CGDV icon

Capital Group Dividend Value ETF

532 hedge funds and large institutions have $13.8B invested in Capital Group Dividend Value ETF in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 319 increasing their positions, 100 reducing their positions, and 29 closing their positions.

Holders
532
Holders Change
+44
Holders Change %
+9.02%
% of All Funds
7.14%
Holding in Top 10
74
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+32.14%
% of All Funds
0.99%
New
82
Increased
319
Reduced
100
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GKWIM
51
Gerber Kawasaki Wealth & Investment Management
California
$34M 861,670 +28,466 +3%
PNC
52
Park National Corp
Ohio
$34M 861,124 +861,124 New
BEI
53
Benjamin Edwards Inc
Missouri
$32.1M 813,532 +65,431 +9%
AssetMark Inc
54
AssetMark Inc
California
$31.5M 797,777 +1,589 +0.2%
NA
55
NewEdge Advisors
Louisiana
$30.8M 780,803 -472,801 -38%
WWM
56
Western Wealth Management
Colorado
$29.9M 756,871 +381,493 +102%
BCI
57
Brinker Capital Investments
Pennsylvania
$29.6M 749,909 +91,621 +14%
AAS
58
Avantax Advisory Services
Texas
$29.5M 746,269 -228,944 -23%
PA
59
Procyon Advisors
Connecticut
$29.1M 737,966 +160,685 +28%
AFA
60
AA Financial Advisors
Ohio
$27.1M 686,813 +60,800 +10%
GRP
61
Global Retirement Partners
California
$26.4M 669,544 +669,544 New
AWM
62
Avaii Wealth Management
Wisconsin
$25.4M 643,338 +44,584 +7%
MHB
63
Midwest Heritage Bank
Iowa
$25.3M 641,829 +14,491 +2%
CIA
64
Concurrent Investment Advisors
Florida
$25.1M 636,005 +97,548 +18%
CFD
65
Creative Financial Designs
Indiana
$24.9M 630,009 +229,014 +57%
RHP
66
Royal Harbor Partners
Texas
$24.8M 627,232 -4,955 -0.8%
AWM
67
Axxcess Wealth Management
California
$24.3M 614,337 -13,746 -2%
MWM
68
Modern Wealth Management
Kansas
$24.2M 613,404 +66,447 +12%
FSA
69
Financial Services Advisory
Maryland
$23.4M 593,030 +330,208 +126%
CSP
70
Cary Street Partners
Virginia
$23.1M 586,209 -7,233 -1%
EA
71
Ergawealth Advisors
Illinois
$22.4M 568,141 +23,560 +4%
GWM
72
Geneos Wealth Management
Colorado
$22.3M 565,462 +494,943 +702%
HI
73
Harbour Investments
Wisconsin
$22.1M 559,204 +64,918 +13%
SB
74
Strategic Blueprint
Georgia
$21.7M 550,697 -30,460 -5%
EH
75
Equitable Holdings
New York
$21.5M 545,634 +261,439 +92%