Cap Group Dividend Value
$49.73+0.4%
+$2.3B
Net Activity
+8.08% total shares
Institutions Holding
780
Popularity Rank
#680
Avg Weight
1.40%
Total Value
$27.0B
780 institutions currently hold CGDV, with 536 net buyers and 200 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
200
Net Buying Institutions
536
Top 5 by Value
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Across its top 20 institutional holders, CGDV's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 7/100, avg. turnover score 21/100).
CGDV ranks #680 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
CGDV is a top-conviction position for Forge Financial Services LLC — at 24.1% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in CGDV belongs to LPL Financial LLC, but the position matters far more to Forge Financial Services LLC, who has 24.1% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
LPL Financial LLC has added to its CGDV position for two straight quarters, increasing it by $1.2B to reach $4.0B today.
Mariner, LLC has trimmed its CGDV position for two straight quarters, cutting it by $73.9M while still holding $15.8M.
CGDV is up 0.4% today, and institutions have been net buyers of $2.3B this quarter — today's price move and the underlying institutional flow are pointing the same direction.
+$2.6B
Total Buy Value
$474.2M
Total Sell Value
536
Net Buyers
200
Net Sellers
CGDV
Q2 2026
Top 5 Institutional Movers
+$938.7M
+$270.6M
+$269.3M
+$264.9M
+$234.2M
CGDV does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
14020W106
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,239
Total reported value
$2.2T
3224 13F institutions increased their position this quarter
Institutions Holding
5,987
Total reported value
$3.6T
3028 13F institutions increased their position this quarter
Institutions Holding
6,149
Total reported value
$1.8T
2966 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
5,803
Total reported value
$1.8T
Held by 5803 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,246
Total reported value
$1.3T
Held by 5246 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,142
Total reported value
$670.7B
Held by 5142 institutions — one of the most-tracked stocks on AlphaSMO
Access CGDV's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/CGDVCLI
npx alphasmo stocks get CGDV