CAP GROUP DIVIDEND VALUE (CGDV) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $25.09B in CGDV holdings during the latest filing period.
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 $4.06B, representing an estimated gain of +1.54% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 53% 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
761
Total Reported Value
$25.09B
Largest Holder
Lpl Financial Llc
Largest Position
$4.00B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
47
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 | $4,056,856,541 | +$61,615,049 | +1.54% | |
| Morgan Stanley | 0.07% | 28,063,384 | $1,382,963,626 | $1,404,291,735 | +$21,328,109 | +1.54% | |
| Raymond James Financial Inc | 0.37% | 27,792,280 | $1,369,603,565 | $1,390,725,691 | +$21,122,126 | +1.54% | |
| Capital International Investors | 0.23% | 22,961,587 | $1,131,547,007 | $1,148,997,813 | +$17,450,806 | +1.54% | |
| Envestnet Asset Management Inc | 0.26% | 22,227,674 | $1,095,379,765 | $1,112,272,807 | +$16,893,042 | +1.54% | |
| Wells Fargo & Company/Mn | 0.19% | 21,822,980 | $1,075,436,456 | $1,092,021,919 | +$16,585,463 | +1.54% | |
| Bank Of America Corp | 0.06% | 18,419,265 | $907,701,377 | $921,700,021 | +$13,998,644 | +1.54% | |
| Cetera Investment Advisers | 0.82% | 18,275,976 | $900,640,073 | $914,529,839 | +$13,889,766 | +1.54% | |
| Jones Financial Companies Lllp | 0.32% | 16,425,629 | $796,484,038 | $821,938,475 | +$25,454,437 | +3.20% | |
| Commonwealth Equity Services, Llc | 0.85% | 13,667,917 | $673,554,938 | $683,942,567 | +$10,387,629 | +1.54% | |
| Capital Group Private Client Services, Inc. | 8.79% | 12,659,156 | $623,843,361 | $633,464,166 | +$9,620,805 | +1.54% | |
| Osaic Holdings, Inc. | 0.67% | 11,545,200 | $568,994,821 | $577,721,808 | +$8,726,987 | +1.53% | |
| Advance Capital Management, Inc. | 16.98% | 10,657,305 | $525,191,982 | $533,291,542 | +$8,099,560 | +1.54% | |
| Ubs Group Ag | 0.08% | 9,857,339 | $485,769,666 | $493,261,244 | +$7,491,578 | +1.54% | |
| Royal Bank Of Canada | 0.07% | 8,026,645 | $395,554,000 | $401,653,316 | +$6,099,316 | +1.54% | |
| Confluence Wealth Services, Inc. | 9.81% | 6,959,626 | $342,970,077 | $348,259,685 | +$5,289,608 | +1.54% | |
| Kestra Advisory Services, Llc | 1.11% | 6,955,068 | $342,745,731 | $348,031,603 | +$5,285,872 | +1.54% | |
| Stifel Financial Corp | 0.27% | 6,521,495 | $321,383,261 | $326,335,610 | +$4,952,349 | +1.54% | |
| Private Advisor Group, Llc | 1.32% | 5,858,151 | $288,689,639 | $293,141,876 | +$4,452,237 | +1.54% | |
| Forge Financial Services Llc | 24.14% | 5,686,869 | $280,248,916 | $284,570,925 | +$4,322,009 | +1.54% | |
| Mml Investors Services, Llc | 0.51% | 5,078,583 | $250,272,589 | $254,132,293 | +$3,859,704 | +1.54% | |
| Cibc Bancorp Usa Inc. | 0.27% | 4,427,417 | $217,389,766 | $221,547,947 | +$4,158,181 | +1.91% | |
