Who Owns Capital Group Dividend Value ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Capital Group Dividend Value ETF.
Who crossed 5% of CGDV →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| PARK NATIONAL CORP /OH/Com927K shadded | $45.3M |
| Wealth Science Advisors LLCSHS CREAT UNIT724.8K shadded | $35.4M |
| AVAII WEALTH MANAGEMENT, LLCSHS CREAT UNIT603.3K shtrimmed | $29.7M |
| Venture Visionary Partners LLCSHS CREAT UNIT472.5K shadded | $23.1M |
| Farther Finance Advisors, LLCETF458.4K shadded | $22.4M |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLCSHS CREAT UNIT435.5K shadded | $21.3M |
| Kaizen Financial StrategiesSHS CREAT UNIT245.4K shtrimmed | $12M |
| Olistico Wealth, LLCETF216.7K shadded | $10.6M |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLCSHS CREAT UNIT203.2K shtrimmed | $9.9M |
| Bill Few Associates, Inc.SHS CREAT UNIT195.2K shadded | $9.5M |
| First Heartland Consultants, Inc.ETF168K shtrimmed | $8.2M |
| M.E. ALLISON & CO., INC.SHS CREAT UNIT158.2K shadded | $7.7M |
| TITLEIST ASSET MANAGEMENT, LLCSHS CREAT UNIT122.3K shadded | $6M |
| Harpswell Capital Advisors, LLCSHS CREAT UNIT122.2K shtrimmed | $6M |
| Cooper Financial GroupSHS CREAT UNIT90.5K shadded | $4.4M |
| Elm3 Financial Group, LLCSHS CREAT UNIT29.4K shadded | $1.4M |
| Lincoln Capital LLCSHS CREAT UNIT29.3K shadded | $1.4M |
| Freestate Advisors LLCSHS CREAT UNIT23K shadded | $1.1M |
| Wisconsin Wealth Advisors, LLCSHS CREAT UNIT17.9K shadded | $876K |
| CapWealth Advisors, LLCETF15.3K shtrimmed | $747.8K |
| Ballew Advisors, IncSHS CREAT UNIT13.7K shadded | $674.7K |
| Capital Planning LLCExchange Traded Fund9.1K shheld | $443.8K |
| SAPIENT CAPITAL LLCSHS CREAT UNIT8.5K shadded | $415.6K |
| GAMMA Investing LLCETF7.8K shadded | $380.5K |
| COLTON GROOME FINANCIAL ADVISORS, LLCSHS CREAT UNIT4.7K shheld | $230K |
| Wedmont Private CapitalSHS CREAT UNIT4.6K shadded | $224.2K |
| Everhart Financial Group, Inc.SHS CREAT UNIT4.1K sh— | $201.6K |
| EASTERN BANKSHS CREAT UNIT4K sh— | $193.2K |
| Trust CoETF3.1K shadded | $153.7K |
| CoreCap Advisors, LLCETF2.2K shadded | $105.3K |
| TOTH FINANCIAL ADVISORY CORPSHS CREAT UNIT262 shheld | $12.8K |
| Central Pacific Bank - Trust DivisionSHS CREAT UNIT181 shadded | $8.8K |
| MassMutual Private Wealth & Trust, FSBExchange Traded Fund51 shtrimmed | $2.5K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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