CGDV Institutional Ownership & Shareholders
CAP GROUP DIVIDEND VALUE (CGDV) is currently held by 785 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $25.50B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of CGDV tracked by InsiderSet, reporting ownership valued at approximately $4.00B in its June 30, 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 $3.96B, representing an estimated loss of -0.95% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 52% of the total disclosed CGDV value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Morgan Stanley, Raymond James Financial Inc, 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.
Institutional Holders
785
Total Reported Value
$25.50B
Largest Holder
Lpl Financial Llc
Largest Position
$4.00B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
31
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.90% | 81,072,273 | $3,995,241,492 | $3,957,137,645 | -$38,103,847 | -0.95% | |
| Morgan Stanley | 0.07% | 28,063,384 | $1,382,963,626 | $1,369,773,773 | -$13,189,853 | -0.95% | |
| Raymond James Financial Inc | 0.37% | 27,792,280 | $1,369,603,565 | $1,356,541,187 | -$13,062,378 | -0.95% | |
| Capital International Investors | 0.23% | 22,961,587 | $1,131,547,007 | $1,120,755,061 | -$10,791,946 | -0.95% | |
| Envestnet Asset Management Inc | 0.26% | 22,227,674 | $1,095,379,765 | $1,084,932,768 | -$10,446,997 | -0.95% | |
| Wells Fargo & Company/Mn | 0.19% | 21,822,980 | $1,075,436,456 | $1,065,179,654 | -$10,256,802 | -0.95% | |
| Bank Of America Corp | 0.06% | 18,419,265 | $907,701,377 | $899,044,325 | -$8,657,052 | -0.95% | |
| Cetera Investment Advisers | 0.82% | 18,275,976 | $900,640,073 | $892,050,389 | -$8,589,684 | -0.95% | |
| Jones Financial Companies Lllp | 0.32% | 16,425,629 | $796,484,038 | $801,734,951 | +$5,250,913 | +0.66% | |
| Commonwealth Equity Services, Llc | 0.84% | 13,297,007 | $649,558,799 | $649,026,912 | -$531,887 | -0.08% | |
| Capital Group Private Client Services, Inc. | 8.79% | 12,659,156 | $623,843,361 | $617,893,404 | -$5,949,957 | -0.95% | |
| Osaic Holdings, Inc. | 0.67% | 11,545,200 | $568,994,821 | $563,521,212 | -$5,473,609 | -0.96% | |
| Advance Capital Management, Inc. | 16.98% | 10,657,305 | $525,191,982 | $520,183,057 | -$5,008,925 | -0.95% | |
| Ubs Group Ag | 0.08% | 9,857,339 | $485,769,666 | $481,136,717 | -$4,632,949 | -0.95% | |
| Royal Bank Of Canada | 0.07% | 8,026,645 | $395,554,000 | $391,780,542 | -$3,773,458 | -0.95% | |
| Kestra Advisory Services, Llc | 1.06% | 7,609,979 | $371,747,497 | $371,443,075 | -$304,422 | -0.08% | |
| Confluence Wealth Services, Inc. | 9.81% | 6,959,626 | $342,970,077 | $339,699,345 | -$3,270,732 | -0.95% | |
| Stifel Financial Corp | 0.27% | 6,521,495 | $321,383,261 | $318,314,171 | -$3,069,090 | -0.95% | |
| Private Advisor Group, Llc | 1.32% | 5,858,151 | $288,689,639 | $285,936,350 | -$2,753,289 | -0.95% | |
| Forge Financial Services Llc | 24.14% | 5,686,869 | $280,248,916 | $277,576,076 | -$2,672,840 | -0.95% | |
| Mml Investors Services, Llc | 0.51% | 5,078,583 | $250,272,589 | $247,885,636 | -$2,386,953 | -0.95% | |
| Cibc Bancorp Usa Inc. | 0.27% | 4,427,417 | $217,389,766 | $216,102,224 | -$1,287,542 | -0.59% | |
| D.A. Davidson & Co. | 0.99% | 3,780,677 | $184,686,095 | $184,534,844 | -$151,251 | -0.08% | |
| Janney Montgomery Scott Llc | 0.32% | 3,393,461 | $167,230,000 | $165,634,831 | -$1,595,169 | -0.95% | |
| &Partners | 0.58% | 2,876,171 | $141,866,438 | $140,385,907 | -$1,480,531 | -1.04% | |
| Bogart Wealth, Llc | 4.11% | 2,429,786 | $119,739,837 | $118,597,855 | -$1,141,982 | -0.95% | |
| Wealthcare Advisory Partners Llc | 2.01% | 2,432,802 | $118,842,399 | $118,745,066 | -$97,333 | -0.08% | |
| Johnson Bixby & Associates, Llc | 11.48% | 2,152,340 | $105,141,826 | $105,055,715 | -$86,111 | -0.08% | |
