CAP GROUP DIVIDEND VALUE CGDV
$48.95
-0.3% 52w: $37.62 – $49.28
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data37.6243.4549.28
Jun 20, 2025 Jul 2, 2026
Institutional holders
727
+30 QoQ
13F value
$21.66B
+9.2% QoQ
Smart-money holders
16
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
1.0×
$655K calls / $624K puts
Institutional value by quarter
Number of holders
Who owns CGDV?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 71.9M | $3.06B | 0.8% | +13.2% |
| MORGAN STANLEY | Bank broker | 26.2M | $1.11B | 0.1% | +14.7% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 25.8M | $1.10B | 0.3% | +9.5% |
| Capital International Investors | Long only active | 22.9M | $974.2M | 0.2% | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 20.8M | $884.9M | 0.2% | +10.5% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 19.8M | $842.6M | 0.5% | +5.6% |
| WELLS FARGO & COMPANY/MN | Bank broker | 19.1M | $810.5M | 0.2% | +16.8% |
| Cetera Investment Advisers | Wealth advisor | 18.4M | $781.0M | 0.8% | +12.0% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 17.9M | $762.0M | 0.1% | +7.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 13.5M | $572.9M | 0.8% | +9.0% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 13.5M | $562.3M | 0.3% | +30.5% |
| Capital Group Private Client Services, Inc. | Wealth advisor | 11.6M | $494.9M | 8.3% | +14.6% |
| Advance Capital Management, Inc. | Wealth advisor | 10.2M | $433.6M | 16.4% | +1.4% |
| UBS Group AG | Bank broker | 9.5M | $402.8M | 0.1% | +2.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 9.3M | $395.9M | 0.6% | +2.3% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 7.6M | $324.8M | 0.8% | +8.2% |
| ROYAL BANK OF CANADA | Bank broker | 7.5M | $318.2M | 0.1% | +19.6% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 6.1M | $260.3M | 0.2% | +27.9% |
| Confluence Wealth Services, Inc. | Wealth advisor | 6.0M | $257.1M | 10.0% | +4.4% |
| Kestra Advisory Services, LLC | Wealth advisor | 5.9M | $249.2M | 0.9% | +14.9% |
| Forge Financial Services LLC | Wealth advisor | 5.6M | $240.0M | 24.3% | +1259.6% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 4.3M | $181.7M | 0.5% | -13.2% |
| Private Advisor Group, LLC | Wealth advisor | 3.8M | $159.6M | 0.7% | +6.8% |
| D.A. DAVIDSON & CO. | Wealth advisor | 3.6M | $154.8M | 0.9% | +2.8% |
| Kestra Investment Management, LLC | Wealth advisor | 3.3M | $140.3M | 2.4% | +61.3% |
| Janney Montgomery Scott LLC | Diversified mechanical | 3.3M | $139.5M | 0.3% | +12.0% |
| &PARTNERS | Diversified mechanical | 2.6M | $112.8M | 0.6% | +11.3% |
| Bogart Wealth, LLC | Wealth advisor | 2.4M | $102.0M | 3.9% | +0.8% |
| CIBC Bancorp USA Inc. | Diversified mechanical | 2.5M | $101.4M | 0.1% | — |
| CWM, LLC | Wealth advisor | 2.3M | $99.6M | 0.3% | +17.1% |
| Johnson Bixby & Associates, LLC | Wealth advisor | 2.1M | $89.7M | 11.1% | +1.9% |
| HighTower Advisors, LLC | Diversified mechanical | 2.1M | $89.3M | 0.1% | +16.4% |
| Equitable Holdings, Inc. | Wealth advisor | 1.9M | $83.2M | 0.5% | +33.9% |
| Baird Financial Group, Inc. | Diversified mechanical | 2.0M | $83.0M | 0.1% | +5.2% |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | Wealth advisor | 1.9M | $81.4M | 6.3% | +3.3% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 1.9M | $81.0M | 0.1% | +34.7% |
| Mariner, LLC | Diversified mechanical | 1.9M | $79.7M | 0.1% | -8.9% |
| SEI INVESTMENTS CO | Diversified mechanical | 1.8M | $78.4M | 0.1% | +12.2% |
| Merit Financial Group, LLC | Wealth advisor | 1.8M | $76.3M | 0.6% | +2.2% |
| Independent Advisor Alliance | Wealth advisor | 1.7M | $74.1M | 0.8% | New |
| Valmark Advisers, Inc. | Wealth advisor | 1.7M | $71.5M | 0.9% | +58.3% |
| WNY Asset Management, LLC | Wealth advisor | 1.6M | $67.6M | 7.0% | — |
| IAM Advisory, LLC | Wealth advisor | 1.5M | $61.9M | 13.9% | +1.9% |
| Integrated Wealth Concepts LLC | Wealth advisor | 1.4M | $61.7M | 0.5% | +8.4% |
| NewEdge Advisors, LLC | Diversified mechanical | 1.4M | $60.6M | 0.2% | +5.4% |
| Aptus Capital Advisors, LLC | Wealth advisor | 1.4M | $60.0M | 0.5% | +2.8% |
| Wealthcare Advisory Partners LLC | Wealth advisor | 1.3M | $55.5M | 1.1% | +5.6% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 1.3M | $55.4M | 0.1% | -28.6% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | Wealth advisor | 1.3M | $53.4M | 3.4% | +0.2% |
| TUDOR INVESTMENT CORP ET AL | Quant stat arb | 1.2M | $53.0M | 0.3% | +69.6% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.