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ENVESTNET ASSET MANAGEMENT INC

Position in CGDV — Capital Group Dividend Value ETF

CIK 1407543 Berwyn, PA

Position in CGDV

as of Mar 31, 2026 · filed May 4, 2026
Position Value
$884,943,284
+$63,219,366 QoQ
Shares Held
20,802,616
+10.5% QoQ
Ownership
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in CGDV Over Time

Shares Held

Position Value (USD)

All Filings in CGDV

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17 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $884,943,284 20,802,616
2025-12-31 $821,723,918 18,829,604
2025-09-30 $730,855,719 17,388,906
2025-06-30 $660,300,127 16,720,692
2025-03-31 $541,999,755 15,207,625
2024-12-31 $392,660,331 11,136,141
2024-09-30 $357,107,809 9,799,885
2024-06-30 $264,236,973 8,007,181
2024-03-31 $226,350,572 6,964,633
2023-12-31 $188,932,318 6,331,512
2023-09-30 $145,780,930 5,507,402
2023-06-30 $61,249,980 2,265,162
2023-03-31 $31,004,784 1,243,175
2022-12-31 $22,345,108 947,228
2022-09-30 $11,470,710 561,739
2022-06-30 $7,086,287 317,486
2022-03-31 $356,902 13,796