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Capital Group Dividend Value ETF (CGDV) Institutional Ownership

Capital Group Dividend Value ETF logo
$49.29 -0.01 (-0.02%)
Closing price 09/24/2026 04:10 PM Eastern
Extended Trading
$49.22 -0.06 (-0.13%)
As of 09/24/2026 07:50 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours 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)
600
Total
Institutional Inflows
(last 12 months)
$4.38B
Number of
Institutional Sellers
(last 12 months)
175
Total
Institutional Outflows
(last 12 months)
$1.19B
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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
9/23/2026 QRG Capital Management Inc.16,834$830K0.0%+14.9%0.002%
9/23/2026 Envestnet Portfolio Solutions Inc.262,785$12.95M0.1%+9.5%0.034%
9/9/2026 Sequoia Financial Advisors LLC7,300$360K0.0%+30.4%0.001%
9/9/2026 Capital Analysts LLC164,262$8.10M0.2%+27.8%0.022%
9/9/2026 Integrated Wealth Concepts LLC1,607,954$79.24M0.5%+10.9%0.212%
9/9/2026 RFG Advisory LLC169,600$8.36M0.1%-42.4%0.022%
9/9/2026 NewEdge Advisors LLC1,266,080$62.39M0.2%-11.2%0.167%
9/9/2026 IFP Advisors Inc666,097$32.83M0.6%+5.4%0.088%
9/9/2026 Baird Financial Group Inc.2,110,374$104.00M0.1%+8.1%0.278%
9/9/2026 XY Planning Network Inc.4,837$238K0.0%N/A0.001%
9/8/2026 Allworth Financial LP163,026$8.03M0.0%+4.3%0.021%
9/8/2026 Waverly Advisors LLC143,161$7.06M0.0%+209.7%0.019%
8/27/2026 Corient Private Wealth LP27,981$1.38M0.0%+2.0%0.004%
8/23/2026 Ameritas Advisory Services LLC1,092,250$53.83M1.1%+179.5%0.144%
8/23/2026 Guardian Wealth Advisors LLC NC1,281,501$63.20M3.5%+2.1%0.169%
8/23/2026 Kintra Wealth LLC162,624$8.37M0.4%-19.3%0.021%
8/23/2026 PCG Wealth Advisors LLC681,934$33.61M7.5%+5.3%0.090%
8/23/2026 Melone Private Wealth LLC364,684$17.97M5.5%-1.5%0.048%
8/23/2026 Endeavor Private Wealth Inc.102,034$5.04M1.2%+1.5%0.013%
8/23/2026 Widmann Financial Services Inc.57,663$2.84M1.5%+12.9%0.008%
8/23/2026 Midwest Heritage Bank FSB720,352$35.50M10.1%+1.5%0.095%
8/23/2026 Operose Advisors LLC2,550$126K0.0%-8.4%0.000%
8/23/2026 HB Wealth Management LLC72,193$3.56M0.0%+71.1%0.010%
8/23/2026 Riverview Capital Advisers LLC176,590$8.70M2.5%+11.8%0.023%
8/22/2026 Advisory Solutions Group LLC4,796$236K0.1%N/A0.001%
8/22/2026 William John Sempolinski191,760$9.45M3.8%N/A0.025%
8/22/2026 Hopwood Nicholas Hunter108,680$5.36M1.5%N/A0.014%
8/22/2026 Mann Financial Group Inc.25,222$1.24M1.0%+2.6%0.003%
8/22/2026 ZEGA Investments LLC52,744$2.60M0.3%+18.2%0.007%
8/22/2026 NWF Advisory Services Inc.37,795$1.86M0.2%+138.0%0.005%
8/22/2026 Sapient Capital LLC8,461$418K0.0%+8.5%0.001%
8/22/2026 Concurrent Investment Advisors LLC971,237$47.86M0.4%+2.1%0.128%
8/22/2026 Burford Brothers Inc.41,987$2.07M0.8%-5.2%0.006%
8/21/2026 High Net Worth Advisory Group LLC50,547$2.49M0.5%+6.1%0.007%
8/21/2026 Retireful LLC8,214$404K0.4%-48.6%0.001%
8/21/2026 Leo H. Evart Inc.111,005$5.47M4.3%-1.6%0.015%
8/21/2026 Smallwood Wealth Investment Management LLC141,238$6.96M3.1%+8.6%0.019%
8/21/2026 Rodgers & Associates LTD16,214$799K0.1%+89.2%0.002%
8/21/2026 Continuum Advisory LLC932,608$45.96M3.7%-2.5%0.123%
8/21/2026 Beacon Financial Advisory LLC447,338$22.05M4.4%+4.5%0.059%
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8/21/2026 Symphony Financial Ltd. Co.5,641$278K0.0%+3.8%0.001%
8/21/2026 Secure Asset Management LLC13,815$681K0.1%-92.7%0.002%
8/21/2026 Keeler Thomas Management LLC16,130$795K0.3%+136.9%0.002%
8/20/2026 Avant Capital LLC22,999$1.13M0.7%+7.0%0.003%
8/20/2026 Nwam LLC33,748$1.66M0.1%+1.2%0.004%
8/20/2026 M Holdings Securities Inc.77,030$3.79M0.5%+2.9%0.010%
8/7/2026 Trust Co. of Vermont2,584$127K0.0%N/A0.000%
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%0.071%
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%
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%
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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%


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 729 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 101,240,391 shares in the last 24 months. This purchase volume represents approximately $4.38B 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), Advance Capital Management Inc. ($2.37M), Capital International Investors ($1.19M), Vestmark Advisory Solutions Inc. ($813.23K), Strategic Blueprint LLC ($628.46K), Morgan Stanley ($399.80K), and Mariner LLC ($397.07K).

Institutional investors have sold a total of 27,363,875 shares in the last 24 months. This volume of shares sold represents approximately $1.19B in transactions.


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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 9/23/2026. New 13F filings are added each quarter as they're published.
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