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Capital Group Dividend Value ETF (CGDV) Institutional Ownership

Capital Group Dividend Value ETF logo
$48.85 +0.14 (+0.29%)
As of 07/24/2026 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)
634
Total
Institutional Inflows
(last 12 months)
$5.09B
Number of
Institutional Sellers
(last 12 months)
196
Total
Institutional Outflows
(last 12 months)
$1.29B
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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
7/18/2026 True Blue Financial LLC98,977$4.88M2.1%+4.8%0.013%
7/17/2026 Bouvel Investment Partners LLC292,611$14.42M3.3%+6.6%0.039%
7/17/2026 Altus Wealth Group LLC75,132$3.70M1.3%+17.2%0.010%
7/17/2026 CJM Wealth Advisers Ltd.498,563$24.57M6.5%+14.2%0.067%
7/17/2026 Cypress Capital LLC8,410$414K0.1%+60.3%0.001%
7/17/2026 Sequoia Financial Advisors LLC7,300$360K0.0%+30.4%0.001%
7/17/2026 CFS Investment Advisory Services LLC240,488$11.77M0.8%-2.9%0.032%
7/17/2026 Richards Merrill & Peterson Inc.64,890$3.20M1.0%+9.4%0.009%
7/16/2026 Johnson Bixby & Associates LLC2,140,742$105.50M11.8%+1.5%0.287%
7/16/2026 HBW Advisory Services LLC123,224$6.07M0.5%+9.7%0.017%
7/16/2026 VVR Holdings LLC422,371$20.81M9.0%-0.7%0.057%
7/15/2026 Fifth Third Securities Inc.77,596$3.82M0.2%+11.6%0.010%
7/15/2026 Park National Corp OH926,853$45.68M1.3%-0.8%0.124%
7/15/2026 Secure Asset Management LLC13,815$681K0.1%-92.7%0.002%
7/15/2026 Brookstone Capital Management67,245$3.31M0.0%-1.4%0.009%
7/15/2026 Quantum Financial Planning Services Inc.189,274$9.33M2.9%+23.6%0.025%
7/15/2026 XY Planning Network Inc.4,837$238K0.0%N/A0.001%
7/15/2026 QRG Capital Management Inc.16,834$830K0.0%+14.9%0.002%
7/15/2026 Oxinas Partners LLC80,009$3.94M1.6%+1.1%0.011%
7/15/2026 Octavia Wealth Advisors LLC9,912$490K0.0%-2.0%0.001%
7/15/2026 IAM Advisory LLC1,463,839$72.14M14.1%+0.6%0.196%
7/14/2026 Smith Thornton Advisors LLC254,612$12.49M5.5%+6.9%0.034%
7/14/2026 Investment Advisory Services Inc. TX ADV38,444$1.90M0.5%+22.8%0.005%
7/14/2026 Stewardship Concepts Financial Services LLC206,766$10.19M6.9%-1.0%0.028%
7/14/2026 Genesis Private Wealth LLC104,685$5.16M1.5%+22.3%0.014%
7/14/2026 Silvia Mccoll Wealth Management LLC427,200$21.05M12.7%-5.8%0.057%
7/14/2026 Lynch & Associates IN64,710$3.19M0.6%+8.6%0.009%
7/13/2026 Capital Advantage Inc.539,351$26.58M3.2%+0.5%0.072%
7/13/2026 Southland Equity Partners LLC46,240$2.28M0.4%+24.9%0.006%
7/13/2026 SteelPeak Wealth LLC7,457$369K0.0%-26.9%0.001%
7/10/2026 Abound Wealth Management1,995$98K0.0%+5,441.7%0.000%
7/10/2026 Accel Wealth Management158,567$7.81M1.8%+3.1%0.021%
7/10/2026 KWB Wealth579,994$28.58M2.4%+16.1%0.078%
7/10/2026 Scott Capital Advisors LLC150,979$7.44M1.2%+13.3%0.020%
7/10/2026 Affiance Financial LLC148,746$7.33M1.1%+4.5%0.020%
7/10/2026 A&I Financial Services LLC107,639$5.30M2.3%+38.8%0.015%
7/10/2026 KMG Fiduciary Partners LLC65,683$3.24M0.3%+0.7%0.009%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors1,100,905$54.25M6.0%+2.1%0.149%
7/10/2026 Alliance Private Wealth LLC129,654$6.39M2.2%-5.7%0.017%
7/10/2026 Wealthcare Advisory Partners LLC1,259,466$62.07M1.2%-3.5%0.170%
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7/10/2026 Warner Financial Inc.23,487$1.16M0.3%+1.1%0.003%
7/9/2026 Wealthcare Capital Partners LLC51,296$2.53M1.0%+12.1%0.007%
7/9/2026 Sapient Capital LLC8,461$418K0.0%+8.5%0.001%
