Public ownership evidence

Capital Group Dividend Value ETF (CGDV) Ownership Disclosures

Read CGDV insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Capital Group Dividend Value ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
27,981
Value (USD)
$1,379,161
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read CGDV fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read CGDV fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-2827,981$1,379,161None
Principia Wealth Advisory, LLC2026-06-302026-08-276,715$330,915None
Principia Wealth Advisory, LLC2026-03-312026-08-276,645$282,132None
WILLIAM JOHN SEMPOLINSKI2026-03-312026-08-27121,570$5,171,588None
WILLIAM JOHN SEMPOLINSKI2025-12-312026-08-2797,675$4,262,537None
January Capital Advisors LLC2026-06-302026-08-2618,487$911,133None
Rehmann Capital Advisory Group2026-06-302026-08-2114,480$713,575None
CLIFFORD SWAN INVESTMENT COUNSEL LLC2026-06-302026-08-215,614$276,643None
Vermillion & White Wealth Management Group, LLC2026-06-302026-08-2015,455$761,622None
Kingsview Wealth Management, LLC2026-06-302026-08-20502,557$24,765,989None
Archer Investment Corp2026-06-302026-08-201,270$62,594None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2042,161$2,077,691None
Beacon Pointe Advisors, LLC2026-06-302026-08-19531,686$26,201,469None
Leo H. Evart, Inc.2026-06-302026-08-191,665$82,049None
Leo H. Evart, Inc.2026-06-302026-08-19109,340$5,388,297None
WNY Asset Management, LLC2026-06-302026-08-181,592,072$78,457,289None
Coastal Bridge Advisors, LLC2026-06-302026-08-184,369$215,311None
Caitlin John, LLC2026-06-302026-08-182,500$123,200None
Ruggaard & Associates LLC2026-06-302026-08-18333,808$16,450,077None
Corient Private Wealth LP2026-06-302026-08-1827,344$1,347,719None
Transamerica Financial Advisors, LLC2026-06-302026-08-1854,227$2,680,296None
Equitable Holdings, Inc.2026-06-302026-08-181,895,821$93,426,288None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-18118,266$5,828,000None
Thompson David Blair2026-06-302026-08-156,177$304,403None
Thompson David Blair2025-12-312026-08-1513,415$585,452None
Thompson David Blair2026-03-312026-08-1521,020$894,191None
Wellington Grp LLC2026-06-302026-08-151,255$53,388None
MCGUIRE CAPITAL ADVISORS INC2026-06-302026-08-151,490$73,427None
Hopwood Nicholas Hunter2026-06-302026-08-15108,680$5,355,743None
Hopwood Nicholas Hunter2026-03-312026-08-15103,196$4,389,960None
Hopwood Nicholas Hunter2025-12-312026-08-1598,839$4,313,355None
Michael Brady & Co., LLC2026-06-302026-08-15326,539$16,091,765None
AMERIFLEX GROUP, INC.2026-06-302026-08-1510,998$541,988None
Blueprint Financial Advisors LLC2026-06-302026-08-1528,514$1,405,170None
Synergy Investment Management, LLC2026-06-302026-08-15153,857$7,582,076None
SEI INVESTMENTS CO2026-06-302026-08-152,001,835$98,650,570None
Modern Wealth Management, LLC2026-06-302026-08-15454,830$22,414,035None
Modern Wealth Management, LLC2026-06-302026-08-15323$15,897None
Mutual Advisors, LLC2026-06-302026-08-15503,868$24,830,592None
Advyzon Investment Management, LLC2026-06-302026-08-153,623$178,541None
Advyzon Investment Management, LLC2026-06-302026-08-15526,656$25,953,605None
Kera Capital Partners, Inc.2026-06-302026-08-15396,796$19,554,101None
J HAGAN CAPITAL, INC.2026-06-302026-08-15129,344$6,374,055None
Milestone Investment Advisors LLC2026-06-302026-08-15135,701$6,687,344None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-158,758$431,594None
Envision Financial Planning, LLC2026-06-302026-08-159,459$466,116None
COFG Advisors, LLC2026-06-302026-08-155,544$273,217None
Meridian Wealth Advisors, LLC2026-06-302026-08-15476,503$23,482,068None
WILLIAM JOHN SEMPOLINSKI2026-06-302026-08-15191,760$9,449,933None
Vertex Planning Partners, LLC2026-06-302026-08-156,276$309,259None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗Principia Wealth Advisory, LLC ↗Principia Wealth Advisory, LLC ↗WILLIAM JOHN SEMPOLINSKI ↗WILLIAM JOHN SEMPOLINSKI ↗January Capital Advisors LLC ↗Rehmann Capital Advisory Group ↗CLIFFORD SWAN INVESTMENT COUNSEL LLC ↗Vermillion & White Wealth Management Group, LLC ↗Kingsview Wealth Management, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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