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Capital Group Dividend Value ETF (CGDV) Institutional Ownership

Capital Group Dividend Value ETF logo
$49.20 +0.06 (+0.11%)
As of 12:24 PM Eastern
This is a fair market value price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Capital Group Dividend Value ETF (NYSEARCA:CGDV)

Number of
Institutional Buyers
(last 12 months)
604
Total
Institutional Inflows
(last 12 months)
$4.33B
Number of
Institutional Sellers
(last 12 months)
175
Total
Institutional Outflows
(last 12 months)
$1.10B
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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
10/15/2026C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors199,250$9.73M0.5%-0.9%0.025%
10/15/2026HBW Advisory Services LLC135,063$6.60M0.6%+9.6%0.017%
10/15/2026First Pacific Financial1,067,781$52.16M5.3%+526.1%0.135%
10/15/2026Johnson Bixby & Associates LLC2,152,340$105.14M11.5%+0.5%0.272%
10/14/2026Tempus Wealth Planning LLC252,938$12.36M2.4%-0.1%0.032%
10/14/2026Orca Wealth Management LLC54,749$2.68M1.6%+4.3%0.007%
10/14/2026Lodestone Wealth Management LLC146,944$7.18M2.4%+12.0%0.019%
10/14/2026Thurston Springer Miller Herd & Titak Inc.11,421$558K0.9%-72.6%0.001%
10/14/2026Fearless Solutions LLC dba Best Invest117,616$5.75M2.7%+3.3%0.015%
10/14/2026Focus Financial Network Inc.198,869$9.75M0.3%+2.9%0.025%
10/14/2026XY Planning Network Inc.4,310$211K0.0%-10.9%0.001%
10/14/2026ProCore Advisors LLC32,894$1.61M1.9%+13.6%0.004%
10/14/2026Signal Advisors Wealth LLC20,183$986K0.0%+103.3%0.003%
10/14/2026Ulrich Consultants & Investment Group LLC19,300$943K1.0%N/A0.002%
10/14/2026Trinity Wealth Management LLC39,343$1.92M0.6%-6.9%0.005%
10/13/2026Accel Wealth Management179,454$8.77M1.9%+13.2%0.023%
10/13/2026Bouvel Investment Partners LLC235,814$11.52M2.7%-19.4%0.030%
10/13/2026Fermata Advisors LLC244,074$11.92M2.3%-2.3%0.031%
10/13/2026Scott Capital Advisors LLC154,652$7.66M1.1%+2.4%0.020%
10/10/2026Wealth Science Advisors LLC724,841$35.41M15.5%+5.9%0.092%
10/10/2026Harpswell Capital Advisors LLC122,163$5.97M3.9%-8.8%0.016%
10/10/2026Freestate Advisors LLC22,962$1.12M0.9%+1.7%0.003%
10/9/2026Kaizen Financial Strategies245,374$11.99M4.9%-7.8%0.031%
10/9/2026Lincoln Capital LLC29,258$1.43M0.3%+20.4%0.004%
10/9/2026Bill Few Associates Inc.195,237$9.54M1.8%+25.2%0.025%
10/9/2026Avaii Wealth Management LLC603,272$29.68M8.2%-0.3%0.077%
10/9/2026First Heartland Consultants Inc.168,033$8.21M0.5%-57.7%0.021%
10/8/2026Farther Finance Advisors LLC458,445$22.40M0.2%+7.5%0.058%
10/8/2026CoreCap Advisors LLC2,155$105K0.0%+61.1%0.000%
10/8/2026Titleist Asset Management LLC122,340$5.98M0.4%+4.5%0.016%
10/8/2026Everhart Financial Group Inc.4,126$202K0.0%N/A0.001%
10/7/2026Venture Visionary Partners LLC472,521$23.08M0.6%+3.5%0.060%
