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LPL Financial LLC

Position in CGDV — Capital Group Dividend Value ETF

CIK 1403438 FORT MILL, SC

Position in CGDV

as of Mar 31, 2026 · filed May 6, 2026
Position Value
$3,056,519,121
+$285,787,592 QoQ
Shares Held
71,850,473
+13.2% QoQ
Ownership
of shares outstanding
% of Portfolio
2.27%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in CGDV Over Time

Shares Held

Position Value (USD)

All Filings in CGDV

Export CSV
16 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $3,056,519,121 71,850,473
2025-12-31 $2,770,731,529 63,490,640
2025-09-30 $2,210,176,382 52,585,686
2025-06-30 $1,692,549,140 42,860,196
2025-03-31 $1,049,670,527 29,452,035
2024-12-31 $775,142,688 21,983,627
2024-09-30 $589,200,036 16,169,046
2024-06-30 $420,880,020 12,753,940
2024-03-31 $358,526,155 11,031,574
2023-12-31 $255,866,243 8,574,606
2023-09-30 $179,873,576 6,795,375
2023-06-30 $152,343,468 5,634,004
2023-03-31 $85,116,977 3,412,870
2022-12-31 $67,011,075 2,840,656
2022-09-30 $22,233,398 1,088,805
2022-06-30 $10,505,220 470,664