Capital Group Dividend Value ETF (CGDV)

ETF ยท NYSE Arca

Capital Group Dividend Value ETF (CGDV) is an exchange-traded fund listed on NYSE Arca, where it has traded since February 22, 2022.

Type
Exchange-traded fund
Listed On
NYSE Arca
Listed Since
February 22, 2022

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 774 institutions reported holding CGDV, with 547.1 million shares worth $27.0 billion in aggregate. The largest reported holder was Lpl Financial, with 81.1 million shares worth $4.0 billion. Of the 5 largest holders listed below, all 5 added shares during the quarter.

InstitutionSharesValueQuarter change
Lpl Financial81,072,273$4.0BAdded 12.83%
Capital Group35,620,743$1.8BAdded 3.14%
Morgan Stanley28,063,384$1.4BAdded 7.2%
Raymond James Financial27,792,280$1.4BAdded 7.58%
Envestnet Asset Management22,227,674$1.1BAdded 6.85%

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is CGDV?

Capital Group Dividend Value ETF (CGDV) is an exchange-traded fund listed on NYSE Arca, where it has traded since February 22, 2022.

Who are the largest institutional holders of CGDV?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of CGDV were Lpl Financial, Capital Group and Morgan Stanley.

How many institutions own CGDV?

774 institutions reported a position in CGDV for the quarter ended June 30, 2026, worth $27.0 billion in total.

Did institutions buy or sell CGDV last quarter?

Of the 5 largest reported holders, all 5 added shares during the quarter. Every reported holder and its change is on the SentiSense ownership page for CGDV.

Every reported institutional holder, plus insider and congressional trades in CGDV, on SentiSense.