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Capital Group Dividend Value ETF (CGDV) Institutional Ownership

Capital Group Dividend Value ETF logo
$48.95 0.00 (0.00%)
As of 07/2/2026 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)
642
Total
Institutional Inflows
(last 12 months)
$5.27B
Number of
Institutional Sellers
(last 12 months)
197
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
7/2/2026 Versant Capital Management Inc8,746$431K0.0%+100.0%0.001%
6/23/2026MTM Financial Group LLC163,357$6.95M3.3%+1.9%0.023%
6/22/2026Sapient Capital LLC7,795$332K0.0%+6.1%0.001%
6/18/2026Western Wealth Management LLC1,124,695$47.85M1.8%+8.5%0.156%
6/3/2026NewEdge Advisors LLC1,425,035$60.62M0.2%+5.4%0.198%
5/28/2026Cozad Asset Management Inc.268,733$11.43M0.9%+12.2%0.037%
5/28/2026Challenger Wealth Management473,825$20.16M16.1%-2.4%0.066%
5/27/2026Security Financial Services INC.19,983$850K0.1%+13.1%0.003%
5/26/2026Ruggaard & Associates LLC336,076$14.30M5.7%-0.8%0.047%
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%
5/21/2026J. Derek Lewis & Associates Inc.754,921$32.12M7.2%+4.9%0.105%
5/20/2026January Capital Advisors LLC18,502$787K1.1%N/A0.003%
5/20/2026Leigh Baldwin & CO. LLC107,578$4.58M3.0%+8.6%0.015%
5/19/2026Western Wealth Management LLC1,124,695$47.85M1.7%+8.5%0.156%
5/19/2026Mascagni Wealth Management Inc.134,698$5.73M4.1%+7.1%0.019%
5/19/2026Bank of America Corp DE17,913,033$762.02M0.1%+7.0%2.484%
5/19/2026Cassady Wealth & Retirement Planning LLC186,190$8.64M4.2%+18.3%0.026%
5/19/2026Centaurus Financial Inc.110,137$4.69M0.2%+5.1%0.015%
5/19/2026Cim LLC13,208$562K0.1%-2.4%0.002%
5/19/2026Ashton Thomas Securities LLC75,726$3.22M0.4%+0.7%0.011%
5/19/2026Arkadios Wealth Advisors277,821$11.82M0.2%+231.1%0.039%
5/18/2026Sunbelt Securities Inc.81,821$3.48M0.2%-0.5%0.011%
5/18/2026EverSource Wealth Advisors LLC113,985$4.85M0.1%+4.0%0.016%
5/18/2026Core Wealth Advisors Inc.556,609$23.68M5.7%+4.7%0.077%
5/18/2026Royal Bank of Canada7,479,465$318.18M0.1%+19.6%1.037%
5/16/2026IMG Wealth Management Inc.274,583$11.68M7.4%+4.4%0.038%
5/16/2026Quantinno Capital Management LP19,587$833K0.0%+40.9%0.003%
5/15/2026Gateway Wealth Partners LLC296,837$12.63M0.5%+173.9%0.041%
5/15/202644 Wealth Management LLC36,081$1.54M0.5%+14.2%0.005%
5/15/2026FreeGulliver LLC225,185$9.58M4.0%+8.2%0.031%
5/15/2026Van Diest Capital LLC5,714$243K0.2%N/A0.001%
5/15/2026Waverly Advisors LLC46,230$1.97M0.0%+27.7%0.006%
5/15/2026Wealth Alliance LLC97,213$4.14M0.4%+130.1%0.013%
5/14/2026Renaissance Technologies LLC61,900$2.63M0.0%-33.8%0.009%
5/14/2026CLG LLC216,540$9.21M2.3%-26.7%0.030%
5/14/2026Modern Wealth Management LLC455,945$19.51M0.3%-25.5%0.063%
5/14/2026Greenline Wealth Management LLC143,828$6.12M7.1%+3.4%0.020%
5/14/2026American Financial Advisors LLC6,118$260K0.0%N/A0.001%
5/14/2026Sei Investments Co.1,842,457$78.38M0.1%+12.2%0.255%
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5/13/2026Cetera Investment Advisers18,359,294$781.00M0.8%+12.0%2.546%
5/13/2026Wealthspire Retirement LLC10,542$448K0.0%+34.9%0.001%
5/13/2026Signature Equity Partners LLC2,695$115K0.1%N/A0.000%
5/13/2026NewEdge Wealth LLC25,592$1.09M0.0%N/A0.004%
5/8/2026PNC Financial Services Group Inc.13,768$586K0.0%-15.9%0.002%
5/8/2026Summit Global Investments41,333$1.76M0.1%+4.4%0.006%
5/7/2026Hopwood Financial Services Inc.41,425$1.76M1.2%+14.4%0.006%
