Who Owns Capital Group Dividend Value ETF (CGDV)?Hedge Fund & Institutional Holders
Institutional Holders
2
as of Q4 2025
Total Institutional Value
$100.0T
% of Float Held
—
QoQ Change in Holders
+1 / -0
Price History
CGDV — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| COZAD ASSET MANAGEMENT INC | Increased | +60K | +$2.5B |
| SOL Capital Management CO | New Position | +81K | +$3.5M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | COZAD ASSET MANAGEMENT INC | 239,446 | $10.0B | 0.78% | Share |
| 2 | SOL Capital Management CO | 81,102 | $3.5M | 0.32% | Share |
CGDV Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 2 | $10.0B | +1 |
| Q3 2025 | 1 | $7.5B | -2 |
| Q2 2025 | 3 | $2.3B | +0 |
| Q1 2025 | 3 | $2.3B | +1 |
| Q4 2024 | 2 | $2.0B | +0 |
| Q3 2024 | 2 | $1.8B | +0 |
| Q2 2024 | 2 | $1.4B | +0 |
| Q1 2024 | 2 | $1K | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 2 institutional investors hold CGDV (Capital Group Dividend Value ETF). The largest holder is COZAD ASSET MANAGEMENT INC with $10.0B in shares. This quarter, 1 institutions opened new positions and 0 closed their positions.
Frequently Asked Questions
How many hedge funds own CGDV?
As of Q4 2025, 2 institutional investors report holding CGDV (Capital Group Dividend Value ETF) in their 13F filings.
Who is the largest institutional holder of CGDV?
The largest institutional holder of CGDV is COZAD ASSET MANAGEMENT INC with $10.0B in shares.
Is institutional ownership of CGDV increasing or decreasing?
This quarter, 1 institutions opened new positions in CGDV and 0 closed their positions.