10/7/2026Cooper Financial Group90,495$4.42M0.4%+32.8%0.011%
10/7/2026Elm3 Financial Group LLC29,398$1.44M1.0%+6.8%0.004%
10/7/2026Silvia Mccoll Wealth Management LLC435,524$21.28M12.7%+1.9%0.055%
10/6/2026Stewardship Concepts Financial Services LLC203,223$9.93M6.5%-1.7%0.026%
10/5/2026Ballew Advisors Inc13,713$675K0.3%+1.5%0.002%
10/5/2026Olistico Wealth LLC216,687$10.59M4.5%+1.0%0.028%
10/5/2026CapWealth Advisors LLC15,308$748K0.1%-7.2%0.002%
10/5/2026Eastern Bank3,954$193K0.0%N/A0.001%
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10/2/2026 Private Client Services LLC45,602$2.23M0.6%+17.1%0.006%
10/1/2026 Stonebridge Financial Group LLC64,043$3.13M0.2%+10.8%0.008%
9/23/2026QRG Capital Management Inc.16,834$830K0.0%+14.9%0.002%
9/23/2026Envestnet Portfolio Solutions Inc.262,785$12.95M0.1%+9.5%0.034%
9/9/2026Sequoia Financial Advisors LLC7,300$360K0.0%+30.4%0.001%
9/9/2026Capital Analysts LLC164,262$8.10M0.2%+27.8%0.022%
9/9/2026Integrated Wealth Concepts LLC1,607,954$79.24M0.5%+10.9%0.212%
9/9/2026RFG Advisory LLC169,600$8.36M0.1%-42.4%0.022%
9/9/2026NewEdge Advisors LLC1,266,080$62.39M0.2%-11.2%0.167%
9/9/2026IFP Advisors Inc666,097$32.83M0.6%+5.4%0.088%
9/9/2026Baird Financial Group Inc.2,110,374$104.00M0.1%+8.1%0.278%
9/9/2026XY Planning Network Inc.4,837$238K0.0%N/A0.001%
9/8/2026Allworth Financial LP163,026$8.03M0.0%+4.3%0.021%
9/8/2026Waverly Advisors LLC143,161$7.06M0.0%+209.7%0.019%
8/27/2026Corient Private Wealth LP27,981$1.38M0.0%+2.0%0.004%
8/23/2026Ameritas Advisory Services LLC1,092,250$53.83M1.1%+179.5%0.144%
8/23/2026Guardian Wealth Advisors LLC NC1,281,501$63.20M3.5%+2.1%0.169%
8/23/2026Kintra Wealth LLC162,624$8.37M0.4%-19.3%0.021%
8/23/2026PCG Wealth Advisors LLC681,934$33.61M7.5%+5.3%0.090%
8/23/2026Melone Private Wealth LLC364,684$17.97M5.5%-1.5%0.048%
8/23/2026Endeavor Private Wealth Inc.102,034$5.04M1.2%+1.5%0.013%
8/23/2026Widmann Financial Services Inc.57,663$2.84M1.5%+12.9%0.008%
8/23/2026Midwest Heritage Bank FSB720,352$35.50M10.1%+1.5%0.095%
8/23/2026Operose Advisors LLC2,550$126K0.0%-8.4%0.000%
8/23/2026HB Wealth Management LLC72,193$3.56M0.0%+71.1%0.010%
8/23/2026Riverview Capital Advisers LLC176,590$8.70M2.5%+11.8%0.023%
8/22/2026Advisory Solutions Group LLC4,796$236K0.1%N/A0.001%
8/22/2026William John Sempolinski191,760$9.45M3.8%N/A0.025%
8/22/2026Hopwood Nicholas Hunter108,680$5.36M1.5%N/A0.014%
8/22/2026Mann Financial Group Inc.25,222$1.24M1.0%+2.6%0.003%
8/22/2026ZEGA Investments LLC52,744$2.60M0.3%+18.2%0.007%
8/22/2026NWF Advisory Services Inc.37,795$1.86M0.2%+138.0%0.005%
8/22/2026Sapient Capital LLC8,461$418K0.0%+8.5%0.001%
8/22/2026Concurrent Investment Advisors LLC971,237$47.86M0.4%+2.1%0.128%
8/22/2026Burford Brothers Inc.41,987$2.07M0.8%-5.2%0.006%
8/21/2026High Net Worth Advisory Group LLC50,547$2.49M0.5%+6.1%0.007%