7/9/2026 World Equity Group Inc.7,206$355K0.1%-49.7%0.001%
7/9/2026 Professional Financial Advisors LLC40,830$2.01M0.3%+11.0%0.006%
7/9/2026 Focus Financial Network Inc.193,176$9.55M0.3%+74.4%0.026%
7/9/2026 Melone Private Wealth LLC364,684$17.97M6.8%-1.5%0.049%
7/9/2026 Allied Private Wealth LLC147,354$7.18M4.6%N/A0.020%
7/9/2026 Wealth Science Advisors LLC684,713$33.74M15.0%+5.8%0.092%
7/9/2026 Everpar Advisors LLC32,427$1.60M0.5%-31.1%0.004%
7/9/2026 Adamsbrown Wealth Consultants LLC24,223$1.19M0.2%+5.6%0.003%
7/8/2026 Gradient Investments LLC4,131$204K0.0%N/A0.001%
7/8/2026 Thurston Springer Miller Herd & Titak Inc.41,739$2.06M0.7%+17.6%0.006%
7/8/2026 Beacon Financial Strategies CORP1,600$79K0.0%N/A0.000%
7/8/2026 Strategic Investment Solutions Inc. IL26,707$1.32M0.3%+2.6%0.004%
7/8/2026 First Heartland Consultants Inc.397,262$19.58M1.3%+1.1%0.054%
7/8/2026 Teamwork Financial Advisors LLC569,657$28.07M2.5%+4.6%0.077%
7/8/2026 Sonoma Allocations LLC5,358$264K0.1%-15.9%0.001%
7/8/2026 Cooper Financial Group68,120$3.36M0.3%-3.6%0.009%
7/8/2026 Evanson Financial LLC6,403$316K0.0%N/A0.001%
7/8/2026 Lincoln Capital LLC24,308$1.20M0.2%+40.6%0.003%
7/7/2026 Fermata Advisors LLC249,783$12.31M2.5%+7.0%0.033%
7/7/2026 Bill Few Associates Inc.155,908$7.68M1.6%+2.4%0.021%
7/7/2026 Trinity Wealth Management LLC42,263$2.08M0.7%+0.7%0.006%
7/7/2026 M.E. Allison & CO. Inc.149,649$7.38M4.2%+7.5%0.020%
7/7/2026 DMKC Advisory Services LLC610,433$30.08M5.7%+1,272.7%0.081%
7/7/2026 Dynamic Advisor Solutions LLC84,126$4.15M0.1%-3.0%0.011%
7/7/2026 GAMMA Investing LLC7,730$381K0.0%N/A0.001%
7/7/2026 Harbor Investment Advisory LLC63,591$3.13M0.2%+11.2%0.008%
7/7/2026 CGN Advisors LLC202,765$9.99M0.7%+44.2%0.027%
7/7/2026 CoreCap Advisors LLC1,338$66K0.0%+19.5%0.000%
7/6/2026 Stonebridge Financial Group LLC57,818$2.85M0.2%-45.9%0.008%
7/6/2026 Bulwark Capital Corp99,978$4.93M2.8%-0.8%0.013%
7/6/2026 Private Client Services LLC38,956$1.92M0.5%+599.4%0.005%
7/6/2026 Trilogy Capital Inc.12,554$619K0.0%-10.9%0.002%
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%
6/22/2026 Sapient 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%
5/27/2026 Security 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%
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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%


CGDV Institutional Ownership - Frequently Asked Questions

During the previous two years, 761 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 735 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), Cetera Investment Advisers ($10.69M), Envestnet Asset Management Inc. ($8.63M), Commonwealth Equity Services LLC ($7.88M), Northwestern Mutual Wealth Management Co. ($7.77M), and Bank of America Corp DE ($7.41M).

Institutional investors have bought a total of 119,657,751 shares in the last 24 months. This purchase volume represents approximately $5.09B in transactions.

Of the 193 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. ($2.37M), 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 30,073,288 shares in the last 24 months. This volume of shares sold represents approximately $1.29B in transactions.


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This page (NYSEARCA:CGDV) was last updated on 7/25/2026 by MarketBeat.com Staff.
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