Hopwood Financial Services Inc.41,425$1.76M1.2%+14.4%0.006%
5/7/2026 Florida Financial Advisors LLC13,624$580K0.1%+54.1%0.002%
5/7/2026 Beta Wealth Group Inc.51,185$2.18M0.9%-8.8%0.007%
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5/7/2026 Carson Advisory Inc.83,325$3.55M1.8%+1.8%0.012%
5/7/2026 Regimen Wealth LLC358,111$15.23M4.5%-14.3%0.050%
5/7/2026 World Equity Group Inc.14,312$609K0.2%+103.8%0.002%
5/6/2026 Annis Gardner Whiting Capital Advisors LLC8,836$376K0.1%+597.4%0.001%
5/6/2026 Clifford Swan Investment Counsel LLC5,599$238K0.0%N/A0.001%
5/6/2026 Kera Capital Partners Inc.394,613$16.79M2.1%+1.9%0.055%
5/6/2026 SK Wealth Management LLC944,276$40.55M11.2%+7.1%0.131%
5/6/2026 Advisortrust Partners LLC63,922$2.72M1.1%+8.5%0.009%
5/6/2026 Assetmark Inc.845,682$35.98M0.1%+11.0%0.117%
5/6/2026 Main Street Group LTD5,944$253K0.1%N/A0.001%
5/6/2026 SteelPeak Wealth LLC10,201$435K0.0%-67.4%0.001%
5/6/2026 Independent Financial Group LLC539,302$22.94M0.7%N/A0.075%
5/6/2026 CPA Asset Management Group LLC23,290$991K0.3%-31.6%0.003%
5/6/2026 Dahring Cusmano LLC160,620$6.83M4.2%N/A0.022%
5/6/2026 Birchwood Financial Partners Inc.21,210$902K0.9%+10.3%0.003%
5/6/2026 Gaddis Premier Wealth Advisors LLC268,054$11.40M8.4%+4.1%0.037%
5/5/2026 Ridgeline Wealth Planning LLC251,606$10.70M7.8%-1.6%0.035%
5/5/2026 D.A. Davidson & CO.3,639,940$154.84M0.9%+2.8%0.505%
5/5/2026 Bank of New York Mellon Corp994,819$42.32M0.0%-12.2%0.138%
5/5/2026 Milestone Investment Advisors LLC130,506$5.55M1.3%+11.8%0.018%
5/5/2026 Geneos Wealth Management Inc.500,476$21.29M0.5%-39.6%0.069%
5/5/2026 Ethos Financial Group LLC99,810$4.26M0.3%-18.1%0.014%
5/5/2026 Sanctuary Advisors LLC682,503$29.03M0.2%+5.1%0.095%
5/5/2026 BlueChip 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%
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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%


CGDV Institutional Ownership - Frequently Asked Questions

During the previous two years, 757 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), Cetera Investment Advisers ($781.00M), and Bank of America Corp DE ($762.02M).Learn more on Capital Group Dividend Value ETF's institutional investors.

Of the 732 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 ($10.69M), Envestnet Asset Management Inc. ($8.63M), Commonwealth Equity Services LLC ($7.88M), and Northwestern Mutual Wealth Management Co. ($7.77M).

Institutional investors have bought a total of 127,149,514 shares in the last 24 months. This purchase volume represents approximately $5.36B in transactions.

Of the 196 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), Capital International Investors ($1.19M), Vestmark Advisory Solutions Inc. ($813.23K), Orion Porfolio Solutions LLC ($729.28K), Strategic Blueprint LLC ($658.92K), and Jane Street Group LLC ($565.36K).

Institutional investors have sold a total of 31,149,547 shares in the last 24 months. This volume of shares sold represents approximately $1.33B in transactions.


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This page (NYSEARCA:CGDV) was last updated on 5/26/2026 by MarketBeat.com Staff.
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