5/7/2026Florida Financial Advisors LLC13,624$580K0.1%+54.1%0.002%
5/7/2026Beta Wealth Group Inc.51,185$2.18M0.9%-8.8%0.007%
5/7/2026Carson Advisory Inc.83,325$3.55M1.8%+1.8%0.012%
5/7/2026Regimen Wealth LLC358,111$15.23M4.5%-14.3%0.050%
5/7/2026World Equity Group Inc.14,312$609K0.2%+103.8%0.002%
5/6/2026Annis Gardner Whiting Capital Advisors LLC8,836$376K0.1%+597.4%0.001%
5/6/2026Clifford Swan Investment Counsel LLC5,599$238K0.0%N/A0.001%
5/6/2026Kera Capital Partners Inc.394,613$16.79M2.1%+1.9%0.055%
5/6/2026SK Wealth Management LLC944,276$40.55M11.2%+7.1%0.131%
5/6/2026Advisortrust Partners LLC63,922$2.72M1.1%+8.5%0.009%
5/6/2026Assetmark Inc.845,682$35.98M0.1%+11.0%0.117%
5/6/2026Main Street Group LTD5,944$253K0.1%N/A0.001%
5/6/2026SteelPeak Wealth LLC10,201$435K0.0%-67.4%0.001%
5/6/2026Independent Financial Group LLC539,302$22.94M0.7%N/A0.075%
5/6/2026CPA Asset Management Group LLC23,290$991K0.3%-31.6%0.003%
5/6/2026Dahring Cusmano LLC160,620$6.83M4.2%N/A0.022%
5/6/2026Birchwood Financial Partners Inc.21,210$902K0.9%+10.3%0.003%
5/6/2026Gaddis Premier Wealth Advisors LLC268,054$11.40M8.4%+4.1%0.037%
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%
5/5/2026Sigma Planning Corp411,828$17.52M0.5%+46.6%0.057%
5/5/2026Cornerstone Advisory LLC126,876$5.40M0.5%N/A0.018%
5/4/2026Retirement Planning Group LLC25,857$1.10M0.0%+200.3%0.004%
5/4/2026Bleakley Financial Group LLC120,309$5.12M0.1%+9.1%0.017%
5/4/2026HBW Advisory Services LLC112,309$4.78M0.5%+26.6%0.016%
5/4/2026Northland Securities Inc.6,708$285K0.3%-8.2%0.001%
5/4/2026NWF Advisory Services Inc.15,880$676K0.1%+22.8%0.002%
5/4/2026Uptick Partners LLC115,601$4.92M1.0%+33.4%0.016%
5/4/2026Procyon Advisors LLC965,686$41.08M0.6%+18.8%0.134%
5/2/2026International Assets Investment Management LLC73,827$3.16M0.1%-9.6%0.010%
5/2/2026Diversify Wealth Management LLC210,505$9.67M0.2%+188.5%0.029%
5/2/2026Valmark Advisers Inc.1,680,301$71.48M0.8%+58.3%0.233%
5/2/2026Carnegie Investment Counsel7,972$339K0.0%+8.0%0.001%
5/1/2026Kaizen Financial Strategies277,840$12.61M5.5%-8.9%0.039%
5/1/2026Lincoln Capital LLC17,294$736K0.1%+5.5%0.002%
5/1/2026Fifth Third Bancorp91,879$3.91M0.0%+5,976.7%0.013%
5/1/2026Sovran Advisors LLC339,245$15.74M1.2%-0.7%0.047%
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5/1/2026EQ Wealth Advisors LLC81,194$3.45M2.0%+30.6%0.011%
5/1/2026Ball & Co Wealth Management Inc.210,052$8.94M7.5%-1.0%0.029%
5/1/2026Simplicity Wealth LLC41,709$1.77M0.1%-44.6%0.006%
5/1/2026Osprey Private Wealth LLC8,482$361K0.1%-4.1%0.001%
5/1/2026Sequoia Financial Advisors LLC5,599$238K0.0%+16.2%0.001%
4/30/2026Torren Management LLC1,361$58K0.0%N/A0.000%
4/30/2026Whipplewood Advisors LLC23,827$1.01M0.5%+8.5%0.003%
4/30/2026Roman Butler Fullerton & Co.5,911$262K0.1%N/A0.001%
4/30/2026Financial Freedom LLC2,604$111K0.1%+29.9%0.000%
4/30/2026Kestra Advisory Services LLC5,857,420$249.18M0.9%+14.9%0.831%


CGDV Institutional Ownership - Frequently Asked Questions

During the previous two years, 759 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 734 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 124,721,115 shares in the last 24 months. This purchase volume represents approximately $5.27B in transactions.

Of the 197 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 31,163,247 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 7/5/2026 by MarketBeat.com Staff.
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