CGDV

Cap Group Dividend Value

+$1.8B

Net Activity

Institutions Holding

729

Popularity Rank

#706

Avg Weight

1.42%

Total Value

$21.6B

Ownership Trend

729 institutions currently hold CGDV, with 503 net buyers and 178 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

178

Net Buying Institutions

503

Key Holders

Key Holders

Top 5 by Value

LF
LPL Financial LLC
$3.1B
MS
Morgan Stanley
$1.1B
RJ
Raymond James Financial INC
$1.1B
CI
Capital International Investors
$974.2M
EA
Envestnet Asset Management INC
$884.9M

Top 5 by Conviction

FF
Forge Financial Services LLC
24.31%
AC
Advance Capital Management, Inc.
16.43%
IA
IAM Advisory, LLC
13.86%
JB
Johnson Bixby & Associates, LLC
11.13%
CW
Confluence Wealth Services, Inc.
9.97%
View all 729 holding institutions

Quarterly Activity

Recent Activity

+$21.1B

Total Buy Value

$1.7B

Total Sell Value

New buy76
Trim143
Add427
Sold out35

503

Net Buyers

178

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding CAP GROUP DIVIDEND VALUE (CGDV)?
Major stakeholders currently include LPL Financial LLC ($3.1B), Morgan Stanley ($1.1B), Raymond James Financial INC ($1.1B). Based on the latest 13F filings, there are a total of 729 tracked investment funds and institutions maintaining positions in CGDV.
What is the overall institutional sentiment toward CGDV recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $1.8B, driven by 503 managers accumulating shares while 178 reduced their exposure.
Which institutions have been selling or reducing their CGDV positions?
In the latest period, 143 funds trimmed their holdings, and 35 managers completely exited their positions. The aggregate reported sell value was $1.7B.
Are there any notable investors adding CGDV to their portfolios?
Yes, buying activity remains notable. 76 institutions opened new positions in {ticker}, and 427 existing holders added to their shares. The total reported buy value for the quarter amounted to $21.1B.

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