CAPITAL GROUP DIVIDEND VALUE

CGDV

Data as of Q4 2025

Track which institutional investors hold this security, how their positions are changing, and whether consensus is bullish or bearish. Listed on US.

SymbolCGDV

CUSIP14020W106

Type

etf

ClassSHS CREATION UNI

SEC EDGAR Source

Institutional Holders

Total Institutional Value

$13.4B

Institutional Consensus

Price History

Institutional Holders(Showing 5 of 84)

Filer	Action	Shares	Value	Portfolio Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	63.5M(+20.7%)	$2.8B	0.8%	+19.26%	54
RAYMOND JAMES FINANCIAL INC	Increased	23.6M(+6.6%)	$1B	0.3%	+20.27%	41
Capital International Investors	Increased	22.9M(+1.8%)	$999.3M	0.2%	+66.11%	39
MORGAN STANLEY	Decreased	22.8M(-1.7%)	$996.4M	0.1%	+16.89%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	18.8M(+8.3%)	$821.7M	0.2%	+34.11%	41

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