Cap Group Dividend Value (CGDV) Held by Superinvestors
CAP GROUP DIVIDEND VALUE (CGDV) is currently held by 2 superinvestors tracked by InsiderSet, with a combined reported market value of approximately $2.36M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Renaissance Technologies LLC is currently the largest disclosed institutional shareholder of CGDV tracked by InsiderSet, reporting ownership valued at approximately $2.00M 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 $2.00M, representing an estimated loss of -0.06% 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.
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Renaissance Technologies LLC | Jim Simons | 0.00% | 40,600 | $2,000,768 | $1,999,550 | -$1,218 | -0.06% |
| Sequoia Financial Advisors | 0.00% | 7,300 | $359,746 | $359,525 | -$221 | -0.06% |
Frequently asked questions about CGDV
Who are the largest superinvestors holding CGDV?
The largest superinvestors holding CGDV in the latest SEC Form 13F filings include Renaissance Technologies LLC and Sequoia Financial Advisors. InsiderSet ranks these superinvestors by their latest reported CGDV position.
What does the CGDV superinvestors page include?
This page tracks CGDV positions reported by a curated group of notable institutional investors and fund managers through SEC Form 13F. CAP GROUP DIVIDEND VALUE (CGDV) on this page reflects disclosed 13F holdings among those superinvestors, not every institutional shareholder of the stock.
How many superinvestors hold CGDV?
InsiderSet currently tracks 2 superinvestors reporting CGDV holdings in the latest available 13F data. This is the curated set on this page, not the total number of institutions that own CGDV.
How much CGDV stock do superinvestors hold?
Superinvestors tracked by InsiderSet disclosed approximately $2.36M in CGDV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value, and it covers the curated superinvestors on this page rather than every institutional filer.
When were CGDV superinvestor holdings last updated?
The latest CGDV superinvestor holdings on InsiderSet are 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 holdings.
Are superinvestor CGDV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by these superinvestors as of the end of the reporting quarter. A superinvestor may have changed its CGDV position after the reporting date.
Are superinvestors buying or selling CGDV?
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 have superinvestor CGDV holdings changed over time?
InsiderSet tracks CGDV holdings among these superinvestors across multiple 13F reporting periods, so holder counts, reported value, and reported shares can be compared over time.