CAPITAL GROUP DIVIDEND VALUE ETF

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CGDV·14020W106·US·ETF

CGDV (CAPITAL GROUP DIVIDEND VALUE ETF) is held by 106 institutional investors as of Q2 2026. Largest holders: LPL Financial LLC ($4B), MORGAN STANLEY ($1.4B), RAYMOND JAMES FINANCIAL INC ($1.4B). Net institutional sentiment: Bullish.

106

Holders

(15 Elite)

$19.3B

Total Value

77% (103)

Consensus

79 buying - 24 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)63

Insider (Form 4)56

Activist (13D/13G)28

Congressional (STOCK Act)56

Holder Quality

67

★★★★★

Elite

59

★★★★

Strong

75

★★★

Solid

33

★★

Below

28

★

Weak

Held by 106 funds

15 elite

Who's Trading

Source dates: Price Oct 9, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for CGDV.

Top Holders

Top Holders (106)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	81.1M(+12.8%)	$4B	0.9%	+27.99%	51
MORGAN STANLEY	Increased	28.1M(+7.2%)	$1.4B	0.1%	+27.35%	34
RAYMOND JAMES FINANCIAL INC	Increased	27.8M(+7.6%)	$1.4B	0.4%	+31.32%	41
Capital International Investors	Increased	23M(+0.3%)	$1.1B	0.2%	+87.96%	38
ENVESTNET ASSET MANAGEMENT INC	Increased	22.2M(+6.8%)	$1.1B	0.3%	+43.22%	41
WELLS FARGO & COMPANY/MN	Increased	21.8M(+14.5%)	$1.1B	0.2%	+31.18%	44
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	21.6M(+9.0%)	$1.1B	0.6%	+43.58%	49
BANK OF AMERICA CORP /DE/	Increased	18.4M(+2.8%)	$907.7M	0.1%	+31.88%	33
Cetera Investment Advisers	Decreased	18.3M(-0.5%)	$900.6M	0.8%	+35.52%	0
JONES FINANCIAL COMPANIES LLLP	Increased	16.4M(+21.8%)	$796.5M	0.3%	+19.62%	46
COMMONWEALTH EQUITY SERVICES, LLC	Increased	13.7M(+1.5%)	$673.6M	0.8%	+46.53%	45
OSAIC HOLDINGS, INC.	Increased	11.5M(+24.1%)	$569M	0.7%	+36.40%	54
UBS Group AG	Increased	9.9M(+4.1%)	$485.8M	0.1%	+44.44%	33
ROYAL BANK OF CANADA	Increased	8M(+7.3%)	$395.6M	0.1%	+25.77%	33
Kestra Advisory Services, LLC	Increased	7M(+18.7%)	$342.7M	1.1%	+33.91%	58
STIFEL FINANCIAL CORP	Increased	6.5M(+6.6%)	$321.4M	0.3%	+34.14%	40
Private Advisor Group, LLC	Increased	5.9M(+56.2%)	$288.7M	1.3%	+21.66%	69
MML INVESTORS SERVICES, LLC	Increased	5.1M(+18.9%)	$250.3M	0.5%	+46.91%	51
CIBC Bancorp USA Inc.	Increased	4.4M(+74.4%)	$217.4M	0.3%	+9.28%	55
D.A. DAVIDSON & CO.	Increased	3.7M(+2.5%)	$183.9M	1.0%	+39.78%	49

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer