CAP GROUP DIVIDEND VALUE (CGDV) Institutional Ownership and Insiders Activity
CAP GROUP DIVIDEND VALUE (CGDV) is widely held by institutional investors, with 758 firms reporting positions valued at approximately $25.31B based on SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is the largest disclosed holder, reporting approximately $4.00B in CGDV holdings in its latest filing.
Institutional Holders
758
Total Reported Value
$25.31B
Largest Holder
Lpl Financial Llc
Largest Position
$4.00B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
74
Funds Exiting Positions
52
Top Institutional Owners
View allInvestorReported Balance
- Lpl Financial Llc$4.00B
- Morgan Stanley$1.38B
- Raymond James Financial Inc$1.37B
- Capital International Investors$1.13B
- Envestnet Asset Management Inc$1.10B
CGDV News
All news- Ruggaard & Associates Q2 2026 Portfolio Activity Report
Aug 23, 2026 · valut.ai
- Wny Asset Management Q2 2026 Portfolio Activity: Significant Replacements Observed
Aug 23, 2026 · valut.ai
- Sittner & Nelson Llc Portfolio Changes in Q2 2026
Aug 10, 2026 · valut.ai
- Fortress Private Ledger's Q3 2026 Portfolio Changes: Strategic Shifts in Tech & New Positions
Aug 10, 2026 · valut.ai
- Silver Oak Securities Portfolio Shifts in Q2 2026: Focus on ETFs
Aug 10, 2026 · valut.ai
- Platt Wealth Management Q2 Portfolio Changes: Focus on ETFs and Tech Stocks
Aug 6, 2026 · valut.ai
- Gutierrez Wealth Advisory Q2 2026 Portfolio Activity: Focus on Fixed Income, Growth ETFs
Aug 6, 2026 · valut.ai
- Pcg Wealth Advisors Q2 2026 Portfolio Activity Analysis
Aug 5, 2026 · valut.ai