| D.A. Davidson & Co. | 1.02% | 3,732,526 | $183,938,877 | $186,775,601 | +$2,836,724 | +1.54% | |
| &Partners | 0.58% | 2,876,171 | $141,866,438 | $143,923,597 | +$2,057,159 | +1.45% | |
| Bogart Wealth, Llc | 4.11% | 2,429,786 | $119,739,837 | $121,586,491 | +$1,846,654 | +1.54% | |
| Hightower Advisors, Llc | 0.11% | 2,251,668 | $110,962,185 | $112,673,467 | +$1,711,282 | +1.54% | |
| Johnson Bixby & Associates, Llc | 11.78% | 2,140,742 | $105,495,741 | $107,122,730 | +$1,626,989 | +1.54% | |
| Baird Financial Group, Inc. | 0.14% | 2,110,374 | $103,999,230 | $105,603,115 | +$1,603,885 | +1.54% | |
| Integrated Wealth Concepts Llc | 0.49% | 2,022,356 | $99,661,791 | $101,198,694 | +$1,536,903 | +1.54% | |
| Cwm, Llc | 0.26% | 2,340,152 | $99,550,067 | $117,101,206 | +$17,551,139 | +17.63% | |
| Sei Investments Co | 0.09% | 2,001,835 | $98,650,570 | $100,171,823 | +$1,521,253 | +1.54% | |
| Truist Financial Corp | 0.11% | 1,942,547 | $95,728,700 | $97,205,052 | +$1,476,352 | +1.54% | |
| Equitable Holdings, Inc. | 0.56% | 1,895,821 | $93,426,288 | $94,866,883 | +$1,440,595 | +1.54% | |
| Merit Financial Group, Llc | 0.54% | 1,765,060 | $86,982,146 | $88,323,602 | +$1,341,456 | +1.54% | |
| Valmark Advisers, Inc. | 0.90% | 1,727,974 | $85,154,552 | $86,467,819 | +$1,313,267 | +1.54% | |
| Wny Asset Management, Llc | 7.03% | 1,592,072 | $78,457,289 | $79,667,283 | +$1,209,994 | +1.54% | |
| Iam Advisory, Llc | 14.06% | 1,463,839 | $72,138,006 | $73,250,504 | +$1,112,498 | +1.54% | |
| Aptus Capital Advisors, Llc | 0.51% | 1,429,177 | $70,429,843 | $71,516,017 | +$1,086,174 | +1.54% | |
| Wealth Enhancement Advisory Services, Llc | 0.12% | 1,384,672 | $68,541,250 | $69,288,987 | +$747,737 | +1.09% | |
| Assetmark, Inc | 0.12% | 1,359,717 | $67,006,854 | $68,040,239 | +$1,033,385 | +1.54% | |
| Benjamin Edwards Inc | 0.60% | 1,344,683 | $66,265,768 | $67,287,937 | +$1,022,169 | +1.54% | |
| Guardian Wealth Advisors, Llc / Nc | 3.58% | 1,281,501 | $63,200,376 | $64,126,310 | +$925,934 | +1.47% | |
| Newedge Advisors, Llc | 0.19% | 1,266,080 | $62,392,397 | $63,354,643 | +$962,246 | +1.54% | |
| Wealthcare Advisory Partners Llc | 1.18% | 1,259,466 | $62,066,501 | $63,023,679 | +$957,178 | +1.54% | |
| Prospera Financial Services Inc | 0.89% | 1,237,244 | $60,971,096 | $61,911,690 | +$940,594 | +1.54% | |
| Cullen/Frost Bankers, Inc. | 0.59% | 1,222,092 | $60,224,671 | $61,153,484 | +$928,813 | +1.54% | |
| Mainstay Capital Management Llc | 4.16% | 1,141,359 | $56,246,189 | $57,113,604 | +$867,415 | +1.54% | |
| Bank Of New York Mellon Corp | 0.01% | 1,125,921 | $55,485,381 | $56,341,087 | +$855,706 | +1.54% | |
| Western Wealth Management, Llc | 1.80% | 1,117,504 | $55,070,581 | $55,919,900 | +$849,319 | +1.54% | |
| Bay Colony Advisory Group, Inc D/B/A Bay Colony Advisors | 6.01% | 1,100,905 | $54,252,590 | $55,089,286 | +$836,696 | +1.54% |
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.