CGDV Institutional Ownership Trend

Institutional ownership trends for CAP GROUP DIVIDEND VALUE provide insight into how hedge funds, mutual funds, pension managers, and long-term asset managers have adjusted exposure to the company across multiple SEC Form 13F reporting periods.

Institutional investors tracked by InsiderSet collectively reported approximately $2.87M in CGDV holdings for the quarter ended March 31, 2026, compared with approximately $4.08M reported during the prior quarter. The number of tracked institutional holders also increased during the latest reporting period, reflecting continued smart money interest in CAP GROUP DIVIDEND VALUE.

Based on current market prices and the latest disclosed share counts, the combined estimated current value of tracked CGDV institutional positions has increased significantly since the filing period due to continued share price appreciation.

This page tracks historical institutional ownership trends for CGDV, including:

• total institutional holders by quarter
• aggregate reported value
• estimated live portfolio value
• ownership concentration changes
• largest ownership increases and reductions
• long-term smart money positioning trends

Institutional ownership trend analysis can help investors evaluate accumulation patterns, investor conviction, sector leadership, and portfolio concentration changes across major investment firms investing in CAP GROUP DIVIDEND VALUE.