8/21/2026Retireful LLC8,214$404K0.4%-48.6%0.001%
8/21/2026Leo H. Evart Inc.111,005$5.47M4.3%-1.6%0.015%
8/21/2026Smallwood Wealth Investment Management LLC141,238$6.96M3.1%+8.6%0.019%
8/21/2026Rodgers & Associates LTD16,214$799K0.1%+89.2%0.002%
8/21/2026Continuum Advisory LLC932,608$45.96M3.7%-2.5%0.123%
8/21/2026Beacon Financial Advisory LLC447,338$22.05M4.4%+4.5%0.059%
8/21/2026Symphony Financial Ltd. Co.5,641$278K0.0%+3.8%0.001%
8/21/2026Secure Asset Management LLC13,815$681K0.1%-92.7%0.002%
8/21/2026Keeler Thomas Management LLC16,130$795K0.3%+136.9%0.002%
8/20/2026Avant Capital LLC22,999$1.13M0.7%+7.0%0.003%
8/20/2026Nwam LLC33,748$1.66M0.1%+1.2%0.004%
8/20/2026M Holdings Securities Inc.77,030$3.79M0.5%+2.9%0.010%
8/7/2026Trust Co. of Vermont2,584$127K0.0%N/A0.000%
7/18/2026True Blue Financial LLC98,977$4.88M2.1%+4.8%0.013%
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7/17/2026Bouvel Investment Partners LLC292,611$14.42M3.3%+6.6%0.039%
7/17/2026Altus Wealth Group LLC75,132$3.70M1.3%+17.2%0.010%
7/17/2026CJM Wealth Advisers Ltd.498,563$24.57M6.5%+14.2%0.067%
7/17/2026Cypress Capital LLC8,410$414K0.1%+60.3%0.001%
7/17/2026Sequoia Financial Advisors LLC7,300$360K0.0%+30.4%0.001%
7/17/2026CFS Investment Advisory Services LLC240,488$11.77M0.8%-2.9%0.032%
7/17/2026Richards Merrill & Peterson Inc.64,890$3.20M1.0%+9.4%0.009%
7/16/2026Johnson Bixby & Associates LLC2,140,742$105.50M11.8%+1.5%0.287%
7/16/2026HBW Advisory Services LLC123,224$6.07M0.5%+9.7%0.017%
7/16/2026VVR Holdings LLC422,371$20.81M9.0%-0.7%0.057%


CGDV Institutional Ownership - Frequently Asked Questions

During the previous two years, 764 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 ($27.60M), Raymond James Financial Inc. ($23.59M), Cetera Investment Advisers ($9.95M), Envestnet Asset Management Inc. ($7.59M), Bank of America Corp DE ($7.41M), Northwestern Mutual Wealth Management Co. ($7.14M), and Commonwealth Equity Services LLC ($6.42M).

Institutional investors have bought a total of 99,967,302 shares in the last 24 months. This purchase volume represents approximately $4.33B in transactions.

Of the 175 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), Capital International Investors ($1.19M), Vestmark Advisory Solutions Inc. ($813.23K), Strategic Blueprint LLC ($628.46K), Morgan Stanley ($399.80K), Mariner LLC ($397.07K), and Secure Asset Management LLC ($352.84K).

Institutional investors have sold a total of 25,278,897 shares in the last 24 months. This volume of shares sold represents approximately $1.10B in transactions.


Related Companies

Institutional ownership data for NYSEARCA:CGDV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/15/2026. New 13F filings are added each quarter as they're published.
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