Who owns CGDV?
Capital Group Dividend Value ETF · Capital Group
777 institutions reported holding CGDV, worth $27.5B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of CGDV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $4.0B | 81,072,273 | +9,221,800 shares |
| Morgan Stanley | New York, NY | $1.4B | 28,063,384 | +1,884,771 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $1.4B | 27,792,280 | +1,957,313 shares |
| Capital International Investors | Los Angeles, CA | $1.1B | 22,961,587 | +60,061 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $1.1B | 22,227,674 | +1,425,058 shares |
| Wells Fargo & Company | San Francisco, CA | $1.1B | 21,822,980 | +2,770,250 shares |
| Northwestern Mutual Wealth Management Co | Milwaukee, WI | $1.1B | 21,588,874 | +1,782,798 shares |
| Bank of America Corp. | Charlotte, NC | $907.7M | 18,419,265 | +506,232 shares |
| Cetera Investment Advisers | Schaumburg, IL | $900.6M | 18,275,976 | −83,318 shares |
| Jones Financial Companies LLLP | Des Peres, MO | $796.5M | 16,425,629 | +2,942,024 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns CGDV?
777 institutional managers reported holding CGDV in Form 13F filings for June 30, 2026, worth $27.5B in total. The largest reported position was held by LPL Financial LLC, at $4.0B.
Did institutions buy or sell CGDV last quarter?
Reported 13F value rose 27.8% from March 31, 2026, which includes price moves as well as buying and selling. 88 firms reported a new position and 27 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is CGDV ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.