CGDV Top Institutional Shareholders
CAP GROUP DIVIDEND VALUE (CGDV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $2.87M in CGDV holdings during the latest filing period.
Renaissance Technologies LLC is currently the largest disclosed institutional shareholder of CGDV tracked by InsiderSet, reporting ownership valued at approximately $2.63M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $2.96M, representing an estimated gain of +12.41% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed CGDV value among the investors covered in this analysis. Major shareholders include Renaissance Technologies LLC, Sequoia Financial Advisors, and several other long-term asset managers with concentrated positions in CAP GROUP DIVIDEND VALUE (CGDV).
This page ranks the largest institutional CGDV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Related Shareholder Insights
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Renaissance Technologies LLC | Jim Simons | 0.00% | 61,900 | $2,633,226 | $2,960,058 | +$326,832 | +12.41% |
| Sequoia Financial Advisors | 0.00% | 5,599 | $238,169 | $267,744 | +$29,575 | +12.42% |
Frequently asked questions about CGDV
Who owns the most CGDV stock?
The largest holders of CGDV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for CAP GROUP DIVIDEND VALUE (CGDV).
Is CGDV widely held by superinvestors?
Many widely followed stocks like CGDV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CGDV is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.