| Baird Financial Group, Inc. | 0.14% | 2,110,374 | $103,999,230 | $103,007,355 | -$991,875 | -0.95% | |
| Cwm, Llc | 0.26% | 2,340,152 | $99,550,067 | $114,222,819 | +$14,672,752 | +14.74% | |
| Sei Investments Co | 0.09% | 2,001,835 | $98,650,570 | $97,709,566 | -$941,004 | -0.95% | |
| Truist Financial Corp | 0.11% | 1,928,658 | $94,214,925 | $94,137,797 | -$77,128 | -0.08% | |
| Equitable Holdings, Inc. | 0.56% | 1,895,821 | $93,426,288 | $92,535,023 | -$891,265 | -0.95% | |
| Wealth Enhancement Advisory Services, Llc | 0.14% | 1,851,571 | $91,189,867 | $90,375,181 | -$814,686 | -0.89% | |
| Merit Financial Group, Llc | 0.54% | 1,765,060 | $86,982,145 | $86,152,579 | -$829,566 | -0.95% | |
| Valmark Advisers, Inc. | 0.90% | 1,727,974 | $85,154,552 | $84,342,411 | -$812,141 | -0.95% | |
| Integrated Wealth Concepts Llc | 0.52% | 1,607,954 | $79,239,959 | $78,484,235 | -$755,724 | -0.95% | |
| Wny Asset Management, Llc | 7.03% | 1,592,072 | $78,457,289 | $77,709,034 | -$748,255 | -0.95% | |
| Iam Advisory, Llc | 14.06% | 1,463,839 | $72,138,006 | $71,449,982 | -$688,024 | -0.95% | |
| Aptus Capital Advisors, Llc | 0.51% | 1,429,177 | $70,429,843 | $69,758,129 | -$671,714 | -0.95% | |
| Benjamin Edwards Inc | 0.60% | 1,344,683 | $66,265,768 | $65,633,977 | -$631,791 | -0.95% | |
| Assetmark, Inc | 0.11% | 1,308,047 | $63,898,096 | $63,845,774 | -$52,322 | -0.08% | |
| Guardian Wealth Advisors, Llc / Nc | 3.58% | 1,281,501 | $63,200,376 | $62,550,064 | -$650,312 | -1.03% | |
| Newedge Advisors, Llc | 0.19% | 1,266,080 | $62,392,397 | $61,797,365 | -$595,032 | -0.95% | |
| Prospera Financial Services Inc | 0.89% | 1,237,244 | $60,971,096 | $60,389,880 | -$581,216 | -0.95% | |
| Cullen/Frost Bankers, Inc. | 0.58% | 1,219,147 | $59,555,301 | $59,506,565 | -$48,736 | -0.08% | |
| Mainstay Capital Management Llc | 4.16% | 1,141,359 | $56,246,189 | $55,709,733 | -$536,456 | -0.95% | |
| Bank Of New York Mellon Corp | 0.01% | 1,125,921 | $55,485,381 | $54,956,204 | -$529,177 | -0.95% | |
| Western Wealth Management, Llc | 1.80% | 1,117,504 | $55,070,581 | $54,545,370 | -$525,211 | -0.95% | |
| Bay Colony Advisory Group, Inc D/B/A Bay Colony Advisors | 6.01% | 1,100,905 | $54,252,590 | $53,735,173 | -$517,417 | -0.95% |
Frequently asked questions about CGDV
Who are the largest institutional holders of CGDV?
The largest institutional holders of CGDV reported in the latest SEC Form 13F filings include Lpl Financial Llc, Morgan Stanley, Raymond James Financial Inc, Capital International Investors, and Envestnet Asset Management Inc. InsiderSet ranks institutional holders by their latest reported CGDV position.
What is CGDV institutional ownership?
This page tracks CGDV positions reported by institutional investment managers through SEC Form 13F. CAP GROUP DIVIDEND VALUE (CGDV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CGDV?
InsiderSet currently tracks 785 institutional managers reporting CGDV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CGDV shareholders.
How much CGDV stock do institutions own?
Institutional investment managers disclosed approximately $25.50B in CGDV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CGDV institutional ownership last updated?
The latest CGDV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CGDV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CGDV position after the reporting date.
Are institutions buying or selling CGDV?
Institutional buying and selling can be analyzed by comparing CGDV positions across consecutive 13F reporting periods. InsiderSet's CGDV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CGDV ownership changes.
How has CGDV institutional ownership changed over time?
InsiderSet tracks CGDV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.